Core Insights - The article highlights the rapid advancements in artificial intelligence (AI) technology and its potential opportunities in the market [3]. Group 1: AI Infrastructure Developments - Microsoft announced the establishment of the world's largest AI data center in Wisconsin, featuring a seamless cluster of hundreds of thousands of NVIDIA gb200 units, with performance ten times that of the fastest supercomputer today [5]. - Huawei upgraded its supernode cluster to achieve a computing power scale of one million cards, marking a significant breakthrough in global AI infrastructure [5]. - NVIDIA and Intel's CEOs announced a strategic partnership, with NVIDIA investing $5 billion in Intel, acquiring approximately 4% or more of Intel's shares [5][6]. Group 2: Strategic Collaborations - NVIDIA's investment in Intel will not affect its existing business relationships, as it will continue to work with TSMC and maintain its ARM development path [6]. - Both companies will utilize NVIDIA's NVLink interface to integrate their architectures, enabling faster data transfer between CPUs and GPUs, which is crucial for AI applications [7]. - Intel will manufacture a new line of x86 CPUs specifically tailored for NVIDIA's AI infrastructure, enhancing its competitive edge against AMD in the consumer PC market [7]. Group 3: AI Tool Integration - Google is integrating its AI tool, Gemini, into the Chrome browser for U.S. users, providing concise summaries of articles and pages directly within the browser [11][12]. - Gemini will also be integrated with other Google services like Google Docs and YouTube, with plans for rollout on Android and iOS platforms [12]. - Future updates will introduce proxy features for Gemini in Chrome, enhancing its functionality for users [13].

格隆汇9月18日｜微软CEO Satya Nadella通过社交媒体宣布，成立世界上最强大的人工智能（AI）数据 中心，位于威斯康星州东南部。Fairwater是一个由英伟达数十万个NVIDIA gb200组成的无缝集群，由 足够绕地球4.5圈的光纤连接起来。它的性能将是当今世界上最快的超级计算机的10倍，使人工智能训 练和推理工作负载达到前所未有的水平。 ...