Nvidia

Nvidia 与环球音乐集团（Universal Music Group）合作，将人工智能应用于音乐发现和创作，同时确保艺术家获得授权和报酬。此次合作将使用 Nvidia 的 Music Flamingo 模型，并让艺术家直接参与测试工具，改进粉丝发现和参与音乐的方式。

英伟达（Nvidia）已准备好向中国出售其 H200 AI 芯片，但在美国政府审查出口许可证期间，出货被搁置。中国客户的强劲需求正在形成，任何批准都可能通过采购订单而非官方公告来体现。

MetaX Integrated Circuits Shanghai 在首次公开募股（IPO）中募集了 5.858 亿美元，超额认购近 3000 倍，显示出投资者的强劲需求。该公司生产人工智能图形芯片，继摩尔线程技术（Moore Threads Technology）获得巨大收益后，被视为英伟达（Nvidia）的潜在本土竞争对手。

Meta is talking with Google about using its TPUs in AI data centres and possibly renting them next year, aiming to reduce reliance on Nvidia GPUs. The news caused Nvidia shares to fall and could boost Google’s TPUs as a serious alternative in AI hardware.

More than 300 founders and investors at a major AI summit voted Perplexity as the startup most likely to fail, putting OpenAI in second place. The poll highlighted growing doubts about both companies, driven by legal issues for Perplexity and rising financial concerns around OpenAI.

Amazon and Microsoft are supporting a U.S. law, the GAIN AI Act, to restrict exports of high-performance Nvidia AI chips to China until domestic demand is met. Nvidia has opposed the move, warning it could hurt global competition and cost the company billions, while the U.S. frames it as a national security measure.

The US and UAE agreed to build a huge AI data centre in Abu Dhabi and deepen technology cooperation. President Trump also secured over US$200 billion in deals with the UAE during his visit.

Singapore and Malaysia are investigating a $390 million fraud case involving US-made servers, possibly containing Nvidia chips, that may have been illegally sent to China’s DeepSeek. Three men face charges for misrepresenting the servers' destination, while US authorities probe whether export restrictions were violated.

Nvidia has surpassed Apple to become the most valuable company on Wall Street, driven by its key role in AI infrastructure, with a market cap of $3.43 trillion. Its stock has soared over 850% since 2022, and analysts predict continued growth as AI demand remains strong.

华尔街投资人彼得·希夫对比特币投资者提出警告，提醒他们留意特朗普可能的抛售行动，并强调黄金牛市尚处于起步阶段。