英伟达与Meta达成多年期协议，将向后者出售数百万芯片，盘前股价上涨2%。 来源：滚动播报 ...

每经AI快讯，2月18日，美股部分大型科技股盘前走强，英伟达涨1.68%，美光科技涨1.43%， MetaPlatforms涨1%。 ...

Core Insights - Meta has entered a large-scale agreement to utilize millions of NVIDIA chips, including the new standalone CPU and the next-generation Vera Rubin system, in its AI data centers [1][2] - The financial terms of the agreement have not been disclosed, but it is expected to be in the hundreds of billions range, with a significant portion of Meta's capital expenditure directed towards this collaboration [1][2] - This partnership marks a significant expansion of the existing collaboration between Meta and NVIDIA, which has been ongoing for at least a decade [1] Group 1 - The standalone CPU is a major highlight of this collaboration, making Meta the first company to deploy NVIDIA's Grace CPU as a standalone chip in data centers [1][2] - The next-generation Vera CPU is planned for deployment by Meta in 2027, as part of a broader commitment to invest $600 billion in data centers and supporting infrastructure in the U.S. by 2028 [2] - Meta plans to build 30 data centers, with 26 located in the United States [2] Group 2 - Two major AI data centers are currently under construction: the 1 GW Prometheus project in New Albany, Ohio, and the 5 GW Hyperion project in Richland Parish, Louisiana [3] - The agreement includes NVIDIA's Spectrum-X Ethernet switches for high-speed GPU interconnectivity within large AI data centers [3] - Meta will also leverage NVIDIA's security capabilities to support AI functionalities in WhatsApp [3] Group 3 - Meta is not solely reliant on NVIDIA, as it is also considering using Google's Tensor Processing Units (TPUs) in its data centers by 2027, which previously caused NVIDIA's stock to drop [3] - The company is developing its own chips and utilizing AMD products, especially as AI companies seek alternative supply channels amid NVIDIA's supply constraints [3] - NVIDIA's current Blackwell GPUs have been in short supply for several months, while the next-generation Rubin GPUs have recently entered production [3] Group 4 - Through this agreement, Meta has secured a sufficient supply of chips and will engage in deep joint design with NVIDIA's engineering team to optimize and accelerate cutting-edge AI model training and inference [4] - Meta is developing a new cutting-edge model, codenamed Avocado, as a successor to its Llama series AI technology [5] - Recent fluctuations in Meta's stock price have raised concerns on Wall Street regarding its AI strategy, with significant price movements following the announcement of ambitious AI investment plans [5]

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Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8] Market Trends - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate globally, indicating a shift in market dynamics [2] - The enthusiasm for AI is reflected in the investments and partnerships being formed by major companies, such as Oracle's collaboration with Nvidia [8]

Core Insights - Meta's internal research project "MYST" reveals that parental supervision measures, such as time limits and access controls, are largely ineffective in reducing excessive social media use among teenagers [1][3] - The study, conducted in collaboration with the University of Chicago, surveyed 1,000 teenagers and their parents, finding no significant correlation between parental factors and teenagers' reported concerns about social media usage [3] - The findings were presented as key evidence in a lawsuit against Meta, where plaintiffs allege that social media platforms design addictive products that contribute to mental health issues [3][4] Group 1 - The MYST project indicates that mainstream parental control tools, like Instagram's built-in supervision features, do not effectively address the issue of excessive use among teenagers [3] - The research highlights that social media platforms employ algorithms and reward mechanisms that enhance user engagement, which surpasses the impact of family interventions [3][4] - Teenagers who have experienced adverse life events are more likely to use social media as an escape and report lower levels of control over their usage [4] Group 2 - Meta's head of Instagram, Adam Mosseri, acknowledged the term "problematic use" for users spending more time than deemed reasonable but refrained from using the term "addiction" [4] - Despite Mosseri's approval of the MYST project, he claimed unfamiliarity with its specific findings, emphasizing that Meta conducts numerous research initiatives [4] - Meta's defense attorneys attempted to attribute some responsibility to family environments and personal experiences, asserting that the MYST project measures subjective feelings rather than diagnosing clinical addiction [4]

