Focus on AI Trends

A purported OpenAI 'Equity Structure Table' circulated online indicates that Microsoft's 'US$13 billion investment' has surged to 'US$228.3 billion'.

wallstreetcn · Apr 4 14:52

Anthropic blocks 'Lobster': Starting from 3 PM on April 4th, Claude subscription account quotas can no longer be used for OpenClaw.

wallstreetcn · Apr 4 14:28

As OpenAI enters the critical phase of its estimated $852 billion IPO, the company is experiencing significant personnel changes: the Chief Operating Officer has been reassigned, and the head of AGI is on medical leave.

Zhitong Finance · Apr 4 12:01

The computing power shortage intensifies! The one-year contract price for H100 surges 40%, as the wave of AI demand reignites the 'GPU race'.

Zhitong Finance · Apr 3 11:29

Computing power is in such high demand! The leasing costs of NVIDIA's H100, released four years ago, have surged nearly 40% in the past six months.

cls.cn · Apr 3 02:50

Computing Power in Short Supply! SemiAnalysis Provides In-Depth Analysis: From GPUs to Memory to Fiber Optics, the Entire AI Supply Chain is Under Strain with Rising Prices Across the Board

wallstreetcn · Apr 2 23:14

Wall Street strongly supports the narrative of 'large-scale layoffs in exchange for AI computing power buildup'! Optimistic about Oracle reallocating cash flow for its data center gamble.

Zhitong Finance · Apr 2 09:26

As the saying goes, fortune is fickle—OpenAI raised tens of billions in funding, yet investors are aggressively dumping their shares on the secondary market, all to place their bets on Anthropic.

Zhitong Finance · Apr 2 09:18

Nobody showed interest in the $600 million worth of OpenAI shares on the secondary market, while Anthropic shares were in high demand.

wallstreetcn · Apr 2 05:52

Global M&A exceeds $1.2 trillion in Q1! AI-driven surge reshapes landscape, with deal value surging 26% against the trend.

wallstreetcn · Apr 1 23:03

Wall Street analysts on Zhipu's earnings report: The surge in ARR was the biggest surprise, and the rise in both token volume and price indicates substantive pricing power.

wallstreetcn · Apr 1 19:39

Goldman Sachs: Steady growth in AI adoption, investment boom continues, employment impact remains limited

cls.cn · Apr 1 19:35

Despite an 83% increase in API prices, supply still falls short of demand. After delivering its first earnings report since going public, Zhipu's market capitalization has reached HKD 400 billion.

cls.cn · Apr 1 14:27

OpenAI has completed a $122 billion financing round, with a valuation of $852 billion.

wallstreetcn · Apr 1 05:18

Oracle initiates a new round of large-scale layoffs as investment in AI data centers continues to increase.

cls.cn · Apr 1 05:04

Bond markets continue to sound the alarm! US high-yield bonds suffer their worst quarter since 2022, with technology bonds mired in AI 'disruption fears.'

wallstreetcn · Apr 1 00:04

Epic Leak! 512,000 Lines of Claude Code Source Code Open-Sourced!

wallstreetcn · Mar 31 23:32

How the Middle East conflicts are shaking the 'AI myth'? Just look at the surging borrowing costs worldwide...

cls.cn · Mar 31 14:21

From High Hopes to Disappointment: Why Has Sora Become OpenAI's 'Abandoned Project'?

wallstreetcn · Mar 30 16:36

JPMorgan's 'Ten Questions and Answers' on China's AI Industry

wallstreetcn · Mar 30 15:08

Overwhelming demand! Anthropic faces computational power constraints, imposing usage limits on Claude users during peak hours this week.

wallstreetcn · Mar 28 14:43

Microsoft's highly anticipated AI faces a major setback! Investors encounter the harshest winter since 2008.

Zhitong Finance · Mar 27 22:31

New Record for a Single Loan! SoftBank Signs $40 Billion Bridge Loan to Boost OpenAI

Zhitong Finance · Mar 27 22:23

ChatGPT Advertising Trial Proves Successful: Annualized Revenue Breaks $100 Million Within Six Weeks

cls.cn · Mar 27 16:51