Nvidia's earnings report will be released on Wednesday.

What happened behind the scenes, Hawk Insight brings you a piece.

The capital flow of the global technology industry has never been so highly concentrated on the same track-artificial intelligence.

Microsoft and Amazon have slowed down AI infrastructure one after another. Does it indicate that the war against AI burning money is over?

Currently, AI development is in a critical period of transition from "model innovation" to "scale application." As a "computing power arms dealer", Nvidia has both certainty and flexibility.

Leading Chinese stock companies are reshaping the logic of global capital allocation with astonishing explosive power.

Who said AI infrastructure is over?

Microsoft's FY25Q1 financial report was strong, but the stock price only rose slightly and the market continued to take a wait-and-see attitude.

Microsoft's cloud growth boosts earnings, Meta outperforms but misses subscriber growth targets, and Starbucks strategizes recovery after sales slump.

GitHub Copilot will integrate Anthropic and Google's top AI models, with OpenAI as the default option, allowing users to switch on demand.

Meta is developing an AI search engine to reduce its dependence on Google and Microsoft and catch up with OpenAI's AI development progress.

Starting in November, Microsoft will allow customers to independently create AI agents in Copilot Studio.

The addition of Bubeck is certainly a boon for OpenAI, which has recently suffered a number of executive departures.

OpenAI doesn’t expect to achieve annual profitability until 2029, but could post annual losses of as much as $14 billion in 2026, according to financial documents.

On Wednesday, Google filed an antitrust lawsuit with the European Commission, accusing Microsoft of anti-competitive behavior and locking customers into its cloud platform Azure.

BlackRock and Microsoft will jointly launch a fund worth more than $30 billion to invest in AI infrastructure.

AI startup Xockets is suing Nvidia and Microsoft for allegedly infringing its AI chip technology patents. In addition to monetary compensation, it may ask Nvidia to ban the sale of AI systems based on Blackwell GPUs.

These global giants are investing unabated in AI. However, shares of several companies have fallen as the investments are yet to bring in the expected returns.

On July 30, Microsoft suffered another service outage, mainly affecting its cloud services Azure and Microsoft 365.

Microsoft's total revenue for the fiscal fourth quarter rose 15 percent year-over-year to $64.73 billion, beating estimates of $64.39 billion. Earnings per share came in at $2.95, beating estimates of $2.93.