Nvidia Corp. said Anthropic PBC , OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers. Company co-founder and Chief Executive Officer Jensen Huang name-dropped the artificial intelligence developers in a presentation at the Computex conference in Taiwan. They’ll be among the first to use the Vera central processing units from Nvidia in their data centers, he said. The new product will go into full production in the third quarter of this year. Nvidia is making a concerted effort to demonstrate to customers and investors that it’s aware and already ahead of the shifting trends in the technology of AI data centers. As the bulk of the work moves from training the software to running it and related services, there’s been increasing talk of using more general—purpose CPUs and concern than Nvidia’s AI accelerators might become less crucial. Vera is Nvidia’s first standalone data center microprocessor that goes head to head with Intel Corp. ’s Xeon line, Advanced Micro Devices Inc. ’s Epyc chips and in-house programs at large-scale operators like Amazon.com Inc. ’s Graviton. Last month, Huang said that Nvidia continues to gain share at customers such as Amazon, despite their attempts to carve out independence in components. He’s also continuing to assert that Nvidia is the only company that produces all of the components that data center operators need and has integrated them into computers in a way that even customers with limited expertise can deploy quickly. Read More: Nvidia Tells Skeptical Investors AI Is Set to Go Mainstream Huang said that Vera is 1.8 times faster at essential AI-related workloads than Intel technology-based chips known as x86. That’s the first time Nvidia’s thrown down the gauntlet of performance comparisons against products that, up until now, have been the industry standard. Separately, Nvidia has updated and extend...

(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Signals on W

格隆汇6月1日｜东吴证券发布研报称，AI算力供需错配仍是本轮NeoCloud行业景气的核心来源，海外建议重点关注NeoCloud龙头及算力/存储产业链，国内则建议沿算力基础设施和运营商生态布局。建议关注：1)海外NeoCloud龙头；2)海外算力/存储产业链；3)国内算力基础设施与运营商生态。

格隆汇6月1日｜据星辰资本消息，光宇元芯（杭州）光电有限责任公司近期宣布连续完成Pre-A及Pre-A+两轮融资，累计融资规模超亿元人民币。其中，Pre-A轮由方广资本、华睿投资领投，红杉中国、襄禾资本、中科创星跟投；Pre-A+轮由老股东方广资本追加投资。公司过往股东包括明势创投、线性资本、中科创星、红杉中国等多家明星机构。星辰资本担任公司长期独家财务顾问。

【有線新聞】行政長官李家超率團展開中亞兩國訪問行程，首日在哈薩克與當地政府及商界舉行圓桌論壇，並考察創科及金融初創樞紐。 行政長官李家超與貿發局主席馬時亨展開哈薩克首日行程前，先跟代表團大合照，盈科拓展主席李澤楷主動上前跟李家超握手。今次訪問團規模是現屆政府最大，包括律政司副司長張國鈞 財庫局局長許正宇、港交所行政總裁陳翊庭等約40位本港商貿與專業代表，亦有約30位內地企業代表，涵蓋金融、汽車製造等領域。 李家超要求訪問團要做出成績，「團隊精神非常重要，我們團隊加起來，一加一比二大，超過70加起來，不用算的，巨大的力量要團結一致，每天出發我們都精神奕奕、要很高士氣，而且我們人數很多，所以我們訪問的時候也要團結起來，踴躍把工作做好，好不好？（好！）」 訪問團的商界代表隨後與哈薩克投資局及哈薩克國家企業家商會閉門舉行圓桌論壇，討論經貿投資議題。有份出席的林健鋒說行程期間會簽署多份合作備忘錄，必須在市場成熟前爭取合作，才搶到「頭啖湯」。洪水橋產業園公司董事局主席林健鋒：「他們對於在香港投資很有興趣，有些甚至說到香港作為一個平台，可以令他們有更大發揮。」這次亦是李家超繼訪問中東後，第二次帶同內地企業出訪，他鼓勵企業將門打開，香港可以協助他們「拼船出海」。 訪問團又去到「阿斯塔納樞紐」參觀，了解創科發展。行政長官李家超和訪問團成員聽取當地科創企業講解包括人工智能、大數據等的發展及應用，訪問團之後參觀國際金融中心。

