Report 2026-04-30 168 sources Input Tokens: 99,786 · Output Tokens: 3,356 · Total Tokens: 105,103

AI 戰情報告 (2026-04-30)

anthropicopenainvidiaawsibmsensetimesoftbankmeta claude-mythosgpt-5.5sensenova-u1gemini inference-computeagentic-ailegal-aiinfrastructureworld-modelsmcp

AI 戰情報告 (2026-04-30)

昨日 AI 重點新聞

Anthropic 傳出以 9000 億美元估值進行 500 億美元融資 ref-32, ref-148

Anthropic 據報收到多個投資邀約，估值落在 8500 億至 9000 億美元 之間，可能進行一輪高達 500 億美元 的巨額融資。這顯示市場對其 Claude 系列模型的高度認可，甚至被認為有潛力超越 OpenAI 成為全球估值最高的 AI 新創。

OpenAI 達成 10GW 算力容量里程碑，Sam Altman 稱轉向推理公司 ref-95, ref-85, ref-165

OpenAI 宣佈已簽署 10GW 的美國 AI 算力合約，提前達成原定 2029 年的目標。Sam Altman 指出，OpenAI 的戰略重點正轉向成為一家 AI 推理公司，認為推理算力是目前被市場低估的戰略資源。

法律 AI 代理商 Legora 融資 6 億美元，Nvidia 與 Atlassian 參投 ref-149, ref-4

瑞典新創 Legora 完成 6 億美元 D 輪融資，估值達 56 億美元。該公司致力於開發 Agentic Operating System，讓 AI 代理在法律工作中實現自主執行與人類監控的平衡。

四大科技巨頭資本支出飆升，2026 年預計達 7250 億美元 ref-34, ref-56

Meta、Alphabet、微軟與亞馬遜 在 2026 年 Q1 的資本支出創下 1300 億美元 的歷史新高。分析指出，隨著 AI 基礎設施需求持續擴張，今年總支出將比去年大幅增長 77%。

IBM 發表 AI 編程代理「Bob」，整合多模型路由與人類檢查點 ref-134

IBM 推出名為 Bob 的生產級 AI 編程代理，具備 多模型路由 (Multi-model routing) 功能。該系統強調安全與人類干預機制，旨在將 AI 生成代碼轉化為可信賴的生產力工具。

Anthropic BioMysteryBench 測試顯示 Claude 在生物學領域勝過專家 ref-60

Anthropic 推出 BioMysteryBench，專門測試 AI 的生物資訊學技能。測試顯示其 Mythos 模型能解決約 30% 連人類專家都無法回答的難題，證明了其在垂直科學領域的深度推理能力。

SenseTime 發表 SenseNova-U1，主打直接讀取影像減少算力 ref-88, ref-66

中國 AI 巨頭 商湯科技 發表開源模型 SenseNova-U1。該模型能直接「閱讀」影像而非將其轉為文字，有效降低了運算需求，並專門針對中國製晶片進行優化。

白宮對 Anthropic Mythos 擴張計劃表示國安憂慮 ref-70, ref-32

儘管白宮正在起草政策以重新開放聯邦機構使用 Anthropic 服務，但消息指政府對 Mythos 模型擴展至 70 家額外機構的計劃持反對意見，主因在於對該模型高度自主能力的 安全性擔憂。

祖克柏正開發 AI 代理協助執行 CEO 職務 ref-144

Meta 執行長 Mark Zuckerberg 透露，他正在構建一個專屬的 AI Agent，用來協助其管理公司決策、處理行政細項與優化營運效率。

亞馬遜深化與 Anthropic 合作，全面採用 Trainium 晶片 ref-104, ref-31

AWS 與 Anthropic 擴大數十億美元的合作協議，Anthropic 承諾未來十年將大規模使用 Trainium 系列自研晶片進行訓練與推理，顯示雲端巨頭正試圖擺脫對 Nvidia 的單一依賴。

