英伟达拟投1050亿美元为OpenAI建数据中心
Bloomberg News Now: Middle East Tensions,Supreme Court Ruling & Hayden Panettiere Dies
英伟达巨额投资与OpenAI算力租赁、Anthropic高增长数据均属AI基础设施重大事件,建议关注相关产业链及一级市场动态。
Use when you want it with Bloomberg News now I'm Nathan Hager. Stocks are wavering. Crude oil is staying elevated with prospects for peace in the Middle East dimming. President Trump reportedly told Fox News he's in no hurry to reach a deal with Iran, and he threatened to bomb Oman if that country gets in the way of the U.S. blockade in the Strait of Hormuz. Bloomberg's Tyler Kendall has more from Washington. This comes on the heels of this weekend, when we heard confirmation from Iran and Oman that they have established what's being called shipping maps that would help to guide ships through the Strait of Hormuz.
当您想与彭博新闻一同使用时,现在我是内森·哈格。股市波动不定。由于中东和平前景黯淡,原油价格持续高企。据报道,特朗普总统对福克斯新闻表示,他并不急于与伊朗达成协议,并威胁称,如果阿曼阻碍美国在霍尔木兹海峡的封锁行动,他将轰炸阿曼。彭博社的泰勒·肯德尔从华盛顿带来更多报道。这紧随本周末之后,当时我们得到伊朗和阿曼的确认,他们已建立了所谓的航运地图,以帮助引导船只通过霍尔木兹海峡。
The context to that being that Iran had been growing increasingly frustrated with ships using the U.S. coordinated route that would hug the coast of Oman and get them further away from the coast of Iran. Bloomberg's Tyler Kendall in the nation's capital. The latest threat comes after a tense weekend in the Middle East. Israel killed 11 people in strikes against Iran backed Hezbollah in Lebanon on Saturday. There have also been recent attacks on Hamas in Gaza.
其背景是,伊朗对船只使用美国协调的路线日益不满,该路线紧贴阿曼海岸,使船只远离伊朗海岸。彭博社的泰勒·肯德尔在首都报道。这一最新威胁是在中东紧张的一个周末之后出现的。以色列周六对伊朗支持的真主党在黎巴嫩发动袭击,造成11人死亡。近期还有对加沙哈马斯的袭击。
Yemen based two things have targeted ships in the Red sea, and vessels have been hit by projectiles in the Strait of Hormuz. Israeli Prime Minister Benjamin Netanyahu met today with President Trump's son in law, Jared Kushner. Days after he rejected a 15 point U.S. backed roadmap for Hamas to disarm and for Israel to pull out of Gaza. Bloomberg Israel bureau chief Ethan Bronner says Netanyahu's taking a more aggressive stand ahead of elections in October.
也门基地组织已瞄准红海船只,霍尔木兹海峡的船只也遭到炮弹袭击。以色列总理本雅明·内塔尼亚胡今天会见了特朗普总统的女婿贾里德·库什纳。几天前,他拒绝了美国支持的15点路线图,该路线图要求哈马斯解除武装,以色列撤出加沙。彭博社以色列分社社长伊桑·布朗纳表示,内塔尼亚胡在十月选举前采取了更为强硬的立场。
Abroad, I think many people have their complaints about Netanyahu and would like him to lose the election, and they think that if he did that, Israel would become a slightly more dovish place. And I don't think that that's true. He may or may not win, but at the moment everyone is campaigning on a footing, a fairly hawkish stance. Bloomberg's Ethan Bronner in Tel Aviv. President Trump says he's ordered the Pentagon to scale back joint military exercises with South Korea.
在国外,我认为许多人内塔尼亚胡有不满,希望他在选举中落败,他们认为如果他输了,以色列会变得稍微温和一些。但我不认为这是真的。他可能赢也可能输,但目前每个人都在以相当鹰派的立场进行竞选。彭博社的伊桑·布朗纳在特拉维夫报道。特朗普总统表示,他已下令五角大楼缩减与韩国的联合军事演习。
In a social media post, he called the drills costly and cited his quote, very good relationship with North Korean leader Kim Jong un. Bloomberg chief Asia correspondent Rosalind Matheson has more. It's curious what he means there because there's really not been much, uh, notable, uh, interaction between the US and North Korea under this Trump administration. No sense of great talks going on. Uh, or developments. Uh, compared to the first administration when they met in person several times and then things kind of collapse.
在社交媒体帖子中,他称这些演习代价高昂,并引用了自己与朝鲜领导人金正恩关系非常好的说法。彭博社亚洲首席记者罗莎琳德·马西森带来更多报道。他这话的意思令人好奇,因为在特朗普政府下,美朝之间确实没有太多引人注目的互动。没有迹象表明有重大会谈在进行,或有什么进展。与第一任期相比,当时他们多次面对面会晤,之后事情便趋于破裂。
Bloomberg's Ross Matheson reports the president also criticized South Korea for not taking part in the war with Iran. South Korea's president's office says it is in close consultations with the US on practical and military contributions in the Middle East, checking crude oil prices. Right now, Brent is up 2/10 percent, trading at 8868 a barrel. West Texas Intermediate is little changed to the downside now at 8237. The S&P 500 is down a 10th percent.
