Sources said Anthropic discussed buying AI-chip startup MatX for about $7 billion to accelerate custom-hardware development for its rapidly growing AI business. Talks later shifted toward a partnership, the sources added. One source said MatX is seeking a new funding round valuing the company near $4 billion. Discussions indicate Anthropic may target chips for model training, while other chip startups and rival OpenAI are developing processors optimized for inference; sources said Anthropic coul

歐洲央行會議紀要：成員們強調，最新數據爲本次會議按兵不動提供了有力依據。

NVIDIA (NVDA.O) added $442 bln to its market value on Thursday, the second-largest single-day gain on record, after shares rose 8.7% at the U.S. close — the biggest one-day jump since April 2025. The move trails only Microsoft’s roughly $450 bln single-day increase less than a month earlier. The rally followed NVIDIA’s strong guidance, which eased concerns about an AI growth slowdown; institutional analysts called the guidance “stunning” and said it “implies more than $100 bln of potential upside” to current market expectations. JP Morgan said the outlook, while far above consensus, may still be conservative because NVIDIA “explicitly stated the current view is supply-constrained; absent supply limits, demand growth would be materially higher.”