目前，全球人工智能基础设施建设正在按下"加速键"。 9月22日，英伟达宣布计划向OpenAI投资1000亿美元，双方签署意向书，建立具有里程碑意义的战略合 作伙伴关系，共建大规模数据中心。OpenAI将为下一代AI基础架构部署至少10GW的NVIDIA系统，用于 训练和运行其下一代模型，从而实现超级智能的部署。双方表示，此次合作致力于构建世界上最先进的AI 基础设施。 9月23日， OpenAI、甲骨文以及软银宣布，将在美国新建5座人工智能数据中心，在美国德克萨斯州、新 墨西哥州、俄亥俄州等地新增五个"星际之门"项目站点。据了解，这5座数据中心、德克萨斯州阿比林市 数据中心以及与美国云计算公司CoreWeave合作的其他项目，将使"星际之门"项目未来三年内规划功率 容量接近7吉瓦，总投资额超过4000亿美元。 OpenAI的创始人兼CEO萨姆·奥尔特曼表示："很兴奋能在美国建设大量这样的项目。目前，其他国家正 在以比我们更快的速度建设芯片工厂和新能源生产设施，我们希望能够扭转这一趋势。" 牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 全球掀起新 ...

据了解，两家公司将合作打造"人工智能（AI）基础设施"——即支撑各类未来人工智能应用的系统，涵盖医疗健康、制造业、环境领域、下一代 计算技术及客户服务等，双方期望到2030年为日本建成这一基础设施。 （原标题：AI重磅！两大巨头牵手！全球掀起新一轮"AI基建"热潮） 10月3日，英伟达与富士通双方达成协议，将在人工智能领域展开合作，利用英伟达的计算机芯片开发智能机器人及各类创新技术。富士通是全球 领先的信息通信技术（ICT）企业，成立于1935年6月，总部位于日本，全球员工达11.3万人。 目前，全球人工智能基础设施建设正在按下"加速键"。 9月22日，英伟达宣布计划向OpenAI投资1000亿美元，双方签署意向书，建立具有里程碑意义的战略合作伙伴关系，共建大规模数据中心。 OpenAI将为下一代AI基础架构部署至少10GW的NVIDIA系统，用于训练和运行其下一代模型，从而实现超级智能的部署。双方表示，此次合作致 力于构建世界上最先进的AI基础设施。 9月23日， OpenAI、甲骨文以及软银宣布，将在美国新建5座人工智能数据中心，在美国德克萨斯州、新墨西哥州、俄亥俄州等地新增五个"星际 之门"项目站点。据 ...

Group 1 - A new wave of "AI infrastructure" development is emerging globally, with significant partnerships forming to enhance AI capabilities [1][2] - NVIDIA and Fujitsu have agreed to collaborate on AI infrastructure in Japan, aiming to build systems for various sectors by 2030 [1] - OpenAI plans to invest $100 billion in partnership with NVIDIA to develop advanced AI data centers, with a focus on deploying at least 10GW of NVIDIA systems [2] Group 2 - South Korea is accelerating its AI infrastructure development, with Samsung and SK Group partnering with OpenAI to expand data center capacity and advanced storage chip production [3] - The competition in AI infrastructure is intensifying, with a shift from "single card performance" to "system-level efficiency," highlighting the strategic importance of computational power [4] - Major Chinese companies, like Alibaba, are increasing capital expenditures on AI infrastructure, which is expected to support the development of AI applications [4]

Group 1 - A new wave of "AI infrastructure" development is emerging globally, with significant collaborations between major companies like NVIDIA and Fujitsu to create AI systems tailored for various sectors in Japan, aiming for completion by 2030 [1] - NVIDIA plans to invest $100 billion in OpenAI to establish a strategic partnership for building advanced AI data centers, with a focus on deploying at least 10GW of NVIDIA systems for next-generation AI models [2] - OpenAI, Oracle, and SoftBank are set to construct five new AI data centers in the U.S., with a total planned power capacity of nearly 7GW and an investment exceeding $400 billion over the next three years [2] Group 2 - South Korea is accelerating its AI infrastructure development, with Samsung and SK Group partnering with OpenAI to enhance storage chip supply and expand data center capacity [3] - The competition in AI infrastructure is intensifying, with a shift from "single card performance" to "system-level efficiency," as China leverages cluster construction and open-source ecosystems to advance its AI capabilities [4] - Major global tech companies are increasing investments in AI computing infrastructure, which is expected to drive the commercialization of AI applications across various sectors such as content creation, social media, advertising, e-commerce, education, and finance [4]

