1月26日，市场研究机构Counterpoint Research在最新研报中预测，非GPU服务器AI芯片——AI ASIC阵 营在近期将经历高速增长，到2027年出货数量将达到2024年的三倍，2028年则有望以1500余万颗的规模 反超GPU。 报告显示，这一爆炸性增长的背后，是对谷歌TPU基础设施的强劲需求、AWS Trainium集群的持续扩 展，以及Meta(MTIA)和微软(Maia)随着其内部芯片产品组合的扩展而带来的产能提升。 就人工智能超大规模数据中心的出货量而言，谷歌预计将在2027年之前保持市场领先地位，这主要得益 于其Gemini生态系统的爆炸式增长。 针对谷歌的统治地位，Counterpoint Research研究员David Wu强调："尽管由于市场规模不断扩大，以及 竞争对手(如博通、Marvell和Alchip等设计公司)纷纷采用自研芯片，预计谷歌的市场份额将在2027年下 降至52%，但其TPU集群仍将是无可争议的行业核心和标杆。这一基准的支撑源于训练和运行下一代 Gemini模型所需的庞大且持续的计算能力，而这又需要谷歌持续、积极地扩充其内部芯片基础设施。" 该机构认为， ...

就 AI服务器运算 ASIC的出货与部署量来说，Google TPU将持续扮演产业「量能基石」的角色， 主要来自 Gemini模型自云端延伸至边缘端的采用与使用快速成长，所带动的庞大运算需求。 如果您希望可以时常见面，欢迎标星收藏哦~ 研调机构Counterpoint Research调查，全球前十大业者的 AI服务器运算 ASIC服务器出货量，预 计将于 2024至 2027年间成长三倍。其中，AI服务器运算 ASIC市场从 2024年高度集中的双寡占 结构，即Google 64%、AWS 36%，逐步演进为更为多元的格局；此外，随着 Meta与微软扩大内 部芯片规模，预期至2027年将出现具规模的出货量成长。 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 Counterpoint Research研究副总裁Neil Shah表示，企业内部 AI服务器运算 ASIC的设计成长，正 验证「内部客制化 XPU时代」的来临。AI加速器正针对特定训练或推论工作负载量身打造，市场 结构也逐步从单一仰赖通用 GPU，走向多元化。 Counterpoint Research认为，即使Goog ...

Natural gas prices are ripping. And we’re going to play it through a “contrarians-choice” 5.9%-payer whose stock is headed in the other direction.This is a perfect contrarian setup, and I don’t expect it to last.I’m talking about Enbridge (ENB), whose share price has lagged in the first few weeks of 2026, even as gas prices went to the moon:Gas Soars—and Enbridge Gives Us an OpeningTo be sure, this gas-price spike is driven by the arrival of a “generational” winter storm here in the US. But it’s a sign of t ...

Perhaps the biggest catalyst driving this buying activity was a September 2025 federal court ruling that Alphabet wouldn't have to sell its Chrome browser. This significant antitrust litigation win for Alphabet removed years of gray clouds and allowed investors to refocus their attention on the company's rapidly growing sales and profits.Arguably, no trillion-dollar stock has been more desired in recent memory by Coatue's billionaire boss than Google parent Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG). During the ...

Core Viewpoint - Alphabet Inc. is being closely monitored by analysts as a significant player in the AI sector, particularly due to its autonomous vehicle unit, Waymo, which is expected to expand rapidly in the coming years [1][2]. Group 1: Market Expansion and Estimates - TD Cowen analyst John Blackledge has reiterated a Buy rating on Alphabet Inc. with a price target of $355.00, citing accelerated market expansion plans for Waymo [1]. - The firm has raised its estimates for Waymo, predicting that by the end of 2026, approximately 6,000 vehicles will be providing paired rides across 17 cities [2]. - Waymo is projected to generate 28 million paid rides and gross bookings of $463 million, representing about 0.7% of the US rideshare market [3]. Group 2: Company Overview - Alphabet Inc. is a multinational technology conglomerate that wholly owns Google and other businesses [4].

