随着支持这些服务所需算力的增长，为应对人工智能需求激增带来的互联网流量飙升，Alphabet、微软 和亚马逊等科技公司正投入数十亿美元建设基础设施。 据两家云服务提供商公告，新服务结合了AWS的Interconnect多云互联与谷歌云的跨云互联技术，以提 升网络互操作性。AWS网络服务副总裁罗伯特·肯尼迪表示："AWS与谷歌云的此次合作标志着多云连接 领域的根本性转变。" 谷歌云网络副总裁兼总经理罗布·恩斯指出，联合网络旨在让客户更轻松地在云间迁移数据和应用程 序。谷歌云在声明中称，Salesforce是采用该新技术的早期用户之一。 AWS向企业、政府及个人提供计算能力、数据存储和其他数字服务，是全球最大云服务提供商，其后 是微软的Azure和谷歌云。 智通财经APP获悉，亚马逊(AMZN.US)和谷歌(GOOGL.US)于12月3日联合推出一项共同开发的多云网 络服务，两家公司在声明中表示，此举旨在满足市场对可靠连接日益增长的需求——在当前环境下，即 使短暂互联网中断也可能造成重大故障。 该举措将使客户能够在几分钟而非数周内，在这两家公司的计算平台之间建立私有高速链接。 此项新服务的推出，距10月20日亚马 ...

这一旨在简化多云架构的举措已经吸引了早期用户。谷歌云在一份声明中提到，企业软件巨头 Salesforce是该新方案的首批采用者之一。 此次合作也反映了科技行业的一个更广泛趋势。随着人工智能的加速发展和互联网流量的激增，对计算 能力的需求正以前所未有的速度增长。为应对这一挑战，包括Alphabet（谷歌母公司）、微软和亚马逊 在内的科技巨头正在投入数十亿美元，用于建设能够处理海量数据和流量的新一代基础设施。 两大云计算巨头亚马逊和谷歌正罕见地走到一起，通过一项联合开发的新服务，为企业客户在彼此的云 平台之间建立更快速、更可靠的连接。此举旨在满足市场对高稳定性连接日益增长的需求，并降低因网 络中断而可能导致的重大业务损失风险。 根据两家公司周日发布的联合声明，这项新举措将允许客户在数分钟内建立起亚马逊网络服务 （AWS）与谷歌云之间的私有高速链路，极大地缩短了以往可能需要数周的部署时间。此举旨在改善 网络互操作性，为采用多云策略的企业提供便利。 10月20日，AWS发生了一次大规模服务中断，导致全球数千个网站和包括Snapchat、Reddit在内的流行 应用下线。据路透社援引分析公司Parametrix的数据， ...

全球规模内科技股的调整，与AI的泡沫争议密切相关。当地时刻11月19日，英伟达发布了第三季度成 绩：营收570.1亿美元，超出商场预期的549.2亿美元；净利润319.1亿美元，同比上涨65%。但亮丽的财 报并未彻底消除商场关于AI泡沫的忧虑，11月20日，英伟达收盘跌落3.15%，美股大型科技股集体下 挫，AMD跌超7%，甲骨文跌超6%。 光控资本以为，全球危险财物的波动外表是流动性问题，实质是危险财物关于AI单一叙事过于依靠。 该组织指出，本年9月以来，美国首要科技公司的CDS（信贷违约掉期）价格均显着上涨，9月以来到11 月21日，债款融资最急进的甲骨文的5年期CDS报价已上涨167%，微软、亚马逊和谷歌别离上涨58%、 53%和34%。在AI获得更广泛的商业价值前，AI基建开支仍然依靠于科技大厂的运营现金流和债款融 资。在AI形成生态壁垒和规划酬劳递增的商业模型之前，科技板块对实际经济体现和货币政策都会保 持高度灵敏。 近一段时刻以来，关于"AI泡沫"的争议不绝于耳，并引发了全球规模内本钱商场的动乱。业内遍及以 为，尽管二级商场股价或许存在部分泡沫，但就工业开展而言，AI仍然具有宽广的商场空间。与此一 ...

Core Viewpoint - Amazon is a dominant company with a strong market position and a significant opportunity for investors as its shares are currently trading 10% below their record high, making it an attractive buy before 2026 [1]. Group 1: Company Performance - Amazon's shares have increased by 579% over the past decade, indicating strong long-term growth [1]. - The current share price is $233.22, with a market capitalization of $2,493 billion [4][5]. - The stock is trading at a forward price-to-earnings ratio of 29, suggesting a reasonable valuation despite its historical performance [5]. Group 2: Competitive Advantages - Amazon possesses multiple durable competitive strengths, including a strong online marketplace that benefits from network effects [2]. - The company has significant switching costs for merchants and AWS customers, which discourages them from moving to competitors [2]. - Amazon's large scale provides a cost advantage, particularly in logistics, enabling fast and often free delivery [2]. - The brand name of Amazon is highly regarded, further solidifying its market position [2][3]. Group 3: Market Dynamics - The stock is currently 10% off its peak, prompting investor interest in buying the dip [1]. - The trading range for the day is between $230.22 and $233.28, with a 52-week range of $161.38 to $258.60 [4][5]. - The average trading volume is 48 million, with the current volume at 20 million [5].

