AI

Is there no end to the iteration of storage technology? Giants are betting heavily on HBF; even the "father of HBM" is optimistic.

With the rapid growth of the AI ​​inference market, the storage industry is gradually entering the "post-HBM era&q...

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2026-01-12
Is there no end to the iteration of storage technology? Giants are betting heavily on HBF; even the "father of HBM" is optimistic.

US tech giants continue to pour money into AI infrastructure: Capital expenditures continue to rise, market sentiment is mixed.

Despite market concerns about "AI ( artificial intelligence) " Despite the emergence of a "bubble,"...

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2026-01-12
US tech giants continue to pour money into AI infrastructure: Capital expenditures continue to rise, market sentiment is mixed.

Latest US Stock Ratings | Everbright Securities Maintains Buy Rating on Microsoft

The following are the latest ratings and target prices for US stocks from various brokerage firms: Bernstein maintains ...

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2026-01-12

Bank of America analysts: Amazon's new AI chip is expected to unlock billions of dollars in revenue.

Amazon The company in artificial intelligence Significant progress has been made in the field’s major developments, wit...

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2026-01-12
Bank of America analysts: Amazon's new AI chip is expected to unlock billions of dollars in revenue.

AI spending out of control? Meta's market value evaporates by over 1.5 trillion overnight, and its target price is scrambled to be lowered by investment banks.

Meta shares were sold off sharply on Thursday, Eastern Time, after the company raised its capital expenditure forecast ...

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2026-01-12
AI spending out of control? Meta's market value evaporates by over 1.5 trillion overnight, and its target price is scrambled to be lowered by investment banks.

The three major US tech giants intensify their AI race: capital expenditures are further increased, and a battle for computing power and talent is raging.

Three tech giants Microsoft The market reacted differently to the release of the latest quarterly financial reports by ...

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2026-01-12

Silicon Valley Bigwigs Reveal AI Inside Story: Tech Giants Intentionally Underreport the Scale of Resources Required

Joe Lonsdale, founder of venture capital firm 8VC, recently stated that artificial intelligence... Executives in the (A...

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2026-01-12
Silicon Valley Bigwigs Reveal AI Inside Story: Tech Giants Intentionally Underreport the Scale of Resources Required

Masayoshi Son regains his title as Japan's richest man: From liquidating his Nvidia holdings to betting heavily on AI, his net worth triples in 4 months.

① Thanks to his aggressive bets on AI, SoftBank founder Masayoshi Son's wealth surged 3.5 times in just four months...

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2026-01-12
Masayoshi Son regains his title as Japan's richest man: From liquidating his Nvidia holdings to betting heavily on AI, his net worth triples in 4 months.

Amazon AWS CEO: "Very pleased" with large-scale AI bets, confident they will pay off.

①Amazon Amazon is investing heavily in AI infrastructure, and the head of its cloud business, AWS, stated that the comp...

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2026-01-12

A sudden negative event hit the US earnings season! Tech giant Meta's stock price plummeted!

The US earnings season was suddenly hit with negative news. Shares of US tech giant Meta plunged in pre-market trading ...

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2026-01-12
A sudden negative event hit the US earnings season! Tech giant Meta's stock price plummeted!

META Earnings Call Transcript: AI Computing Power Investment Increases by Over 10 Billion Yuan, Tax Expenses Remain Only Due to One-Time Asset Impairment

META released its third-quarter earnings report after the market closed on Wednesday, Eastern Time. The financial repor...

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2026-01-12
META Earnings Call Transcript: AI Computing Power Investment Increases by Over 10 Billion Yuan, Tax Expenses Remain Only Due to One-Time Asset Impairment

"Tesla's fleet is a data center!" Musk reiterates that this idea is feasible.

Elon Musk recently reiterated his commitment to "bringing Tesla to the forefront." The vehicle fleet is viewe...

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2026-01-12
"Tesla's fleet is a data center!" Musk reiterates that this idea is feasible.

When will the AI ​​bubble burst? Pay close attention to the "metaverse moment"—it's a crucial exit signal!

With the development of artificial intelligence The debate over the (AI) bubble is intensifying on Wall Street, and inv...

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2026-01-12
When will the AI ​​bubble burst? Pay close attention to the "metaverse moment"—it's a crucial exit signal!

