Focus on AI Trends

The Smiling Curve of China's AI Value Chain: Hardware and Cloud Platforms Capture the Largest Share, While Mid‑Tier Players Like AI Services Face Marginal Pressure

wallstreetcn · 27m

While voicing concerns about “human extinction,” Anthropic has quietly established a biological laboratory to accelerate its expansion into AI-driven drug discovery.

Zhitong Finance · 20:34

Goldman Sachs: The five major tech giants may issue bonds totaling up to $420 billion by 2027.

cls.cn · 20:26

OpenAI and Anthropic Begin Competing for Smaller Contracts! AI Compute Race Shifts to 20–30 MW Small-Scale Data Centers

wallstreetcn · 19:57

Claude has "spearheaded" 26% of Anthropic's AI R&D efforts, with 30,000 agents deployed simultaneously, while RSI remains unrealized.

wallstreetcn · 07:41

Claude Code Launches Projects: Splitting Conversations into Parallel Threads, with Tasks Continuing Even After Closing the Laptop

wallstreetcn · 05:21

OpenAI's latest research: With AI at their fingertips, do workers end up with more work without even realizing it?

cls.cn · Sep 17 18:39

Anthropic Races Toward an IPO: A Comprehensive Comparison with OpenAI—What Does the Competitive Landscape of AI Giants Look Like?

牛牛課堂 · Sep 17 18:14

It concerns AI safety and regulation! Two major camps remain in heated debate, and Trump plans to convene industry executives at the White House next week.

cls.cn · Sep 16 08:45

Google Unveils State-of-the-Art Real-Time Audio Model: Gemini 3.8 Live Enables Concurrent Conversation and Task Execution, with Extended Thinking Focused on Complex Reasoning

wallstreetcn · Sep 16 02:24

Witnessing the major wave of consumer-facing AI in China! Morgan Stanley projects a RMB 300 billion monetization opportunity, as Tencent and Alibaba leverage their ecosystem advantages to compete for new growth dividends.

Zhitong Finance · Sep 15 15:36

Reuters: China and the United States are preparing for AI security talks in mid-September.

Reuters Morning Briefing · Sep 15 10:06

Trump publicly called Jensen Huang: Claims about AI dangers are a "scam," and data centers are more important than the internet.

wallstreetcn · Sep 15 07:11

Trump Slams Anthropic CEO: AI Development Cannot Be Braked; A “High-IQ President” Is Sufficient for the U.S.

wallstreetcn · Sep 15 05:55

Trump criticized Anthropic's CEO, stating that AI development cannot be put on the brakes, as the administration splits into two factions.

wallstreetcn · Sep 15 05:38

In-Depth Analysis | The Big Four AI Companies Rarely Call for a "Slowdown"! Will the Main Investment Theme in AI Hardware Also Cool Down?

牛牛課堂 · Sep 14 14:40

In a recent exclusive interview, the CEO of Anthropic discussed slowing down AI R&D: "The industry has been lying for too long. AI risks are real, but there is no need to 'shut everything down.'"

wallstreetcn · Sep 14 11:30

Zhipu raised $5 billion through zero-coupon convertible bonds with a conversion premium, primarily to fund computing infrastructure and the development of next-generation models.

wallstreetcn · Sep 14 09:21

Unlikely Alliance Between Rivals! Musk and Altman Back Dario Amodei’s Call for a "Global Slowdown in AI"

wallstreetcn · Sep 13 10:05

Altman Declares: OpenAI Will Not Go Public This Year; Would Rather Scuttle IPO Than Allow AI to Threaten Human Survival

wallstreetcn · Sep 13 09:44

Jensen Huang Personally "Pitches NVIDIA"! Which Companies Stand to Benefit Most from the $3–4 Trillion AI Boom?

牛牛課堂 · Sep 11 17:04

Due to excessive demand, OpenAI announced the suspension of new subscriptions for its $200 Pro 20X plan; existing subscribers remain unaffected.

wallstreetcn · Sep 11 09:18

OpenAI has launched the public beta of its Agents API, opening up the underlying infrastructure of Codex to developers.

wallstreetcn · Sep 11 06:06

Why is DeepSeek reducing prices at this juncture?

wallstreetcn · Sep 9 22:24