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.

The financial report that the whole world is waiting for has finally come out.

Amazon CEO Andy Jassy said that Amazon's AI business has grown at a triple-digit rate, and its growth rate has surpassed the early AWS growth rate, reflecting the demand potential of generative AI.

As one of the original partners in founding OpenAI, Musk had long "predicted" that OpenAI would eventually "deviate from its original intention" and turn to for-profit institutions.

Trump VS Harris, who can bring hundreds of millions of shocks to the chip industry?