尽管Nscale的数据中心被标榜为"主权基础设施"，但英国媒体随后挖出更多有关Nscale的底细：该公司 成立于2024年，并在当年12月获得1.55亿美元的A轮融资，用于在欧洲和北美开发数据中心。值得注意 的是，虽然这家企业总部和注册地均设在英国，但却是由澳大利亚人拥有和运营的。 根据英国公司注册局发布的一份确认声明，截至今年6月，Nscale的全部股本均归总部位于澳大利亚的 数据中心基础设施提供商Arkon Energy所有。 英国政府原首席数字和数据官布拉肯在媒体上撰文称，在人工智能时代争夺数字主权的竞赛中，英国从 一开始就落入下风。英国在数据、技能和生产能力方面都依靠外包，将这项关键新技术的控制权，拱手 交给垄断的国际平台。（纪双城） 【环球时报综合报道】英国政府上周借美国总统特朗普来访时机，签署两国价值数百亿英镑的《科技繁 荣协议》，并宣布打造"Stargate UK"（英国"星际之门"），这被视为罕见的英国科技成功案例，成为近 期英媒报道焦点。但英国《金融时报》20日报道指出，在这项主权人工智能（AI）核心计划中的"英国 公司"其实是一家澳大利亚资本控制的企业。 报道称，英伟达已经宣布将向英国云计 ...

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]

在中美关税对峙背景下，美国再度升级对华AI芯片管控，英伟达特供中国的H20芯片最新面临无限期出 口许可证。在此背景下，投资机构已经下调英伟达目标价。4月16日，A股英伟达产业链指数下跌约 2%，截至记者发稿，英伟达盘前股价下跌6.25%。 华勤技术（603296）最新回应H20贸易限制影响，产业链已针对这类不确定性做了充分准备，公司判断 目前产业链库存能够支撑国内上半年的正常出货。另外，多家英伟达产业链上市公司就美国增加关税的 影响予以回应。 机构下调目标价 金融信息服务平台英为财情显示，作为美国最大的金融服务公司之一，雷蒙德詹姆斯（Raymond James）最新维持对英伟达股票的"强力买入"评级，但将目标价从170美元下调至150美元。此次调整是 在英伟达宣布美国政府对向中国出口H20 GPU实施新的许可要求后做出的。据英伟达预测，该限制将导 致2026财年第一季度因库存和采购承诺等产生55亿美元支出。 英伟达此前报告，在2025财年第四季度，中国市场占其销售额的14%，其中H20 GPU可能占比约80%— 85%，约45亿美元。本次英伟达计提费用，预计公司可能无法获得继续出口所需的许可证。 尽管美国对H ...

Market Overview - US stock indices experienced limited gains due to uncertain tariff outlook, with major indices rising for two consecutive days but showing intraday declines [2] - Apple shares rose over 2%, while Nvidia initially gained 3% before turning negative; General Motors and Ford saw increases of over 3% and 4% respectively [2] - The offshore RMB rose above 7.28 before retreating over 400 points, and Bitcoin surged nearly $3,000, surpassing $85,000 [2] - Crude oil saw a volatile two-day rise, while spot gold hit a historical intraday high before declining [2] Key Economic Indicators - China's exports in March increased by 12.4% year-on-year, while imports fell by 4.3% [4][10] - Integrated circuit imports rose by 11%, while natural gas imports decreased by 15% and soybean imports dropped by 37% [4][10] - In Q1, China's total goods trade reached 10.3 trillion yuan, with exports growing by 6.9% and imports declining by 6% [13] Corporate Developments - Nvidia announced its first domestic production of AI supercomputers in the US, projecting a $500 billion output over five years [5][15] - Goldman Sachs reported record stock trading revenue in Q1, with net income rising 6% to $15.06 billion, while investment banking revenue fell by 8.1% [6][15] - CATL's Q1 revenue grew by 6.2% year-on-year, with net profit increasing by 32.9% [6][15] Trade and Tariff Implications - US Treasury Secretary indicated no evidence of sovereign nations selling US debt and suggested increasing buybacks if necessary [11] - Trump is considering a 25% tariff exemption on imported cars and parts, which has led to increased stock prices for GM and Ford [11] - Japan is expected to begin tariff negotiations with the US this week, with potential fiscal measures to counter tariff impacts [12][14] Industry Insights - The luxury goods market faces challenges, with LVMH reporting a 3% decline in organic revenue in Q1, contrary to analyst expectations of a 1.1% increase [27] - Analysts have downgraded luxury sector revenue forecasts for 2025 from a 5% growth to a 2% contraction due to tariff impacts [27] - The semiconductor industry is seeing increased activity, with OpenAI launching new models that significantly enhance capabilities [16]