1. 字节跳动据悉正洽谈采购联发科人工智能芯片用于数据中心。
2. Anthropic称三季度营收升至168亿美元并实现盈利。
3. 分析师：Anthropic三季度业绩可能有助于IPO，但对AI交易影响甚微。
4. 美国八个州因用户安全问题起诉OpenAI。
5. 英伟达向英国提供2.5亿美元算力资源，支持AI安全研究。
6. 英伟达CEO黄仁勋称会对开发不安全AI软件的客户断供芯片。
7. 大摩CEO：预计未来5到10年AI年度支出规模将维持在1万亿美元。
8. Anthropic与新加坡政府签署人工智能协作协议。
9. 广州成立市算力公司，探索超大城市算电融合“广州模式”。
10. 人工智能热潮风险转移资本，影响澳大利亚可再生能源发展。
11. 英伟达支持的AI药企Iambic通过美国IPO融资1.5亿美元。(Historical earnings: For fiscal 2027 Q2 (period ended 2026-07-26), NVIDIA reported basic EPS of 4.87, diluted EPS of 4.85, net income of USD 118.010 billion, and revenue of USD 177.837 billion. In the prior-year period (ended 2025-07-27), basic EPS was 1.85, diluted EPS was 1.84, net income was USD 45.197 billion, and revenue was USD 90.805 billion. For fiscal 2027 Q1 (period ended 2026-04-26), basic EPS was 2.4, diluted EPS was 2.39, net income was USD 58.321 billion, and revenue was USD 81.615 billion. Consensus expectations: For fiscal 2027 Q3 (event date 2026-11-17), consensus EPS estimate is 2.5253 and revenue estimate is USD 111.318 billion. For fiscal 2027 Q4 (event date 2027-02-23), consensus EPS estimate is 2.7989 and revenue estimate is USD 127.381 billion.)