According to reports, some artificial intelligence labs such as OpenAI have purchased tens of thousands of Mac minis and Mac Studios for AI reinforcement learning. OpenAI is using these Macs to train AI agents and is urgently in need of more such devices. In addition, sources revealed that Anthropic is also renting Mac minis from Amazon AWS, and some startups are even building Mac-only cloud services to cope with the anticipated surge in demand for Apple hardware in the future.

Xu Guojin, Vice President of Advanced Packaging Technology Development at TSMC, stated today that the underlying architecture of optical transceivers is undergoing a structural transformation, with silicon photonics becoming the mainstream type. It is expected that by 2027, market share could exceed 50%. The ultimate form of silicon photonics is Co-Packaged Optics (CPO), and some manufacturers are expected to begin mass production in the second half of this year.

Spot gold has just broken through the $4,420.00/ounce level, currently quoted at $4,419.96/ounce, down 0.77% on the day; the main COMEX gold futures contract is currently quoted at $4,470.00/ounce, down 1.32% on the day.

Hawkish remarks from Waller boost rate hike bets, putting pressure on gold prices

Spot platinum has just broken through the $1,800.00/oz level, now quoted at $1,799.88/oz, down 1.15% on the day; NYMEX platinum futures main contract is now quoted at $1,813.4/oz, down 2.21% on the day.