📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 纬创开始在德克萨斯州 AI 工厂生产$英伟达(NVDA.US) NVIDIA GB300 基板
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗪𝗶𝘀𝘁𝗿𝗼𝗻 在德克萨斯州沃斯堡开设其 7 亿美元 D1 AI 工厂。➤ 该设施占地约 324,000 平方英尺。➤ 工厂开始量产首款美国制造的𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗕𝟯𝟬𝟬计算基板。➤ 𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴（黄仁勋）出席了德克萨斯州工厂的开幕仪式。➤ NVIDIA 表示 AI 需求依然𝘀𝘁𝗿𝗼𝗻𝗴（强劲）。➤ 据黄仁勋称，NVIDIA 的增长速度约为每年翻倍。➤ 黄仁勋表示，为满足需求，NVIDIA 将需要更多的 AI 工厂。➤ 纬创计划建设一个比 D1 大两倍的𝗗𝟮设施。➤ 公司还在评估潜在的𝗗𝟯和𝗗𝟴扩建地点。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴（黄仁勋），NVIDIA 创始人兼 CEO：“AI 需求依然强劲，NVIDIA 的增长速度约为每年翻倍，并将需要更多 AI 工厂，因此产能扩张是必要的。”𝗟𝗶𝗻 𝗫𝗶𝗮𝗻𝗺𝗶𝗻𝗴（林显明），纬创董事长：“公司将建设一个比 D1 大两倍的 D2 工厂，并可能评估额外的 D3 和 D4 地点。”
Hardik Shah
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 特朗普批准 30 年美沙核合作协议 - WSJ - $Oklo(OKLO.US) $X-Energy(XE.US) $NANO Nuclear Energy(NNE.US) $NuScale Power(SMR.US) $Centrus Energy(LEU.US) $Constellation Energy(CEG.US) $Vistra(VST.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗧𝗵𝗲 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗝𝗼𝘂𝗿𝗻𝗮𝗹报道，特朗普总统批准了一项为期 30 年的核合作协议。➤ 该协议将支持沙特阿拉伯的民用核计划。➤ 协议可能允许在沙特领土上进行铀浓缩。➤ 美国公司将在核基础设施开发中发挥主导作用。➤ 如果认为必要，美国公司可能会建造铀浓缩设施。➤ 据报道，该协议价值数十亿美元。➤ 政府表示，该协定保留了美国对沙特核发展的影响力。➤ 协议旨在减少核技术被军事挪用的风险。➤ 该协议将在未来几天送交国会审议。➤ 议员们可能会因核扩散担忧而反对该协议。
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 白宫官员表示，主要公用事业公司和数据中心开发商已加入特朗普总统保护电费用户的承诺；这些公司同意为数据中心电力支付更高的费率。- WSJ - $杜克能源(DUK.US) $新纪元能源(NEE.US) $南方电力(SO.US)
白宫称，包括 NextEra Energy、Duke Energy 和 Southern Co.在内的近 200 家机构已签署该承诺。
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$Affirm(AFRM.US) | 伯恩斯坦/法巴集团对 Affirm 启动覆盖，给予跑赢大盘评级，目标价设为 100 美元
分析师认为 Affirm 处于多个顺风因素的交汇点，包括 TAM（总潜在市场）的扩张和网络效应，估值具有吸引力。
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📢 刚刚：CoreWeave CEO 表示，公司在构建 AI 原生云方面正走在正确的道路上——华尔街日报
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📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: 美银表示，中国 AI 模型强化了看涨内存需求前景 - $美光科技(MU.US) $SK海力士(SKHY.US) $闪迪(SNDK.US) $希捷科技(STX.US) $西部数据(WDC.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗮𝗻𝗸 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 重申对 𝗠𝗶𝗰𝗿𝗼𝗻 的买入评级。➤ 美银维持对 Micron 的 $𝟭,𝟱𝟱𝟬 目标价。➤ 中国开源 AI 模型强化了长期 𝗔𝗜 内存需求。➤ 据报道，Kimi K3 API 定价比西方模型低 𝟱–𝟯𝟱𝟬 倍。➤ 美银表示，较低的定价反映了 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗺𝗼𝗱𝗲𝗹 选择，而非硬件成本。➤ Kimi K3 每个服务实例大约需要 𝟭.𝟰 𝗧𝗕 的 HBM。➤ 美银表示，更大的 AI 模型需要相同或更多的 𝗺𝗲𝗺𝗼𝗿𝘆。➤ 美银认为 𝗖𝗫𝗠𝗧 专注于大宗商品 DRAM，而非先进 HBM。➤ Micron 的 CHIPS Act 限制可能在 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲 左右到期。➤ 到期可能使每年 $𝟱𝟬–$𝟲𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 的股份回购成为可能。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗩𝗶𝘃𝗲𝗸 𝗔𝗿𝘆𝗮, Bank of America 分析师："反映 [s] 业务模式的选择，不一定反映硬件成本。""随着模型权重和活跃参数增加，需要相同或更多的内存。""‘Open’ 指的是权重分发，而非部署成本。"
