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华为商用智能手表首发智感窗技术,支持eSIM;亚马逊称Anthropic将采用其100万块定制AI芯片丨智能制造日报
创业邦· 2025-10-31 06:56
1.【一汽丰田售后备件全国总仓落地普洛斯天津空港汽车产业园】10月30日,据普洛斯消息,近日, 普洛斯天津空港汽车产业园与长春富晟汽车生态科技集团有限公司(以下简称"富晟汽车生态")举行 签约仪式,就一汽丰田售后备件全国总仓项目落地该物流园达成合作。该项目运营方富晟汽车生态将 投资超1亿元打造一汽丰田第一个新一代自动化、数智化、可视化的标杆仓库。(界面新闻) 2.【存储芯片供不应求,有存储芯片涨价100%】从9月起,存储芯片价格开始上涨,进入四季度后涨 势加快,下游厂商争相备货,有生产企业产线满负荷运转,仍然供不应求。 记者了解到,本轮存储芯 片价格大涨,是全球市场多重因素叠加共振的结果。一方面,为追求更高利润,全球主要存储芯片厂 商把大量产能,转向用于人工智能和数据中心的高端芯片,导致传统存储芯片供应锐减;另一方面, 存储芯片行业本身具有周期性,在经历前期价格低迷后,厂商主动减产去库存,加快了供需关系逆 转,推动价格进入上行周期。 某半导体公司负责人表示,存储芯片现货市场涨价幅度有60%到80% 不等,个别畅销存储芯片型号涨价达到100%。 记者了解到,存储芯片应用广泛,需求持续放大,后 续仍有很大的市场潜 ...
苹果CEO库克预计中国市场将在新财季恢复增长;Meta发行300亿美元债券;英伟达今年已投资59家AI初创
Sou Hu Cai Jing· 2025-10-31 05:19
Group 1: Apple - CEO Tim Cook expects the Chinese market to recover growth in the upcoming fiscal quarter, driven by iPhone sales, with overall sales projected to increase by 10% to 12% year-over-year [2][4] - Apple reported total net sales of $102.466 billion for Q4, up from $94.93 billion year-over-year, with net profit of $27.466 billion compared to $14.736 billion in the same period last year [5] Group 2: Meta - Meta issued $30 billion in corporate bonds, the largest issuance of the year, with record subscription orders reaching $125 billion [6] Group 3: Nvidia - Nvidia has invested in 59 AI startups this year, surpassing the total number of investments made last year, and plans to invest up to $1 billion in the AI startup Poolside, potentially quadrupling its valuation [7] Group 4: OpenAI - OpenAI is preparing for an IPO that could value the company at up to $1 trillion, with a minimum fundraising target of $60 billion, and is expected to submit its application as early as the second half of 2026 [8] Group 5: Microsoft - Microsoft plans to increase its AI computing power by over 80% this year due to high demand for its cloud and AI services, and aims to double the size of its data centers in the next two years [9][10] Group 6: Amazon - Amazon reported total net sales of $180.169 billion for Q3, up from $158.877 billion year-over-year, with net profit of $21.187 billion compared to $15.328 billion in the same period last year [12] Group 7: Netflix - Netflix announced a 10-for-1 stock split, effective November 17, to make its stock more accessible for employees participating in stock option plans [13] Group 8: Paramount - Paramount is laying off approximately 2,000 employees to address internal redundancies and adapt to changing priorities [14] Group 9: Vodafone - Vodafone plans to acquire German cloud computing company Skaylink for €175 million (approximately $204.09 million) to expand its service offerings [15] Group 10: Iliad - CK Hutchison is considering a potential merger of its Italian telecom unit Wind Tre with Iliad's Italian operations, with Iliad's business independently valued at over €3 billion [16] Group 11: Super Micro - Super Micro Computer, Inc. has established Super Micro Federal LLC to accelerate its expansion into the U.S. federal market, focusing on high-performance AI-ready solutions [17] Group 12: CSP Capital Expenditure - Global cloud service providers are expected to increase capital expenditures to $520 billion in 2026, driven by the rapid expansion of AI server demand, with a projected 61% year-over-year increase in 2025 [18]