Tesla (NASDAQ:TSLA) on Monday backed away from terminating its supply deal with Australia’s Syrah Resources after the graphite producer demonstrated progress in meeting product qualification requirements. The EV maker accepted that the Syrah had produced conforming natural graphite active anode material samples and made sufficient progress to tackle an alleged default under their offtake agreement, the graphite producer said in a statement. Qualification Work Continues Tesla’s decision does not

Tesla Backs Off Threat to Cancel Australian Graphite Supply Agreement, Syrah Stock Pops Over 23% Benzinga

英伟达CEO黄仁勋6月1日在Gtc Taipei 2026大会上表示，Vera Rubin目前正在全面投入生产。（财联社）

格隆汇6月1日｜天海电子在互动平台表示，公司现阶段特种连接器暂无法适配6G信号传输需求。公司始终密切跟踪通信行业技术演进与6G产业发展动向，结合自身技术储备持续研判市场机会。

滨海投资公告，全资附属公司滨投天津与中石化新星新能源公司进一步订立《关于协同发展清洁能源产业的战略合作协议》，有效期为三年。海思科公告，全资子公司美国海思科（Haisco-USA Pharmaceuticals Inc.）于近日收到美国食品药品监督管理局（FDA）的上市批准通知，公司自主研发的环泊酚注射液（英文通用名：Cipepofol Injection，中文商品名：思舒宁 ，英文商品名：CYPSEDO）在美国的新药上市申请（New Drug Application，NDA）获得批准，用于成人全身麻醉诱导。

TD Cowen Maintains Advanced Micro Devices(AMD.US) With Buy Rating, Raises Target Price to $600 富途牛牛

中芯國際(00981)出現大手買入6.8萬股，成交價$80.1，涉資544.68萬 AASTOCKS.com

小米、理想、中信系同桌下注，杭州靈巧手公司曦諾未來半年三輪融資 | 長三角資本局 Moomoo

蔚来汽车2026年5月共交付37705辆汽车，同比增长62.3%。

格隆汇6月1日｜蔚来：5月交付新车37,705台，同比增长62.3%。今年前五个月共交付新车150,526台，同比增长68.7%。截至目前，蔚来已累计交付新车1,148,118台。

《大行》高盛降理想汽車(02015.HK)目標價至70元 預計次季持續虧損 Moomoo

格隆汇6月1日｜日本航空工程公司和三菱重工将成立合资企业，开展飞机售后市场业务。

格隆汇6月1日｜据大湾区之声，香港特区立法会财经事务委员会今日讨论香港最新经济情况，特区政府财政司司长陈茂波表示，香港经济在第一季度强劲扩张，按年增长5.9%，是近5年来最高。经季节性调整后按季上升2.9%，经济活动不但持续扩张，而且明显加速。

Broadcom Reports Earnings June 3. Time to Buy? The Motley Fool

Who are the highest-paid CEOs in US? VnExpress International

《大行》招銀國際降理想(02015.HK)目標價至62元 續予「持有」評級 Moomoo

Reforms to the NHS records system could result in 20,000 fewer visits to A&E annually, according to government projections.

港股午间收盘，恒生指数涨0.87%，恒生科技指数涨1.8%。恒指港股通ETF银华（159318）涨0.39%，港股通科技ETF鹏华（159751）涨0.87%。板块方面，通信设备、地面运输板块涨幅靠前；酒店和度假村REIT、生物科技板块跌幅靠前。个股方面，华勤技术涨24.38%，美图公司涨20.64%，金蝶国际涨18.84%，龙旗科技涨15.11%，伟仕佳杰涨14.42%；MINIMAX-W跌14.64%，歌礼制药-B跌12.09%，迅策跌11.89%，天数智芯跌11.89%，智谱跌9.84%。