Mistral AI 發表「Workflows」編排層，推動企業級代理部署 ref-75

Mistral AI 發佈 Workflows 公開預覽版，解決了 AI 代理在生產環境中難以協調、監控與恢復的痛點，為企業提供標準化的代理自動化流程。

AWS Strands Agents 框架可減少 96% 的 Token 消耗 ref-19

AWS 開發者展示了 Strands Agents 框架，透過將 API 端點改為「意圖導向」工具，將原本需要 5.2 萬 Token 的任務降低至 2000 Token，顯著優化了代理的運算成本。

市場洞察

1. AI 推理時代的拐點：算力資產從訓練轉向服務 ( ) ref-95, ref-85, ref-165

延續昨日關於 GPT-5.5 佈局的分析，今日 Sam Altman 明確提出 OpenAI 將轉型為「推理公司」(ref-29)。這代表大模型競賽已從「參數規模」轉向「推理密度」。當 10GW 的基礎設施 (ref-39) 被定位於推理服務而非純訓練時，這意味著 Inference-as-a-Service 將成為雲端巨頭的主戰場，這也解釋了為何 Meta 等公司的資本支出預計將翻倍 (ref-25)。

2. 「代理作業系統 (Agentic OS)」成為垂直領域新標配 ( ) ref-4, ref-134, ref-93, ref-149

今日 Legora (法律) 與 IBM Bob (編程) 的進展顯示，市場不再滿足於「對話框 AI」，而是追求能自主執行任務的系統 (ref-17)。這種 Agentic OS 的趨勢是將多個子代理、記憶體空間與人類檢查點 (ref-56) 整合。對於企業而言，這標誌著從 AI 輔助到 AI 自主執行 的過渡期，這種模式特別適用於法律、政務與軟體開發等流程複雜的產業。

3. 治理與安全：模型能力的擴張引發「政策剎車」 ( ) ref-29, ref-32, ref-80

Anthropic Mythos 被白宮限制擴張 (ref-18) 與 Ubuntu 用戶要求「AI 殺死開關」(ref-62)，反映出社會對高度自主代理的焦慮。隨著模型在生物、攻防等敏感領域展現出超越專家的能力 (ref-8)，如何建立 「可監管的自主性」 將成為 2026 年 AI 治理的核心問題。

