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Ishares Global Tech Etf Newsroom
Microsoft's Options Frenzy: What You Need to Know
Oracle's stock has soared over 60% this year, the best since the tech bubble, with founder Larry Ellison's wealth increasing by 75 billion dollars.
Oracle's cloud Infrastructure, which has become a "celebrity" in the AI field, is training some of the most important AI models in the Global market, and it is faster and cheaper than other cloud platforms. Company executives predict that revenue will "easily" double and exceed $100 billion within five years. Some Analysts are Bullish on the strong personal relationship between Ellison and Musk, which is beneficial for the company's Business, while skeptics are concerned that the doubling of capital expenditures in fiscal year 2025 may not be sustainable.
What to do about the slowdown in chip demand for Datacenters? NVIDIA suppliers: AI smartphones will take over.
Against the backdrop of a potential slowdown in global Datacenter investment, the Semiconductors Industry faces new challenges. However, on Thursday, the CEO of Advantest, a leading global chip testing equipment supplier, pointed out that the demand for AI Smart Phones is seen as a new growth point for the industry, which is expected to help the industry avoid falling into recession. Currently, the demand for AI phones is not large, and some Analysts predict that existing AI features may not be sufficient to stimulate a large-scale upgrade among Consumers.
What 14 Analyst Ratings Have To Say About Apple
How difficult is it for OpenAI to achieve AGI? The profit target is 100 billion, and the transition to profitability also requires Teho Intl and Microsoft to overcome four major challenges.
According to the current agreement, OpenAI will not achieve AGI quickly. OpenAI previously anticipated a loss of 14 billion dollars in 2026, which is three times this year's loss, and it will not be until 2029 that it can achieve its first annual profit. It is unclear how the transformation will affect AGI's profit goals. Since October, media reports indicate that OpenAI and Microsoft have been negotiating structural changes, focusing on four issues: Microsoft's ownership in OpenAI, exclusive cloud supply, the duration of using OpenAI's intellectual property, and a 20% revenue share.
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NVIDIA's new product countdown: the new "nuclear bomb" RTX 5090 is about to arrive, and the B300 will debut later.
① NVIDIA will release the RTX 50 series graphics cards based on the BlackWell architecture in two weeks, with the PCB design of the 5090 graphics card surfacing this week; ② The new generation GB300 AI Server is expected to be unveiled at the GTC conference in March next year, with leaks showing significant improvements in several parameters.