彭博：总部位于硅谷的PaleBlueDot AI正在寻求约3亿美元的贷款，以帮助其客户在日本购买英伟达公司的先进芯片。知情人士透露，这些芯片将用于位于东京的数据中心，而最终用户将是小红书。PaleBlueDot AI发言人回应称，“彭博的信息与事实不符”。外汇交易员 (@myfxtrader):FT：阿里巴巴和字节跳动等中国科技巨头正绕过美国的英伟达芯片限制，在东南亚数据中心训练其最新的大型语言模型。拜登政府时期的《AI扩散规则》已于今年早些时候被特朗普废除，因此中国企业通过租赁协议使用非中国实体拥有和运营的海外数据中心，符合美国出口管制规定。 https://t.co/ZzfV8JfEee ...

Core Insights - The stock market is experiencing volatility, presenting opportunities to invest in growing companies at lower valuations [1] - Artificial intelligence (AI) is expected to significantly transform business operations, making investments in top AI stocks a strategic move [2] Group 1: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the world's leading third-party chipmaker, controlling 67% of the global foundry market, and is well-positioned for long-term growth [4][5] - The company reported a net profit of $36 billion on $90 billion in revenue last year, indicating strong profitability [4] - Despite cyclical trends in the chip industry, TSMC's revenue has more than doubled over the last five years, with a 37% year-over-year growth in Q4 2024 [5][6] - TSMC plans to invest $165 billion to expand its manufacturing capacity in the U.S., reflecting confidence in future growth [7] - The stock trades at a forward price-to-earnings multiple of 16, with expected earnings growth of 32% annually over the next several years [8] Group 2: Alphabet (Google) - Alphabet generates 75% of its revenue from digital advertising, totaling $350 billion last year, and is leveraging AI to enhance its advertising and cloud computing businesses [9] - The company experienced a 14% revenue growth in 2024, driven by new AI features that increased user engagement with Google Search [11] - Google Cloud, with a 12% market share, saw a 30% year-over-year revenue surge in Q4, fueled by demand for enterprise AI services [12] - Alphabet plans to invest $75 billion in capital expenditures in 2025 to expand its technology infrastructure [13] - The stock is attractively valued at a forward P/E of 16, with projected earnings growth of 16% annually in the coming years [14]