CoreWeave Expands Credit Facility to $1.5B to Boost Growth
Quantum computing as a "new dark horse"? Cisco releases an alternative "network chip," significantly advancing practical application time!
① The USA technology company Cisco showcased a chip prototype for interconnecting quantum Computers and plans to open a new laboratory in Santa Monica, California, to explore the field of quantum computing; ② Cisco's chip prototype can generate entangled photon pairs for instantaneous connections, regardless of distance, and can be used alongside existing telecommunications infrastructure, making it energy-efficient.
OpenAI: Microsoft should take a smaller share of the revenue. Microsoft: Give me more technology.
OpenAI plans to significantly reduce the revenue sharing ratio with Microsoft from the current 20% to 10% by 2030. Microsoft hopes to continue using OpenAI's intellectual property after the reorganization, and both parties are negotiating aspects such as the Azure Cloud Computing Service agreement. Analysis points out that the current unresolved issue is whether the existing agreement covers products that OpenAI has not yet released or generated revenue from.
Amazon Acquires $84.4 Million Stake In AMD Amid AI Chip Expansion, Export Controls
Nvidia CEO Jensen Huang Says Losing Access To China's Potential $50 Billion AI Market Would Be A 'Tremendous Loss'
TRADER’SEDGE (7May 2025) - Tech Weakness and Trade War Fears Drag Markets Lower Amid Economic Uncertainty
Cathie Wood Sells $41 Million Worth Of Palantir Shares Following Post-Earnings Plunge
Express News | NVIDIA's CEO Jensen Huang Stated That China's AI Market Is Expected to Grow to About $50 Billion in the Next Two to Three Years, Losing Access to It Would Be a 'Tremendous Loss' (CNBC)
Implying Trump? Huang Renxun: China's AI market is expected to reach 50 billion dollars, must not be missed!
① NVIDIA CEO Jensen Huang stated that the scale of the AI Chip market in China could reach 50 billion dollars in the coming years, and it is crucial for USA companies to gain access to the Chinese market; ② Huang emphasized that selling products in the Chinese market will generate revenue, tax revenues, and job opportunities in the USA.
U.S. stocks closed: Trade uncertainty rises, and the three major Indexes collectively declined.
① The CEO of NVIDIA stated that the AI market in China is expected to reach 50 billion dollars; ② AMD's revenue in the first quarter was 7.44 billion dollars, a year-on-year growth of 36%; ③ Super Micro Computer's net sales in the third quarter were 4.6 billion dollars, falling short of expectations.
Workday Could Soar With AI Strategy, Says Analyst
AMD Ticks up as Data Center Strength Buoys Q1 Results, Guidance
Arista Networks Sees Benefit From AI Spending as Q1 Results, Guidance Top Estimates
'Nvidia CEO Says China AI Market Is On Course To Hit $50 Billion' - Bloomberg
Amazon, Meta, Microsoft Earnings Put Dan Loeb's Portfolio To The Test
Microsoft AI PC tackles tariff shocks: the thinnest Copilot+ is here, and the new Surface computers are priced even lower.
The Surface Pro 12-inch, starting at $799, claims to be the lightest and thinnest Copilot+PC, while the Surface Laptop 13-inch, starting at $899, is referred to as the lightest Surface notebook. Compared to their respective previous generation versions, these models are $200 and $100 cheaper. The screen is smaller than the previous generation, and they are equipped with the Snapdragon X Plus 8-core processor instead of the previous generation's 10-core processor, with longer Battery life.
Palantir Analysts Boost Their Forecasts After Q1 Results
Palantir Stock A 'Core Name In AI Revolution': Analysts Expect $1 Trillion Market Cap In 3 Years
Hims & Hers Joins Nvidia, Tesla, Apple in Most Active Stock Options: Options Chatter
10 Information Technology Stocks With Whale Alerts In Today's Session