"扩展前沿人工智能需要大规模、可靠的计算，"OpenAI联合创始人兼首席执行官SamAltman 说。"我们与AWS的合作加强了广泛的计算生态系统，这将为下一个时代提供动力，并为每个 人带来先进的人工智能。" 今天 ，亚马逊网络服务（AWS）和OpenAI宣布建立多年战略合作伙伴关系，提供AWS世界一流的 基础设施，以立即开始运行和扩展OpenAI的核心人工智能（AI）工作负载。 根据这项价值380亿 美元的新协议，该协议将在未来七年内持续增长，OpenAI正在访问包含数十万个最先进的 NVIDIAGPU的AWS计算，并能够扩展到数千万个CPU以快速扩展代理工作负载。 AWS在安 全、可靠和大规模运行大规模AI基础设施方面拥有非凡的经验，集群芯片超过500K。AWS在云基础 设施方面的领先地位与OpenAI在生成式AI方面的开创性进步相结合，将帮助数百万用户继续从 ChatGPT中获得价值。 ...

US stocks turned mixed Monday morning as Wall Street looked to carry its momentum into the first trading session, with Big Tech names like Amazon (AMZN) and Nvidia (NVDA) again leading the way higher. The tech-heavy Nasdaq Composite (^IXIC) marched higher, rising about 0.5%. The S&P 500 (^GSPC) erased earlier gains to hover around the flatline. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, lost 0.5% Wall Street is looking to keep up a rally that raged throughout October, whe ...

US stocks rose Monday morning as October's momentum carried into the first trading day of November, with Big Tech names like Amazon (AMZN) and Nvidia (NVDA) again leading the way higher. The S&P 500 (^GSPC) and tech-heavy Nasdaq Composite (^IXIC) made gains of roughly 0.5% and 1%, respectively. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, held roughly flat. Wall Street is looking to keep up a rally that raged throughout October, when investors piled into growth and AI-linke ...

凤凰网财经讯 11月3日，美股三大指数集体高开，道指涨0.06%，标普500指数涨0.49%，纳指涨0.97%。 亚马逊大涨超4%，公司与OpenAI签署380亿美元协议，将供应英伟达芯片扩展算力规模。 英伟达涨超2%，微软已获得出口许可，可将英伟达的A100、H100和H200 GPU出口至阿联酋。 谷歌小幅高开0.1%，公司拟发行美元债券，募资150亿美元。 公司消息 【微软：到2029年在阿联酋投资近80亿美元，用于云和芯片业务】 交易完成后，BPX Energy在二叠纪盆地中游资产的持股比例将从100%降至51%，在鹰福特页岩区中游 资产的持股比例将从75%降至25%，Sixth Street将持有剩余的非运营股权。 英国石油公司表示，其计划在2027年底前通过资产剥离筹集200亿美元资金。 据报道，微软表示，未来四年将向阿联酋投资超过79亿美元，其中超过55亿美元将用于人工智能和云基 础设施扩建。 【IREN宣布与微软签署97亿美元GPU云服务合同】 11月3日，人工智能云服务提供商IREN宣布，已与微软签署多年期GPU云服务合同。根据协议，IREN 将在五年期内向微软提供英伟达GB300 GPU的 ...

来源：证券时报e公司 人民财讯11月3日电，美股三大指数集体高开，道指涨0.28%，纳指涨0.96%，标普500指数涨0.53%。亚 马逊涨超4%，公司与OpenAI签署380亿美元协议，将供应英伟达芯片扩展算力规模。英伟达涨超2%。 ...

Core Insights - The labor market is experiencing heightened anxiety regarding layoffs, prompting workers to proactively prepare for potential job losses [3][4][5][6][8] Labor Market - Many workers are diversifying their income through side hustles or additional full-time jobs to mitigate the impact of potential layoffs [4] - The labor market has been largely stagnant, with minimal hiring or firing, but recent weeks have seen an increase in rolling layoffs, which are smaller, incremental job cuts [5] - Companies are increasingly leveraging AI technologies, which raises concerns about reduced headcounts as firms seek efficiencies [6][7] Company Actions - Amazon's recent layoffs were initially framed as a move towards a leaner operation in the context of AI, but later statements from CEO Andy Jassy clarified that the layoffs were not directly driven by AI considerations [7][8] - The company's focus is shifting towards cultural changes and demonstrating its capabilities in AI, as evidenced by its strong Q3 earnings report following the layoffs [13] Investment Opportunities - The Tema Electrification ETF (VOLT) is highlighted as a potential investment opportunity, expected to benefit from the AI data-center boom and projected to outperform the S&P 500 by approximately 20% by 2027 [9]

Core Insights - Amazon's stock price rose over 4.5% in pre-market trading, while Nvidia's stock increased by more than 2.5% following the announcement of a significant partnership between Amazon Web Services (AWS) and OpenAI [1] Group 1: Partnership Details - AWS has entered into a seven-year agreement with OpenAI, valued at up to $38 billion, to supply computing power [1] - OpenAI will begin utilizing AWS's computing resources immediately, with the delivery of Nvidia's high-end AI accelerator chips expected to be completed by the end of 2026 [1] - The agreement includes options for future expansion and involves the deployment of Nvidia's latest GB200 and GB300 AI accelerators, which will support the response generation of ChatGPT and the training of next-generation large models [1]

Core Viewpoint - Amazon's cloud service division, Amazon Web Services (AWS), has entered into a significant seven-year agreement with OpenAI, valued at up to $38 billion, to supply high-end AI accelerator chips from NVIDIA [1] Group 1: Agreement Details - The agreement will provide OpenAI with hundreds of thousands of NVIDIA AI accelerator chips [1] - OpenAI will begin utilizing AWS's computing resources immediately, with all chips scheduled for delivery by the end of 2026 [1] - The chip models included in the agreement are NVIDIA's latest GB200 and GB300 AI accelerators, which will support the response generation of ChatGPT and the training of next-generation large models [1] Group 2: Market Reaction - Following the announcement, Amazon's stock price rose over 4.5% in pre-market trading [1] - NVIDIA's stock price also saw an increase of more than 2.5% [1]

Cipher Mining is renting out its infrastructure to meet booming demand for AI computing. ...

Power infrastructure continues to be a key theme underpinning the artificial intelligence (AI) growth story on Wall Street, led by anticipated data center demand. Barchart Senior Market Strategist John Rowland, CMT, has previously highlighted the upside potential for battery stocks like EOS Energy (EOSE) and critical metals like copper, but more recent headlines have surfaced a couple of other interesting stocks to watch. Going “Behind the Meter” As more and more data centers are looking to come online, f ...