A[Overview of U.S. stock market pre-market news: Google is accelerating TPU iteration; Musk predicts that the world will exceed 1 billion humanoid robots in 10 years; Indonesia's largest nickel industrial park may reduce production by as much as 40%] On September 2, the financial news of the U.S. stock market that investors need to focus on is as follows:
1. The three major U.S. stock index futures rose in the short term and basically recovered their previous losses. Dow Jones futures rose 0.24%, S&P 500 futures rose 0.09%, and Nasdaq 100 futures fell 0.06%. On the news, Williams, the "third in command of the Federal Reserve", said that inflation is on a slow downward trend and interest rates are at a good level.
2. International oil prices turned from rising to falling. WTI crude oil futures prices fell 0.71% to US$89.580/barrel; Brent crude oil futures prices fell 0.47% to US$94.203/barrel.
3. International gold and silver spot prices turned from falling to rising. Spot gold prices rose 0.16% to US$4,335.17 per ounce; spot silver prices rose 0.62% to US$64.46 per ounce.
4. The three major European stock indexes narrowed their losses. Britain's FTSE 100 index fell 0.29%, France's CAC40 index fell 0.08%, and Germany's DAX30 index fell 0.41%.
5. Vahdat, head of Google's AI infrastructure, said that Google is accelerating the development and iteration of its customized AI chip TPU, shortening the chip update cycle from the original two years to launching two models per year, in order to maintain its leading position in the AI competition.
6. Musk predicted that the Grok 4.7 model will be released in 10 days. The Grok 4.7 model parameter size reached 2.1 trillion, an increase of 40% compared to Grok 4.6 (1.5 trillion).
7. Musk said that it is estimated that the number of humanoid robots will exceed 1 billion in the next 10 years. The output of each robot will be at least five times that of human workers, and the productivity will be higher than the total human productivity in the world.
8. Li Feifei’s startup World Labs released “the world’s first multi-modal world model” Atlas, claiming that the model can generate images and video frames with pixel-level precise camera control and reconstruct them in 3D.
9. NASA announced that it has awarded the Mars communication network development contract to Blue Origin to provide reliable high-bandwidth communication and navigation services for its Mars mission. The contract could be worth as much as $700 million.
10. SK Group Chairman Choi Tae-won said that SK Hynix is considering joint production with Japanese semiconductor giant Kioxia Holdings.
11. Deutsche Bank pointed out that optical network business hardware companies are expected to be the biggest winners in the AI era. The bank listed Coherent and Lumentum, which produce optical components and lasers for connecting data centers, as the "most confident" investment targets.
12. Affected by the drought caused by the El Niño phenomenon, the water supply to the smelter in Indonesia's largest nickel industrial park has been restricted, and the park may have to cut production by as much as 40%. B[PwC predicts that global cumulative investment in data centers will reach US$31.6 trillion by 2050] September 2, PwC predicts that in order to meet the world’s growing demand for artificial intelligence (AI), cumulative global data center spending will reach US$31.6 trillion by 2050, and the scale of investment will exceed the historical infrastructure construction wave such as railways, the Internet, and electrification. PricewaterhouseCoopers released a report on Wednesday saying that if the popularity of AI exceeds its "baseline scenario" expectations, data center spending in about the next 25 years may even reach $50 trillion. By comparison, U.S. gross domestic product (GDP) is currently about $30 trillion. As consumers, businesses and governments increasingly use AI, technology giants such as Microsoft and Amazon, as well as smaller data center operators, are rapidly building new computing facilities around the world. Most of the investment will be in the internal equipment of the data center, including AI chips, storage chips, network equipment and servers. A[Some high-end computing power companies’ orders are scheduled to be three years later] August 31st, in August, the semi-annual report of the leading domestic AI chip was released intensively. Last Friday, Biren Technology released its financial report, with revenue increasing nearly 20 times. In addition, leading companies such as Cambrian and Moore Threads have achieved substantial revenue growth. Behind the surge in performance is the shortage of high-end computing power. Currently, the high-end computing power supply side is experiencing a shortage across the entire chain, with orders from some companies already scheduled for three years. This is a microcosm of the current hot high-end computing power market. Not only are downstream intelligent computing center resources in short supply, but orders for midstream system integration are also being released intensively. Several computing power service providers said that the company's orders have maintained rapid growth for two consecutive years. Some companies said that in the past year or so, their customers have increased by about 10 times. In the upstream chip sector, the surge in demand has also driven up both volume and price. According to industry research data, the demand for domestic AI chips in 2026 will be about 4 million units, with actual delivery of about 3 million units, leaving a million-level production capacity gap. The industry generally believes that domestic chips are in a strong upward cycle in high-end AI chips. Recently, many domestic chip companies have disclosed financial reports, and the data shows the characteristics of a collective explosion. (CCTV Finance) A[Liquid-cooled server concept continues to rise, Rongyi Precision and other nearly ten stocks have hit their daily limit] On August 31, the liquid-cooled server concept continued to rise during the session, with Rongyi Precision rising to the 30cm limit. Previously, Guanlong Energy Saving, Kangsheng Shares, Jinfu Technology, Jindi Shares and other stocks hit the limit, and Jingyan Technology, Tongfei Shares, and Science and Technology Innovation Source all rose by more than 10%. On the news, CCTV Finance reported that as the Wanka Intelligent Computing Center accelerates its launch, the power consumption of AI chips exceeds 1,000W. Traditional air cooling cannot meet the heat dissipation needs, and liquid cooling has become a "must option" for computing power deployment. Liquid cooling production lines in Shandong, Guangdong and other places are operating at full capacity, and orders for core equipment CDU have been scheduled until the end of 2026, with some delivery cycles expected to 2027.
— All loaded —