Sources 168 items

ref-0 Hacker News Copy Fail ref-1 Hacker News Cursor Camp ref-2 Hacker News Craig Venter has died ref-3 Hacker News The Zig project's rationale for their firm anti-AI contribution policy ref-4 Hacker News Letting AI play my game – building an agentic test harness to help play-testing ref-5 Hacker News Ramp's Sheets AI Exfiltrates Financials ref-6 Hacker News Alignment whack-a-mole: Finetuning activates recall of copyrighted books in LLMs ref-7 Hacker News Making AI chatbots friendly leads to mistakes and support of conspiracy theories ref-8 Hacker News Mike: open-source legal AI ref-9 Hacker News Joby kicks off NYC electric air taxi demos with historic JFK flight ref-10 Hacker News Tell HN: VS Code v1.117.0 automatically adds GitHub Copilot as your co author ref-11 Hacker News Show HN: Qumulator – quantum circuit simulator, 1000 qubits, no GPU ref-12 Hacker News Lessons from Building an OTel Normalizer for GenAI ref-13 OpenAI Blog Where the goblins came from ref-14 OpenAI Blog Building the compute infrastructure for the Intelligence Age ref-15 Google Developers Blog Speeding Up AI: Bringing Google Colossus to PyTorch via GCSFS and Rapid Bucket ref-16 Google Developers Blog Production-Ready AI Agents: 5 Lessons from Refactoring a Monolith ref-17 Hugging Face Blog AI evals are becoming the new compute bottleneck ref-18 Hugging Face Blog Granite 4.1 LLMs: How They’re Built ref-19 Cursor Blog Build programmatic agents with the Cursor SDK ref-20 AWS ML Blog Extracting contract insights with PwC’s AI-driven annotation on AWS ref-21 AWS ML Blog Organizing Agents’ memory at scale: Namespace design patterns in AgentCore Memory ref-22 AWS ML Blog Building AI-ready data: Vanguard’s Virtual Analyst journey ref-23 AWS ML Blog Run custom MCP proxies serverless on Amazon Bedrock AgentCore Runtime ref-24 The Rundown AI The biggest AI trial ever kicks off ref-25 Latent Space [AINews] The Inference Inflection ref-26 Simon Willison The Zig project's rationale for their firm anti-AI contribution policy ref-27 Simon Willison llm 0.32a1 ref-28 Simon Willison LLM 0.32a0 is a major backwards-compatible refactor ref-29 Simon Willison llm 0.32a0 ref-30 TechCrunch AI SoftBank is creating a robotics company that builds data centers — and already eyeing a $100B IPO ref-31 TechCrunch AI Amazon’s cloud business is surging — and so is its capital spending ref-32 TechCrunch AI Sources: Anthropic could raise a new $50B round at a valuation of $900B ref-33 TechCrunch AI On the stand, Elon Musk can’t escape his own tweets ref-34 TechCrunch AI Meta is still burning money on AR/VR ref-35 TechCrunch AI Satya Nadella says he’s ready to ‘exploit’ the new OpenAI deal ref-36 TechCrunch AI Microsoft says it has over 20M paid Copilot users, and they really are using it ref-37 TechCrunch AI Google Cloud surpasses $20B, but says growth was capacity-constrained ref-38 TechCrunch AI Google gains 25M subscriptions in Q1, driven by YouTube and Google One ref-39 TechCrunch AI Is AI video just a prequel? Runway’s CEO thinks world models are next ref-40 TechCrunch AI Parallel Web Systems hits $2B valuation five months after its last big raise ref-41 TechCrunch AI Google Photos uses AI to make the iconic closet from ‘Clueless’ a reality ref-42 TechCrunch AI More Gemini features are coming to Google TV ref-43 TechCrunch AI Firestorm Labs raises $82M to take drone factories into the field ref-44 TechCrunch AI Meet Shapes, the app bringing humans and AI into the same group chats ref-45 TechCrunch AI Colby Adcock’s Scout AI raises $100M to train its models for war: We visited its bootcamp ref-46 The Verge AI Elon Musk’s worst enemy in court is Elon Musk ref-47 The Verge AI Google Search queries hit an ‘all time high’ last quarter ref-48 The Verge AI All the evidence unveiled so far in Musk v. Altman ref-49 The Verge AI Ubuntu’s AI plans have Linux users looking for a ‘kill switch’ ref-50 The Verge AI Google Photos launches an AI try-on feature for clothes you already have ref-51 The Verge AI Tumbler Ridge families are suing OpenAI ref-52 The Verge AI ChatGPT downloads are slowing — and may cause problems for OpenAI’s IPO ref-53 The Verge AI Larry’s risky business ref-54 The Verge AI Taylor Swift deepfakes are pushing scams on TikTok ref-55 Ars Technica Why a recent supply-chain attack singled out security firms Checkmarx and Bitwarden ref-56 TechMeme Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times) ref-57 TechMeme GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs (Olivia Poh/Bloomberg) ref-58 TechMeme A look at Eka, which trains its robotic claw on a "vision-force-action model" incorporating realistic joints, motors, and physics principles into its simulation (Will Knight/Wired) ref-59 TechMeme Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030 (Counterpoint Research) ref-60 TechMeme Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts (Anthropic) ref-61 TechMeme Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea (Hyonhee Shin/Bloomberg) ref-62 TechMeme Leaked audio: San Francisco and Austin first responders told the NHTSA that Waymo robotaxis are "backsliding" and committing more traffic violations than before (Aarian Marshall/Wired) ref-63 TechMeme OpenAI says it has signed contracts for 10GW of US AI compute capacity, with 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 (Dina Bass/Bloomberg) ref-64 TechMeme Musk v. Altman: internal 2017 emails show Musk sought majority voting control over OpenAI co-founders, withheld promised funding, and tried to poach researchers (Wired) ref-65 TechMeme FDA launches a pilot using AI and cloud computing to give the agency a "direct data feed" to real-time clinical data, aiming to shorten drug approval timelines (Frank Konkel/Nextgov/FCW) ref-66 TechMeme SenseTime releases SenseNova-U1, an open-source image model that it says can "read" images without translating them to text, reducing computing power needs (Zeyi Yang/Wired) ref-67 TechMeme Analysts: TikTok Shop generated $4.9B in US sales during Q1 2026, doubling its volume from the previous year; Q1 consumer spending on the platform rose 46% YoY (Jennifer Williams/Wall Street Journal) ref-68 TechMeme Visa says its stablecoin settlement pilot supports nine networks, including Base, Polygon, Canton Network, Arc, and Tempo, and has hit a $7B annualized run rate (Krisztian Sandor/CoinDesk) ref-69 TechMeme How US schools' overreliance on YouTube for educational content encourages students to drift into endless video scrolling on school-issued devices (Shalini Ramachandran/Wall Street Journal) ref-70 TechMeme Sources: the White House opposes Anthropic's plan to expand access to Mythos to 70 additional companies and organizations because of concerns about security (Wall Street Journal) ref-71 InfoQ AI/ML VoidZero’s Experimental Oxc Angular Compiler with Up to 20x Faster Build Performance ref-72 InfoQ AI/ML Microsoft Releases .NET 11 Preview 3 with Updates Across Runtime, SDK, MAUI, and ASP.NET Core ref-73 InfoQ AI/ML Presentation: Agents, Architecture, & Amnesia: Becoming AI-Native Without Losing Our Minds ref-74 InfoQ AI/ML Sauce Labs Launches AI Agent to Automate Test Creation and Close the DevOps “Velocity Gap” ref-75 InfoQ AI/ML Mistral AI Introduces Workflows for Orchestrating Enterprise AI Processes ref-76 InfoQ AI/ML QCon AI Boston 2026 Schedule: Agents in Production, Inference Cost, and AI in the SDLC ref-77 InfoQ AI/ML AWS Interconnect Reaches General Availability with Managed Multicloud and Last-Mile Connectivity ref-78 The New Stack Cut AI token usage by 96%? Here’s how AWS Strands Agents does it. ref-79 The New Stack Anaconda acquires Outerbounds to rein in the buggy code AI agents keep shipping ref-80 The New Stack Anthropic wants to be the AWS of agentic AI ref-81 The New Stack AWS lands OpenAI on Bedrock, but Trainium is the real story ref-82 The New Stack Warp’s gamble: Going open source to take on closed-source rivals ref-83 The New Stack How AI transforms your role as a platform engineer ref-84 The New Stack How HPE is closing the loop on cloud and AI sprawl with agentic AI ref-85 Wired AI How Elon Musk Squeezed OpenAI: They 'Are Gonna Want to Kill Me’ ref-86 Wired AI Emergency First Responders Say Waymos Are Getting Worse ref-87 Wired AI Taylor Swift Wants to Trademark Her Likeness. These TikTok Deepfake Ads Show Why ref-88 Wired AI Sanctioned Chinese AI Firm SenseTime Releases Image Model Built for Speed ref-89 Wired AI I've Covered Robots for Years. This One Is Different ref-90 Wired AI How AI Could Help Combat Antibiotic Resistance ref-91 TechCrunch Startups Bill Gurley, Jack Altman back startup Pursuit, which helps companies sell to government ref-92 Stratechery Intel Earnings, Intel’s Differentiation?, Whither Terafab ref-93 Tom's Hardware Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand ref-94 Tom's Hardware Get 32GB of Corsair Vengeance DDR5 RAM for just $249 — act fast and don't miss Woot's blowout sale ref-95 Tom's Hardware OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term