从人工智能产业链来讲，硬件等基础设施是最早开始投入的。无论大模型训练和后期的推理都需要大量的算力支持，因此，各大科技巨头都在持续 投资数据中心。 IDC中国研究总监刘丽辉对智通财经记者表示，博通、甲骨文的大AI订单均来自OpenAI等大模型客户，很清晰地体现出了从大模型需求到智能算力 需求持续扩张、到AI定制化芯片需求快速增长的产业链传导关系，充分说明了最终用户需求才是驱动市场快速发展的硬道理。 Gartner数据显示，2024年，全球云计算市场规模达6929亿美元，同比增长20.2%；中国信息通信研究院数据显示，2024年，中国云计算市场规模达 到8288亿元，同比增长高达34.4%。预计到2030年，全球云计算市场规模云计算将接近2万亿美元，而我国有望突破3万亿元大关。 由于海外算力链高度景气，中国算力链有望与海外共振，产业链相关公司业绩同样值得期待。 AI基础设施投入竞赛 近日，云服务供应商甲骨文（Oracle）对云业务的积极展望，给本就火爆的全球AI（人工智能）产业链又一次"加柴添火"。 过去一周，在甲骨文最新财报的催化下，不仅甲骨文股价一度大涨30%，英伟达等算力芯片厂商股价也跟着上涨。这并非个例， ...

Core Viewpoint - The Magnificent Seven, comprising Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft, and Tesla, are expected to continue their success due to strong management, substantial cash reserves, and significant market scale [2][5]. Group 1: Company Strengths - The Magnificent Seven possess strong balance sheets and immense cash reserves, allowing them to exert power over competitors and effectively counter government interference [2]. - These companies have a proven track record of innovation, exemplified by Meta's acquisitions of WhatsApp and Instagram, and Apple's recent FDA clearance for the Apple Watch to measure hypertension [3]. - Tesla's recent $1 billion stock buyback is viewed as a sign of confidence in the company's future prospects [3]. Group 2: Market Sentiment - Despite some Wall Street analysts believing that the best days for these companies are behind them, the sentiment has persisted for years while the companies continue to grow [2]. - Concerns regarding government actions against Alphabet, particularly related to its Chrome browser, have been alleviated by a recent court ruling, leading to a rise in its stock price [4]. Group 3: Future Outlook - The companies are seen as being close to controlling their own destinies, with expectations that their best days are still ahead [5].

Company Overview - Sydney Palmer LLC is a brand storytelling and business consultancy founded by Gianluca Gibbons, focusing on empowering entrepreneurs, creatives, and organizations through strategic communications, public relations, and narrative development [11] - The company is based in Los Angeles, CA, and aims to help visionary leaders transform ideas into influence [11] Industry Insights - Gianluca Gibbons is emerging as a significant voice in the personal development and thought leadership space, with his debut book "How to Hijack Reality" achieving Amazon 1 Best Seller status in four categories before its official release [1][10] - The book is positioned alongside established works in personal transformation, indicating a strong market interest and potential for growth in this sector [1] Author Background - Gianluca Gibbons is a trilingual Bermudian storyteller, entrepreneur, speaker, and musician with a diverse career spanning music, media, and business [4] - His global experiences across 16 countries and interactions with unconventional mentors inform the themes of resilience and imagination in his work [5] Book Details - "How to Hijack Reality" explores the concept of questioning perceived limits and offers actionable insights grounded in biology, neuroscience, and psychology [6][7] - The book aims to demonstrate how mindset shifts can rewire the brain and unlock untapped potential, making it a unique contribution to the personal development literature [7] Upcoming Events - Gianluca Gibbons is scheduled to be a featured speaker at TEDxTemecula on September 27, 2025, where he will discuss themes related to his book and inspire audiences to challenge limiting beliefs [9]

Amazon’s satellite internet venture aims to be able to offer service to the US, Canada, France, Germany and the UK by the end of the first quarter of 2026, an executive said https://t.co/oku5lZF6ny ...

Amazon is doubling down on its agentic AI ambitions, hiring two senior executives to help build its growing portfolio of developer tools and infrastructure for intelligent agents. The new hires follow Business Insider's report in early September that Amazon was getting ready to make a big splash in the AI agent market, sparking a rally in the company's shares. Amazon's cloud computing arm, AWS, has made an aggressive move to position itself as a leader in agentic AI, where intelligent software agents build ...

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Can you put a number behind how much Amazon is investing in AI infrastructure. >> I think this last quarter we invested something like 23 28 billion uh in infrastructure and I think we're um on pace to to continue that investment. As we think about investment, it's not just what you do this quarter, but it also is what you're planning for 2 to 3 to 5 years out there in the future to ensure that we have enough data centers, to ensure that we have enough power, to ensure that we have innovative chip technolog ...

In 1999, everyone knew e-commerce would change the world.They were right. Amazon became a trillion-dollar company, but the stock still fell 85% first.@VincentDeluard says AI could follow the same path. https://t.co/Hjn4jtbgN1 ...

Key Takeaways Amazon's Zoox launches free robotaxi rides in Las Vegas with expansion to San Francisco planned.Tesla launched robotaxi rides in Austin in June and recently got a green light to test in Nevada. Waymo leads with 250,000 weekly paid rides across multiple cities and over 10 million completed.The race to transform transportation is heating up, with big tech and auto giants accelerating their push into autonomous vehicles (AVs) and robotaxis. Once seen as a distant dream, the robotaxi industry is n ...

| 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 特斯拉(TESLA) | 421.110 | 25.170 | 6.36% | | 谷歌(ALPHABET)-C | 249.400 | 8.020 | 3.32% | | TZ马逊(AMAZON) | 233.105 | 4.955 | 2.17% | | 苹果(APPLE) | 236.880 | 2.810 | 1.20% | | 微软(MICROSOFT) | 512.400 | 2.500 | 0.49% | | 脸书(META PLATFORMS) | 758.810 | 3.220 | 0.43% | | 英伟达(NVIDIA) | 175.155 | -2.665 | -1.50% | 谷歌涨超3%，续刷历史新高，总市值升破3万亿美元。 截至目前，美股总市值超3万亿美元的上市公司扩大至4家，分别是英伟达、微软、苹 果、谷歌。 多只中概股狂飙， ROBO.AI涨幅超41%，冠科美博涨超30%，36氪、X3等涨幅超10%。热门中概股方面，哔哩哔哩涨超8%，阿特斯太阳 能、小马智行、理想汽车涨超7% ...