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$Bloom Energy(BE.US) | 摩根大通维持对 Bloom Energy 的增持评级，将目标价从 267 美元上调至 346 美元
分析师认为，在现有合作伙伴关系的支持下，公司到 2030 财年将实现显著增长，预计新合同公告将成为近期的主要催化剂。
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $AST SpaceMobile(ASTS.US) AST SpaceMobile 完成 11.5 亿美元可转换票据发行
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ AST SpaceMobile 完成 11.5 亿美元可转换优先票据发行。➤ 发行包括来自全额行使购买者选择权的 1.5 亿美元。➤ 票据于 2034 年到期，票面利率为 1.625%。➤ 认购上限看涨期权将有效转换价格提高至每股 149.20 美元。➤ 公司预计有效稀释率低于 2%。➤ 备考现金增至超过 38 亿美元。➤ 预计 1.5 亿美元选择权票据的交割将于 2026 年 7 月 22 日进行。➤ AST SpaceMobile 可能以现金、股票或组合方式结算未来转换。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:AST SpaceMobile 首席财务官 Andy Johnson 表示：“该票据的票息率为我们历史最低，仅为 1.625%，有效转换价格为每股 149.20 美元，远高于我们股价的历史最高水平，提供了成本效益高的资本，且有效稀释率低于 2%。”
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Vertiv(VRT.US) Vertiv Expands Italy Facility to Boost AI Data Center Cooling Capacity
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗲𝗿𝘁𝗶𝘃 is expanding its 𝗧𝗼𝗴𝗻𝗮𝗻𝗮, Italy technology campus.➤ Company expects to 𝗱𝗼𝘂𝗯𝗹𝗲 regional chiller production capacity by end of 𝟮𝟬𝟮𝟲.➤ New large-scale cooling testing laboratory is planned for 𝗲𝗮𝗿𝗹𝘆 𝟮𝟬𝟮𝟳.➤ Expansion supports growing demand for 𝗔𝗜 and high-density computing infrastructure.➤ New lab will test 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 𝗰𝗵𝗶𝗹𝗹𝗲𝗿𝘀 with liquid cooling systems.➤ Facility will validate cooling performance under 𝗵𝗶𝗴𝗵-𝗱𝗲𝗻𝘀𝗶𝘁𝘆 workloads and extreme temperatures.➤ Campus integrates 𝗥&𝗗, manufacturing, testing, and customer engagement.➤ Customer Experience Center enables 𝗿𝗲𝗮𝗹-𝘄𝗼𝗿𝗹𝗱 cooling technology validation.➤ Investment strengthens Vertiv's 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 innovation and manufacturing capabilities.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗚𝗶𝗼 𝗔𝗹𝗯𝗲𝗿𝘁𝗮𝘇𝘇𝗶, CEO of Vertiv:"AI is driving thermal demands that didn't exist two years ago, with higher densities, faster deployment demands, and no room to compromise on reliability. The expansion at Tognana puts us further ahead with more manufacturing capacity, integrated testing, and advanced thermal management systems built for current and future generations of silicon. This investment reinforces our position at the front of the curve."