Group 1 - Nvidia and Meta have announced a multi-year, multi-billion dollar chip procurement agreement, where Meta will purchase millions of Nvidia's latest AI acceleration chips, including the upcoming "Vera Rubin" series [1][3] - Meta's CEO Mark Zuckerberg stated that the company plans to invest up to $135 billion in AI infrastructure by 2026, nearly double its spending in 2025 [3] - Despite challenges in its own AI chip development, Meta continues to rely on Nvidia's established solutions due to technical challenges and deployment delays in its self-developed AI chip projects [3] Group 2 - The transaction highlights a shift in AI computing focus from "model training" to the "inference" phase, with Nvidia's CEO Jensen Huang adjusting the product strategy to sell CPUs as standalone products rather than integrated with GPUs [3] - The growing demand for efficient, low-latency inference capabilities is driving this change in hardware architecture, as noted by industry analysts [3]

Group 1 - Meta Platforms is expanding its partnership with NVIDIA by purchasing billions of dollars worth of chips and hardware to enhance its AI capabilities, planning to use millions of NVIDIA Blackwell and Rubin GPUs, as well as Grace and Vera CPUs for data center construction [2] - This collaboration is part of Meta's initiative to rapidly scale its AI data center infrastructure, with NVIDIA assisting in improving WhatsApp's services and jointly designing Meta's next-generation AI models [2] Group 2 - Yushun Technology showcased two humanoid robots equipped with Hesai's JT128 LiDAR at the Spring Festival Gala, highlighting the collaboration between Yushun's AI positioning algorithms and Hesai's LiDAR technology [3] - Hesai's JT series LiDAR has delivered over 200,000 units and is currently the best-selling mini 360° LiDAR for humanoid robots [3] Group 3 - Apple is accelerating the development of three new wearable devices, including smart glasses and a pendant, as part of its strategy to transition to AI-driven hardware, with a focus on integrating Siri digital assistant functionalities [3] - Each device will connect with Apple's iPhone and utilize a diverse camera system to enhance user interaction [3] Group 4 - Tesla is recruiting AI chip design engineers in South Korea, as announced by CEO Elon Musk, indicating the company's focus on expanding its AI capabilities in the region [4]

Market Overview - Major U.S. benchmarks finished higher, with the Dow Jones Industrial Average up 0.07% to 49,533.19, the S&P 500 up 0.1% to 6,843.22, and the Nasdaq up 0.14% to 22,578.38 [1] Palo Alto Networks Inc. (NASDAQ:PANW) - Palo Alto Networks' stock declined by 2.07%, closing at $163.50, with an intraday high of $166.01 and a low of $160.08; in after-hours trading, the stock fell 8.4% to $149.75 [1] - The company guided fiscal third-quarter adjusted EPS of 78–80 cents, below the 92-cent consensus, despite revenue guidance of approximately $2.94 billion exceeding estimates; full-year revenue outlook was raised to $11.28–$11.31 billion, but full-year adjusted EPS guidance was lowered to $3.65–$3.70, impacting investor sentiment [2] - Benzinga Edge Stock Rankings indicate Palo Alto Networks stock has a Momentum in the 16th percentile and Value in the 5th percentile [7] Advanced Micro Devices Inc. (NASDAQ:AMD) - Advanced Micro Devices' stock fell by 2.05%, closing at $203.08, with an intraday high of $205.30 and a low of $194.83; in after-hours trading, the stock fell 2.3% to $198.36 [3] - Investors are rotating out of semiconductor stocks due to high valuations and demand cycles, leading to caution despite strong earnings [3] Nvidia (NASDAQ:NVDA) - Nvidia's stock rose by 1.20%, ending at $184.97, with a high of $187.15 and a low of $179.18 during the day [4] OLB Group Inc. (NASDAQ:OLB) - OLB Group's stock skyrocketed by 256.54%, closing at $1.48, with an intraday high of $1.80 and a low of $0.66; in after-hours trading, the stock fell 32.92% to $0.99 [5] Meta Platforms Inc. (NASDAQ:META) - Meta Platforms' stock slightly dipped by 0.075%, closing at $639.29, with an intraday high of $642.60 and a low of $628.80; in extended trading, the stock gained 0.66% to $643.50 [6] - Meta's shares moved higher in extended trading after announcing a long-term AI infrastructure partnership with Nvidia to enhance its data centers for AI training and inference [6]