中证500股指期货（IC）主力合约日内大跌3.00%，现报6550.0点。

NVIDIA launched DSX POD, a factory-integrated AI factory reference design based on the Vera Rubin architecture, targeting faster European AI infrastructure rollouts. Partners build modular container units that are fully integrated and validated in manufacturing; once on site they require only connection to pre-provisioned power, cooling and networking to operate, NVIDIA said, cutting deployment time from about six months to as little as 14 days. The design moves compute, networking, cabling, rack-level power and liquid cooling installation into the factory, reducing on-site planning, construction, skilled labor and logistics and lowering risks from component delays and error-prone field work. NVIDIA said factory-tested containers shorten the path to model training and production inference, enabling customers to start generating tokens and revenue earlier. JENSEN HUANG: AI factory creates value when it starts producing tokens, not when construction finishes.

BMO lowers Blackstone price target to $130 from $150.