以下文章来源于智能涌现 ，作者邱晓芬 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 英伟达的一众竞争对手近期也集体发力。 AI芯片巨头之间竞争与合作， 边界正变得模糊。 文 ｜ 邱晓芬 编辑 ｜ 苏建勋 来源｜ 智能涌现（ID：AIEmergence） 封面来源 ｜ 视觉中国 整个10月，硅谷AI芯片大厂，暗流汹涌。 刚刚结束的GTC大会上，英伟达释放了几个全新信号——首先，英伟达正在走出数据中心领域的半径，渗透到6G（10亿美金投资诺基亚）、量子计算（推 出NVQLink技术）、生物医药（合作医药巨头礼来）领域。 其次，英伟达不仅照常展出了下一代Vera Rubin超级GPU，还推出了一项关键的"AI工厂"蓝图(Omniverse DSX)。 先是AMD的奇袭。10月6日，在新产品（MI450芯片）还没上市的情况下，AMD直接给英伟达最珍视的客户OpenAI送上了10%的股权，拿下了OpenAI大额 的算力订单。AMD也借此成为十月份的美股黑马，股价涨了六成左右。 这意味着，未来英伟达不仅提供GPU芯片，还能提供系统、网络、能源管理的全栈解决方案。 走出数据中心GPU故事的英伟达，市值近期 ...

Group 1 - The core point of the article is the dramatic rise and fall of the stock price of Upway New Materials, which surged 1320% in 17 trading days due to the acquisition news by Zhiyuan Robotics, only to face a subsequent decline [1] - Upway New Materials' stock price skyrocketed after Zhiyuan Robotics announced its intention to acquire a 63.62% controlling stake at a price of 7.78 yuan per share, totaling 2.1 billion yuan [1] - The market capitalization of Upway New Materials reached 37.049 billion yuan, reflecting a significant increase in value from the acquisition cost, showcasing a textbook example of leveraged buyout [1] Group 2 - The strategic rationale behind the acquisition is based on the potential for synergy between the two companies, with Upway New Materials specializing in new materials and Zhiyuan Robotics focusing on robotics [1][5] - The stock price of Upway New Materials experienced a temporary halt due to regulatory scrutiny after its rapid increase, leading to a self-examination period [7] - Following the resumption of trading, the stock price initially rose to 110.48 yuan per share but then unexpectedly dropped to below 100 yuan, highlighting the volatility driven by market sentiment and speculation [9]