A[Overview of U.S. stock market pre-market news: NVIDIA plans to restart the Rubin CPX project; ASML said that high numerical aperture extreme ultraviolet lithography machines are moving towards mass production; Samsung will allocate about 70% of its storage capacity to long-term cooperative customers by 2031] September 1st, 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 collectively declined. Dow Jones futures fell 0.68%, S&P 500 futures fell 0.67%, and Nasdaq 100 futures fell 1.24%.
2. International oil prices have both surged. WTI crude oil futures prices rose 2.59% to US$87.983/barrel; Brent crude oil futures prices rose 2.14% to US$92.424/barrel.
3. International gold and silver spot prices continued their decline. Spot gold prices fell 1.81% to US$4,368.27 per ounce; spot silver prices fell by 2.22% to US$65.05 per ounce.
4. The three major European stock indexes collectively fell. Britain's FTSE 100 index fell 0.56%, France's CAC40 index fell 0.23%, and Germany's DAX30 index fell 0.90%.
5. Analyst Ming-Chi Kuo said that his latest industry survey shows that NVIDIA has restarted the AI inference pre-filled acceleration GPU "Rubin CPX" project, but its design has been significantly adjusted and production is expected to begin in Q1 2027.
6. ASML revealed that a total of 10 high numerical aperture extreme ultraviolet lithography machines (High NA EUV) have been installed and put into operation by 4 customers around the world, and another 3 are being shipped and installed. High NA EUV is moving towards the high-volume production stage.
7. Anthropic has signed a cloud computing agreement worth US$35 billion with Lambda, a cloud service provider invested by Nvidia, to further expand AI computing power.
8. Samsung’s memory business unit is reported to have allocated about 70% of its production capacity to long-term orders before 2031. Its main contract customers include large technology companies such as Nvidia, Microsoft and Google. HBM’s rush for goods is quite fierce.
9. Apple accused its former iPhone engineer who switched to OpenAI of "not only downloading Apple's confidential circuit schematics, but also using them in OpenAI's work."
10. Fervo Energy, the original developer of geothermal energy, is reported to have signed a nearly 400-megawatt geothermal power supply agreement with Google, and plans to start supplying power to Google in 2028. Once completed, the project is expected to become the world's largest enhanced geothermal energy facility. A[Volcano Engine and Guiguang Group signed an agreement to deploy AI-related industries such as intelligence and computing power] August 31st. Recently, Volcano Engine and Guizhou Radio and Television Network Media Group officially signed a "Cooperation Framework Agreement." The two parties will seize the development opportunities of artificial intelligence, jointly seek innovation and expand the digital technology industry, and serve to empower the high-quality development of Guizhou's digital economy. The two parties will carry out in-depth cooperation around AIGC, AI Coding, agents, computing power, large model MaaS services and other businesses. Guiguang Group will rely on local business development to lay out related AI industry applications. Volcano Engine will leverage its technological accumulation and resource advantages in large models, the Internet, big data, cloud computing, live broadcast and other fields to provide models, AI development tools, AIGC tools and other supporting products and technical support services.
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