Includes major US listed cloud computing service providers. These companies provide IAAS, SAAS, and PAAS services, infrastructure, and solutions for companies and individuals, enabling them to quickly deploy and manage their own operations, applications, and systems. Cloud computing is a significant investment opportunity for its potential cost savings. By moving IT infrastructure to the cloud, companies can reduce capital expenditures on hardware and software and only pay for the services they use, freeing up resources to invest in other areas such as research and development or marketing. Increasing demand for storage and processing power is driving the growth of cloud computing. As more businesses move to digital platforms and adopt technologies like AI, the amount of data being generated is growing exponentially. Cloud computing offers a scalable solution to handle this data.
AI-related Spending Expected to Comprise 10% of 2024 IT Budgets: Wedbush
Weekly outlook | Powell explodes the global market with US CPI data! Tencent, Ali, and JD financial reports hit big
In addition, Baidu, iQiyi, Tencent Music, etc. will also announce their results next week; Japan will announce the initial GDP value for the first quarter, and the yen exchange rate trend will become the focus of the market; Hong Kong stocks will be closed for one day on Wednesday due to the Buddha's birthday.
What about AI's “data shortage”? Microsoft, Google and others are using “synthetic data” to train AI
① The availability of data on the Internet is limited, which is a headache for technology companies that need large amounts of data to train models; ② AI companies are looking for an alternative solution — synthetic data; ③ synthetic data is data generated by artificial intelligence systems. Some large companies have already begun to use it, but this method is facing huge differences.
Chinese Equities Bear Sentiment Is Still a Contrarian Play With Opportunities - BTIG
3 Out of 6 S&P500 Communication Services Stocks Deliver EPS Wins This Week: Earnings Scorecard
Apple, OpenAI Said to Be Finalizing Talks to Bring ChatGPT to iPhone
Google I/O Developer Conference Preview: Attacked by OpenAI and Microsoft, the war is about to begin
① Through rapid iteration of the Gemini model, Google's status in the AI field this year is much better than last year; ② After improving basic capabilities, Google needs to launch a large number of products that can make consumers “perceive AI”; ③ Since the Google press conference is sandwiched between the OpenAI, Microsoft, and Apple press conferences, it is inevitable that they will be compared with each other.
Aren't huge subsidies enough? McKinsey warns: US chip ambitions are still facing this huge challenge!
① Although the US “Chip Act” provides huge subsidies to many chip giants, the US is still facing another major problem for America's chip ambitions: lack of people; ② McKinsey warned that it may be difficult for the US to meet the gap for the next few years, and at the same time, many existing employees within the industry may also be lost.
OpenAI's Sam Altman Shoots Down Search Engine And GPT-5 Rumors, Teases May 13 Event: 'Some New Stuff...People Will Love'
Sam Altman, the CEO of OpenAI, shot down rumors that the AI startup is developing a search engine or launching GPT-5. Instead, he confirmed that a May 13 event is scheduled to talk about "some new stu
Institutions | The five most important issues in Hong Kong stocks
Looking ahead to the future market, we believe that the current round of gains in Hong Kong stocks is expected to continue, with the Hang Seng Technology Index gradually switching to a high-dividend sector. In the future, the pricing power for southbound capital is expected to increase dramatically, replacing the style where foreign capital dominates Hong Kong stocks. The main allocation of Hong Kong stocks this year is still the dividend sector, and the Science Network sector can focus on leading stocks that are improving.
Unexpected! OpenAI: GPT-5 will not be released next Monday, nor will AI search engines be released
Source: Wall Street News Author: Ho Ho Sam Altman's announcement once again surprised the market. It was reported yesterday that OpenAI plans to announce its AI-based search product next Monday, May 13. The earliest news broke was that OpenAI announced this Thursday. A few days ago, it was reported that this time was postponed. Looking at it now, this is yet another delay. On May 14, Google will hold the annual “Google I/O” conference, and in the end, OpenAI did not “rush” Google. On Friday local time, OpenAI announced that it will be next Monday, May 13 at 10 Pacific Time
Jinglin's Q1 US stock holdings revealed: Meta rose to the largest stock, opened positions with Ali and JD, and reduced its holdings in Pinduoduo
According to the documents, Jinglin Asset's Q1 US stock holdings reached US$3.23 billion, a slight increase from the previous quarter, and the concentration of the top ten holdings remained at 83.13%.
Bloomberg Reported Apple Closes In On Deal With OpenAI To Put ChatGPT On iPhone
Bloomberg Reported Apple Closes In On Deal With OpenAI To Put ChatGPT On iPhone
Masayoshi Sun's latest move!
Will Masayoshi Sun switch to semiconductors and artificial intelligence?
US stocks closed | The Federal Reserve hawked to suppress US stocks, the NASDAQ fell, the Dow still rose eight times in a row, and the Krypton debut soared more than 34%
S&P has declined in the short term several times. The Dow rose more than 2% this week, the biggest weekly gain in nearly five months. Tesla closed down 2% and fell four times in a row. Nvidia rebounded more than 1% after three consecutive declines, and TSMC's US stock, which saw a sharp increase in sales in April, rose 4.5%.
OpenAI officially announced that a product update will be released next Monday, but GPT-5 and search engines will not be involved
① OpenAI said it will announce product updates in the form of a live broadcast next Monday, but it will not release GPT-5 or search engine products; ② Previously, there were media reports that OpenAI plans to release an AI-driven search engine product next Monday to compete with search engine hegemon Google and AI search startup Perplexity.
Microsoft Owes $242M For Patent Infringement By Cortana; Jurors Reject Microsoft Bid To Nix Digital Assistant Patent - Bloomberg
Microsoft Owes $242M For Patent Infringement By Cortana; Jurors Reject Microsoft Bid To Nix Digital Assistant Patent - Bloomberg
ServiceNow Analyst Ratings
Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 05/10/2024 13.82% Wolfe Research → $830 Reiterates Outperform → Outperform 05/07/2024 13.14% JMP Securitie
From Hype To Reality, AI Reshapes Pharmaceutical Industry Across Drug Discovery To Marketing - Stocks To Watch
Pharmaceutical companies have been at the forefront of artificial intelligence for quite some time. Researchers have been using advanced AI models to understand disease mechanisms even before the rece
Xbox President Sarah Bond Hints At Call Of Duty 2024's Day-One Inclusion On Game Pass
Sarah Bond, Xbox president, has hinted that Microsoft Corp (NASDAQ:MSFT) will launch the 2024 Call of Duty game directly into its Game Pass subscription service."You're going to see some really amazin