更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 16 May 2025 | 2:18PM EDT Americas Technology: Hardware: AI infrastructure to benefit from newly announced US / Middle East partnerships BOTTOM LINE: AI partnerships worth several billion dollars between the US & the Middle East were announced this week, which should be positive for AI infrastructure builders (DELL, ANET, SMCI, CSCO). The announcements have helped to provide greater visibility into the Sovereign AI infrastructure demand opportunity, which to-date has largely h ...

独家：消息⼈⼠称特朗普政府考虑修改拜登的 AI 芯⽚出⼝管制规定 By Karen Freifeld 作者：Karen Freifeld April 30, 2025 3:29 AM GMT+8 · Updated 4 hours ago Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken February 25, 2022. REUTERS/Florence Lo/Illustration/File Photo Purchase Licensing Rights My News WW Learn more about Exclusive: Trump officials eye changes to Biden's AI chip export rule, sources say 2022 年 2 ⽉ 25 ⽇拍摄的示意图照⽚中，可⻅电脑电路板上的半导体芯⽚。路 透社/Florence Lo/示意图/档案照⽚ 购买授权许可 Summary 摘要 Companies 公 ...