Focus on AI Trends

AI agents are driving structural demand for NAND, prompting Citi to raise price targets for Applied Materials, Lam Research, and KLA Corp.

Zhitong Finance · 36m

Goldman Sachs Provides In-Depth Analysis of the 'Postmodern' Investment Landscape: The Era of Easy Gains from Valuation Expansion Comes to an End, as a Capital Expenditure Super-Cycle Quietly Emerges

wallstreetcn · 48m

Jensen Huang calls on Q&M Dental to embrace AI: Society must reshape its regulatory framework, and energy shortages represent the biggest bottleneck for AI development in the United States.

cls.cn · 19:29

Broadcom’s next-generation TPU project delayed? JPMorgan refutes: Google has locked in orders through 2031, and the company’s AI revenue could triple next year.

wallstreetcn · 16:26

Government 'ban' backfires as endorsement? Anthropic's enterprise subscription rate rises to 41%, surpassing OpenAI

wallstreetcn · 12:50

Burn rate and revenue both tripled, highlighting OpenAI's AI profitability challenges in Q1 financial results

wallstreetcn · 12:35

AI giants crunch the numbers! Microsoft is reportedly considering adopting open-source models to reduce agent costs.

cls.cn · 04:29

Databricks Launches General-Purpose AI Agent, Betting on the Enterprise AI Application Market

cls.cn · Jun 16 23:46

Qualcomm CEO: Redefining AI Devices, Global Consumer Electronics to Undergo Mandatory Fundamental Chip Architecture Upgrade

wallstreetcn · Jun 16 20:39

Too cold at the top? Bank of America fund manager survey: Over half of managers believe AI is still in a 'boom phase,' but some are 'cashing out from elevated positions.'

wallstreetcn · Jun 16 19:10

Spending soars to $34 billion! OpenAI continues aggressive cash burn ahead of IPO as the AI arms race enters an era of surging revenue alongside deepening losses.

Zhitong Finance · Jun 16 16:51

Anthropic’s 'Premium AI Plan' Backfires? Users Sue Over Reduced Claude Usage Limits: $200 Monthly Fee Not Enough

wallstreetcn · Jun 15 23:29

MLCC shortage wave spreads across the board! Shortages may remain unresolved into next year, with equipment delivery emerging as the key bottleneck.

cls.cn · Jun 15 19:00

Morgan Stanley: Power shortages are becoming a core bottleneck for AI

wallstreetcn · Jun 15 12:53

Zhipu AI's stock price surged as GLM-5.2 was fully released and is set to be open-sourced soon.

Zhitong Finance · Jun 15 09:32

Weekend Reading | Japan’s Stock Surge: Controlling the Upstream Raw Materials, the Pickaxe Sellers in the AI Gold Rush

Shenchao TechFlow · Jun 13 10:43

Groq CEO on "chip architecture": GPUs are "heavy-duty trucks," while LPUs are "last-mile delivery"

wallstreetcn · Jun 12 17:15

AI ammunition is far from exhausted! Goldman Sachs forecasts that tech giants' capital expenditures will reach $1.4 trillion by 2027.

wallstreetcn · Jun 12 11:50

Targeting the AI agent space, OpenAI acquires a cloud platform to bolster Codex's competitiveness.

cls.cn · Jun 12 06:05

Amid strong demand outstripping supply for advanced semiconductor processes, Taiwan Semiconductor is considering raising prices by up to 15%.

wallstreetcn · Jun 11 22:26

Has OpenAI’s 'WeWork moment' arrived? Gary Marcus warns: price wars are eroding AI moats

wallstreetcn · Jun 11 17:38

OpenAI and Anthropic are locked in a 'price war,' with OpenAI considering significant price cuts to counter competition.

wallstreetcn · Jun 11 11:00

Anthropic CEO: Governments should have the authority to block or restrict the deployment of high-risk new AI models.

wallstreetcn · Jun 11 05:07

Goldman Sachs Partner Warns: AI Ecosystem Loop Risks 'Can No Longer Be Ignored'

wallstreetcn · Jun 10 21:47