Microsoft recently confirmed that it plans to lay off about 9,000 employees, which will be the largest layoff since Microsoft laid off 10,000 employees in 2023. It is reported that Microsoft's last layoff was in May this year, involving about 7,000 people. Microsoft is currently reducing management levels and using artificial intelligence to improve employee efficiency. Microsoft Chairman and CEO Satya Nadella said in April: Currently, 20% to 30%6 of the company's code is written by artificial intelligence, and the amount of code written by Microsoft AI is steadily increasing.

Nvidia's earnings report will be released on Wednesday.

Sources say that Nvidia's new GPU may be named 6000D or B40.

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?

Bank of America analyzed that semiconductors, as a core area that accounts for 50% of the total global chip demand, discussions on its terminal market structure will directly affect corporate strategies and capital flows.

Yang Jie said that ten years ago, Internet +, five years ago 5G+, and now we have entered AI+.

The B300 's upgrade to HBM3E memory is revolutionary.

Manus's "memory and learning" mechanism makes it human-like adaptability.

After hours on February 26, the global AI chip overlord will hand in a key quarterly report card.

This amount not only exceeds the group's total in this field in the past ten years (approximately 300 billion yuan), but also sets a record for the largest single investment in AI and cloud computing infrastructure by China private enterprises.

The investment boom in artificial intelligence by big technology companies will continue until the end of 2030.

DeepSeek-R1 has surpassed Llama 4 in reasoning ability, and the training cost is only equivalent to the annual salary of a single Meta executive.

For more news, Hawk Insight brings you one article.

Who said AI infrastructure is over?

This round of financing has significantly increased xAI's valuation, which is expected to reach US$50 billion.

Integration of the artificial intelligence market is welcome.

Last Friday, the market was surprised that "buy Broadcom, sell Nvidia".

Hawk Insight gives you an article to take stock of what breakthroughs will be made in artificial intelligence in 2024?

Wu Enda's views coincide with Goldman Sachs 'latest research report.