Group 1: Amazon - Amazon is leveraging artificial intelligence (AI) across its core businesses—retail e-commerce, digital advertising, and cloud computing—to enhance revenue and profitability, with a non-GAAP operating margin increase of nearly 2 percentage points over the past year due to efficiency gains from generative AI tools [2] - Amazon Web Services (AWS) holds a dominant 41% market share in the cloud infrastructure and platform services market, with cloud revenue growth accelerating to 20% in Q3, driven by AI demand [3] - Retail e-commerce sales are projected to grow at 10% annually through 2030, ad tech spending is expected to increase at 14% annually, and cloud services spending is forecasted to rise at 22% annually, indicating strong growth drivers for Amazon's core businesses [4] - Wall Street consensus predicts Amazon's earnings will grow at 19% annually over the next three years, making its current valuation of 34 times earnings reasonable, with potential market value reaching $5 trillion by late 2028 if it continues to beat estimates [5] - Amazon's autonomous driving subsidiary Zoox has launched a ride-sharing service and plans to expand, which could lead to a higher P/E multiple if it gains traction [6] - Amazon's current market value is $2.6 trillion, requiring a 92% increase to reach $5 trillion by 2028, implying annual returns of 24% over the next three years [7] Group 2: Alphabet - Alphabet's Google is the largest ad tech company globally, utilizing platforms like Google Search and YouTube to engage users and collect data, while introducing AI features to adapt to changes in the search landscape [8] - New AI-powered advertising tools have been introduced, allowing for personalized ads, which could enhance Google's competitive edge in the advertising market [9] - Google ranks as the third largest public cloud provider, having gained market share due to its AI capabilities, with Forrester Research recognizing it as a leader in AI infrastructure [10] - Wall Street consensus forecasts Alphabet's earnings to grow at 15% annually over the next three years, with a current valuation of 32 times earnings, suggesting a potential market value of $5 trillion by 2028 if it continues to exceed earnings estimates [11] - If Alphabet maintains its current P/E ratio of 32, its market value could reach $6.7 trillion, supported by its leading position in autonomous driving through its subsidiary Waymo [12]

据泰媒报道，1月21日，谷歌云首席产品和业务官卡尔蒂克宣布在泰国正式启动新的"云区域"。这是谷 歌投资10亿美元(310亿泰铢)在泰国扩展世界一流技术基础设施计划的一部分。该计划将为泰国提供高 性能的谷歌云服务，帮助企业获得新的竞争优势，提高员工生产力，并提升政府服务水平。预计未来五 年，该云区域将为泰国创造410亿美元(1.4万亿泰铢)的经济价值，并平均每年创造13万个就业岗位。 ...

Market Analysis by covering: Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Core Insights - Nvidia Corp. is launching new open-source software and models to facilitate the use of artificial intelligence in developing weather forecasting systems for governments and businesses [1][7]. Group 1: Earth-2 Platform - The Earth-2 platform includes AI-based weather models that provide more accurate two-week weather predictions and "nowcasts," which offer insights into severe weather impacts six hours in advance [2]. - Earth-2 features a new data assimilation model that quickly computes essential atmospheric conditions, such as temperature, wind, and air pressure, necessary for custom forecasts [3]. Group 2: AI in Weather Forecasting - AI is transforming weather predictions, moving away from traditional supercomputer-generated forecasts to models that analyze large datasets for improved accuracy [5]. - Early adopters of AI weather forecasting include energy traders and businesses in weather-sensitive sectors like shipping, insurance, and agriculture, seeking advantages in predicting weather-related variables [6]. Group 3: Competitive Landscape - Nvidia's Earth-2 technology aims to streamline the creation of bespoke forecasts, competing with models from government meteorological agencies and Google's DeepMind [7]. - The open-source nature of the software allows for free adaptation and use by various entities, enabling greater control over forecasting information [7]. Group 4: Strategic Importance - Nvidia's technology is part of a broader strategy to eliminate barriers to AI adoption across the economy, with the company positioned at the center of increased investment in AI infrastructure [4].

Alibaba Group Holding Ltd.-backed Moonshot AI released an upgrade of its flagship model, heating up a domestic arms race ahead of an expected rollout by Chinese sensation DeepSeek.The latest iteration of Moonshot’s Kimi can process text, images, and videos simultaneously from a single prompt, the company said in a statement on Tuesday, aligning with a trend toward so-called omni models pioneered by industry leaders like OpenAI and Alphabet Inc.’s Google.The model, known as K2.5, joins a flurry of upgrades r ...