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $特斯拉(TSLA.US) Tesla 将 Robotaxi 服务扩展至奥兰多和坦帕
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗧𝗲𝘀𝗹𝗮 将其 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 服务扩展至奥兰多和坦帕。➤ 此次扩展发生在 𝗧𝗲𝘀𝗹𝗮'𝘀 𝗤𝟮 财报发布前一天。➤ Robotaxi 仍然是特斯拉 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 的关键驱动力。➤ 特斯拉于去年六月在 𝗔𝘂𝘀𝘁𝗶𝗻 推出了其首个 Robotaxi 服务。➤ 此前服务已扩展至 𝗗𝗮𝗹𝗹𝗮𝘀、𝗛𝗼𝘂𝘀𝘁𝗼𝗻 和 𝗠𝗶𝗮𝗺𝗶。➤ 特斯拉继续在 𝗦𝗮𝗻 𝗙𝗿𝗮𝗻𝗰𝗶𝘀𝗰𝗼 𝗕𝗮𝘆 𝗔𝗿𝗲𝗮 进行受监督的 Robotaxi 测试。➤ 投资者继续密切关注 Robotaxi 的推出和扩展速度。➤ 特斯拉表示，𝗿𝗶𝗴𝗼𝗿𝗼𝘂𝘀 𝘀𝗮𝗳𝗲𝘁𝘆 𝘁𝗲𝘀𝘁𝗶𝗻𝗴 仍是主要的部署限制因素。
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Vertical Aerospace(EVTL.US) Vertical Aerospace Joins EU Project to Accelerate eVTOL Airspace Integration
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗲𝗿𝘁𝗶𝗰𝗮𝗹 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 joins the 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗩𝗘𝗥𝗧𝗜-𝗚𝗢 initiative.➤ Project aims to accelerate safe 𝗲𝗩𝗧𝗢𝗟 integration into European airspace.➤ Initiative brings together manufacturers, regulators, and air navigation providers.➤ Project is Europe's equivalent of the FAA's 𝗲𝗩𝗧𝗢𝗟 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 𝗣𝗶𝗹𝗼𝘁 𝗣𝗿𝗼𝗴𝗿𝗮𝗺.➤ Flight demonstrations will include Vertical's 𝗲𝗩𝗧𝗢𝗟 in Spain.➤ Demonstration flights are planned between 𝗠𝗮𝗹𝗮𝗴𝗮 and 𝗠𝗮𝗿𝗯𝗲𝗹𝗹𝗮.➤ Project focuses on developing operational frameworks for commercial air mobility.➤ 𝗛𝗼𝗻𝗲𝘆𝘄𝗲𝗹𝗹 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 is participating in the initiative.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗖𝗲𝗿𝘃𝗲𝗻𝗸𝗮, Chief Commercial and Strategy Officer of Vertical Aerospace:“Advancing electric aviation requires more than just an advanced aircraft. It requires an ecosystem of trusted partners working together to enable safe, seamless operations in an increasingly complex airspace. Project VERTI-GO is Europe's equivalent of the FAA's eVTOL Integration Pilot Program in the U.S., bringing together industry, regulators and air navigation providers to develop that operational framework. This kind of collaboration is essential to building confidence in the technology and accelerating the industry's path forward.”H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Critical Metals(CRML.US) 关键金属联盟入围肯尼亚姆里马山稀土项目