ref-96 Tom's Hardware iGame X870E Vulcan OC V14 Motherboard Review: Colorful enters the high-end overclocking scene ref-97 Tom's Hardware Google signs classified Pentagon AI deal but exits $100 million drone swarm program — report claims employees revolted over ethical fears, delivered letter to CEO Pichai ref-98 Tom's Hardware Lenovo abandons separate magnesium frame for latest P16 Gen 3 laptop after 20 years — robust feature introduced in ThinkPad T60 in 2006, company now integrates material into outer shell for a thinner design ref-99 Tom's Hardware TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 — Fujitsu's Monaka CPU to benefit from face-to-face chiplet stacking ref-100 Tom's Hardware Framework's new RTX 5070 12GB graphics module costs a whopping $1,199 — 72% more expensive than $699 8GB version, says pricing is beyond its control ref-101 Tom's Hardware US stops exports of tools to China’s number two chip maker — Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai ref-102 Tom's Hardware Palit Group says Galax GPU brand will continue to operate following restructure — Galax management centralized under Palit Group in 'pre-planned' shakeup ref-103 Tom's Hardware Developer re-enables 3D printer features that Bambu Lab disabled, firm promptly threatens legal action — OrcaSlicer-BambuLab project now shuttered ref-104 Tom's Hardware Nvidia exec says AI is more expensive than actual workers — yet some companies don't see the extra costs as a negative ref-105 Tom's Hardware Get 32GB of Corsair DDR5 RAM for just $56 in this Newegg 9950X3D2 combo deal — $1,705 barebones kit for an AMD gaming PC also ships with a 2TB WD Black SSD and an Asus ROG Strix motherboard ref-106 Tom's Hardware Dell's exceptional 34-inch Alienware QD-OLED gaming monitor returns to Black Friday pricing — $649 all time low for awesome color accuracy and 240Hz refresh rate ref-107 Tom's Hardware More details emerge about how Intel now earns more revenue from each wafer by looking to the edges — analyst reports say reduced yield variability across each wafer leads to more sellable CPUs ref-108 Tom's Hardware PS5 Linux loader goes public, turning ‘Phat’ consoles into full Linux PCs — build script includes bootable Ubuntu 24.04 image, can output 4K games at 60 FPS ref-109 Tom's Hardware Chinese GPU maker Lisuan Tech becomes only the fourth GPU maker ever to earn Microsoft WHQL certification — LX 7G100 GPU joins Nvidia, AMD, and Intel as it crosses the WHQL driver finish line, first Chinese firm to earn certification ref-110 Tom's Hardware Ransomware accidentally destroys all files larger than 128KB, preventing decryption — VECT code likely partly vibe coded with AI or used an old code base, security researchers suggest ref-111 Tom's Hardware Zuckerberg's Meta will beam sunlight from space to power AI data centers, solar-collecting satellites will orbit 22,000 miles above Earth — firm reserves 1 Gigawatt of orbital solar energy and 100 Gigawatt-hours of long-duration storage ref-112 Tom's Hardware Nanoscale device generates continuous electricity from evaporating water and some sunlight — paves the path for battery-free sensors, wearable electronics, and more ref-113 The Hacker News (Security) Google Fixes CVSS 10 Gemini CLI CI RCE and Cursor Flaws Enable Code Execution ref-114 The Hacker News (Security) SAP-Related npm Packages Compromised in Credential-Stealing Supply Chain Attack ref-115 The Hacker News (Security) New Wave of DPRK Attacks Uses AI-Inserted npm Malware, Fake Firms, and RATs ref-116 The Hacker News (Security) Webinar: How to Automate Exposure Validation to Match the Speed of AI Attacks ref-117 The Hacker News (Security) What to Look for in an Exposure Management Platform (And What Most of Them Get Wrong) ref-118 The Hacker News (Security) Critical cPanel Authentication Vulnerability Identified — Update Your Server Immediately ref-119 The Hacker News (Security) CISA Adds Actively Exploited ConnectWise and Windows Flaws to KEV ref-120 EU Startups Swedish legal AI startup Legora raises €42 million extension to Series D – bringing total to over €500 million ref-121 EU Startups Swiss semiconductor startup Mosaic SoC raises €3.2 million to bring spatial intelligence to low-power devices ref-122 EU Startups Earlybird VC closes €360 million Fund VIII, its largest yet, as it implements perpetual active ownership model ref-123 EU Startups Gifting marketplace Flowwow rebrands to Udora, separating from Russian business and raising €8.5 million