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Robotaxi Stunner: Waymo Hits Milestone of 150,000 Paid Autonomous Trips a Week
Nvidia and Zhongji Innolight are entering the game! The high-speed rate optical module shipments are driving the doubling of demand for optical chips. Which domestic manufacturers can get a piece of the pie?
①AI drives the demand for high-speed optical modules, leading to a shortage of optical chips, prompting international major factories to announce price hikes; ②The demand for optical chips is expected to continue rising, with various parties such as Guangdong, Wuxi, and nvidia recently announcing investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by foreign manufacturers, with domestic 100G EML optical chips still not being shipped in large quantities.
Telecommunication servers worth billions are officially released! Lenovo, ZTE, inspur electronic information industry, among others, are shortlisted.
1. Lenovo has won a total of over 1.2 billion large orders in the centralized procurement project of China Telecom's servers (2024-2025). 2. According to the list of winning candidates, the highest bidding prices (including taxes) for each package reached approximately 17.7 billion yuan, with ZTE, sichuan huakun zhenyu, kunlun technology, super fusion, inspur electronic information industry, etc. winning the bids.
Beijing Kingsoft Office Software, Inc. net profit attributable to the parent company increased by 16.41% year-on-year in the first three quarters, but domestic institutions' subscription services growth has stagnated.
① According to the financial report released by beijing kingsoft office software, inc, beijing kingsoft office software, inc achieved revenue of 3.627 billion yuan in the first three quarters of this year, a year-on-year increase of 10.90%, with a 16.41% year-on-year growth in net income attributable to the parent; ② The subscription business of personal office services in China remains the main driver of growth for beijing kingsoft office software, inc, with a year-on-year growth of 17.24% in the third quarter, while the growth of subscription and service business for domestic institutions is only 0.02%.
European and American stocks and bonds both fell, tesla rose more than 9% after hours, silver fell by 4%, the dollar reached its highest level in nearly three months
European and American central bank officials called for caution in cutting interest rates, with US Treasury yields rising to pressure low-risk assets. The Dow and S&P indices fell by about 1% for the third consecutive day, NVIDIA initially dropped over 4%, cloud-based company Kujiale warned of profit slump nearly 3% in US stock, China concept index turned down, but Li Auto Inc. rose by nearly 4%. The 10-year US Treasury yield once rose above 4.26% to a three-month high, and the yen fell below 153 for the first time in three months. Oil prices fell by more than 1%, spot gold approached $2760 to hit a new high before falling by over 1%, and silver initially dropped by 4%.
In the era of AI explosion, where is the next breakthrough? Barclays has provided a clear "AI roadmap".
Barclays predicts that with the popularization of AI applications, the demand for inference computing is expected to exceed 70% by 2026. By then, it may require four times more chip capital expenditures than expected to meet all needs.