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 - The company reported a revenue of approximately RMB 6.677 billion for the six months ending June 30, 2025, representing a year-on-year increase of about 54.5% [1] - Operating profit was approximately RMB 276 million, an increase of about 20.8% year-on-year [1] - Net profit after tax was approximately RMB 190 million, reflecting a year-on-year increase of 12.4% [1] - Earnings per share stood at RMB 0.086 [1] Group 2 - The rapid penetration of AI applications has become a core driver of growth in the global semiconductor market [1] - According to the World Semiconductor Trade Statistics (WSTS), the global semiconductor market size reached USD 346 billion in the first half of the year, marking an 18.9% year-on-year growth [1] - The demand related to AI has been particularly significant, with a substantial increase in the need for high-performance GPUs, dedicated AI accelerators, and advanced storage chips [1] - Major global cloud service providers have significantly increased capital expenditures to expand AI training and inference server clusters, further driving the growth in shipments of high-end AI chips [1]