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗲𝘁𝗮𝗹𝘀 领导的联盟已进入 𝗠𝗿𝗶𝗺𝗮 𝗛𝗶𝗹𝗹 的最终竞标阶段。➤ 该联盟是肯尼亚政府选定的仅 𝟯 家决赛选手之一。➤ 𝗠𝗿𝗶𝗺𝗮 𝗛𝗶𝗹𝗹 是全球最大的未开发稀土和铌矿床之一。➤ 该项目补充了 Critical Metals 在格陵兰的 𝗧𝗮𝗻𝗯𝗿𝗲𝗲𝘇 稀土项目。➤ 中国目前控制着全球约 𝟵𝟬% 的稀土供应。➤ 预计稀土磁体需求到 𝟮𝟬𝟰𝟬 年将增长 𝟰–𝟲 倍。➤ 该联盟的总市值约为 $𝟭.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻。➤ 该联盟持有超过 $𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的现金储备。➤ 发展计划旨在通过加速工程和采购实现更快的生产。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗧𝗼𝗻𝘆 𝗦𝗮𝗴𝗲，Critical Metals Corp 董事长：“被入围此流程的最终阶段，对 Critical Metals 及其联盟而言是一个决定性时刻。姆里马山正是我们建立这家公司所追求的那种世界级、战略位置优越的资产，它与 Tanbreez 完美互补，进一步巩固了我们与西方结盟的稀土战略。我们深深感谢肯尼亚政府对我们的信任，以及我们在这一流程进入最终阶段时，致力于为肯尼亚创造持久价值的承诺。”H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 英特尔与 Fortinet 合作开发下一代安全处理器 - $英特尔(INTC.US) $飞塔信息(FTNT.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 英特尔与 Fortinet 合作开发 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗼𝗿 𝟲 (𝗦𝗣𝟲)。➤ 此次合作将 Fortinet 的 ASIC 技术与英特尔的制造能力相结合。➤ 该伙伴关系扩展了这两家公司现有的战略关系。➤ 协议旨在使 Fortinet 的全球半导体供应链多样化。➤ 英特尔将提供半导体设计、封装和制造专业知识。➤ 此次合作支持 Fortinet 长期的 𝗔𝗦𝗜𝗖 路线图。➤ 两家公司将探索更广泛的半导体和网络安全的合作。➤ 合作伙伴关系旨在加强具有韧性的全球技术基础设施。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:Fortinet 创始人、董事长兼首席执行官 𝗞𝗲𝗻 𝗫𝗶𝗲："我们与英特尔的深化合作关系将利用其独特的先进半导体技术、制造专业知识和全球供应链能力的组合，帮助 Fortinet 加速并加强我们的 ASIC 战略。"英特尔首席执行官 𝗟𝗶𝗽-𝗕𝘂 𝗧𝗮𝗻："可以帮助像 Fortinet 这样的网络安全领导者加速关键安全技术的发展，同时构建更具韧性和多样化的全球供应链。"H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Astera Labs(ALAB.US) Astera Labs Expands Taurus Family With 3.2T Smart Signal Conditioners for AI Infrastructure
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝘀𝘁𝗲𝗿𝗮 𝗟𝗮𝗯𝘀 expands its 200G Taurus connectivity portfolio.➤ New family includes 𝗧𝗮𝘂𝗿𝘂𝘀 𝟯.𝟮𝗧 Smart Signal Conditioners.➤ Devices support 𝟮𝟬𝟬𝗚-𝗽𝗲𝗿-𝗹𝗮𝗻𝗲 Ethernet, UALink, and ESUN connectivity.➤ Portfolio adds footprint-compatible 𝟭𝟲-𝗹𝗮𝗻𝗲 Smart Retimers and Smart Redrivers.➤ 𝗦𝗺𝗮𝗿𝘁 𝗦𝘄𝗮𝗽 enables component changes without board redesigns.➤ Unified 𝗖𝗢𝗦𝗠𝗢𝗦 software supports design, monitoring, debugging, and deployment.➤ Smart Redrivers add telemetry, diagnostics, and intelligent link management.➤ Observability includes channel estimation, eye monitoring, and temperature-compensating EQ.➤ Open 𝗢𝗖𝗣 footprint supports flexible multi-vendor signal-conditioner sourcing.➤ New products target denser, efficient 𝘀𝗰𝗮𝗹𝗲-𝘂𝗽 and 𝘀𝗰𝗮𝗹𝗲-𝗼𝘂𝘁 AI clusters.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗔𝗱𝗶𝘁 𝗡𝗮𝗿𝗮𝘀𝗶𝗺𝗵𝗮, senior vice president & general manager of Signal Connectivity Group at Astera Labs:“AI infrastructure is entering a phase where flexibility becomes a competitive advantage,” said Adit Narasimha, senior vice president & general manager of Signal Connectivity Group at Astera Labs. “As 200G-per-lane signal conditioners become critical for on-board connectivity, customers need the freedom to optimize reach, power, and cost later in the design cycle. By expanding the Taurus family with footprint-compatible x16 Smart Retimers and Smart Redrivers, we are giving customers a more flexible path to scaling denser AI infrastructure with stronger economics.”