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Trump announced a $20 billion investment plan to build Datacenters in the USA.
① The USA's elected president Trump announced a 20 billion USD investment plan to build new Datacenters to maintain the USA's competitiveness in emerging technology fields; ② The first phase will be implemented in 8 states, mainly supporting AI and cloud technology; ③ Trump hopes to demonstrate the positive impact of his policies by attracting more foreign entities to do Business in the USA, laying the foundation for his second term.
Amazon AWS To Invest $11 Billion In Georgia To Boost AI And Cloud Infrastructure: 'Expect To Create More Than 550 Well-Paying Jobs'
Futu Morning Report | Expectations for interest rate cuts weaken! Rising inflation concerns trigger market fluctuations; NVIDIA turns to decline after hitting a new high, while Xiaopeng Autos rise over 9%.
Microsoft will reinvest 3 billion dollars to expand AI computing power, aiming to cultivate 10 million AI talents by 2030; Apple's spring "budget version" iPhone new model is about to go into production and will be launched before April.
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
U.S. stocks closed | All three major Indexes fell, with the Nasdaq down nearly 2%; Technology stocks declined, with NVIDIA dropping over 6% and Tesla falling over 4%; some Chinese concept stocks went against the trend, with Xiaopeng rising over 9%.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.
Bet on India! Microsoft will reinvest 3 billion dollars to expand AI computing power and cultivate 10 million AI talents by 2030.
Microsoft stated that this expenditure is an additional investment outside the company's recently announced plan to invest $80 billion in building AI Datacenters for the 2025 fiscal year. It will be used to develop a scalable AI computing ecosystem to support AI startups and research Community in India, with a plan to train 10 million people in India to acquire AI skills by 2030.
Is inflation returning? Economic data causes market fluctuations, with the NASDAQ and S&P 500 Index experiencing corrections.
The release of two economic data points led to a surge in yields and a sharp decline in the stock market.
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