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Down 50% over the past year, is it time to back up the truck and buy Oracle stock as revenue surges?
Oracle shares have crashed on concerns over its AI infrastructure spending.
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Anthropic 标准战：不做模型商做规则制定者
九月，Anthropic 连续抛出两份硬核技术文档。没有融资新闻，没有产品发布会，但它试图做一件比训练大模型更麻烦的事——给整个 AI 硬件生态立规矩。 8月27日，它发布了《Model Hardware Standard》（MHS）；9月1日，它推出了《Enterprise Frontier Safeguards》（EFS）。前者是一套让 AI ...
Data centres physically located in one jurisdiction must operate under its rules. This means a data centre in Australia ...
Nvidia and Broadcom both just delivered monster earnings reports.
Last quarter, Ackman sold a quarter of his Amazon ( AMZN +1.94%) stake while betting big on two other AI names: Microsoft ( ...
On Thursday, its Prime Video streaming service announced the launch of a new AI-powered feature that matches actors’ mouth ...
Bill Ackman's Pershing Square exits Alphabet, cuts Amazon 25%, and redirects billions into Microsoft, Meta, and a new $934M ...
Anthropic picks Nasdaq for its IPO, targeting a $2 trillion valuation and up to $100 billion raise after filing its S-1 with ...
French, the Republican nominee for a statewide position regulating Texas’ oil and gas industry, posted a photo of University ...
Analysts at Piper Sandler started coverage of several artificial intelligence (AI) semiconductor stocks, forecasting between ...
《路透》引述兩名知情人士報導，Anthropic 正洽談邀請 NVIDIA 擔任首次公開募股，也就是 IPO 的基石投資人。Anthropic 尋求募資最高 1,000 億美元，公司估值可能達到約 2 兆美元；NVIDIA 則考慮投資最高 100 ...
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