Core Insights - Oracle plans to purchase $40 billion worth of Nvidia's chips to support the Stargate project, a new data center in Abilene, Texas, which will utilize 400,000 of Nvidia's GB200 "superchips" for AI systems [1] - The data center is projected to be operational by mid-2026, providing 1.2 gigawatts of power and will be among the largest data centers globally [2] - The Stargate project has secured $11.6 billion in funding commitments, expanding the data center from two to eight buildings, bringing total funding to $15 billion [3] Industry Context - AI data centers are essential as traditional data centers struggle to meet the demands of AI's computational power and energy requirements [4] - AI facilities require specialized hardware and infrastructure, such as dense configurations of GPUs and AI accelerators, to handle complex calculations for AI workloads [5] - The $30 billion AI Infrastructure Fund, backed by BlackRock, Microsoft, and MGX, aims to raise up to $100 billion for AI development, focusing on constructing data centers and securing power sources [6]

Group 1 - SoftBank's plan to invest $100 billion in AI infrastructure in the U.S. is facing delays due to risks associated with White House tariffs impacting financing discussions [1][2] - The Stargate project, a collaboration between SoftBank and OpenAI, is projected to cost $500 billion over time, but financing templates and detailed discussions with financial institutions have not yet materialized [2][4] - Economic volatility and the emergence of cheaper AI services are causing financiers to reconsider investments in data centers, leading to a lack of deals despite preliminary talks [2][3] Group 2 - The White House's trade policies are making investors cautious about riskier investments amid recession concerns, which is affecting projects linked to OpenAI [3] - OpenAI is undergoing changes, including a retreat from plans to become a for-profit entity, and is seeking Microsoft's endorsement for its restructuring efforts [4] - The Stargate project is part of a broader trend among Big Tech firms developing AI data centers, which require specialized hardware for AI workloads [4][5]

Shares of Nvidia (NVDA -2.02%) were pulling back today as investors responded to a new threat facing the AI superstar.Just weeks after the company disclosed a write-off of as much as $5.5 billion due to new rules preventing exports of its H20 chips that were specifically designed for China, Nvidia now appears to be facing new competition out of China as Chinese tech giant Huawei is reportedly set to launch a new AI chip.As a result, Nvidia stock was down 2.6% as of 3:21 p.m. ET. Nvidia faces a new threatThe ...

导读： 中图仪器盛装亮相国际机床展（CIMT2025），并隆重发布了其潜心研发多年的重磅新品——全自主化三坐标测量机，成为展会的一大亮点。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 4月2 1日，第十九届中国国际机床展览会（CIMT2 0 2 5）在首都国际会展中心和中国国际展览中心（顺义馆）盛大开幕。作为全球规模最大的机 床工具展览会之一，本届展会吸引了来自3 1个国家和地区的近2 4 5 0家展商参展。 深圳市中图仪器股份有限公司 （以下简称"中图仪器"）在展会上盛装亮相，并隆重发布了其潜心研发多年的重磅新品——全自主化三坐标测量 机，成为展会的一大亮点。 中图仪器展位现场 中图仪器创始人、董事长马俊杰先生在发布会上表示，作为几何量测量仪器行业的"老兵"，中图仪器走过了2 0年的创新之路。从最初的一维测 长机、二维影像仪，到后来的白光干涉仪、激光跟踪仪，公司累计开发了十几种尺寸测量仪器。此次发布的三坐标测量机，标志着中图仪器补 齐"从纳米到百米全尺寸链仪器战略"至关重要一环。 过去十五年间，中图仪器持续加大研发投入，近三年 ...