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Appaloosa LP 13F Shows Decreased Stake In Alibaba Group By 5% From 10,500,000 To 10,000,000 Shares; Decreased Stake In Amazon By 8% From 3,475,000 To 3,200,000 Shares; Decreased Stake In Microsoft By 18% From 1,181,356 To 970,000 Shares; Decreased...
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Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
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Techlnsights: AMD (AMD.US) surpassed Intel (INTC.US) for the first time in datacenter revenue.
AMD's success is attributed to several factors, the most important being the lack of other choices for customers aside from nvidia, and the delays from intel in accelerator products providing AMD with market opportunities.