Physix Frontier · Alpha

In DepthAI Orders Flood In, GDS Holdings Raises Full-Year Guidance: Plans Another RMB 10 Billion Investment in Data Center Expansion This Year

With a massive influx of AI-related orders, GDS Holdings raised its full-year guidance, planning to invest RMB 10 billion this year to expand data centers, with capacity already locked in by top cloud vendors and model companies.

In DepthLiblib Targets IPO: Is the Large Model "Middleman" Worth USD 3 Billion?

AI content platform Liblib has initiated its listing process, with a reference valuation of approximately USD 3 billion, operating as a middle-layer business for model distribution and creation tools.

In DepthGroq Completes New Funding Round: Valuation at USD 3.5 Billion After NVIDIA Investment

Inference chip star Groq is valued at approximately USD 3.5 billion, indicating continued warming recognition in the primary market for the "inference-specific chip" route.

In DepthWispr Raises USD 280 Million, Valued at USD 2 Billion: Moving from Voice Input to AI Memory

Wispr aims to go beyond "dictation," entering AI Personal Memory, enabling AI to remember what you've said and form searchable personal contexts.

A-Shares (8/17 Close): Innolight 1001.03 (+6.15%) returns above 1000, Cambricon 1156.00 (+5.76%) leads domestic computing power, Eoptolink +4.15%, Foxconn Industrial Internet +3.08%, Hygon Information +2.78%, Kingsoft Office -0.39%.

US Stocks (US Eastern 8/17 Close): NVIDIA 225.01 (-0.07%) resilient, Alphabet-A -0.55%, Amazon -0.51%, Tesla -0.87%, Palantir -0.86%, Meta -3.54% leading declines.