[種目]해외주식 뉴스모음 (2024-10-24)

○ 해외주식 뉴스모음 (2024-10-24)

▪️(AAPL) M4 칩 탑재 신형 맥북 에어, 내년 초 출시 예정 (SA (https://seekingalpha.com/news/4196720-new-macbook-air-with-m4-chip-will-come-early-next-year-report)) 

▪️(NVDA) 엔비디아, Reliance Industries에 AI 프로세서 공급, 인도와의 관계 강화 (SA (https://seekingalpha.com/news/4198925-nvidia-to-supply-ai-processors-to-reliance-industries-boost-india-ties-report)) : 로이터는 뭄바이에서 열린 AI 서밋에서 황 CEO가 한 발언을 인용해, 엔비디아 최고경영자(CEO) 젠슨 황이 릴라이언스 가 구자라트에 짓고 있는 1기가와트 데이터 센터에 자사의 블랙웰 프로세서 제품군을 제공할 것이라고 밝혔다고 보도했습니다 .

▪️(GOOG) 구글, AI가 생성한 텍스트에 워터마크를 찍는 기술 출시 (TC (https://techcrunch.com/2024/10/23/google-releases-tech-to-watermark-ai-generated-text/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAACgCEOcfFs5ZYo5xZeu_JaH_21Z2OKt30WpcxBEajKQE7WURrALkrAkuKURJOBJgjlFQmtMLQNurUrVDGKl06B4UTO0jNSX-tkzsfL7GIn5fEba2LSZz1cRZyJSKKDDXR6Ujasll_nCpdO68tq1Ef_Nbxy4TQBfenWE1roIoyTu4)) : "우리는 SynthID Text 워터마킹 도구를 오픈 소스로 공개하고 있습니다." 이 회사는 X에 게시한 글 에서 이렇게 적었습니다 . "개발자와 기업이 무료로 사용할 수 있으며, AI에서 생성한 콘텐츠를 식별하는 데 도움이 될 것입니다."

▪️(AMZN) Amazon Web Services의 AI 담당 부사장인 Matt Wood가 15년간 일한 회사를 떠납니다 (GW (https://www.geekwire.com/2024/amazon-web-services-vp-of-ai-matt-wood-is-leaving-the-company/)) 

▪️(TSLA) Tesla 3Q24 실적발표 — "6개 분기 만에 영업이익률 10%대 회복" (재고 (https://t.me/gaoshoukorea/49227))

▪️(TSLA) SK하이닉스, 테슬라에 1조 AI칩 공급 추진 (HK (https://www.hankyung.com/article/2024102475611)) : 24일 반도체업계에 따르면 테슬라는 최근 SK하이닉스에 대규모 eSSD 장기 공급을 요청했다. 테슬라는 자율주행, 휴머노이드 등에 필요한 AI를 고도화하기 위해 연 100억달러(약 14조원)가량을 AI 서버·반도체에 투자한다.