Group 1 - OpenAI has begun using Google's AI chips for its ChatGPT and other products, marking a shift from its previous reliance on NVIDIA GPUs [1][3] - This move indicates OpenAI's strategy to diversify its chip suppliers and reduce dependence on NVIDIA, which has been its largest supplier [1][3] - The adoption of Google's TPU (Tensor Processing Unit) represents OpenAI's first significant use of non-NVIDIA chips, reflecting a transition away from reliance on Microsoft data centers [3] Group 2 - The collaboration with Google comes as the tech industry sees major companies developing their own chips to gain control over computing infrastructure [4] - Companies like Amazon and AMD are introducing alternatives to NVIDIA chips, particularly for the AI development phase known as "inference" [4] - Despite these efforts, NVIDIA's AI chips continue to maintain a leading position in the industry, with Microsoft's ambitions to challenge NVIDIA's dominance facing setbacks [5]

Company News - AMD's CEO Lisa Su announced that the new MI350 series chips will surpass Nvidia in speed, with the market expected to exceed $500 billion in the next three years [1] - Apple plans to release a long-awaited upgrade to Siri AI in spring 2026, although the exact date has not been finalized [1] - Tesla is upgrading the entire Model S and Model X lineup in the U.S. market [1] - Coinbase will launch its first credit card in partnership with American Express, offering up to 4% Bitcoin back on purchases [1] - Tesla announced an expansion of its virtual power plant business in Japan, partnering with Fuyo General Lease and Global Engineering [1] - Thermo Fisher Scientific is reportedly planning to sell its diagnostics division for approximately $4 billion to optimize its asset portfolio and divest underperforming business segments [1] - AstraZeneca has entered into a strategic research collaboration with CSPC Pharmaceutical Group, focusing on high-priority targets for the discovery and development of new oral candidate drugs for multi-indication diseases [1] Industry News - Walmart and Amazon are exploring the issuance of their own stablecoins [2]

AMD CEO苏姿丰预测，未来几年，将会有数十万个乃至数百万个专门用于特定任务、行业的模型出现。 当地时间6月12日，AMD CEO苏姿丰在Advancing AI大会上发布了AMD新系列AI芯片MI350，并将该系列芯片与英伟达做了对比。 新推出的MI350系列芯片则采用AMD最新的CDNA4架构。苏姿丰表示，MI355在本月早些时候开始生产出货，第一批合作伙伴将在第三季度推出相关平台 和公有云实例。她表示，在MI355之后，AMD已经在深入开发下一代的MI400，MI400将于2026年推出。OpenAI CEO山姆·奥尔特曼则上台表示，OpenAI已 经在使用AMD的MI300X芯片做一些工作，他期待后续MI450的表现。 除了AI芯片，苏姿丰还介绍了下一代AI基础设施方案Helio。该方案将于2026年正式面世，使用下一代Instinct MI400系列GPU。 AMD在GPU领域是英伟达的主要竞争对手，也是目前最主要的AI芯片厂商之一。AMD正在追赶英伟达的步伐，加快AI领域布局。虽然此次AMD发布的新 AI芯片在一些测试中的性能优于英伟达，但AMD相关的收入与英伟达相比仍有较大差距。2025年第一 ...

Artificial Intelligence - Trump will attend the AI Energy Summit in Pittsburgh [1] - Apple plans to delay the long-awaited upgrade of Siri to Spring 2026 [1] - OpenAI's Altman announced the use of AMD's MI300X and MI450 AI chips [1] - Shanghai Municipal Cyberspace Administration guides platforms like Xiaohongshu and Bilibili to clean up illegal AI product marketing information [1] - TPG Capital and Sequoia Capital invested $250 million in Musk's xAI company [1] - AMD claims the latest version of its MI350 series chips outperforms similar products from Nvidia and announced the next generation AI chip, MI400 series [1] Other Developments - Cathie Wood has been purchasing Tesla stock throughout the week [2] - Trump terminated California's electric vehicle mandate, expressing support for Tesla and other electric vehicle companies [3] - Google Cloud experienced an outage, causing service interruptions for OpenAI, Shopify, and others [3] - Micron plans to invest $200 billion in the U.S., with $150 billion allocated to chip manufacturing [3]