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US President Trump, asked about withdrawing US troops from Europe, said the US needs to watch.
2026-07-07
US President Trump, asked about withdrawing US troops from Europe, said the US needs to watch.
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2026-07-07
Dongshan Precision (market cap ¥400bn) jumped more than 7% intraday Tuesday afternoon as some PCB-related names moved, after supply-chain researcher SemiAnalysis reported NVIDIA’s next‑generation Kyber AI server system could be delayed by a year due
Dongshan Precision (market cap ¥400bn) jumped more than 7% intraday Tuesday afternoon as some PCB-related names moved, after supply-chain researcher SemiAnalysis reported NVIDIA’s next‑generation Kyber AI server system could be delayed by a year due to specialized circuit‑board manufacturing issues. The claim triggered a global selloff in PCB plays the previous day. NVIDIA responded on the 6th: “Our product roadmap remains unchanged.” Mizuho analyst Jordan Klein said similar NVIDIA delay rumours have repeated and are largely “attention‑seeking noise.”
2026-07-07
1. Nvidia denies Kyber delay rumors: Product roadmap unaffected. 2. Merger logic between SpaceX and Tesla strengthens; "When will the merger happen?" becomes a focal point of discussion. 3. The Cyberspace Administration of China launches the first
1. Nvidia denies Kyber delay rumors: Product roadmap unaffected. 2. Merger logic between SpaceX and Tesla strengthens; "When will the merger happen?" becomes a focal point of discussion. 3. The Cyberspace Administration of China launches the first phase of its "Clean Up the Internet: Rectifying the Chaos in AI Applications" special campaign. 4. AI application adoption rate among my country's large-scale industrial enterprises has exceeded 30%. 5. Wang Ruomeng of the National Development and Reform Commission: Sales of AI smartphones and AI computers are expected to surpass non-AI products for the first time this year. 6. Shanghai's large-scale AI enterprises' industrial scale will exceed 637 billion yuan in 2025, a year-on-year increase of 39.5%. 7. Tang Wenkan, Director of the Shanghai Municipal Commission of Economy and Information Technology: Huawei's Atlas 950, the industry's largest supernode, the Leap Agent operating system, and the world's first AI-powered smartphone will debut at the 2026 World Artificial Intelligence Conference. 8. Qianwen's large-scale model upgrades to the real-time speech recognition model Fun-ASR-Realtime. 9. UN Secretary-General: AI development is too rapid; global rules must catch up as soon as possible. 10. South Korean President Lee Jae-myung: Launch a "speed war" in three major projects: semiconductors, physical AI, and AI data centers. 11. US media: A draft report from the US Treasury Department warns that the risk of an AI bubble is comparable to the dot-com bubble. 12. South Korean telecom giant KT plans to invest 18 trillion won in AI.
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