Artificial Intelligence:
1. The Governor of the Bank of England warned that AI could trigger a shock to financial markets.
2. California Governor Newsom signed a bill banning the use of AI to monitor employee brain activity.
3. Broadcom will provide Anthropic with a loan of up to $42 billion for it to lease Broadcom chips.
4. TSMC is considering building a multi-billion dollar campus in Texas to produce more AI chips.
5. SoftBank completed the final $10 billion tranche of its follow-on investment in OpenAI, bringing its total investment to $64.6 billion.
6. Micron Technology CEO: Besides data centers, the next huge incremental market will be physical AI. Currently, approximately $150 billion in long-term orders have been secured. The storage market supply and demand will be tighter in the next two years than in 2026.
7. Sources: Anthropic plans a mega-IPO before the Thanksgiving holiday, and IPO marketing could begin as early as the week of November 9th; a pre-IPO investor day event is scheduled for October 14th.
New Energy Vehicles:
1. Seres and Huawei readjust their cooperation model.
2. Tesla's new car registrations in Spain increased by 24.8% year-on-year in September, reaching 3,733 units.
3. BYD: September's new energy vehicle production was 463,864 units; sales were 463,561 units.
Other:
1. Federal Reserve Governor Cook: Artificial intelligence is causing localized inflation.
2. Huawei Mate 90 series launched, starting at 5999 yuan, all equipped with flagship T chip.
3. Federal Reserve's Williams: Artificial intelligence is affecting supply in ways we don't yet fully understand.
4. Federal Reserve Vice Chairman Jefferson: Artificial intelligence may bring significant productivity gains in the future.
