Smith said subsidies from Beijing to Chinese companies were "the fundamental approach that China successfully took to disrupt the telecommunications market," when state money and support helped companies like Huawei and ZTE expand. "Some American companies disappeared. European companies like Ericsson and Nokia were thrown on the defensive," Smith added. Smith said data centers from Chinese firms Huawei and Alibaba exist around the world and "it will not be difficult for China to subsidize those." Microsoft ...

Key Takeaways Microsoft Cloud topped $50B in Q2 FY2026, with Azure revenues up 39% year over year.MSFT reported $625B in RPO and guided up to 17% revenue growth for Q3 FY2026.Oracle's OCI grew 68%, but negative free cash flow and software declines weigh on results.Microsoft (MSFT) and Oracle (ORCL) are enterprise technology titans at the forefront of cloud and artificial intelligence, each expanding AI infrastructure and embedding AI deeply across their portfolios in 2026.Their shared cloud ambitions, premi ...

Core Insights - Microsoft has committed to purchasing enough renewable energy to match all its electricity needs, achieving this goal for the first time last year by contracting 40 gigawatts of new renewable energy supply [1][1][1] - The company aims to maintain this 100% renewable energy target during its expansion of AI-driven data centers, with plans to invest $50 billion by 2030 to support AI initiatives in the Global South [1][1][1] Renewable Energy Commitment - Microsoft has successfully contracted 40 gigawatts of renewable energy, with 19 gigawatts already supplied to the power grid [1][1] - The renewable energy contracts span 26 countries, and the remaining supply is expected to be delivered over the next five years [1][1] - The company’s cloud operations chief emphasized the importance of maintaining a 100% renewable energy target as the company grows [1][1] AI Expansion and Investment - Microsoft plans to invest $50 billion by 2030 to expand AI capabilities, particularly in countries across the Global South, primarily funding cloud and AI data centers [1][1] - The recent lifting of a moratorium on data center grid connections in Ireland is expected to help Microsoft meet significant demand for data centers in the region [1][1] - The company anticipates moving forward with previously stalled data center proposals outside Dublin, contingent on new regulatory policies [1][1]

此外，在通过亚马逊云科技(AWS)转售AI的业务中，Anthropic约有50%的毛利润需让渡给亚马逊。随着 云算力采购规模变化，这一比例未来仍可能调整。Anthropic管理层认为，同时与三大云厂商合作，使 其在企业客户触达层面相较OpenAI具备一定竞争优势。 在算力投入方面，Anthropic预计到2029年前，仅模型训练相关支出就可能高达1000亿美元，凸显生成 式AI背后日益高昂的云计算与芯片成本。 报道称，根据Anthropic最新的财务预测，这些云服务商还将从Anthropic的AI销售中分成。若其企业客 户通过云平台购买Anthropic的AI产品，云厂商即可获得一定比例的收入分成。这一收入来源正快速增 长，Anthropic在2024年向云服务商支付的AI销售分成仅约130万美元，但该金额预计将在2025年跃升至 约3.6亿美元，并在2026年和2027年分别扩大至19亿美元和64亿美元。 该分成机制被视为Anthropic激励云合作伙伴的重要手段。例如，微软已鼓励Azure云业务的销售人员推 广Anthropic的模型，并将相关销售计入业绩考核。分析认为，这类分成支出约占Anthropic ...

Through One Simple Rebalancing Method[Austin Smith | 2 hours ago The SPDR NYSE Technology ETF (NYSEARCA:XNTK) offers something most tech ETFs don't: equal-weighted exposure to the full technology spectrum. While…]## This Mid-Cap Growth ETF Delivers 11.5% Returns Without Betting 40% of Your Portfolio on Seven Tech Stocks[Michael Williams | Jan 17, 2026 at 8:22 AM EST The Magnificent Seven stocks now represent 35% to 40% of the S&P 500, creating historically high concentration risk. SPDR S&P…]## XLC Holds 46% ...

Markets have been volatile, with the S&P 500 ending 0.1 per cent higher on Tuesday after falling as much ‌as 0.9 per cent ⁠early in the ⁠session. The Nasdaq and the Dow also saw similar reversals. Wall Street's main indexes have been rocked this month by worries of disruption ​from rapidly improving AI tools that hit sectors from software to trucking.Broader AI-linked and megacap technology stocks had also lost ​ground as investors looked for stronger evidence the heavy investments in the technology were t ...

