Global Finance News

① Sunrun announced a partnership with Tesla and Renew Home to supply power, with shares surging over 31% to $16.79 in early trading; ② The three companies will jointly build a platform capable of providing 16 GW of power, integrating hundreds of thousands of home batteries operated by Sunrun and Tesla, as well as 8

① Qualcomm announced on Wednesday that it will acquire AI startup Modular in an all-stock transaction valued at approximately $4 billion, aiming to secure a software technology stack that enables AI models to run across different chips. ② The move positions Qualcomm to challenge the CUDA ecosystem at the software layer, responding to the explosive

① At NVIDIA’s annual shareholder meeting, Jensen Huang once again defined AI data centers as “factories that manufacture tokens,” with each token being a profit unit. ② He emphasized that the core advantage of NVIDIA systems lies not in the lowest procurement price, but in the lowest token cost, the highest token throughput, and stronger

① Micron Technology’s fiscal fourth-quarter sales outlook exceeded expectations, with shares rising more than 10% after hours. ② Qualcomm announced that its third-generation artificial intelligence chips are planned for launch in 2027. ③ Jensen Huang stated boldly that the question of AI investment returns “already has an answer.” June 25 — On Wednesday, U.S. Eastern

U.S. Treasury Secretary Scott Bessent stated that Federal Reserve rate cuts do not necessarily lead to a weaker dollar, and that a strong dollar is compatible with rate cuts, depending on the reasons behind the Fed’s decision to cut rates. Bessent believes that artificial intelligence is expected to at least double productivity, emphasizing that AI