Group 1 - The gaming sector is experiencing a strong rally, with the gaming ETF (159869) rising by 3.22% during the early trading session on June 24, 2023, and all holdings showing positive performance, including companies like Ice Glacier Network, E-Hualu Network, and others [1] - In the AI application sector, several significant developments occurred, including the launch of Mistral Compute cloud platform by Mistral AI in Europe, updates to Google's Gemini 2.5 models, and the anticipated release of GPT-5 by OpenAI this summer [1] - Beijing has issued a document promoting the deep integration of artificial intelligence and AIGC technologies with the gaming and esports industry, aiming to accelerate the innovative application of technological achievements in game development and operations [1] Group 2 - The gaming sector is catalyzed by multiple factors, including AI, content, and changes in commercialization models, making the gaming ETF (159869), which tracks the performance of A-share listed companies in the animation and gaming industry, an attractive investment opportunity [2]

Core Insights - Mistral AI has partnered with Nvidia to develop a cloud platform named Mistral Compute, aimed at supporting large-scale AI model development and deployment [2][3] - The Mistral Compute platform will utilize 18,000 Grace Blackwell superchips, with each chip priced between $30,000 and $70,000 [2] - This collaboration signifies Mistral AI's shift from merely producing AI models to encompassing the entire value chain from algorithm design to technological infrastructure [2] Investment and Strategic Goals - The project involves an investment of several billion euros, focusing on ensuring "strategic autonomy" and reinforcing "Europe's technological leadership" [3] - The cloud platform is designed to be "completely independent," allowing users to utilize AI technologies without reliance on certain American suppliers [3] European AI Landscape - French President Macron described the partnership as "historic," indicating a shift in the model of AI development in Europe and an enhancement of technological sovereignty [3] - Nvidia's CEO Jensen Huang stated that the company aims to increase Europe's AI computing power tenfold within two years and plans to invest "several billion dollars" in Europe over the coming years [3]