The USA plans to introduce new regulations for AI Chips: Google and Microsoft become the Global gatekeepers.

The USA is preparing to introduce new regulations aimed at designating technology companies like Google and Microsoft as gatekeepers for global AI chip distribution.

Zhitong FinanceDec 15 10:34

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cn14:52

Institutions: A "new approach" to evaluating the valuation of the US stock market.

Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.

CICC Insight.08:18

Google Cloud has launched two brand new solutions for enterprise customers to enhance productivity and efficiency.

On December 16, Gelonghui reported that Google Cloud announced the launch of two brand new solutions designed specifically for enterprise customers: Google Agentspace and NotebookLM Plus. Google Agentspace aims to significantly enhance employee productivity through a single prompt, assisting them in completing complex tasks that require planning, research, content generation, and other actions. NotebookLM Plus is the latest and most advanced version of Google’s NotebookLM, utilizing AI technology based on user-provided News.

Gelonghui Finance14:51

Elliott Wave Analysis: S&P 500, Nasdaq 100 and Top Tech Stocks [Video]

FXStreet13:46

Ark Invest's Cathie Wood Predicts Rapid Robotaxi Market Shift As Waymo Gains On Lyft In San Francisco

Benzinga11:06