Focus on AI Trends

Holiday Reading | Anthropic, a fervent supporter of chip export controls, faces model restrictions

Tencent Technology · Jun 19 15:15

A netizen asked, 'When will China's large models reach Fable-level capability?' Elon Musk responded, 'Possibly Q1 next year,' while Tang Jie, CEO of Zhipu AI, said, 'It won’t take that long.'

wallstreetcn · Jun 19 10:14

The AI arms race is reshaping Silicon Valley's playbook, as tech giants cut back on stock buybacks and pivot toward financing-driven expansion.

cls.cn · Jun 18 22:03

Is compute capacity expansion endless? CoreWeave executives reveal: AI demand is 'finding new ways to intensify every day,' and power-supplying data centers are now the key bottleneck in AI infrastructure.

wallstreetcn · Jun 18 21:28

Investment Implications of NVIDIA (NVDA.US) Topping the Data Center Ethernet Market: The AI Compute Boom Is Far From Over, and GPUs No Longer Solely Dominate the AI Bull Market

Zhitong Finance · Jun 18 20:07

Zhipu and MiniMax diverge sharply! The market sees 'long-short paired trades' emerge in large AI models.

wallstreetcn · Jun 18 17:28

Markets unwind hedges ahead of Fed's Warsh debut: AI computing power supply chain emerges as the only consensus for second half of 2026

Zhitong Finance · Jun 17 22:18

AI agents are driving structural demand for NAND, prompting Citi to raise price targets for Applied Materials, Lam Research, and KLA Corp.

Zhitong Finance · Jun 17 21:51

Goldman Sachs Provides In-Depth Analysis of the 'Postmodern' Investment Landscape: The Era of Easy Gains from Valuation Expansion Comes to an End, as a Capital Expenditure Super-Cycle Quietly Emerges

wallstreetcn · Jun 17 21:39

Jensen Huang calls on Q&M Dental to embrace AI: Society must reshape its regulatory framework, and energy shortages represent the biggest bottleneck for AI development in the United States.

cls.cn · Jun 17 19:29

Broadcom’s next-generation TPU project delayed? JPMorgan refutes: Google has locked in orders through 2031, and the company’s AI revenue could triple next year.

wallstreetcn · Jun 17 16:26

Government 'ban' backfires as endorsement? Anthropic's enterprise subscription rate rises to 41%, surpassing OpenAI

wallstreetcn · Jun 17 12:50

Burn rate and revenue both tripled, highlighting OpenAI's AI profitability challenges in Q1 financial results

wallstreetcn · Jun 17 12:35

AI giants crunch the numbers! Microsoft is reportedly considering adopting open-source models to reduce agent costs.

cls.cn · Jun 17 04:29

Databricks Launches General-Purpose AI Agent, Betting on the Enterprise AI Application Market

cls.cn · Jun 16 23:46

Qualcomm CEO: Redefining AI Devices, Global Consumer Electronics to Undergo Mandatory Fundamental Chip Architecture Upgrade

wallstreetcn · Jun 16 20:39

Too cold at the top? Bank of America fund manager survey: Over half of managers believe AI is still in a 'boom phase,' but some are 'cashing out from elevated positions.'

wallstreetcn · Jun 16 19:10

Spending soars to $34 billion! OpenAI continues aggressive cash burn ahead of IPO as the AI arms race enters an era of surging revenue alongside deepening losses.

Zhitong Finance · Jun 16 16:51

Anthropic’s 'Premium AI Plan' Backfires? Users Sue Over Reduced Claude Usage Limits: $200 Monthly Fee Not Enough

wallstreetcn · Jun 15 23:29

MLCC shortage wave spreads across the board! Shortages may remain unresolved into next year, with equipment delivery emerging as the key bottleneck.

cls.cn · Jun 15 19:00

Morgan Stanley: Power shortages are becoming a core bottleneck for AI

wallstreetcn · Jun 15 12:53

Zhipu AI's stock price surged as GLM-5.2 was fully released and is set to be open-sourced soon.

Zhitong Finance · Jun 15 09:32

Weekend Reading | Japan’s Stock Surge: Controlling the Upstream Raw Materials, the Pickaxe Sellers in the AI Gold Rush

Shenchao TechFlow · Jun 13 10:43

Groq CEO on "chip architecture": GPUs are "heavy-duty trucks," while LPUs are "last-mile delivery"

wallstreetcn · Jun 12 17:15