阿里巴巴AI投资计划 - 阿里巴巴宣布未来三年投资530亿美元用于AI业务发展 包括新建AI模型 基础设施和大语言模型[1][2] - 公司计划与英伟达合作扩展数据中心 并在云软件和机器人系统中集成英伟达开发工具[1][3] - 该投资计划推动公司股价单日上涨超过8% 创四年新高 反映市场对AI领域的高度关注[4] 中国AI行业支出趋势 - 中国科技巨头2024年AI支出预计超320亿美元 较2023年水平实现翻倍增长[2] - 投资加速源于中国政府推动国产芯片替代 限制英伟达芯片对华销售的政策导向[2][3] - 行业采用"多芯片协作"模式 通过堆叠低性能芯片替代高端芯片 但能耗效率较低[10][11] 国产芯片技术进展 - 阿里巴巴自研PPU芯片在多项指标上超越英伟达H20芯片 获政府高层认可[3][7] - 华为昇腾芯片在规格和性能方面优于专供中国市场的英伟达H20芯片[7] - 中国科技企业在美国技术限制下仍取得显著进展 实现自主技术突破[8] 地缘政治与供应链影响 - 英伟达正开发Blackwell芯片应对中国市场 新芯片将降低内存规格[8] - 美国市场可能加强芯片供应链安全审查 关注英伟达与阿里巴巴的合作关系[5] - 技术出口管制涉及军事应用担忧 形成中美科技生态系统的竞争格局[8]

Tom_Young67/iStock Unreleased via Getty Images Listen below or on the go on Apple Podcasts and Spotify ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a 'good investment' opportunity. (02:49) This is an abridged transcript. Jimmy Kimmel is off the air, indefinitely. Walt Disney (NYSE:DIS ...

The Nvidia logo appears on a smartphone reflecting the flags of China and the U.S. Nurphoto | Nurphoto | Getty ImagesBeijing has reportedly halted purchases of yet another AI chip from Nvidia, freezing it out of the market completely — a move industry experts say reflects the country's growing confidence in domestic chip makers and an attempt at gaining trade leverage.It was only a few months ago when Jensen Huang announced, from China, that the U.S. would allow it to resume sales of its made-for-China H20 ...

Chinese telecoms giant Huawei showed off its Ascend chips and system for powering artificial intelligence models at the World AI Conference in Shanghai on July 26, 2025. BEIJING — Less than two weeks after Nvidia CEO Jensen Huang's high-profile visit to Beijing, the U.S. chipmaker was conspicuous by its absence at China's biggest AI event of the year. Despite renewed hopes this month of selling its less advanced H20 chips to China again, Nvidia didn't have a booth at the World AI Conference that opened Satu ...