B[AMD Chairman and CEO Su Zifeng: It is expected that the Helios rack-level AI system will be delivered in large quantities in the fourth quarter] "Science and Technology Innovation Board Daily" reported on the 4th that AMD Chairman and CEO Su Zifeng said at the 2026 third quarter results conference call that the deployment of Helios rack-level AI systems is expected to increase significantly in the fourth quarter. When introducing the delivery progress, she clearly mentioned that as production increases, OEM and ODM partners such as Lenovo Group, HPE, Dell, and Supermicro will begin to deliver relevant systems. According to Su Zifeng, AMD has begun batch delivery of MI455X GPUs in the third quarter, and the first batch of Helios cabinets from customers such as Anthropic, Meta, Microsoft, OpenAI, and Oracle have been put into operation to carry their models and workloads. In the fourth quarter, Helios deployment scale is expected to further expand as partners initiate system delivery. (Kechuangban Daily reporter Huang Xinyi) A[Overview of U.S. stock market pre-market news: The largest U.S. semiconductor equipment manufacturer said revenue will double in the next few years; Nvidia launches a new pluggable optical module; Netflix wins the broadcast rights for the 2030 World Cup] October 13th, investors need to focus on the following financial news from the U.S. stock market:
1. The performance of the three major U.S. stock index futures is divergent. Dow Jones futures rose 0.95%, S&P 500 futures fell 0.03%, and Nasdaq 100 futures fell 0.75%.
2. International oil prices fell collectively. WTI crude oil futures prices fell 1.78% to US$92.068/barrel; Brent crude oil futures prices fell 1.99% to US$104.532/barrel.
3. International gold and silver spot prices fluctuated within a narrow range. Spot gold prices rose 0.28% to US$4,183.29 per ounce; spot silver prices fell by 0.22% to US$60.15 per ounce.
4. Most of the three major European stock indexes rose. Britain's FTSE 100 index rose 0.51%, France's CAC40 index fell 0.08%, and Germany's DAX30 index rose 0.10%.
5. AMD CEO Su Zifeng expressed strong confidence in the prospects of the CPU market and designated 2026 as the "year of reasoning." She predicts that the CPU market size will achieve explosive growth in the next few years, driven by intelligent AI workloads.
6. Applied Materials (AMAT), the largest semiconductor equipment manufacturer in the United States, predicts that the company’s revenue will double in the next few years. The company is also using AI tools to promote innovation and product development, and explore ways to improve semiconductor yield rates.
7. Marvell Technology announced the launch of the second generation Structera X 3406 and 3506 CXL memory expanders for AI inference applications. The new product is the industry's first six-channel CXL 3.2 memory expander, with a single controller supporting up to 9TB DDR4 or 6TB DDR5 memory.
8. NVIDIA and Cisco jointly launched a new ultra-dense small form factor pluggable module (USFP). USFP is the first module to support 400Gb/s electrical signals per channel, with a single module capacity up to 12.8Tb/s, suitable for the new generation of AI factories.
9. Samsung Electronics and AMD jointly demonstrated a memory expansion solution based on Compute Express Link (CXL) at the 2026 OCP Global Summit. Samsung also exhibited customized HBM and new HBM5, as well as integrated storage and computing technology.
10. Streaming media giant Netflix has obtained the exclusive rights to broadcast the 2030 FIFA World Cup in Spain and Andorra. Boosted by this, Netflix rose more than 1% before the market opened.
11. Federal Reserve Governor Waller said that the rise in U.S. bond yields has played a role in policy tightening and helped curb demand in some economic sectors. He also said hyperscalers still plan to invest trillions of dollars over the next three years.
12. A Bank of America survey shows that investors' allocation to technology stocks has reached the highest level since 2020, and global semiconductor stocks have become the "most crowded" trade in the market. B[Huang Renxun, Su Zifeng and others serve as members of the Advisory Committee of Tsinghua University School of Economics and Management] September 29th, the 2026 meeting of the Advisory Committee of Tsinghua University School of Economics and Management will be held in Beijing on October 13th and 14th. This is the 27th annual meeting of the Advisory Committee since its establishment. This year, the advisory committee has 3 new members and 5 new successor members. The three new members are Jensen Huang, founder and CEO of Nvidia, Lisa Su, chairman and CEO of AMD, and Marc Pictet, senior managing partner of Swiss Pictet Group. The five new successor committee members are BMW Group Chairman Milan Nedeljković, Walmart President and CEO John Furner, Coca-Cola CEO Henrique Braun, General Atlantic Capital Group Co-President and Head of Global Growth Equity Investment Martín Escobari, and BP Group CEO Meg O'Neill. The predecessors of the companies where the above-mentioned five successor members work were all members of the College Advisory Committee, but no longer serve due to job changes.
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