智通财经APP获悉，近年来转向聚焦于提供云端AI算力资源的欧洲科技领军者Nebius Group NV(NBIS.US)通过出售可转换债券和股票筹集了大约37.5亿美元，随着该公司近日宣布与美国科技巨头 微软公司(MSFT.US)签署一份与云端AI算力密切相关联的巨额合同，该公司正寻求购买更多土地以及人 工智能算力资源。 这家人工智能云服务提供商周四将其可转换债券发行规模从最初计划的20亿美元大幅上调至27.5亿美 元。该公司还表示出售了约10亿美元的新股，定价为每股92.50美元。 Nebius在此次出售中分两期进行出售可转换债券，每期筹资约13.75亿美元，其中一笔2030年到期、票 息1%，另一笔2032年到期、票息2.75%。这些债券的转换价为每股138.75美元，较此次股票发售的定价 溢价足足50%，一定程度上凸显出金融市场对于该公司股债资产的强劲需求。 9月9日(周二)Nebius美股收盘涨幅约49.4% 为其在纳斯达克挂牌以来的最大单日涨幅(盘中一度最高涨约 53%)，同时也创下历史新高价位。 就事件驱动与基本面角度看，Nebius股价大涨的主因在于该公司与微软的巨额AI算力合同，而微软之所 以 ...

Core Viewpoint - Nvidia's CEO Jensen Huang visited Taiwan to meet with TSMC, highlighting the ongoing tensions between Washington and Beijing regarding AI chip exports and the company's upcoming financial report [1][8]. Group 1: Nvidia's AI Chip Developments - Nvidia has completed the initial tape-out of six new AI chips, including a new AI GPU based on the Rubin architecture and a silicon photonic processor [3]. - The Rubin architecture is set to succeed the Blackwell architecture, with production aimed for 2026, featuring significant upgrades such as HBM4 memory and enhanced NVLink bandwidth [3]. - The silicon photonic processor is expected to be used for AI data center networking and high-speed interconnects, supporting larger-scale AI GPU interconnections [4][5]. Group 2: Market Dynamics and Future Products - Nvidia is reportedly developing a new AI chip, tentatively named "B30A," specifically for the Chinese market, based on the latest Blackwell architecture [7]. - The H20 AI chip, designed for the Chinese market, has been noted for its unique advantages in AI inference workloads, despite its lower performance in AI training compared to the H100 [7][8]. - Huang indicated that the decision regarding the future of the H20 AI chip successor lies with the U.S. government, emphasizing the complexities of international trade regulations [8]. Group 3: Supply Chain and Production Adjustments - Nvidia has instructed suppliers, including Foxconn and Amkor Technology, to halt production related to the H20 AI chip amid concerns over safety risks and to manage existing inventory [9]. - The company has a substantial stock of H20 chips and is awaiting orders from Chinese customers before proceeding with further production [9].

Group 1 - The announcement of a $92 billion investment in AI infrastructure in Pennsylvania, including $36 billion for AI data centers and $56 billion for energy projects, highlights the state's role in enhancing the U.S. competitiveness in the global AI sector [1] - Blackstone Group has committed over $25 billion for new data centers and energy infrastructure in Pennsylvania, partnering with PPL Corp. to meet the energy demands of these data centers [1][3] - CoreWeave plans to invest up to $6 billion to establish a large AI data center in Lancaster, Pennsylvania, with an initial capacity of 100 megawatts, potentially expanding to 300 megawatts [2] Group 2 - Major tech companies like Amazon and Google are also investing significantly in AI infrastructure, with Amazon planning a $20 billion investment and Google $25 billion for data centers and energy projects in the region [3] - The global AI infrastructure investment wave is expected to reach $2 trillion, driven by unprecedented demand for AI computing power [2][4] - Nvidia's AI chips are being referred to as "the gold and oil of the new era," with predictions of its market capitalization reaching $5 trillion to $6 trillion in the coming years [7]