第一：知名机器人公司副总裁突发疾病去世 国庆期间，大家欢乐放假，不过也有些人正在经历分别。比如深圳一家知名的机器人公司，就发布了其副总裁突发 疾病离世的消息，年仅49岁。 应该说，作为高科技领域，正是干事业的大好年纪。大家务必珍惜身体健康，不要过度劳累，专注在业务上。 我们做投资的人也是如此，不要急于一时，多想内求，想过会更好。 第二：两大巨头牵手，推动全球新一轮"AI基建" 近日，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。 他表示："市场是有周期的。历史上每当某项新技术显著加速、带来大量资本涌入，并由此出现一批有趣的新公司 时，市场往往会跑在实际潜力前面……最终会分出赢家和输家。" 上一次出现这样的浪潮，是互联网，也就是26年前，那个时候我们市场和资本还不成熟，现在各项设施都完备多 了，不知道竞争的结果会如何。 人工智能，最终也要落实在为人类提供服务和便利上，就比如互联网提升了信息的获取便利性，汽车推动了人类交 通的方便性。 第四：假期第5天 假期第五天，从珠三角回汕头了，明天跟家人一起赏月。祝福粉丝朋友们阖家欢乐、身体健康 作为普通人，赚再 ...

Core Viewpoint - Lithium Americas' stock surged by 98.7% to $6.10 following news of potential government investment in the company, aimed at revitalizing American manufacturing [1][4]. Group 1: Government Investment - The U.S. government is negotiating to acquire a stake in Lithium Americas as part of a broader strategy to support domestic supply chains for critical minerals [3][6]. - The proposed government stake could be as high as 10%, and this move is part of a renegotiation of a $2.3 billion loan program initiated during the Biden administration [3][6]. - The investment aligns with the goals of the CHIPS and Science Act, which has already injected over $200 billion into the semiconductor industry since its enactment in 2022 [6]. Group 2: Strategic Importance of Lithium Supply - The Thacker Pass mine in Nevada is considered a cornerstone for establishing a domestic lithium supply chain for electric vehicle batteries, reducing reliance on Chinese lithium refining [6]. - The U.S. government’s interest in lithium mining is part of a larger trend of investing in key industries, including defense, with potential future investments in companies like Lockheed Martin [7][8]. Group 3: Historical Context - Government equity stakes have occurred in exceptional circumstances, such as during the 2008 financial crisis when the government acquired significant shares in major automotive and financial institutions [7]. - Recent government actions include substantial investments in companies like Intel, positioning the government as a major stakeholder in critical sectors [7].

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]

破茧成蝶 乘势而上 2023年11月，西发公司整合增材制造资源注册设立独资公司——西安宏臻航天增材技术有限公司，为进一步加快增材制造板块产业化发展注入澎湃动力， 宏臻公司独立运营首年即实现营业收入1.4亿元，利润总额2000万元，年交付产品万余件。2024年以来，西发公司结合宏臻公司"立足航天，服务军工，以 技术创新、产品创新、模式创新等方式推动增材制造从传统制造方式的'被动补充'发展成为新产品、新需求的'主动供给'"的功能定位，综合研判航天液体 动力、其他相关领域、增材制造高附加值产品三个目标板块市场规模和发展动向，决定将能力建设方式由传统等、靠、要国家项目支持向市场化配置资源 方式转变，随即启动宏臻公司股权融资项目论证。 近日，随着3.5亿元外部股权投资资金全部到位，航天科技集团六院西发公司在增材制造板块首轮股权融资工作实现完美收官。这不仅是西发公司持续加 快增材制造产业化发展的重要一步，也是航天产品业务主动拥抱资本市场提升市场化发展能力的有力探索，为西发公司建设世界一流航天液体动力制造企 业发挥了积极示范引领作用。 从2014年初入增材制造领域，到2016年引进第一台金属增材制造设备，西发公司用两年时间 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 两位消息人士称，美国商务部长霍华德·卢特尼克 (Howard Lutnick) 正在调查联邦政府入股获得《芯 片法案》资助的计算机芯片制造商，以在该国建厂。 一位白宫官员和一位知情人士透露，卢特尼克正在探讨如何通过现金补助换取英特尔股权，进而通过 这种方式获得美光、台积电和三星等公司在《芯片法案》中的股权。目前，大部分资金尚未发放。 （原文： Expanding on a plan to receive an equity stake in Intel in exchange for cash grants, a White House official and a person familiar with the situation said Lutnick is exploring how the U.S. can receive equity stakes in exchange for CHIPS Act funding for companies such as Micron, Taiwan Semiconductor Manufacturing Co ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自彭博社 。 恩智浦半导体公司公布的业绩预测可能不如一些投资者所期望的那么乐观，导致该公司股价在盘后交易时段下跌。 该公司公布第二季度业绩，扣除股票薪酬等特定成本前的每股收益为2.72美元，营收为29.3亿美元，较去年同期下降6%。 分析师此前预期每股收益仅为2.67美元，销售额略低于去年同期的29亿美元，业绩表现相当不错。 该芯片制造商还报告称，截至 6 月 29 日的季度，经营现金流为 7.79 亿美元，自由现金流为 6.96 亿美元。调整后的毛利 率为 56.5%，略低于一年前的 58.6%。 由于利润率较低，因此恩智浦半导体的净利润为 4.45 亿美元，与去年同期的 4.9 亿美元收入相比略有下降，这并不令人 意外。 恩智浦即将卸任的首席执行官库尔特·西弗斯（Kurt Sievers）（如图）三个月前曾透露计划于10月底退休，他对今天的业 绩表现乐观，称公司实现了稳健的盈利能力和收益。"我们通过强化竞争性产品组合，并根据混合制造战略调整晶圆制造 布局，实现了这一目标，"他解释道。 恩智浦生产的计算机芯片用于汽车、制造、物联网和电信等行业的 ...

