OpenAI has closed another round of funding, totalling $110 billion being newly committed to the maker of ChatGPT, which it says has more than 900 million weekly active users and over 50 million consumer subscribers. Amazon is investing $50 billion and striking a deal that includes plans for custom models and more. Nvidia and SoftBank are each contributing $30 billion, as well, even as the Wall Street Journal notes that Nvidia's previous $100 billion investment plan is "on ice." This marks another massive influx of cash for the company that's now valued at $730 billion, and previously closed a $40 billion round in 2025. At the time, it was th …
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“山西电力现货市场将全部电量纳入竞争机制，发挥价格‘指挥棒’作用，并安排新能源企业优先出清，促进资源合理利用。”山西省能源局有关负责人说。
从“信仰配置”转向“套利配置”。投资者不再无脑持有英伟达，而是将目光投向“铲子中的铲子”—— HBM存储（如SK海力士）、CoWoS封装设备、高速光模块等环节。这些环节的需求刚性更强，竞争格局更优，受行业波动的影响相对较小。