AMD拿下Meta六百亿芯片单，Anthropic硬刚五角大楼，MatX再融五亿美元

1) AMD与Meta签下最高六百亿美元AI芯片协议并绑定股权激励，Meta加速多供应商算力布局 2) Anthropic在与五角大楼谈判中拒绝放宽军用限制，AI安全边界进入政策博弈深水区 3) Anthropic发布十项企业插件，切入投行、人力和工程流程，AI Agent加速走向生产系统 4) MatX完成五亿美元B轮融资并瞄准二〇二七年量产，训练芯片赛道竞争继续升温 5) 英伟达财报前期权隐含波动约百分之五点六，市场从AI叙事转向业绩兑现进展更新：小鹏一季度拟动工人形机器人工厂，二〇二六年量产交付目标不变前往小宇宙评论区与主播互动

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AMD拿下Meta六百亿芯片单，Anthropic硬刚五角大楼，MatX再融五亿美元

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