Group 1 - Nvidia announced a partnership with Uber to develop autonomous driving technology, utilizing real driving data collected by Uber to train Nvidia's Cosmos World model, leading to a 3.5% increase in Uber's stock price on the announcement day [5] - Samsung and SK Hynix are raising memory prices by up to 30% in Q4 to meet the surge in demand for AI-driven storage chips, indicating a prolonged and intensified "supercycle" in the memory market [6] - Oracle is set to issue a record $38 billion in bonds to fund data centers, marking the largest transaction in AI infrastructure, with $23.25 billion allocated for a Texas data center and $14.75 billion for a Wisconsin project [8] Group 2 - Anthropic confirmed an expanded agreement with Google to utilize more cloud services and TPU processors, with the deal valued in the hundreds of billions and expected to bring over 1 gigawatt of capacity online by 2026 [10] - Microsoft introduced a new character named Mico as part of its efforts to enhance its generative AI Copilot application, positioning itself against competitors like OpenAI's ChatGPT and Google's Gemini [11] - The UK Competition Appeal Tribunal ruled against Apple in a lawsuit regarding unfair App Store commissions, which allegedly cost consumers approximately £1.5 billion, allowing collective representatives to seek damages [12][13]