Setting a benchmark for AI manufacturing! Foxconn will deploy humanoid robots to produce AI servers for Nvidia.

Nvidia , the world's largest electronics manufacturer Major Artificial Intelligence (AI) server manufacturer Foxcon...

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2026-01-12
Setting a benchmark for AI manufacturing! Foxconn will deploy humanoid robots to produce AI servers for Nvidia.

Has AI really "taken jobs"? Goldman Sachs survey: It has not replaced small business employees and its impact is positive!

For small businesses in the United States, economic uncertainty is often one of the biggest risks. However, according t...

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2026-01-12
Has AI really "taken jobs"? Goldman Sachs survey: It has not replaced small business employees and its impact is positive!

Nvidia's latest move! A $1 billion investment in Nokia, claiming it could generate over $500 billion in chip revenue.

On October 28th local time, Nokia Nvidia announced Following the acquisition of company shares, Nvidia CEO Jensen Huang...

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2026-01-12
Nvidia's latest move! A $1 billion investment in Nokia, claiming it could generate over $500 billion in chip revenue.

Jensen Huang insists that the AI ​​craze is not a bubble and is leading new partners into various cutting-edge fields!

On Tuesday, Eastern Time, Nvidia At the Global Technology Conference (GTC 2025) in Washington, D.C., CEO Jensen Huang a...

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2026-01-12
Jensen Huang insists that the AI ​​craze is not a bubble and is leading new partners into various cutting-edge fields!

Options Investment News | Qualcomm Announces Entry into AI Data Center Business, Multiple Call Orders Increase Tenfold

I. Overview of US Stock Index Options Trading volume in the US stock index options market has increased slightly, while...

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2026-01-12
Options Investment News | Qualcomm Announces Entry into AI Data Center Business, Multiple Call Orders Increase Tenfold

Six major AI models are engaged in a race to invest in US stocks: Deepseek, heavily invested in Nvidia, is leading the pack once again.

① On the Rockflow platform, AI models such as DeepSeek, Tongyi Qianwen, and ChatGPT participated in a US stock investme...

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2026-01-12
Six major AI models are engaged in a race to invest in US stocks: Deepseek, heavily invested in Nvidia, is leading the pack once again.

What will be the next phase of the AI ​​race? OpenAI calls on the US to increase energy investment: Electricity is the new oil!

Global Artificial Intelligence OpenAI, a leading AI company, said on Monday that the U.S. needs to significantly increa...

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2026-01-12
What will be the next phase of the AI ​​race? OpenAI calls on the US to increase energy investment: Electricity is the new oil!

Are concerns about AI taking away jobs spreading on Wall Street? Goldman Sachs CEO: It's just about selecting more high-value talent!

Goldman Sachs CEO David Solomon recently stated that artificial intelligence (AI) doesn't mean he needs fewer emplo...

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2026-01-12
Are concerns about AI taking away jobs spreading on Wall Street? Goldman Sachs CEO: It's just about selecting more high-value talent!

Nvidia is reportedly advancing its AI strategy in Europe and will reportedly build a data center in partnership with Deutsche Telekom.

Latest news indicates that Nvidia Deutsche Telekom AG is preparing to build a €1 billion (approximately US$1.16 billion...

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2026-01-12
Nvidia is reportedly advancing its AI strategy in Europe and will reportedly build a data center in partnership with Deutsche Telekom.

US pre-market: Futures for all three major stock indexes rise; market focuses on GTC conference; Nvidia rises over 2% in pre-market trading.

U.S. stock index futures rose across the board in pre-market trading on Monday, while major European indices showed mix...

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2026-01-12
US pre-market: Futures for all three major stock indexes rise; market focuses on GTC conference; Nvidia rises over 2% in pre-market trading.

The battle for AI supremacy: OpenAI wins over the general public, but Anthropic first conquers corporate wallets.

As OpenAI lays out its multi-trillion dollar gamble, Anthropic's clear financial prospects are beginning to emerge....

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2026-01-12
The battle for AI supremacy: OpenAI wins over the general public, but Anthropic first conquers corporate wallets.

OpenAI Enters the Music Modeling Market! Global Tech Giants Race to Revolutionize AI Melody

Following chatbots After ChatGPT and the AI ​​video model Sora, OpenAI is about to unleash another major breakthrough. ...

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2026-01-12