1. Domestic computing power breakthrough reshapes the logic of industrial competition.
2. China calls for preventing AI from becoming a game for a few wealthy nations.
3. DeepSeek reportedly valued at $45 billion post-investment? Sources: "The two sides are indeed in talks, but the valuation has not yet been finalized."
4. Anthropic reaches computing power agreement with SpaceX to connect to the Colossus 1 data center.
5. Corning: Plans to increase US optical connectivity capacity tenfold, fiber optic production by over 50%.
6. Arm's revenue outlook exceeds expectations thanks to surging demand from AI data centers.
7. Scale AI wins $500 million contract from the US Department of Defense.
8. AMD's Lisa Su: CPU status is rising, AMD has entered a new high-growth phase.
9. Moody's: The AI boom may stall, dragging down export growth in the Asia-Pacific region.
10. Lisa Su explains the reasons for adjusting CPU market size forecast: AI development drives surging CPU demand.
11. CNBC commentator: Cloud computing giants must not skimp on their AI investments.
