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Google is reallocating resources to AI, ETC.
According to sources, Google, a subsidiary of Alphabet, has conducted layoffs in its cloud division to redirect resources towards investments in Artificial Intelligence (AI) and other areas. It is reported that major Technology companies are being urged to invest in AI technology without compromising on profits. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA
The plan for one of the largest AI Datacenters in South Korea.
The investor group is reported to plan to construct one of the world's largest Artificial Intelligence (AI) Datacenters in South Korea. If completed as planned, the total construction cost of the Datacenter could reach up to 35 billion dollars (approximately 5 trillion 300 billion yen). The available electrical power may reach up to 3 gigawatts, which is nearly three times that of the AI infrastructure project "Stargate" planned by OpenAI and SOFTBANK GROUP CO in Texas.
AI-native companies are growing rapidly.
AI-native companies have various characteristics, and a common tendency reported is that they perceive AI as more than just a tool to enhance productivity or improve specific investment returns. It is understood as a way to replace the structured processes that were central to companies in the era of industrialization with fast and powerful AI and reasoning.
Cisco, the increase in infrastructure spending by companies utilizing AI is a tailwind.
On the 12th, Cisco presented a strong revenue outlook for the period from February to April (third quarter), driven by the increasing infrastructure expenditures of companies utilizing Artificial Intelligence (AI) technology. Corporate clients appear to be enhancing their network systems to accelerate the creation and use of AI.
The investor group led by Mr. Mask has proposed a buyout of OpenAI.
It has been reported that a group of investors led by Elon Musk offered $97.4 billion (approximately 14 trillion 800 billion yen) to acquire the nonprofit organization that manages the operations of OpenAI in the USA. Tensions are escalating between CEO Sam Altman and Musk regarding OpenAI, the developer of the generative Artificial Intelligence (AI) "ChatGPT." <6702> Fujitsu <7046> TDSE <401
U.S. large tech stocks still have room for growth.
[Generative AI] Wall Street's AI (Artificial Intelligence) stock purchases slowed down last week, but investors are reportedly still adhering to strategies that have performed well over the past two years. It is reported that investors are preparing for further increases in large tech stocks by entering into Single Option contracts that would allow them to profit if the stock prices of Apple and Amazon.com rise in the coming weeks. <6702> Fujitsu <7046> TDSE <4011> Head U.