Concentrated $53.6 Billion PortfolioChristopher Hohn's flagship fund remains one of the most concentrated in the hedge‑fund universe, with the top five holdings accounting for more than four‑fifths of disclosed U.S. equities.GE Aerospace, Visa, and Microsoft continue to anchor the book, reflecting Hohn's longstanding preference for dominant, cash‑generative franchises."We back a handful of world‑class businesses and let compounding do the work" is how Hohn has often described his philosophy, a stance mirror ...

智通财经APP获悉，智能体商务(Agentic Commerce)正在兴起，人工智能聊天机器人将成为新的购物中 介，这将从根本上重塑零售业的权力结构、运营逻辑和利润分配，零售商必须立即适应这一变革，否则 将面临被淘汰的风险。 尽管目前尚处萌芽阶段，我们已正式步入智能体商务时代——届时，具备自主决策能力的人工智能聊天 机器人将成为商品挑选与采购的核心主导者。这一变革不仅有望重塑数字购物的底层逻辑，更将重构消 费者与商品、零售商与市场的交互范式。 事实上，围绕人工智能辅助购物的热议在九月骤然升温，源于OpenAI在其ChatGPT中发布了即时结账功 能。该功能支持美国消费者向ChatGPT提出寻物需求或寻求购物灵感。如同虚拟私人导购，人工智能引 擎会陈列一系列商品选项;若相关卖家已接入即时结账系统，顾客无需跳出聊天界面即可完成购买并安 排配送。 沃尔玛(WMT.US)、Etsy Inc(ETSY.US)和Shopify(SHOP.US)等零售商已签约入驻。Alphabet旗下的谷歌 (GOOGL.US)与微软(MSFT.US)亦允许用户在其人工智能工具内直接下单。 众多行业巨头正迅速行动，拥抱这股商业新浪潮。在家 ...

Premarket Activity and FuturesU.S. stock futures are trending higher on Wednesday morning, February 18, 2026, as investors shake off recent volatility tied to artificial intelligence (AI) valuation concerns. As of the early morning hours, S&P 500 (SPX) futures have advanced 0.6%, while Nasdaq 100 (NDX) futures are leading the pack with a 0.7% gain. The Dow Jones Industrial Average (DJI) futures are also in positive territory, up 0.5%.This upward movement suggests a "dip-buying" mentality is taking hold foll ...

Market Overview - Major U.S. stock index futures are down, with Dow futures down 0.10%, S&P 500 futures down 0.27%, and Nasdaq futures down 0.59% [1] Gold and Mining Stocks - Gold stocks are experiencing a pre-market rally, with Harmony Gold up approximately 1% and Coeur Mining up about 2% [2] Automotive and Technology Developments - Tesla's first production version of the autonomous taxi, Cybercab, has rolled off the assembly line at the Austin Gigafactory, with production expected to start in April pending regulatory approval. Tesla shares are up 0.63% [3] - Alphabet announced that the Google I/O developer conference will take place on May 19-20, with shares up 0.53% [4] - Nvidia has reached a chip agreement with Meta, which will use Nvidia's new standalone CPU in its AI data centers, marking the first large-scale independent deployment of the Grace CPU. Meta shares are up 0.92%, and Nvidia shares are up 1.38% [4] Corporate Actions - Western Digital plans to sell approximately $30.9 billion worth of SanDisk stock, with no shares being sold by SanDisk itself. This transaction involves a debt-for-equity swap with Morgan Stanley and Bank of America affiliates [5] - Berkshire Hathaway has significantly reduced its stake in Amazon by over 77% and has continued to decrease its holdings in Apple, while initiating a new position in The New York Times with over 5.06 million shares valued at approximately $352 million [5] - Segment's Q4 U.S. stock holdings report shows that investor Duan Yongping increased his stake in Nvidia and reduced his stake in Apple [5] AI Investments - Microsoft plans to invest $50 billion over the next decade in AI initiatives in the Global South, focusing on empowering schools and nonprofits, enhancing multilingual AI capabilities, and supporting local AI innovations [6]