𝗥𝗼𝗯𝗲𝗿𝘁 𝗛𝗼𝗿𝗺𝘂𝘁𝗵, corporate vice president, Architecture and Strategy, AMD:“Open, standards-based technologies and ecosystem collaboration are core to AMD’s AI strategy to deliver customer choice, interoperability and flexibility at every layer,” said Robert Hormuth, corporate vice president, Architecture and Strategy, AMD. “Our collaboration with Astera Labs on open connectivity helps customers build efficient, adaptable rack-scale systems, and the expanded Taurus family shows how standards-based design can preserve flexibility as infrastructure evolves.”𝗠𝗮𝘁𝘁 𝗞𝗶𝗺𝗯𝗮𝗹𝗹, vice president and principal analyst at Moor Insights & Strategy:“The physical layer is becoming a more visible constraint on cluster design, deployment timelines, and long-term platform flexibility as hyperscalers and neoclouds build denser AI systems,” said Matt Kimball, vice president and principal analyst at Moor Insights & Strategy. “Astera Labs’ Taurus family is well aligned with that shift by giving customers a standards-based way to balance reach, power, observability, and supplier optionality as they move into 200G infrastructure.”H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Gorilla Tech(GRRR.US) Gorilla Technology Raises $232 Million to Accelerate AI Infrastructure Projects
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗼𝗿𝗶𝗹𝗹𝗮 raised 𝗮𝗴𝗴𝗿𝗲𝗴𝗮𝘁𝗲 𝗴𝗿𝗼𝘀𝘀 𝗽𝗿𝗼𝗰𝗲𝗲𝗱𝘀 𝗼𝗳 $𝟮𝟯𝟮 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.➤ Capital supports AI programmes across 𝗜𝗻𝗱𝗶𝗮, 𝗜𝗻𝗱𝗼𝗻𝗲𝘀𝗶𝗮, and 𝗧𝗵𝗮𝗶𝗹𝗮𝗻𝗱.➤ 𝗡𝗲𝘂𝘁𝗿𝗮𝗗𝗖 𝗕𝗮𝘁𝗮𝗺 supports approximately $𝟮.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in five-year revenue.➤ Batam’s first deployment tranche targets 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲.➤ 𝗬𝗼𝘁𝘁𝗮 𝟭 includes 𝟲𝟰𝟬 servers and 𝟱,𝟭𝟮𝟬 GPUs.➤ Yotta 1 could generate approximately $𝟱𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 over five years.➤ 𝗬𝗼𝘁𝘁𝗮 𝟮 targets deployment of 𝟮𝟬,𝟳𝟯𝟲 next-generation GPUs.➤ Batam debt offers cover approximately 𝟳𝟬% of expected infrastructure costs.➤ 𝗞𝗼𝗿𝗮𝘁’s 𝟮𝟬𝟬𝗠𝗪 campus could support 𝟭𝟬𝟬,𝟬𝟬𝟬–𝟭𝟭𝟬,𝟬𝟬𝟬 GPU equivalents.➤ Korat’s illustrative five-year revenue potential is $𝟭𝟲–$𝟭𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗝𝗮𝘆 𝗖𝗵𝗮𝗻𝗱𝗮𝗻, Chairman and Chief Executive Officer of Gorilla Technology:"There has been considerable market attention on the financing instrument but a lack of focus on the signed commercial programme that the financing enables. What should shareholders focus on? Not the financing itself, but the hundreds of millions of dollars in annualized revenue those financings