Blackwell及Rubin芯片

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 早报|英伟达成史上首个市值突破5万亿美元的公司;美联储再降息25个基点;宗馥莉罕见公开露面;宇树科技将发布四足新品
 虎嗅APP· 2025-10-30 00:15
 Group 1 - Nvidia becomes the first publicly traded company to surpass a market capitalization of $5 trillion, reaching $5.05 trillion, with a significant increase from $4 trillion in just 113 days, compared to 410 days for the previous milestone [2] - Nvidia's stock has rebounded over 135% since its low in April and has increased by 54% year-to-date, with CEO Jensen Huang projecting sales growth driven by new chips, expecting to generate $500 billion in revenue over the next few quarters, exceeding market expectations by 12% [2]     Group 2 - The Federal Reserve has lowered the benchmark interest rate by 25 basis points to a range of 3.75%-4.00%, marking the second consecutive meeting with a rate cut and the fifth cut since September 2024 [3]     Group 3 - Amazon Web Services (AWS) plans to invest at least $5 billion in South Korea to build artificial intelligence data centers by 2031, indicating a strong commitment to expanding its AI infrastructure [6] - Amazon announced a layoff plan affecting approximately 14,000 employees to streamline operations and accelerate AI deployment, despite reporting a 13% year-over-year increase in net sales to $167.7 billion in Q2 [12]     Group 4 - The Ministry of Industry and Information Technology has named several companies, including iQIYI and Zhuanzhuan, for poor customer service, urging them to improve their service capabilities [13]

