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.
SA Asks: Which Magnificent 7 Stocks Could React Positively to Earnings?
Microsoft Q1 Earnings Might Be Mixed Due to New Metrics: Piper Sandler
Guo Mingchi: Microsoft's Q4 GB200 orders surged 3-4 times, exceeding the total of all other cloud computing service providers.
microsoft order volume has surged from the previous 300-500 cabinets (mainly NVL36) to around 1400-1500 cabinets, with approximately 70% being NVL72. Subsequent orders will mainly focus on NVL72.
OpenAI is transforming into a for-profit enterprise, how will microsoft's nearly $14 billion investment convert to shares? Negotiations have begun.
Both microsoft and OpenAI have hired investment banks to provide advice for this negotiation, highlighting its importance. Analysts believe that one of the biggest challenges the company faces in transitioning to a for-profit enterprise is how to allocate equity. As OpenAI's largest investor to date, microsoft may receive a significant amount of the company's equity.
US stocks closed | S&P, Dow hit new closing highs, Netflix soared more than 11% after earnings; Chinese concept stocks rose across the board, li auto inc rose more than 6%
1. China concept stocks are up across the board, with the Nasdaq Golden Dragon Index in China rising by 3.03%; 2. The US federal government has started investigating Tesla's FSD; 3. The US Federal Aviation Administration said it will launch a new round of safety reviews on Boeing; 4. Netflix hits a new all-time high, with the company's third-quarter performance and fourth-quarter performance guidance both exceeding market expectations.
Spent 13 billion and still can't use the latest AGI? Leaks suggest microsoft's contract with OpenAI has some "mystery".
According to reports, there is a provision in the contract stating that if OpenAI develops AGI, microsoft will not be able to use OpenAI's technology. This clause aims to ensure that giants like microsoft do not abuse AGI technology. The issue is, according to the provision, the board of directors of OpenAI can determine when AGI will arrive.