新华社北京9月30日电 奋力谱写中国式现代化更加绚丽的篇章 ——习近平总书记在庆祝中华人民共和国成立76周年招待会上的重要讲话激扬奋斗豪情 新华社记者 "实现中华民族伟大复兴是前无古人的伟大事业。憧憬和挑战，都激发我们只争朝夕、永不懈怠的 奋斗精神。"习近平总书记30日在庆祝中华人民共和国成立76周年招待会上发表重要讲话，令广大 干部群众备受鼓舞。 征程万里风正劲，重任千钧再奋蹄。大家表示，要更加紧密团结在以习近平同志为核心的党中央 周围，坚定信心，振奋精神，团结奋斗，攻坚克难，把强国建设、民族复兴伟业不断推向前进。 "这几年，我们大力发展'桃花经济'，景色优美了、收入变多了、日子越过越红火了。"边巴 说，"西藏自治区60年来的历史巨变，充分彰显了中国共产党的英明伟大。看着北斗星走不迷路， 跟着共产党走会幸福。我们将牢记总书记嘱托，把'桃花村'品牌擦得更亮，带领全体村民创造更 加幸福美好的生活。" 复兴伟业蓬勃发展、前景光明 山东招远，玉米丰收在望。近年来，种粮大户、招远市华松农机服务专业合作社理事长郭守香通 过强化农业科技装备支撑，为近2万亩农田提供农业社会化服务，带动100多户社员增产增收。 伟大成就彪炳 ...

9 月 29 日消息，芯片巨头英伟达的联合创始人兼总裁黄仁勋近日在接受采访时对 OpenAI 作出重磅预测：这家人工智能初创公司，注定将 成为全球下一个市值达数万亿美元的公司。 在 BG2 播客节目中，黄仁勋将 OpenAI 的未来发展潜力与 Meta、谷歌等当前行业巨头相提并论，而这些巨头均同时运营着面向消费者与 企业的服务。"我认为 OpenAI 很可能会成为下一家价值数万亿美元的超大规模企业，"黄仁勋表示。他还强调，从这一前景来看，投资 OpenAI 的机会堪称"我们能想象到的最明智的投资之一"。 黄仁勋回顾了与 OpenAI 的关系，坦言自己早年在投资决策上留下了深深的遗憾。他提到，当 OpenAI 邀请英伟达参与早期投资时，英伟 达资金有限，没有下足赌注："他们当时邀请我们投资，但我们太穷了，没有投够。我应该把所有的钱都给他们。" 黄仁勋详细介绍，英伟达正扩大与 OpenAI 的合作范围，助力后者打造首个自主建设的人工智能基础设施，双方将在"芯片层面、软件层 面、系统层面"开展直接合作。这一新项目是对英伟达现有合作的补充。此前，英伟达已通过微软 Azure 云平台与甲骨文云基础设施 （OCI）为 O ...

黄仁勋详细介绍，英伟达正扩大与 OpenAI 的合作范围，助力后者打造首个自主建设的人工智能基础设施，双方将在"芯片层面、软件层 面、系统层面"开展直接合作。这一新项目是对英伟达现有合作的补充。此前，英伟达已通过微软 Azure 云平台与甲骨文云基础设施 （OCI）为 OpenAI 提供支持。 在播客中，黄仁勋进一步阐述： 我认为 OpenAI 有望成为像 Meta、谷歌那样的下一家万亿级超大规模企业。他们未来将会同时推出面向消费者和企业的服 务…… 若情况确实如此，在其达到这一规模前进行投资，将是我们能想象到的最明智的投资选择之一。我们恰好深耕这一领 域，因此投资 OpenAI…… 所能获得的回报必将非常可观。 IT之家 9 月 29 日消息，芯片巨头英伟达的联合创始人兼总裁黄仁勋近日在接受采访时对 OpenAI 作出重磅预测：这家人工智能初创公 司，注定将成为全球下一个市值达数万亿美元的公司。 在 BG2 播客节目中，黄仁勋将 OpenAI 的未来发展潜力与 Meta、谷歌等当前行业巨头相提并论，而这些巨头均同时运营着面向消费者与 企业的服务。"我认为 OpenAI 很可能会成为下一家价值数万亿美元的超大 ...

