No Data
Breakeven On The Horizon For Cambricon Technologies Corporation Limited (SHSE:688256)
Minsheng Securities: Industry cloud computing capital expenditure steadily increasing, electronic computing power demand remains strong.
In CY3Q24, the total capital expenditure of the top four cloud providers in North America was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; Market media unanimously expect the total capital expenditure of the top four cloud providers in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Huafu Securities: AIAgent's intensive release enhances the voice of mobile brand factories.
Since October 23, Claude 3.5 Sonnet has added the Computeruse feature, and various AIAgents have been intensively released by each company.
Cambrian: third quarter report 2024
Third Quarter Report 2024
Express News | Cambricon Technologies Says Q3 Net Loss at 194.4 Mln Yuan
No Data
No Data
Btan : If this is true, China is playing the same card as US. This will disrupt the movements in China funds. Especially when Baba is cooperating with Nividia
considerate Kiwi_974 : Is time to short Nvidia. Some news about SMCI and Nvidia cooked their books. Think Nvidia will be called for investigation soon. No wonder Huang kept selling his shares.