① orders are scheduled until next year, and the AI model is in short supply. This model is the optimal solution for small and medium-sized enterprises to solve the needs of computing power. This enterprise has built 10, 000 GPU resource pools. ② Shenzhen completely unmanned commercial travel license issued, analysts believe that intelligent driving may influence the knockout stages of car companies to a certain extent, the company is the only domestic supplier of Nvidia Orin platform ③ overseas mapping: Adobe's second-quarter performance exceeded expectations, data + model + application scenarios have complete card advantages, and AI trump card applications may have gradually matured.