他还重申了长期以来的观点，即市场从根本上已经崩溃，这种状况已经破坏了投资流程本身。 艾因霍恩在人工智能的长期重要性与投入资金的即时经济效益之间划出了一条清晰的界线。他表示，许 多项目将会落地，但投资者可能无法获得他们所预期的回报。 艾因霍恩还对其他领域发表评论。他指出，美国就业增长疲软和生产力停滞不前是经济衰退可能即将来 临的迹象。 他表示："我更倾向于认为我们正在走向或已经陷入衰退。就业岗位没有增长，每周工作时间正在缩 短，生产率也不高。" 智通财经APP获悉，对冲基金经理、绿光资本创始人大卫·艾因霍恩警告称，即使人工智能(AI)技术本身 具有变革性，但如此大规模的人工智能基础设施建设投入仍可能导致大量资本损失。他表示，苹果 (AAPL.US)、Meta Platforms(META.US)和OpenAI等公司总计投入数万亿美元过于极端，最终的回报高 度不确定。尽管他预计人工智能的发展最终将超越当前的乐观预测，但他也质疑"每年投入10000亿美元 或5000亿美元"是否能为这些进行投资的公司带来良好的回报。 艾因霍恩表示："现在到处流传的数字太过极端，真的很难让人理解。虽然我确信不会归零，但很有可 能本轮周 ...

Core Views - The Federal Reserve has lowered interest rates by 25 basis points as expected, leading to a mixed performance in overseas assets, with US stocks and gold reaching new highs while the dollar and US Treasury bonds experienced profit-taking [2][20] - The MSCI Global Index rose by 0.99%, with US, South Korean, Indian stocks, and Chinese tech stocks leading the performance. The Dow Jones, Nasdaq, S&P 500, and Russell 2000 indices increased by 1.0%, 2.2%, 1.2%, and 2.2% respectively [2][20] - The 10-year and 2-year US Treasury yields rose by 8 basis points and 1 basis point to 4.14% and 3.57% respectively, while the dollar index increased by 0.03% to 97.65 [2][25] Economic Fundamentals - In August, US retail sales were flat compared to the previous month, recording a 0.6% increase, which was higher than the expected 0.2%. Key contributors included online retail, clothing, and sporting goods, while furniture and grocery store sales were major drags [3][9] - The Michigan Consumer Sentiment Index fell from 58.2 to 55.4, indicating that while consumer resilience remains strong, there are potential risks due to slowing employment and rising prices [9] Policy Developments - The Federal Reserve's decision to lower rates was accompanied by a mixed internal consensus, with the median forecast for rate cuts raised to 75 basis points for the year. The Fed has also adjusted its economic growth and unemployment rate forecasts upward while maintaining its inflation predictions for 2025 [10][15] - The Fed's economic projections indicate a GDP growth forecast of 1.6% for 2025, with an unemployment rate of 4.5% [11][15] Market Performance - The US stock market saw significant gains, particularly in small-cap stocks and the Nasdaq, driven by a favorable interest rate environment and strong narratives around AI. The S&P 500 index's price-to-earnings ratio (TTM) is at 29.51, close to the upper limit of its historical range [30][26] - Sector performance within the S&P 500 was mixed, with communication services, information technology, and consumer discretionary leading, while real estate and consumer staples lagged [36]

Group 1: Agreement Overview - The US and UK signed a "Technology Prosperity Agreement" to enhance cooperation in advanced technology fields such as artificial intelligence, quantum computing, and nuclear energy [1][2] - The agreement is described as the largest investment plan of its kind in UK history, with a total investment of £250 billion, which includes both US investments in the UK and UK investments in the US [1][2] Group 2: Investment Details - Approximately £150 billion of investment is expected from US companies, with Blackstone Group committing £90 billion over the next decade, including £10 billion for AI data centers [2] - The agreement is projected to create over 7,600 high-quality jobs across various sectors in the UK, including clean energy and biotechnology [2] Group 3: Company Contributions - Microsoft announced a £22 billion investment in AI infrastructure in the UK, marking its largest investment commitment outside the US [3] - Nvidia plans to deploy 120,000 advanced GPU chips in the UK, its largest deployment in Europe to date [3] - Google is set to open a data center in Hertfordshire as part of a £5 billion investment plan over two years [3] Group 4: Economic Context and Reactions - The investments are seen as a testament to the UK's economic strength and a signal of its ambition and leadership [2] - There are criticisms regarding the substance of these investments, with some viewing them as pre-existing plans rather than new commitments [3] - A recent poll indicated that 45% of the UK population viewed Trump's visit negatively, highlighting the political context surrounding the economic discussions [3]