智通财经APP注意到，英伟达(NVDA.US)联合创始人兼CEO黄仁勋的财富净值现已直逼老牌亿万富翁沃 伦.巴菲特——甚至可能很快超越这位"股神"。 尽管英伟达年内股价整体上涨，但2025年已多次经历剧烈波动：1月27日因报道称中国AI实验室深度求 索使用英伟达阉割版芯片训练新语言模型，引发投资者恐慌，股价单日暴跌17%，创下美国上市公司史 上最大单日市值蒸发纪录(损失近6000亿美元)；3月3日又因特朗普宣布对墨西哥(英伟达部分制造基地所 在地)加征关税单日下跌9%。 但自六月以来，该公司在华尔街重拾涨势，或许表明投资者担忧已暂时平息。 Loop Capital分析师Ananda Baruah在周三的客户报告中预测，该公司市值峰值可能接近6万亿美元。 与此同时，巴菲特1440亿美元的身家自1月1日以来也增长了21.9亿美元(彭博数据)。其控股集团伯克希 尔.哈撒韦2025年表现稳健——股价年内上涨约5%——但考虑到英伟达的增长速度，黄仁勋可能很快在 全球富豪榜上超越巴菲特。 94岁的巴菲特近年持续捐赠财产，他于6月27日通过新闻稿宣布，近期向五家慈善机构捐赠60亿美元， 过去二十年累计捐款超600亿美元，" ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自泰晤士报，谢谢。 布莱恩·卡坦扎罗（Bryan Catanzaro）在英伟达显得格外与众不同。在这家总部位于加州的公司 里，工程师们如同蜂巢里的工蜂，而他却像个梦想家。他留着长发，戴着夸张的眼镜，穿着花哨、 俗气的衬衫，就像个弄臣。他温和而有耐心，说话轻柔而平静。他是我见过的唯一一个拥有文科背 景的英伟达工程师。 2013年，卡坦扎罗已经在英伟达工作了几年，正在经历职业上的挣扎。他的大想法是创建一个软 件库，让神经网络——模仿人脑构造的智能计算系统——能以更快、更高效的方式进行训练。然 而，当年年初他把原型产品展示给英伟达的软件团队时，却遭到了冷遇。 卡坦扎罗决定直接向黄仁勋陈述自己的想法。这位台湾裔美国人是英伟达的首席执行官，从零开始 打造了这家公司。当时，英伟达的核心业务仍然是图形芯片，为《雷神之锤》《使命召唤》等射击 类游戏提供计算动力。神经网络在黄仁勋的工作重心上，似乎并不起眼。 然而令卡坦扎罗惊讶的是，黄仁勋立刻被他的想法吸引。两人第一次会面后，黄仁勋清空了行程， 花了整个周末阅读有关人工智能的书籍——当时他对这个领域几乎一无所知。没过多久，他 ...

Core Viewpoint - Extropic is developing a revolutionary computer chip that utilizes thermodynamic fluctuations in electronic circuits for efficient probabilistic computing, potentially addressing the growing computational demands of artificial intelligence while reducing energy consumption [2][5]. Group 1: Technology and Innovation - Extropic's chip aims to achieve three to four orders of magnitude higher efficiency than current hardware, significantly lowering future emissions [2]. - The company is focused on controlling thermodynamic effects in traditional silicon to perform computations without extreme cooling, a departure from conventional superconducting circuits [5]. - The hardware is particularly suited for Monte Carlo simulations, which are crucial in fields like finance, biology, and AI, and are essential for building reasoning models [7]. Group 2: Market Context and Competition - Extropic acknowledges the challenge of competing with established chip manufacturers like Nvidia, whose chips are currently the best for training AI [7]. - The demand for computational power in AI is so high that companies are building data centers near nuclear power plants, highlighting the urgency for more efficient computing solutions [7]. - The current environmental impact of AI technology is a growing concern, making the exploration of new computing architectures a necessary endeavor [7].

Core Viewpoint - The article discusses the surprising connection between supernovae and the technology used in manufacturing semiconductor chips, particularly focusing on the development of extreme ultraviolet (EUV) lithography technology essential for modern microchip production [1][2][3]. Group 1: EUV Technology Development - ASML, a Dutch company, specializes in developing equipment for semiconductor chip manufacturing, particularly focusing on EUV lithography technology, which was still in development about a decade ago [2][4]. - The process of generating EUV light involves focusing powerful laser pulses on tin droplets, creating a plasma that emits intense ultraviolet light, crucial for producing advanced microchips [2][6]. - The challenge of producing a reliable EUV light source was significant, as the available sources were only about one-tenth as powerful as needed, leading to doubts about the commercial viability of EUV technology [7][9]. Group 2: Connection to Supernovae - The physical processes involved in generating EUV light from tin plasma exhibit interesting similarities to supernova explosions, such as the sudden explosion and the expansion of plasma clouds [3][11]. - The Taylor-von Neumann-Sedov formula, originally developed for calculating the yield of atomic bombs, also describes the evolution of shock waves in both supernovae and the tin plasma used in EUV systems [13][14]. - Observations of the plasma's behavior and the resulting shock waves have provided insights that have helped improve the reliability and efficiency of EUV light sources for chip manufacturing [12][14]. Group 3: Industry Implications - The advancements in EUV technology are critical for the semiconductor industry, as they enable the production of smaller and faster circuits, continuing the trend of Moore's Law, which predicts the doubling of transistor counts approximately every two years [6][8]. - The successful development of EUV lithography is essential for the future of the electronic industry, which is valued at nearly a trillion dollars, as it allows for the creation of more complex and powerful microchips [6][7].