华尔街过去不乏轰动一时的重磅IPO，但没有哪一次首次公开募股像SpaceX这样迅速冲击其运作体系。 这家由埃隆·马斯克掌舵的火箭、卫星和人工智能综合企业，预计融资规模将超过历史上任何IPO的两倍。其规模之大、经济影响之深远，使得市场的多个环节开始围绕其重新布局。 指数编制机构正改写大型基准指数的纳入规则；被动投资机构正测算数十亿美元的被动资金流入；ETF发行商争相推出与该上市挂钩的产品；散户投资者则蜂拥进入IPO前的投机性投资工具，哪怕只是为了获得间接敞口。 对于将在发行定价时被要求投入创纪录750亿美元资金的投资者而言（目标估值至少1.8万亿美元），SpaceX的体量同样构成压力。现在入场，意味着认可马斯克主导人工智能算力市场的雄心壮志，相信他能在卫星通信领域复制成功，并认真对待其在其他星球为人类寻找新家园的计划。 但其更深层的意义并不仅在于规模本身，而在于这家公司所揭示的权力平衡变化——在强势创始人、公开资本市场以及日益承担“维持体系运转”职责的机构之间，力量对比正在发生转移。 4月13日，SpaceX位于德克萨斯州南部卡梅伦县的设施。投资者也在追捧马斯克愈发强调的定位——这是一家披着火箭业务外衣的AI基础设施公司。 SpaceX押注，此次IPO中最稳定的资金来源并非来自传统的华尔街机构，而是马斯克庞大的忠实拥趸群体。公司正考虑将多达30%的发行份额分配给散户投资者。若他们认购规模接近这一比例——约225亿美元——那么即便是持怀疑态度的基金经理，也可能不得不跟进，否则就有被SpaceX凭借自身实力跻身的那些基准指数所超越的风险。 随着OpenAI和Anthropic PBC等公司也排队准备进行超大规模上市，SpaceX这场“强势推进”的IPO将产生长期影响。如果成功，预计更多私营科技巨头将更为丝滑地进军公开资本市场；但如果市场拒绝马斯克的这项雄心计划，其影响不仅会波及投资者，还可能遏制超大规模IPO的发行节奏，甚至引发对资本市场本身诚信的质疑。 Acadian Asset Management的投资组合经理Owen Lamont表示：“在我有生之年，我想不出还有哪一次IPO能比这具有更重大的意义。” 责任编辑：何云

Cost savings from automation are broadly falling short of projections, according to a new Bain & Co. global survey of large companies. The missed targets “should be making executives uncomfortable,” especially since many of them are approving increased spending for artificial intelligence on the basis of expected savings, the consulting firm said in a report shared exclusively with Bloomberg News. “Self-funding the next wave from past returns sounds like discipline. In reality, it is a circular bet with a structural leak,” the report said. The survey, completed in April, was based on responses from executives at 951 companies with more than $100 million in revenue, across nine sectors: retail, technology, advanced manufacturing, healthcare, consumer products, energy, financial services, telecom/media/entertainment and insurance. Among companies measuring their AI cost savings, the largest share (40%) realized reductions of 10% or less. Most had been expecting to see more meaningful improvement. “The prior wave underdelivered. The savings pool is smaller than assumed,” Bain warned. “And the investment case for the current wave was sized against projections rather than actuals.” While some companies are funding fresh investment in generative and agentic AI with realized savings, the largest share (44%) cited targeted savings among their top sources of funding for the next wave of outlays, according to the report. In a similarly cautionary report last year showing 95% of corporate AI pilots fall flat, an MIT research group concluded that the “primary factor keeping organizations on the wrong side of the GenAI Divide is the learning gap, tools that don't learn, integrate poorly, or match workflows.” The Bain report isolated a different problem. “Despite a decade of investments in data modernization running well into hundreds of billions of dollars globally, the No. 1 reason AI programs underperform is that companies cannot reliably get access to their own data,” Bain sa...

格隆汇6月1日｜港股上午盘三大指数集体上涨，尤其是恒生科技指数一度大涨至2.7%，午间最终收涨1.8%，恒生指数、国企指数分别上涨0.87%及1.04%。权重科技股度多数走强带动大市回升，其中，美团大涨超6%表现抢眼，腾讯、快手涨2.5%，阿里巴巴涨2.3%，小米涨2%，旺季来临推高煤价预期，煤炭股拉升明显，应用软件类股大涨，金蝶国际劲升近19%领衔。另外，生物医药股跌幅明显，存储半导体股高开低走。(格隆汇)

BE Networks, a leading provider of networking and observability software solutions for AI datacenters today announced that it is working with IREN Limited (NASDAQ: IREN), a leading next-generation data center and AI cloud infrastructure company, to leverage NVIDIA DSX Air to simulate and validate the network architecture supporting IREN's upcoming deployment of more than 50,000 NVIDIA Blackwell Ultra GPUs.

Key PointsNvidia and Nokia are working together to build AI-native radio access networks.

Last month, Coreweave, the largest independent neocloud company, reported its first-quarter revenue doubled to $2.1 billion.