have made possible.This is not capital raised in the hope that Gorilla will subsequently find a customer or identify a project. The customer contract is signed, the data-centre capacity has been secured and the deployment programme is moving into execution. The financing provides the capital required to connect those elements and begin delivery.The market is entitled to scrutinise every financing. Management is equally responsible for explaining what that financing supports. In this case, our $125 million capital raise is helping Gorilla execute a signed contract representing approximately $2.5 billion of expected revenue over five years alongside separate financing offers covering approximately 70% of expected project costs.Growth on this scale cannot be funded by rhetoric. It requires disciplined access to capital, strong counterparties and capital deployed against contracted demand. That is precisely what Gorilla is
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 微软与 Mistral 扩大欧洲 AI 合作伙伴关系，达成数十亿美元基础设施协议 - $微软(MSFT.US) $英伟达(NVDA.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 向 Mistral 的欧洲 AI 基础设施投入数十亿美元。➤ Mistral 将使用数千个 𝗡𝗩𝗜𝗗𝗜𝗔 𝗩𝗲𝗿𝗮 𝗥𝘂𝗯𝗶𝗻 GPU 扩大产能。➤ 微软将利用 Mistral 的产能提供 𝗰𝗹𝗼𝘂𝗱 和 AI 服务。➤ 𝗠𝗶𝘀𝘁𝗿𝗮𝗹 𝗠𝗲𝗱𝗶𝘂𝗺 𝟯.𝟱 和 𝗢𝗖𝗥 𝟰 加入 Microsoft Foundry。➤ Mistral Medium 3.5 现已在 𝗖𝗼𝗽𝗶𝗹𝗼𝘁 𝗦𝘁𝘂𝗱𝗶𝗼 中可用。➤ 客户可以在 𝗰𝗹𝗼𝘂𝗱、连接和断开连接的环境中部署模型。➤ 该合作伙伴关系加强了微软在欧洲的 𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗖𝗹𝗼𝘂𝗱 战略。➤ 微软和 Mistral 将共同追求全球 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 机会。➤ 合作包括资助的 𝗽𝗿𝗼𝗼𝗳𝘀 𝗼𝗳 𝗰𝗼𝗻𝗰𝗲𝗽𝘁、Azure 积分和研讨会。➤ 受监管行业获得更大的 𝗱𝗮𝘁𝗮 𝗰𝗼𝗻𝘁𝗿𝗼𝗹、韧性和部署灵活性。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗕𝗿𝗮𝗱 𝗦𝗺𝗶𝘁𝗵，微软副董事长兼总裁："欧洲应能访问世界上最强大的 AI，同时不损害对其数据、运营或数字未来的控制。通过将 Mistral 的前沿欧洲模型纳入我们的主权云组合，并在公共云、云连接和完全断开连接的环境中启用它们，我们履行了做出的欧洲数字承诺，为客户提供了他们可以按自己条件运营的值得信赖的 AI 基础。"𝗔𝗿𝘁𝗵𝘂𝗿 𝗠𝗲𝗻𝘀𝗰𝗵，Mistral 联合创始人兼首席执行官："我们的使命始终是将前沿 AI 交给每个组织，同时让他们控制自己的技术。有了微软作为合作伙伴，我们的模型以全球规模触达企业和公共机构——通过一个为最苛刻、受监管的工作负载所信任的平台交付，并在我们客户运营的每一个地方可用。"𝗜𝗮𝗻 𝗕𝘂𝗰𝗸，NVIDIA 超大规模和高性能计算副总裁："代理 AI 正在推动对高性能、节能 AI 基础设施的空前需求。通过大规模部署 NVIDIA Vera Rubin 系统，Mistral 和微软将为客户提供他们需要在欧洲及更广泛地区构建和运行下一代 AI 所需的计算基础。"H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: ADP 每周招聘指标连续第四周放缓 - $QQQ $SPY
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗨.𝗦.私营雇主平均每周增加𝟭𝟲,𝟱𝟬𝟬个就业岗位。➤ 数据涵盖截至𝟮𝟬𝟮𝟲年𝟳月𝟰日的𝗳𝗼𝘂𝗿周。➤ 招聘连续第𝗳𝗼𝘂𝗿週放缓。➤ 四周平均值从上周的𝟭𝟵,𝟮𝟱𝟬下降。➤ 截至𝟲月𝟮𝟬日当周的招聘平均为𝟮𝟭,𝟬𝟬𝟬。➤ 6 月初的每周招聘平均为𝟯𝟬,𝟳𝟱𝟬。➤ 截至𝟱月𝟮日当周的招聘峰值为𝟰𝟬,𝟳𝟱𝟬。➤ 数据基于 ADP 的𝘀𝗲𝗮𝘀𝗼𝗻𝗮𝗹𝗹𝘆 𝗮𝗱𝗷𝘂𝘀𝘁𝗲𝗱高频薪资数据。➤ ADP 表示这些估计是𝗽𝗿𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝗿𝘆，可能会修订。H
🚨 盘前热议！
