英伟达：SpaceXAI将在Vera Rubin平台上扩展GROK。

Deutsche Bank says NVIDIA earnings have become macro events on par with nonfarm payrolls and CPI, but markets are growing less sensitive to “demand continuing to beat expectations.” Recent quarters’ upside surprises have been smaller than in 2023–24, and NVIDIA shares fell the next day after each of the past four reports. Bloomberg reports some large NVIDIA customers were told servers using its AI chips will face price increases. Deutsche Bank views that as further evidence AI could be inflationary: AI capex can raise productivity and supply capacity, yet surging compute demand may generate cost pressure through higher capital-goods (server) prices. As a result, investor focus for upcoming NVIDIA results should broaden from order strength to pricing, costs and industry profit allocation. Continued AI capex growth still validates demand, but sustained server price rises would prompt markets to reassess corporate cost and inflation implications.

The US Treasury announced the formation of a Quantum Security Readiness Working Group to lead the financial industry's migration to post-quantum cryptography and strengthen protection of sensitive data, critical infrastructure and the digital economy. Treasury Secretary Bessent said the US must lead on technical security; the group will coordinate government agencies, financial firms and technology vendors and focus on three priorities: driving post-quantum crypto migration across finance, improving third-party supply‑chain security readiness, and assessing risks from digital assets and other emerging technologies. The Treasury warned that matured quantum computing could break current encryption, exposing financial data, payment systems, digital identities and market infrastructure, and said early deployment of post-quantum cryptography is essential to economic security and financial system resilience.