谷歌联手Sea做AI购物代理，AMD为Crusoe贷款兜底，印度峰会再抛千亿美元基建，美股AI链反弹

谷歌×Sea：双方将在Shopee共建AI购物代理并把AI用于游戏开发，模型商业化从问答转向任务执行与交易转化。 AMD×Crusoe：三亿美元贷款由芯片与设备抵押并配套厂商兜底条款，算力融资进入“芯片+金融+云”新结构。印度AI峰会：Reliance与Jio宣布未来七年约一千零九十八亿美元AI与数据基建投入，TCS同时签下OpenAI为数据中心客户。美股AI链：英伟达与存储股走强、软件板块修复，资金短线回流基础设施确定性资产。阿里Qwen3.5：开源权重版与托管版并行、支持二百零一种语言，国内模型竞争持续向“能力+成本+可部署”演进。进展更新：英伟达与Meta合作从GPU采购延伸至Grace CPU与Vera Rubin优先接入，合作纵深加深。前往小宇宙评论区与主播互动

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谷歌联手Sea做AI购物代理，AMD为Crusoe贷款兜底，印度峰会再抛千亿美元基建，美股AI链反弹

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