Key Takeaways SOUN generated $168.9M revenues in 2025, nearly doubling YoY as demand for enterprise voice AI accelerates.AMZN's AWS reached a $142B annualized run rate, supported by rising demand for AI infrastructure and services.AMZN trades at a lower P/S multiple than SOUN, reflecting scale, profitability and diversified growth.Voice AI is becoming one of the most competitive and transformative segments of the artificial intelligence market. From in-car assistants and call-center automation to smart devi ...

Amazon plans to use chips from startup Cerebras Systems alongside its own Trainium processors, a combination that the companies say will be able to better run AI software https://t.co/fErTETzY4R ...

AWS and Cerebras Collaboration Aims to Set a New Standard for AI Inference Speed and Performance in the CloudMar 13, 2026 11:06 AM Eastern Daylight Time# AWS and Cerebras Collaboration Aims to Set a New Standard for AI Inference Speed and Performance in the CloudShare---Deployed in AWS data centers and accessed through Amazon Bedrock, AWS Trainium + Cerebras CS-3 solution will accelerate inference speedKey Takeaways- Pioneering cloud collaboration: AWS is the first cloud provider for Cerebras's disaggregate ...

Cerebras Systems, Amazon strike deal to offer Cerebras AI chips on Amazon's cloud | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivItem 1 of 2 Amazon logo is seen near computer motherboard in this illustration taken January 8, 2024. REUTERS/Dado Ruvic/Illustration/File Photo[1/2]Amazon logo is seen near computer motherboard in this illustration taken January 8, 2024. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights ...

Amazon Web Services says the partnership will allow it to offer lightning-fast inference computing. ...

近日，全球科技巨头掀起新一轮大规模发债潮，亚马逊等公司通过债券融资加码人工智能（AI）基础设施投资。 Wind数据显示，3月10日，亚马逊在美国债券市场分11个不同期限发行了总额达370亿美元的债券。随后在3月11日，该公司在欧元市场发行了145亿欧元 （约168亿美元）债券。短短两天内，亚马逊横跨美欧两大市场，累计发行债券规模接近540亿美元。 亚马逊此次发债，标志着科技巨头为筹措AI基础设施建设资金而掀起的发债潮进一步升级。受访人士向记者表示，当前，AI基础设施投资已进入爆发 期，算力需求呈指数级增长。科技巨头需通过债务融资锁定长期低成本资金，避免股权稀释或动用储备现金，同时巩固云服务市场的领先地位。 科技巨头引领发债浪潮 当下，生成式AI引发的算力需求爆发式增长，推动科技巨头陷入了"不投入就出局"的AI军备竞赛。而对于这些公司，重要的资金来源之一正是债券市场。 Wind数据显示，3月10日当天，亚马逊在美国债券市场分11个期限发行了370亿美元债券。在这场融资活动中，最引人注目的是期限长达50年的债券，其 发行规模达到了30亿美元；紧随其后的是40年期债券，同样以30亿美元的规模亮相；30年期、20年期 ...

Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - Huawei plans to launch a new generation of AI data infrastructure, focusing on central reasoning and intelligent edge scenarios, which aims to lower the application threshold for enterprises [5] - Boss Electric has introduced the world's first AI cooking glasses, featuring smart recognition, recipe recommendations, and real-time cooking guidance, powered by its self-developed AI model [6] - Deshman has unveiled a new matrix of AI smart lock products during the global product launch event, incorporating advanced technologies such as AI butler 2.0 and privacy protection [7] - Zhou Hongyi stated that OpenClaw will promote the concept of intelligent agents in China, marking a transition in AI from merely answering questions to performing tasks [9] Group 2 - Amazon issued $37 billion in bonds across 11 maturities, with demand reaching $126 billion, indicating its status as a relatively safe investment in a volatile market [11] - Google is upgrading its Maps product with a new AI Q&A feature called "Ask Maps," enhancing user interaction and navigation experience [12] - Microsoft and Meta have committed nearly $500 billion each in data center leases to support AI development, contributing to a total commitment exceeding $700 billion from major cloud computing companies [12]

Index100.097+0.343+0.34%Crude Oil WTI Futures93.81-1.92-2.01%Brent Oil Futures99.31-1.15- 1.14%Natural Gas Futures3.269+0.036+1.11%Gold Futures5,098.01-27.79-0.54%Silver Futures83.295-1.817- 2.13%Copper Futures5.8005-0.0675-1.15%US Soybeans Futures1,217.38-9.62-0.78%U.S. 10Y4.251-0.023- 0.54%U.S. 30Y4.8850.0000.00%U.S. 5Y3.842-0.042-1.08%U.S. 3M3.692-0.001-0.03%US 10Y T-Note Futures111.63+0.22+0.20%Euro Bund Futures126.17+0.31+0.24%10-2 Yield Spread31.32+4.15+15.27%AAPL255.76-5.05-1.94%NVDA183.14-2.89-1.55% ...

The U.S. stock market entered Friday, March 13, 2026, in a state of heightened anxiety as investors balanced a fragile recovery in premarket futures against a backdrop of surging energy prices and escalating geopolitical conflict in the Middle East. After a brutal Thursday session that saw the major indexes tumble to their lowest levels of the year, market participants are now bracing for a critical inflation report that could dictate the Federal Reserve's next move.Premarket Activity and Futures MovementAs ...

以下文章来源于华尔街见闻Max ，作者杨宸 华尔街见闻Max . 华尔街见闻姊妹号，直击全球市场风暴，助力投资者决策。 伊朗战争的爆发打破了美国散户投资者持续逾一年的"逢跌必买"惯性。摩根大通最新零售雷达报告显示， 散户群体正出现"持续性疲软迹象" ，这是自该行追踪 以来极为罕见的信号。 与去年4月"对等关税"冲击后散户创纪录抄底的反应截然不同，本次地缘冲突爆发后， 散户周购买规模骤降约30% 。与此同时，散户ETF周度净流入减少 22%，终结了此前长达三个月的稳定买入势头。 摩根大通认为，此轮缺乏集中性抛售清仓的市场走势（不同于2025年4月标普500在数日内急跌进入调整区间的行情）或令散户普遍保持观望。 值得注意的是，尽管整体买入力度明显收缩， 散户对AI及科技方向的偏好依然显著 。本周散户继续增持英伟达、微软等科技巨头，同时大幅减持能源股，显 示出清晰的板块轮动逻辑。 买入冲动骤冷：散户整体流量跌破年均水平 根据摩根大通报告，3月5日至11日当周，散户总流入规模降至67亿美元，低于过去12个月周均71亿美元的水平。 散户持续偏好ETF（净流入63亿美元），对个股的兴趣则大幅萎缩，单股净流入仅4亿美元。 ...