24-Hour AI News: Nuclear Power Returns to Service Computing Power, AI Chips, and Intelligent Agents Advance Commercialization

In the past 24 hours (October 28), North American technology giants have accelerated the matching of AI needs at the energy and organizational levels, many places in China have released industrial and policy signals, the capital market and industrial implementation have heated up simultaneously, and overseas press conferences have brought new product and ecological developments.

1. Google reaches agreement with energy companies to restart Iowa nuclear power plant to power AI

1. The project is scheduled to be reconnected to the grid in early 2029, with an installed capacity of approximately 615 MW and a 25-year power purchase agreement.
2. Both parties will simultaneously explore new-generation nuclear energy technologies to meet the long-term, low-carbon, and stable load requirements of data centers.
3. The surge in electricity consumption brought about by AI computing power has pushed "nuclear power + data center" into a new combination, with outstanding demonstration significance.

2. Amazon announced that it would cut approximately 14,000 corporate jobs, shifting resources to AI and cloud infrastructure.

1. Officials called this round of restructuring "hierarchical compression + focus on big bets," involving corporate functions and multiple business lines.
2. The company's annual capital expenditure is expected to exceed US$100 billion, with a focus on cloud and AI infrastructure construction.
3. The introduction of automation and intelligent agents will change the job structure, and there is still room for dynamic optimization in the future.

Qualcomm releases AI200/AI250 data center AI chips, entering the inference and whole-cabinet solutions market

1. The two new products are planned to be commercially available in 2026 and 2027 respectively, focusing on high-efficiency inference and large memory support.
2. Provide supporting whole cabinet and rack-level solutions to enter the full-stack competition from "chip to system".
3. The industry chain's demand for high-efficiency, low-cost reasoning has been further verified, and ecological diversification has accelerated.

4. Adobe launches "AI Assistant" upgrade at MAX conference and promotes integration with ChatGPT

1. Photoshop, Premiere, Express, etc. introduce conversational operations and intelligent agent capabilities.
2. We plan to allow users to initiate and connect design processes within ChatGPT to improve cross-application creation efficiency.
3. Firefly's capabilities have been expanded to include multimedia features such as music and voice generation, deepening the creator tool chain.

5. PayPal and OpenAI reach a cooperation, and the wallet capabilities are integrated into ChatGPT

1. Users can check out directly in ChatGPT, and the payment chain is orchestrated and risk-controlled by the wallet.
2. The cooperation is seen as a pilot project for "agent-based e-commerce," connecting tens of millions of merchants with conversational scenarios.
3. Due to favorable factors, the company's stock price rose in the double-digit range before the market opened, sending a commercialization signal.

6. Japan's Advantest raises full-year operating profit guidance by 25%, with AI driving demand for testing equipment.

1. The operating profit target for the fiscal year ending March 2026 has been raised to 374 billion yen.
2. Operating profit in the third quarter (July-September) increased by more than 70% year-on-year, boosted by global AI data center investment.
3. Upstream equipment verifies the resilience of the AI cycle, and capital expenditure spills over to testing and supporting links.

7. Hefei releases industry data: AI industry revenue reaches nearly 50 billion yuan in the first half of the year

1. A year-on-year increase of 24%, with more than 40,000 employees.
2. Focusing on large models, embodied intelligence and other areas, the program has supported a total of 103 "challenge and lead" projects over the past three years.
3. More than 70 general and vertical models have been gathered, 160 application scenarios have been released, and the city computing power pool continues to expand.

8. The 15th Five-Year Plan was released, clarifying the "Artificial Intelligence +" action and the national integrated computing network.

1. Propose to accelerate the innovation of digital intelligence technologies such as AI, and strengthen the efficient supply of computing power, algorithms, and data.
2. Fully implement the "Artificial Intelligence +" action plan and improve laws, regulations, application specifications and ethical standards.
3. Promote the development of a national integrated computing network and new infrastructure to support the development of new-quality productivity.

9. The 2025 Global Computing Conference is officially announced to be held in Shenzhen on November 7-8

1. The theme focuses on "Embracing New Opportunities in AI," and it is expected to release a computing power industry report covering Southeast Asia and Central Asia.
2. More than 20 achievements and technical standards were released on site, emphasizing the integration of general computing and intelligent computing with whole-cabinet solutions.
3. More than 600 representatives from industry, academia, research and application attended the conference, and an XR and embodied intelligence interactive experience area was set up.

10. Kylin Security launches AI incubator in Changsha to create an open innovation ecosystem

1. The first batch of seed projects includes more than 60 projects and a mentor team of more than 30 people, focusing on robot operating systems and industry AI.
2. Build the "Dreaming of Xiangjiang River" innovation and entrepreneurship alliance with universities, laboratories and industries.
3. The self-developed intelligent computing all-in-one machine and AI operation and maintenance platform are iterated synchronously and implemented in key areas.

11. A-share "AI + optical module" strengthened, and the ChiNext artificial intelligence ETF hit a record high

1. The transaction volume on that day was 987 million yuan, with a net subscription of 28 million shares; many leading optical modules hit new highs.
2. Institutions said that 800G continues to increase in volume and 1.6T acceleration is in sight, with North American and domestic demand resonating.
3. The transaction level is affected by multiple catalysts such as overseas chip releases, capital expenditure expectations and the third quarter report window.

12. ZTE's revenue exceeded 100 billion yuan in the first three quarters, with computing power revenue increasing by 180% year-on-year.

1. From January to September, the company's revenue was RMB 100.52 billion, and R&D expenses were approximately RMB 17.81 billion, accounting for approximately 18%.
2. Server and storage revenue increased by approximately 250% year-on-year, and data center product revenue increased by approximately 120% year-on-year.
3. Under the dual main channels of "connectivity + computing power", intelligent computing products have entered many leading scenarios and have been implemented overseas.

Frequently Asked Questions (Q&A)

Q: Why has “nuclear power + data center” appeared frequently recently?

A: The "stable high-load + low-carbon" electricity demand driven by AI is driving the return of baseload power. In a recent example, the Iowa project, with an installed capacity of approximately 615 MW, secured costs and supply through a 25-year PPA, and is scheduled to be connected to the grid in early 2029.

Q: What is the highlight of Qualcomm’s data center AI chip?

A: AI200/AI250 targets efficient inference and large memory scenarios, and is equipped with a complete cabinet solution; the commercialization schedule points to 2026 and 2027 respectively, which will help enrich the supply and form "beyond NVIDIA".

Q: What are the policy keywords at the Chinese level?

A: The "Artificial Intelligence +" action, the national integrated computing power network, the data element market and the sound AI governance system will together constitute a closed-loop tool for "supply-application-governance" on the industry side.

Q: For investors, where do the marginal signals of the AI sector come from?

A: On the trading side, there are "ETF volume and price increases + leading companies hitting new highs", and on the fundamental side, there are "computing power and data center orders + equipment and optical module sales increase", coupled with the resonance of localization and overseas CapEx, the economic boom continues.

Q: Why is conversational e-commerce worth paying attention to?

A: Direct connection between wallet and ChatGPT reduces friction in the “search-compare-purchase” link, and payment orchestration and risk control are embedded in the intelligent process, which may promote the popularization of “agent-style e-commerce” in long-tail and high-frequency categories.