彭博社的罗斯·马西森报道,总统还批评韩国未参与对伊朗的战争。韩国总统办公室表示,正就中东地区的实际和军事贡献与美国密切磋商,并关注原油价格。目前,布伦特原油上涨0.2%,报每桶8868美元。西德克萨斯中质原油微跌,现报8237美元。标普500指数下跌0.1%。
The Dow Jones Industrial Average is a third percent lower. And the Nasdaq Composite is holding on to a 10th of 1% gain. The Supreme Court has rejected President Trump for a second time in his bid to overturn a jury, finding that he sexually abused and defamed author Jean Carroll. That leaves a $5 million reward intact for the author. After the justices refused to hear the president's appeal in late June, the High Court still has to decide whether to hear his appeal of an $83.3 million defamation verdict from comments he made about Carroll while he was in office.
道琼斯工业平均指数下跌0.33%。纳斯达克综合指数保持0.1%的涨幅。最高法院第二次驳回了特朗普总统试图推翻陪审团裁决的请求,该裁决认定他对作家简·卡罗尔实施了性侵和诽谤。这使作者保留500万美元的赔偿金。在法官们于6月底拒绝审理总统的上诉后,最高法院仍需决定是否审理他对一项8330万美元诽谤判决的上诉,该判决源于他在任期间对卡罗尔的言论。
That announcement could come this fall. A court in Russia has sentenced an opposition politician to 11 years and one month in a penal colony for speaking against Vladimir Putin's invasion of Ukraine. Lev Schlossberg, of the liberal Yabloko party, was convicted under Russian laws against spreading false information and discrediting the military. Another top member of that party recently received seven years in prison for lamenting civilian deaths in Ukraine.
该公告可能在今年秋季发布。俄罗斯一家法院判处一名反对派政治家11年零1个月的流放地监禁,罪名是反对弗拉基米尔·普京入侵乌克兰。自由派亚博卢党成员列夫·施洛斯伯格根据俄罗斯关于传播虚假信息和诋毁军队的法律被定罪。该党的另一名高级成员最近因哀悼乌克兰平民死亡而被判处七年监禁。
Getting back to the market now, tech stocks are seeing a bit of life with the latest news on the AI build out. Nvidia has agreed to spend up to $105 billion on a massive new data center campus in Ohio for OpenAI. The ChatGPT maker says it will lease up to eight gigawatts of compute capacity, with the first 800MW coming online by 2028. Checking Nvidia shares, they're higher by nearly 1%. OpenAI rival anthropic is telling potential investors its revenue jumped at least 14 fold in the second quarter compared to last year. documents seen by Bloomberg show the Clod chat bot makers also reporting $47 billion in annualized revenue, compared to 40 billion for OpenAI.
现在回到市场新闻,科技股因人工智能建设的最新消息而有所活跃。英伟达已同意斥资高达1050亿美元,在俄亥俄州为OpenAI建设一个大型新数据中心园区。ChatGPT制造商表示,将租用高达8吉瓦的计算能力,其中首批800兆瓦将于2028年上线。查看英伟达股价,上涨近1%。OpenAI的竞争对手Anthropic告诉潜在投资者,其第二季度营收同比增长至少14倍。彭博社看到的文件显示,这家Claude聊天机器人制造商也报告了470亿美元的年化收入,而OpenAI为400亿美元。
Bloomberg's Rachel Metz has more. They're calculating them in different ways, so it's certainly not an apples to apples comparison. It looks like each company is showing investors and potential investors better information than it could have just a month or two ago. And so that could be a really positive sign for an IPO. Bloomberg's Rachel Metz reports the anthropic IPO could come as soon as this fall. Actress Hayden Panettiere has died.
彭博社的Rachel Metz带来更多报道。他们以不同方式计算,因此这当然不是苹果对苹果的比较。看起来每家公司都在向投资者和潜在投资者展示比一两个月前更好的信息。因此,这可能对IPO来说是一个非常积极的信号。彭博社的Rachel Metz报道,Anthropic的IPO可能最早在今年秋季进行。女演员海顿·潘妮蒂尔去世。
The former child actress had breakout roles as the cheerleader with superpowers in the NBC series heroes and in ABC's Nashville. Police say Panettiere was found unresponsive yesterday at an apartment in Greenville, South Carolina, and there were no signs of foul play. Panettiere had been open about her struggles with alcohol and depression. She was 36 years old. That's news when you want it with Bloomberg News now. I'm Nathan Hager.
这位前童星在NBC系列剧《英雄》中饰演拥有超能力的啦啦队长,以及在ABC的《纳什维尔》中饰演角色,从而崭露头角。警方称,潘妮蒂尔昨天在南卡罗来纳州格林维尔的一间公寓中被发现无反应,且没有他杀迹象。潘妮蒂尔曾公开谈论自己与酒精和抑郁症的斗争。她享年36岁。这是彭博新闻随时为您带来的新闻。我是Nathan Hager。
This is Bloomberg stuff.
这是彭博资讯。
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