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Duan Yongping and Buffett have a "soul resonance" in their third-quarter operations, and Li Lu re-enters an oil & gas stock.
For nvidia, Bridgewater, Jinglin, Baillie Gifford, and "Cathie Wood" are all reducing their shareholding, and everyone is quietly united in missing the opportunity of nvidia reaching the top of the market cap.
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Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
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Express News | IBM Champions Generative AI and Automation to Safeguard Security Across AWS Environments
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Futu Morning Post | Interest rate cut in December stabilized? Fed officials said inflation is developing in the right direction; The market didn't stop spinning for the first time! Hong Kong Exchanges and Clearing Limited stated that it remains fully oper
The usa October CPI met expectations, Wall Street indicates that a rate cut next month is basically certain, with a potential slowdown next year; Trump nominated candidates for Secretary of State and several other important positions, and the Republican Party nearly secured control of the House of Representatives.
Express News | Writer received $0.2 billion in funding with a valuation of $1.9 billion, focusing on enterprise-level generative AI.
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amazon AWS will reach an agreement with IBM to expand cooperation in the AI field.
Gelonghui November 13th | Informed sources revealed that amazon's AWS is about to reach a $0.475 billion, five-year agreement with IBM. This agreement will allow IBM to use nvidia's processors through AWS cloud services to enhance its artificial intelligence (ai) application capabilities. Meanwhile, IBM Research has started using AWS's machine learning platform SageMaker to train some AI models on EC2 servers. Although negotiations are still ongoing and may change due to the final agreement not being signed, this potential collaboration will expand AWS and
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year