Core Insights - Amazon and Google have launched a jointly developed multicloud networking service to address the increasing demand for reliable connectivity [1] Group 1 - The new service aims to enhance connectivity solutions for businesses, reflecting the growing need for robust network infrastructure [1] - This collaboration comes at a time when even brief interruptions in connectivity can have significant impacts on operations [1]

毫不夸张地说，ChatGPT随后颠覆了商业和科技领域，迅速走红。它至今仍位居苹果免费应用排行榜首位，并且引爆了一波生成式AI产品的浪潮。 ChatGPT 北京时间12月1日，据科技网站TechCrunch报道，美国当地时间11月30日，ChatGPT迎来问世三周年纪念日。这款聊天机器人引爆了生成式AI市场，但是或 许也催生出了一场泡沫。 2022年11月30日，OpenAI向世界推出了一款新产品，并轻描淡写地将其描述为"一个名为ChatGPT的模型，它能以对话方式互动"。 这股热潮还能持续多久？除了英伟达CEO黄仁勋(Jensen Huang)外，越来越多的AI企业高管开始承认，行业可能正身处泡沫之中。 "有人会在AI领域损失惨重。"OpenAI CEO萨姆·奥特曼(Sam Altman)在8月与记者共进晚餐时表示。 同样地，Sierra CEO兼OpenAI董事长布雷特·泰勒(Bret Taylor)也认为行业正处于"泡沫"之中，并将其与上世纪90年代末的互联网泡沫相提并论。他预测，虽 然个别公司可能会失败，"但AI将重塑经济格局，就像互联网一样，未来必将创造巨大的经济价值"。 再过三年或更短的时间，人们或 ...

Core Insights - Deepgram has integrated its speech-to-text (STT) and text-to-speech (TTS) models with Amazon Connect and Amazon Lex, enabling real-time transcription and low-latency voice bots within AWS environments [1][2][4] Group 1: Integration and Features - The integration allows for real-time transcription, quality monitoring, and automation in customer experience scenarios without extensive custom engineering [2][4] - Deepgram's technology provides higher accuracy, lower latency, and greater deployment flexibility for contact centers and enterprise voice applications on AWS [3][4] - Native STT and TTS support in Amazon Lex offers ultra-low latency and natural-sounding voice experiences, even in noisy environments [4] Group 2: Customer Experience and Benefits - Real-time transcription and analytics facilitate live coaching, compliance monitoring, and automated workflows, enhancing customer interactions [4][5] - The integration is designed to help organizations build voice interactions that understand context and respond appropriately, improving customer relationships [5] Group 3: Company Background - Deepgram is recognized as a leading Voice AI platform, having processed over 50,000 years of audio and transcribed over 1 trillion words, showcasing its expertise in voice technology [7]

Native streaming via Amazon SageMaker endpoints means no workarounds or hoops to jump through, just clean, real-time inferences through the SageMaker API. The integration enables sub-second latency and enterprise-grade reliability for high-scale use cases like contact centers, trading floors, and live analytics. Nov 30, 2025 10:00 PM Eastern Standard Time Deepgram Launches Streaming Speech, Text, and Voice Agents on Amazon SageMaker AI Share Innovative streaming speech solution delivers enterprise-grade spe ...

These industry giants still have plenty of growth fuel.Size isn't everything on equity markets, but large-cap stocks tend to carry significantly less risk than small caps. And while smaller players as a group make up for that with higher upside potential, it's hard to pick which ones will succeed and which ones will cease to exist within a decade. For those for whom that risk isn't worth it, plenty of well-established corporations that have been delivering excellent financial results for years still have pl ...

Core Insights - Retail giants Walmart and Amazon are expanding their lending operations in India, targeting small businesses and eCommerce shoppers [2][4] Group 1: Amazon's Initiatives - Amazon plans to offer loans to small business owners in India, having acquired the nonbank lender Axio, which provides BNPL and personal loans [2] - The company aims to design tailored lending propositions to enhance cash flow management for merchants and small businesses [3] Group 2: Walmart's Flipkart Developments - Flipkart, owned by Walmart, is exploring buy now, pay later (BNPL) products and has registered its nonbank lending arm, Flipkart Finance, awaiting regulatory approval [4] - Flipkart plans to offer no-cost monthly installment loans for eCommerce shoppers and loans for consumer durables with interest rates between 18% and 26% per year, expected to launch next year [4]