图片由AI生成 美国当地时间11月24日，美国白宫发布声明表示，美国总统唐纳德·特朗普（Donald Trump）签署了一 项行政命令，启动一项旨在利用人工智能变革科学研究方式、加速科学发现的全新国家计划"创世纪计 划"（Genesis Mission）。 声明称，这项计划代表着一次史无前例的资源调动，它使能源部将其世界一流的超级计算机和数据集整 合到一个统一的闭环人工智能平台中。通过整合这些数据，"创世纪计划"将利用人工智能的强大功能， 实现实验设计的自动化、模拟速度的提升以及预测模型的生成，从而提高联邦政府的研发效率。 外界则认为，"创世纪计划"的紧迫性和雄心堪与二战期间制造原子弹的"曼哈顿计划"（Manhattan Project）相媲美。 "阿波罗计划"后最大科研计划 之所以在某种程度上被视作是一项"科研计划"，是因为该行政命令协调了国家科学基金会（NSF）、国 家标准与技术研究院（NIST）和国家卫生研究院（NIH）在内的关键联邦机构，核心是利用人工智能从 涵盖能源、健康和制造业等领域的庞大数据集中挖掘科学发现。 据CBS报道，特朗普的科学顾问迈克尔·科雷特西奥斯（Michael Kratsios） ...

Core Viewpoint - Amazon's stock experienced a pre-market surge of nearly 2% following the completion of its AI supercomputer construction and the expansion of its partnership with AI company Anthropic [1] Group 1 - Amazon has successfully completed the construction of its AI supercomputer [1] - The company has expanded its collaboration agreement with Anthropic, an AI company [1]

Group 1 - The UK government signed a significant "Tech Prosperity Agreement" with the US during President Trump's visit, valued at several billion pounds, and announced the creation of "Stargate UK," which is seen as a rare success in UK technology [1] - Nvidia plans to invest £500 million in UK cloud startup Nscale as part of deploying 120,000 Nvidia chips, positioning the UK to have the largest AI computing cluster in Europe [1] - Nscale has partnered with OpenAI and Nvidia to develop the UK version of the "Stargate" project and is collaborating with Microsoft to build the largest AI supercomputer in the UK [1] Group 2 - Nscale, although branded as a "sovereign infrastructure," is controlled by an Australian company, Arkon Energy, which owns all of Nscale's shares as of June this year [2] - The former UK Chief Digital and Data Officer, Bracken, highlighted that the UK has fallen behind in the race for digital sovereignty in the AI era, relying on outsourcing for data, skills, and production capabilities, thus ceding control of this critical technology to monopolistic international platforms [2]

Group 1 - The core focus of the agreement is on collaboration in rapidly developing technology fields such as artificial intelligence, quantum computing, and civil nuclear energy [1] - Major US tech companies, including Microsoft, Google, NVIDIA, and OpenAI, have committed to invest £31 billion (approximately $42 billion) to enhance the UK's AI infrastructure and advanced technologies [1] - Microsoft announced its largest investment commitment in the UK, pledging £22 billion (approximately $30 billion) for AI infrastructure development and operations [1] Group 2 - The Northeast region of England is expected to become a new AI growth area, potentially creating over 5,000 jobs and attracting billions of dollars in private investment [2] - NVIDIA plans to deploy 120,000 advanced GPU chips across various UK enterprises, marking its largest deployment in Europe to date [1] - Google is set to open a data center in Hertfordshire as part of its £5 billion investment plan in the UK over two years [1]

据新华社，美国总统特朗普16日晚到访英国后，英美签署《科技繁荣协议》。该协议重点聚焦人工智 能、量子计算和民用核能等飞速发展的技术领域合作。 公报说，英格兰东北部地区将成为新的人工智能增长区，有望创造超过5000个就业岗位及数十亿美元 的私人投资。 美国总统特朗普当地时间16日晚抵达英国，开始对英国进行国事访问。英国白金汉宫说，特朗普定于 17日至18日分别与英国国王查尔斯三世和首相斯塔默会见会晤。 公报说，微软、谷歌、英伟达、OpenAI和"核心编织"等美国顶尖科技和人工智能公司承诺斥资310亿 英镑（约合420亿美元），用于提升英国的人工智能基础设施和前沿技术，涵盖数据中心、计算机芯片 以及人工智能背后的处理能力等。 其中，微软宣布将为英国人工智能基础设施建设及运营投资220亿英镑（约合300亿美元），这是微软 迄今在英国做出的最大一笔投资承诺；英伟达将携手英国各地企业，在英国部署12万块先进GPU芯 片，这是该公司迄今在欧洲规模最大的部署；谷歌宣布在赫特福德郡开设数据中心，这是该公司在英为 期两年50亿英镑总投资计划的一部分。 此外，英国公司Nscale与英伟达和OpenAI达成协议，打造英国版"星际之 ...