$Utz Brands(UTZ.US) $Nebius(NBIS.US) $3M公司(MMM.US) $Mobileye Global(MBLY.US) $Vicor(VICR.US) $诺华制药(NVS.US) $One Stop(OSS.US) $台积电(TSM.US) $Redwire(RDW.US) $皇冠控股(CCK.US) $克瑞拓斯安全防卫(KTOS.US) $通用汽车(GM.US) $诺斯罗普·格鲁曼(NOC.US) $嘉信理财(SCHW.US) $哈利伯顿(HAL.US) $赛富时(CRM.US) $Adobe(ADBE.US) $Magnolia Oil & Gas(MGY.US) $明晟(MSCI.US) $艾可菲(EFX.US) $Agios制药(AGIO.US)
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$CloudFlare(NET.US) | 瑞银证券重申对 Cloudflare 的买入评级，将目标价从 250 美元上调至 300 美元
分析师认为，尽管短期内面临利润率压力，Cloudflare 向安全、开发工具和 AI 统一平台的转型在战略上是可信的。
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $克瑞拓斯安全防卫(KTOS.US) Kratos Wins Approximately $𝟭𝟱𝟲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 U.S. DOE C-UAS Contract
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗞𝗿𝗮𝘁𝗼𝘀 awarded an approximately $𝟭𝟱𝟲 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 sole-source IDIQ contract.➤ Contract awarded by the 𝗨.𝗦. 𝗗𝗲𝗽𝗮𝗿𝘁𝗺𝗲𝗻𝘁 𝗼𝗳 𝗘𝗻𝗲𝗿𝗴𝘆'𝘀 𝗡𝗡𝗦𝗔.➤ Award supports 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗦𝗼𝗹𝗮𝗿 𝗦𝗵𝗶𝗲𝗹𝗱 for national security missions.➤ Kratos will deliver 𝗺𝗼𝗯𝗶𝗹𝗲 𝗖𝗼𝘂𝗻𝘁𝗲𝗿-𝗨𝗻𝗺𝗮𝗻𝗻𝗲𝗱 𝗔𝗶𝗿𝗰𝗿𝗮𝗳𝘁 𝗦𝘆𝘀𝘁𝗲𝗺 platforms.➤ Platforms will detect, track, identify, and respond to hostile drones.➤ System provides a 𝗺𝗼𝗯𝗶𝗹𝗲 𝗹𝗮𝘆𝗲𝗿𝗲𝗱 𝗖-𝗨𝗔𝗦 defense capability.➤ Kratos was selected following a rigorous 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 evaluation process.➤ Contract work begins 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲𝗹𝘆 at secure Kratos facilities.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗗𝗮𝘃𝗲 𝗖𝗮𝗿𝘁𝗲𝗿, President of Kratos' Defense & Rocket Support Services Division:“Project Solar Shield represents a significant milestone for Kratos and the broader government C-UAS market. As the first large scale government production contract of its kind built around this integrated approach, the program demonstrates the value of combining C-UAS, mobile platform design, command-and-control capabilities, and resilient power management into a single mission-ready solution. The resulting platform provides OST with a highly modular and scalable mobile C-UAS capability, designed to support evolving mission requirements across the continental United States.”𝗘𝗿𝗶𝗰 𝗗𝗲𝗠𝗮𝗿𝗰𝗼, President and CEO of Kratos:“We believe that Kratos’ technology, system and integration capabilities in the C-UAS mission area are industry leading, and also our ability to mass produce large quantities of relevant systems at an affordable cost. Our entire organization is proud to have received this program award to protect and secure critical United States assets and infrastructure.”
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📢 最新消息：诺和诺德在美国联邦法院起诉礼来公司，依据兰哈姆法提出索赔，法院记录显示 - $诺和诺德公司(NVO.US) $礼来(LLY.US)