for European growth ref-124 EU Startups British biomaterials developer Ponda seeks fresh backing to scale plant-based insulation for fashion ref-125 EU Startups Leipzig’s Primogene raises €4.1 million to scale enzymatic biomanufacturing of complex bioactive molecules ref-126 EU Startups Germany’s mbiomics brings Series A to €30 million to scale microbiome therapeutics for chronic diseases ref-127 EU Startups Practical info and special tips for the EU-Startups Summit 2026 in Malta – look inside! ref-128 EU Startups As Europe pushes for AI sovereignty, Germany’s SPREAD raises €25 million to scale industrial AI ref-129 Lobsters AI Terminology is Poorly Defined and Oft Misused ref-130 Lobsters Scaling Pain of Coding Agent Serving: Lessons from Debugging GLM-5 at Scale ref-131 Lobsters Localisation Engineering Platform ref-132 Google News AI model could warn of cardiac arrest 10 to 15 minutes early ref-133 Google News The Colorado Springs Police Department is testing an AI agent for staffing its non-emergency line ref-134 Google News IBM launches Bob with multi-model routing and human checkpoints to turn AI coding into a secure production system ref-135 Google News McMaster’s generative AI model accelerates antibiotic discovery with novel water-soluble candidate ref-136 Google News AI model bests radiologists at detecting early signs of pancreatic cancer ref-137 Google News Claude AI agent’s confession after deleting a firm’s entire database: ‘I violated every principle I was given’ ref-138 Google News Alibaba reveals it’s behind viral ‘Happy Horse’ AI model topping leaderboards ref-139 Google News Val Kilmer Is Back on the Big Screen Via Generative AI. His Family Is Fine With It ref-140 Google News OpenAI stirs smartphone industry with 2028 AI agent phone plans ref-141 Google News Aviatrix launches AI agent containment platform for cloud workloads ref-142 Google News China’s DeepSeek unveils V4 AI model with 1M context window, targets US rivals ref-143 Google News Amazon One Medical introduces Health AI agent to book visits, manage prescriptions ref-144 Google News Mark Zuckerberg is building an AI agent to help him be CEO ref-145 Google News Anthropic says new AI model too dangerous for public release ref-146 Google News One brain for all: China builds unified AI model to handle complex multi-task robotics ref-147 Google News SpaceX strikes $60 billion deal for the right to buy AI coding startup Cursor ref-148 Google News Anthropic Eyes $900 Billion Valuation, Could Overtake OpenAI As Top AI Startup ref-149 Google News Nvidia and Atlassian back legal AI startup Legora’s $600M Series D at a $5.6B valuation ref-150 Google News Sequoia and Nvidia back ex-DeepMind researcher’s new AI startup at $5.1 billion value ref-151 Google News Netflix may have paid $600 million for Ben Affleck’s AI startup ref-152 Google News Amazon and Anthropic Deepen Multi-Billion Dollar AI Partnership to Scale Global Compute ref-153 Google News Microsoft Q3 FY26 slides: AI revenue surges 123% amid record cloud growth ref-154 Google News Google’s renewed military and AI partnership makes 'any lawful government purpose' the baseline ref-155 Google News Analysis-blocking of Meta's AI startup buy raises risk for cross-border China tech deals ref-156 Google News Ex-Twitter CEO Parag Agrawal's AI startup hits $2B valuation with $100M funding ref-157 Google News AI startup Cursor said to be in talks to raise $2B funding round at valuation of over $50B ref-158 Google News Microsoft ends OpenAI exclusivity in major AI partnership shift ref-159 Google News South Africa’s AI policy cited fake research, created by AI: what lessons need to be learned ref-160 Google News White House Drafts AI Policy Shift To Reopen Anthropic Access In Federal Agencies ref-161 Google News Musk Testifies Under Oath That AI Safety Dispute With Larry Page Helped Spark OpenAI ref-162 Google News Florida Speaker kills DeSantis’ AI regulation, vaccine repeal bills on first day of special session ref-163 Google News Maha Cabinet Unveils AI Policy 2026 to Attract ₹10,000 Crore Investment, Create 1.5 Lakh Jobs and Boost Green Energy - The Sentinel ref-164 Google News Qualcomm stock jumps 17% on earnings beat and major AI chip sale ref-165 Google News OpenAI tops 10 GW U.S. AI infrastructure milestone just a year after Stargate launch ref-166 Google News Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom ref-167 Google News Samsung Electronics posts record $38.5 bil. Q1 operating profit on AI chip boom