Amazon Leaps Over Tesla as Second Most Active Stock Option Amid AI Optimism
Powell Says Economic Strength Gives Fed Ability to Take Time on Rate Cuts
After Trump's victory, optimism among executives in usa businesses surged.
The survey shows that, following Trump's victory in the usa presidential election, business executives in the usa significantly became more optimistic about the economy and the prospects for their own companies.
Musk's xAI supercomputing will expand tenfold! 1 million GPUs are worth nvidia opening a branch.
1. Musk's xAI will expand its supercomputer Colossus in Memphis, increasing computational power tenfold; 2. nvidia, Dell, and super micro computer are reportedly also setting up in Memphis to assist in the development of Colossus; 3. xAI has been established for just over a year, with a valuation reaching 45 billion dollars, its expansion speed has shocked the industry and is seen as a strong competitive advantage.
"The leading cloud company" clearly elaborated on the global strategy for AI: whether it be large models or chips, they will be options rather than core.
AWS is betting on "generative AI productization", making products and services the core of its development, building more user-friendly and accessible platforms, and lowering the barriers for users to utilize AI. In the future, the importance of large models will gradually decrease, and there will be little difference in models for different purposes to users.
Amid the bullish sentiment, moody's poured cold water: two major risks loom large, and US stocks may experience a significant pullback next year!
①Moody's chief economist Mark Zandi warned that due to high asset prices and two major risks facing the market in the next year, the US stock market may experience a significant pullback; ②he pointed out that two policies of Trump may pose serious risks to the US stock market, namely tariff policy and immigration policy.
MicroStrategy, UnitedHealth Group, SoundHound, SentinelOne, Tesla: Why These 5 Stocks Are On Investors' Radars Today
Tech giants are spending extravagantly, the AI arms race is heating up, and chip stocks are soaring across the board.
The competition among technology giants in AI hardware is intensifying. This week, amazon claimed it would build the world's largest AI computing cluster, followed closely by Meta announcing a $10 billion AI datacenter. There are also reports that xAI, under Elon Musk, is planning to expand its supercomputer project tenfold...
1 million GPUs! Musk plans to expand the Colossus AI supercomputer cluster tenfold, continuing the arms race in AI infrastructure.
The investment required to expand Colossus is estimated to reach hundreds of billions of dollars, while also incurring relatively high costs for construction, power supply, and cooling. However, xAI has raised approximately $11 billion from investors this year.
The Brown Book reveals the hidden concerns beneath the glossy surface of the usa economy: Consumers are becoming increasingly sensitive to prices.
Economic growth expectations in most regions are "moderately rising"; the Federal Reserve pointed out that consumer price sensitivity is further increasing.
US Stock Markets Surge To Record Highs As Tech Shares Lead Rally
U.S. stocks closed: The three major indices hit new highs as Trump rallied the cryptos craze, and the AI applications and chip sector saw more bullish earnings reports.
① Powell's wording is "just right," and the Dow Jones industrial average closed above 45,000 points for the first time in history; ② AI applications and the chip sector see another bullish earnings report; ③ The CEO of the largest health insurance company in the usa was assassinated on the street; ④ Trump nominated an SEC chairman with a pro-cryptos stance.
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