美国总统特朗普16日晚到访英国后，英美签署《科技繁荣协议》。该协议重点聚焦人工智能、量子计算 和民用核能等飞速发展的技术领域合作。 英国政府在16日发布的一份新闻公报中说，签署这份跨大西洋协议是特朗普此次对英国进行国事访问的 一部分，内容涵盖多个前沿技术领域的合作。 公报说，微软、谷歌、英伟达、OpenAI和"核心编织"等美国顶尖科技和人工智能公司承诺斥资310亿英 镑（约合420亿美元），用于提升英国的人工智能基础设施和前沿技术，涵盖数据中心、计算机芯片以 及人工智能背后的处理能力等。 公报说，英格兰东北部地区将成为新的人工智能增长区，有望创造超过5000个就业岗位及数十亿美元的 私人投资。 美国总统特朗普当地时间16日晚抵达英国，开始对英国进行国事访问。英国白金汉宫说，特朗普定于17 日至18日分别与英国国王查尔斯三世和首相斯塔默会见会晤。 （文章来源：新华社） 其中，微软宣布将为英国人工智能基础设施建设及运营投资220亿英镑（约合300亿美元），这是微软迄 今在英国做出的最大一笔投资承诺；英伟达将携手英国各地企业，在英国部署12万块先进GPU芯片，这 是该公司迄今在欧洲规模最大的部署；谷歌宣布在赫特福德 ...

Group 1 - The core viewpoint of the article emphasizes that while the UK has a leading AI research foundation, it lacks the necessary computing infrastructure to fully leverage its potential [1][2] - NVIDIA's CEO highlighted the UK's position as one of the largest AI ecosystems globally, noting its top universities, startups, and the third-largest AI venture capital market [1] - The UK government, through the Financial Conduct Authority (FCA), is launching a new framework to allow financial institutions to experiment with AI tools in a controlled environment starting in October [2] Group 2 - The FCA is collaborating with NVIDIA to provide advanced computing capabilities and customized AI services to financial enterprises, aiming to support companies in the early stages of AI exploration [2] - The UK Chancellor has urged regulatory bodies to remove barriers to economic growth, emphasizing this as a top government priority [2] - During the London Tech Week, it was announced that Israeli fintech company Liquidity Group will establish its European headquarters in London with an investment of £1.5 billion [2]

Core Viewpoint - Nvidia is collaborating with TSMC and Foxconn to establish an AI supercomputer in Taiwan, which is expected to enhance its competitive edge in the AI sector and contribute to the development of Taiwan's technology industry [2][3]. Group 1: Nvidia's AI Supercomputer Initiative - Nvidia's CEO Jensen Huang announced the partnership with TSMC and Foxconn during the Computex 2025 keynote, highlighting the potential of this collaboration to create a powerful AI supercomputer [2]. - TSMC's advanced semiconductor manufacturing capabilities will provide high-performance chip support for the AI supercomputer, while Foxconn's expertise in electronics manufacturing will ensure efficient production and delivery [2]. - The establishment of the AI supercomputer is significant for advancing AI technology and applications, offering robust computing power to accelerate AI model training and optimization [3]. Group 2: Nvidia's Market Strategy in China - Nvidia has been actively expanding its presence in the Chinese market, with plans to expand its Shanghai campus to accommodate growth [3]. - Despite the expansion, Nvidia stated that GPU design modifications will not occur in China, indicating a strategic focus on maintaining certain operations outside the region [3]. - The AI supercomputer initiative is part of Nvidia's global AI strategy, which aims to enhance Taiwan's influence in the AI field and attract more related enterprises and talent [3].

Core Viewpoint - Nvidia is expanding its presence in Taiwan by collaborating with TSMC and Foxconn to establish an AI supercomputer, while also planning to launch the DGX Spark personal AI computer soon [1][2]. Group 1: Nvidia's Strategic Developments - Nvidia's CEO Jensen Huang announced the full production of DGX Spark, which is set to be launched in the coming weeks [1]. - The company is evaluating its strategy for the Chinese market, which generated $17 billion in revenue, accounting for 13% of total sales in the fiscal year ending January 26 [3]. - Nvidia is planning to expand its Shanghai campus to accommodate its growing workforce and improve working conditions, indicating a long-term investment in China [3]. Group 2: Market Opportunities and Industry Insights - The chip industry is valued at $300 billion, with data center opportunities transitioning into a nearly trillion-dollar market, driven by AI factories and infrastructure [4]. - Nvidia emphasizes its unique integration of key technologies, particularly accelerated computing and AI, as a critical factor for its success, supported by its algorithm library, especially the CUDAx library [4].

Core Viewpoint - Nvidia's CEO Jensen Huang announced the establishment of an AI supercomputer in Taiwan in collaboration with TSMC and Foxconn during the Computex 2025 opening speech [1] Group 1 - Nvidia is partnering with TSMC and Foxconn for the AI supercomputer project [1] - The announcement was made at the Computex 2025 event [1]