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U.S. Bancorp (USB) Appoints Toby Clements as Chief Operations Officer
Insider Monkey· 2026-03-31 05:45
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
内存仅需1/6？谷歌AI新算法引发存储股降温
日经中文网· 2026-03-31 02:50
有观点认为，新技术"TurboQuant"将影响存储器的需求动向 Google Research公布了名为"TurboQuant"的算法。这是在AI推理时压缩处理数据的技术，在使用相同计 算平台的情况下，推理时的部分处理性能最多可提高至8倍。有观点指出"这项技术就像 DeepSeek一 样"…… 美国谷歌发布的AI（人工智能）相关算法正备受关注。该技术可以将AI在推导答案的"推理"过程中使用 的内存占用减少到六分之一。也有观点认为，这将影响随着AI普及而持续增加的存储芯片的需求动 向。 处理性能提高至8倍 谷歌的研究机构Google Research于3月24日公布了名为"TurboQuant"的算法。这是在推理时压缩处理数 据的技术，可将内存占用减少至六分之一以下。据介绍，在使用相同计算平台的情况下，推理时的部分 处理性能最多可提高至8倍。 TurboQuant的论文于2025年4月在评审前论文的投稿网站上公开。该论文被将于2026年4月举办的国际学 会采纳，Google Research在官网上重新公开了详细内容，引起人们的关注。 应用范围十分广泛。AI在生成文章时，会将上下文作为短期记忆保存、参考并生成 ...
Indonesia summons Meta and Google over non-compliance with child social media curbs, minister says
Reuters· 2026-03-31 02:21
<!DOCTYPE html>Indonesia summons Meta and Google over non-compliance with child social media curbs, minister says | ReutersExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivItem 1 of 2 Affan Haritsah, 11 and Kevin Prince, 14, play games on their phones, as Indonesia's communications and digital information ministry implements restrictions against "high-risk" social media platforms, including Facebook, TikTok, and Roblox, in Depok, on the outskirts of Jakarta, Indo ...
Cathay Pacific to maintain capacity despite rising jet fuel costs, CEO says
Reuters· 2026-03-31 02:20
Cathay Pacific to maintain capacity despite rising jet fuel costs, CEO says | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Cathay Pacific Airways Chief Executive Officer Ronald Lam speaks during a news conference on the carrier's annual results in Hong Kong, China March 8, 2023. REUTERS/Lam Yik/File Photo Purchase Licensing Rights, opens new tab SEATTLE, March 30 (Reuters) - Cathay Pacific Airways (0293.HK), opens new tabCEO Ronald Lam said on Monday ...
Alphabet vs. Amazon: Both AI Stocks Have Been Hammered, but One Looks Like a Better Buy Now
The Motley Fool· 2026-03-31 01:17
Tech stocks have been slammed in 2026, with recent trading days compounding the pain for investors. Even industry leaders like Alphabet (GOOG 0.20%)(GOOGL 0.30%) and Amazon (AMZN +0.81%) have seen their shares take a hit. As of this writing, the two stocks are both down about 13% year to date.With both tech companies investing aggressively in artificial intelligence (AI) infrastructure, the recent sell-off makes them look like tempting opportunities. But which of these two tech heavyweights is the better pl ...
Mark Gibbens: Bullish on NVDA, GOOGL, PLTR on Short War Expectations
Youtube· 2026-03-31 00:00
Welcome back to opening bell. We're getting you ready for the trading day this Monday. It's four-day work week though the jobs report will be out on Friday on Good Friday.Market is closed. Mark Gibbon, CIO Gibbons Capital Management is joining us now. Look, you're seeing a bit of a bounce back today with some up arrows after five weeks of selling.Your thoughts. Yeah, I mean it's great to get, you know, that news directly from Trump himself out of the White House making, you know, possibly some progress on t ...
Google Just Announced Really Bad News for Micron and Sandisk
The Motley Fool· 2026-03-30 18:39
The impact of artificial intelligence (AI) has been far-reaching, changing the tech landscape as we know it. These next-generation algorithms are promising to streamline time-consuming tasks, resulting in significant increases in productivity. The scramble to adopt AI has shifted the demand for data centers into high gear, and foundries are churning out AI-capable semiconductors as fast as they can make them. Memory chips, including high-bandwidth memory (HBM), DRAM, and NAND, play a critical role in AI pro ...
计算机行业动态研究：超节点OEM：被低估的中国AI核心资产
Guohai Securities· 2026-03-30 14:35
2026 年 03 月 30 日 行业研究 评级：推荐(维持) 研究所： 证券分析师： 刘熹 S0350523040001 liux10@ghzq.com.cn 联系人 ： 谢婧茹 S0350125070015 xiejr01@ghzq.com.cn 最近一年走势 | 行业相对表现 | | | 2026/03/30 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 计算机 | -13.7% | -5.5% | 2.7% | | 沪深 300 | -4.6% | -3.4% | 14.7% | 相关报告 《计算机事件点评：英伟达 GTC 前瞻：或将推出 LPU 核心 AI 推理系统（推荐）*计算机*刘熹》— —2026-03-08 《计算机事件点评：AI 驱动"云、边、端"算力通 胀时代（推荐）*计算机*刘熹》——2026-01-29 《计算机行业专题研究：千问 APP 正式接入阿里 生态，流量/模型/AI 应用产业格局有望重构（推荐） *计算机*刘熹》——2026-01-25 ——计算机行业动态研究 事件： 2026 年 3 月 26 日，中科曙光发布超 ...
TurboQuant之于存储详解（GenAI系列之74）：有理论启发的常规学术进展
Shenwan Hongyuan Securities· 2026-03-30 13:08
业 及 产 业 2026 年 03 月 30 日 行 业 研 究 / 行 业 深 度 相关研究 证券分析师 刘洋 A0230513050006 liuyang2@swsresearch.com 杨海晏 A0230518070003 yanghy@swsresearch.com 袁航 A0230521100002 yuanhang@swsresearch.com 杨紫璇 A0230524070005 yangzx@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 有理论启发的常规学术进展 看好 ——TurboQuant 之于存储详解（GenAI 系列之 74） 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 行 证 券 研究支持 陈俊兆 A0230124100001 chenjz@swsresearch.com 联系人 研 究 报 告 电子 - ⚫ 谷歌解决大模型 KV Cache 的论文热议，或引发存储需求的 ...
Jury verdicts against Meta and Google spotlight evolution of liability risk
ReinsuranceNe.ws· 2026-03-30 12:00
Two recent jury verdicts against Meta and Google are drawing attention as early signals of evolving liability risks, according to a new Moody’s report. In separate cases, juries found the companies liable under claims that certain harms were linked to software platforms engineered to maximise user engagement.Moody’s stressed that the verdicts are just an initial data point. The broader significance reportedly lies less in the outcomes themselves than in what they indicate about the emerging trajectory of de ...
