AI - TechWire

        2025.09.24
    
09:09

                            Institution: The AI data center chip market continues to grow rapidly, but there are signs that the growth rate is beginning to slow down
                        
                            Omdia's latest "Cloud and Datacenter AI Processor Forecast" report shows that the AI datacenter chip market continues to grow rapidly, but there are signs that the growth rate is beginning to slow. The booming development of AI infrastructure has led to a significant upward revision of the forecast, with GPU and AI accelerator shipments reaching $123 billion in 2024, increasing to $207 billion in 2025, and $286 billion in 2030. Although the market grew at an annual rate of over 250% between 2022 and 2024, the growth rate is expected to decline to around 67% between 2024 and 2025. AI infrastructure spending as a percentage of total datacenter spending is expected to peak in 2026 (when almost all incremental spending will be driven by AI) and then gradually decline until 2030.
                        
08:29

                            Cathie Wood claims the US AI race is dominated by four major companies, with Meta not among them.
                        
                            Cathie Wood, founder and CEO of Ark Investment Management, stated that the US artificial intelligence field is dominated by "Big Four" companies. The star investor stated that OpenAI, Anthropic, Musk's xAI, and Google's Gemini are vying for dominance, and the competition is fierce. She noted that the current four contenders may eventually narrow to two. In a recent interview, Wood stated, "The number of companies competing, truly competing, in the Large Language Model (LLM) space has shrunk." She cited recent "talent acquisitions" by OpenAI and Meta as examples of a shrinking AI field that "other companies can't do." Notably, Meta is not among the Big Four companies Wood mentioned.
                        
08:11

                            CICC: SST reshapes the future AIDC power supply architecture
                        
                            A CICC research report indicates that as AI power supply architectures upgrade to 800V HVDC, SST is expected to become the optimal technology path in the long term. In recent years, leading cloud vendors have raised capital expenditure expectations, accelerating AIDC construction. The performance advantages of SST solutions are becoming increasingly prominent, and with technological advancements, there remains significant room for cost reduction. Domestic and international vendors are actively deploying SST technology. Global AIDC leaders such as Eaton and Delta have been early adopters of SST solutions. Domestic vendors entering the market primarily focus on traditional power equipment, AI power supplies, and photovoltaic storage and charging, each with its own strengths. Some companies have already deployed SST products in projects such as AC/DC hybrid microgrids. Leading vendors with a deep understanding of power electronics, high-frequency transformers, medium-voltage processing, and extensive experience in data center projects are expected to emerge as leaders.
                        
07:27

                            Private banks race to capitalize on AI's potential
                        
                            "The industry's attitude toward the technological wave has shifted from a 'whether to embrace' question to a 'how to embrace' question. The value of AI ultimately depends on business performance." A representative from a private bank, which successfully reversed last year's revenue growth without profit growth, told reporters that embedding AI technology into core business scenarios and truly improving efficiency are key for private banks to break away from traditional business models and achieve efficient customer acquisition. However, the implementation of AI technology still faces obstacles, with security, cost, and efficiency being the main concerns of banks. "In recent years, banks have generally faced the dilemma of tightening IT budgets, and the cost of building a complete intelligent system often reaches tens of millions of yuan," said the head of the technology department of a small and medium-sized bank. While free AI models can reduce banks' initial deployment costs, the subsequent investment in computing resources, continuous model training, and team talent development also represent significant expenses for some private banks.
                        
07:18

                            Chatbots raise concerns about 'AI psychosis'
                        
                            A study recently published by Hamilton Morin's team at King's College London suggests that artificial intelligence (AI) chatbots like ChatGPT may induce or exacerbate psychosis, a phenomenon they dub "AI psychosis." The study suggests that AI tends to flatter and cater to users in conversations, and this response may reinforce users' delusional thinking, blurring the line between reality and fiction, and thus exacerbating mental health issues.
                        
05:51

                            OpenAI discusses leasing Nvidia chips
                        
                            OpenAI discusses leasing Nvidia chips.
                        
05:29

                            OpenAI expands Stargate with five new data center locations in the US
                        
                            OpenAI has added five new data center locations in the United States as part of its Stargate expansion. The company's first data center in its $500 billion Stargate project is located in Texas, with future locations in New Mexico and Ohio to follow.
                        
05:02

                            OpenAI: Oracle (ORCL.N) and SoftBank announced five new U.S. artificial intelligence data center locations under the "Stargate" program. The new data centers will enable the "Stargate" project to be completed ahead of schedule, ensuring the full commitment of $500 billion investment and 10 gigawatts by the end of 2025.
                        
03:08

                            Google: Expanding Google AI Plus to more than 40 countries.
                        
02:39

                            US Air Force Chief of Staff: The US sixth-generation fighter F-47 is being manufactured by Boeing
                        
                            On the 22nd local time, U.S. Air Force Chief of Staff General David Alvin announced that the Air Force's first sixth-generation fighter, the F-47, is currently under construction at Boeing and is expected to make its maiden flight in 2028. On the same day, Boeing Defense released a video of the F-47, the Air Force's latest sixth-generation fighter project, on its social media platform, along with a caption claiming that next-generation technology will ensure the aircraft "dominates the skies for decades." However, the video was met with widespread ridicule, with some commenting that the "AI rendering is excellent" and "it's always been a rosy dream, never truly realized." On March 21st of this year, U.S. President Trump announced the selection of Boeing to produce the U.S. sixth-generation fighter program, naming it the F-47. He also claimed that the aircraft would succeed the F-22 Raptor and become the United States' most important "air superiority" fighter for decades to come.
                        
01:57

                            OpenAI and Oracle reportedly to announce data center expansion in Texas
                        
                            OpenAI and Oracle are reportedly set to announce a data center expansion in Texas.
                        
01:56

                            According to The Information: OpenAI and Oracle (ORCL.N) will announce the expansion of their data center in Texas.
                        
01:05

                            Federal Reserve Chairman Powell: AI means some jobs will be eliminated
                        
                            Federal Reserve Chairman Powell said that AI means some jobs will be eliminated.
                        
        2025.09.23
    
21:58

                            Sany Group and China Unicom signed a strategic cooperation agreement
                        
                            On September 23rd, Sany Group and China Unicom held a high-level meeting at the Sany Group Intelligent Heavy-Duty Truck Industrial Park. The two sides engaged in in-depth discussions on topics such as 5G factories, the Industrial Internet, and AI intelligent body research and development, further consolidating and upgrading their strategic partnership. During the meeting, the two sides also signed a strategic cooperation agreement.
                        
20:07

                            Meta Platforms (META.O): We will make our LLaMA AI model available to more important U.S. allies in Europe and Asia, as well as NATO and EU institutions.

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