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Capital Flow Trends Behind the AI Computing Power Counterattack: JPMorgan Data Reveals Retail Investors Narrowing Focus and Surging into Core Computing Stocks like NVIDIA and SanDisk
Zhitong Finance · 11:49
NVIDIA and Google Establish AI Energy Alliance to Transform Data Centers from "Major Power Consumers" into "Grid Resources"
wallstreetcn · Sep 17 19:36
As AI giants collectively hit the brakes, safety alarms are sounding once again! OpenAI disclosed six instances of anomalous model behavior, acknowledging that alignment challenges remain unresolved.
Zhitong Finance · Sep 17 16:16
Google-backed new cloud provider Crux AI has secured a $22 billion loan, signaling an unstoppable wave of expansion by emerging cloud players in the AI inference era.
Zhitong Finance · Sep 17 12:50
GPU Cloud Services See Wave of Price Hikes: NEBIUS Raises Prices by Another 20%, Shifting Bargaining Power to the Supply Side
wallstreetcn · Sep 17 12:30
AI demand surges wave upon wave! Micron executive: Meaningful new supply will not begin ramping up until 2028
cls.cn · Sep 16 19:11
The AI price war is intensifying while barriers to entry are declining: How long can substantial capital expenditures be sustained?
wallstreetcn · Sep 16 16:55
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
Concerns over an “AI slowdown” trigger global sell-off in chip stocks; Bernstein reassures market: fundamental logic of computing power spending remains unchanged
Zhitong Finance · Sep 14 20:59
Nadella Calls for Decentralized AI Governance: Microsoft to Release First Model Code of Conduct Tomorrow
wallstreetcn · Sep 14 11:36
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
Anthropic could list on Nasdaq as early as October! The company is poised to report a profit for the second consecutive quarter.
Golden10 Data · Sep 14 11:18
Weekend Read | “Late to the Game,” “Following Suit,” and Creases: Apple CEO Tim Cook Addresses All Questions on the Foldable iPhone
Tencent Technology · Sep 12 11:27
Can Kioxia's U.S. IPO unlock new funding channels? Surging 456% year-to-date, it aims to become the focal point of global NAND allocation.
Zhitong Finance · Sep 11 17:46
From the expansion of AI computing power to revenue generation at the application layer, Goldman Sachs examines the new phase of AI investment: Who can turn tokens into cash flow?
Zhitong Finance · Sep 10 18:38
Taiwan Semiconductor's August revenue hit a record high of NT$514.8 billion, as its unprecedented factory expansion pace still fails to keep up with demand.
wallstreetcn · Sep 10 14:18
Meta enters the $30 trillion AI agent race! Morgan Stanley backs Muse as the stock's largest "unpriced call option."
Zhitong Finance · Sep 10 13:06
Apple's first foldable iPhone has arrived! Starting at CNY 16,000 in China, it features the A20 Pro chip and is available in Duo and 18 Pro models.
wallstreetcn · Sep 10 02:34
New CEO’s Debut and Foldable Screen Unveiling: A Guide to Key Highlights of Apple’s 1:00 AM Event
wallstreetcn · Sep 9 09:01
With tech giants pouring massive capital into AI, is the return on investment actually viable?
wallstreetcn · Sep 8 20:16
From Wall Street to London: Amazon Issues Pound-Denominated Bonds for the First Time, Countering AI Bubble Claims with Diversified Financing
Zhitong Finance · Sep 8 17:30
Zhipu AI's valuation midpoint was downgraded by institutions, leading to a simultaneous decline in the shares of the "duo" of Hong Kong-listed AI large-model companies.
cls.cn · Sep 8 11:40
Goldman Sachs assigns a "Neutral" rating to Tesla: Cybercab offers significant cost advantages, while software scalability is key to valuation.
Zhitong Finance · Sep 8 10:43
Tencent CFO: The company prepaid RMB 50 billion in the second quarter to secure memory chip supplies. The gross margin for Harness paying users has reached parity with MaaS, and their consumption rate is more than double that of free-tier users.
wallstreetcn · Sep 8 09:51
