RT Coco Liu (@cocojournalist)Microsoft dramatically scaled back its purchase of carbon removal credits so far this year, on track for its first annual retreat since 2023 from a market it entered in 2020. Read on via @climate #carbonremovalhttps://t.co/gi1MGkMZy0 ...

Microsoft dramatically cut back investments in carbon removals in the first half of the year, as it ratchets up spending on artificial intelligence https://t.co/zO3P9UGxkV ...

Microsoft is simplifying Copilot by combining its consumer and business apps, and dropping AI-generated podcasts, Group Chats, Deep Research, and its Mico character.https://t.co/ufEZ6nV0NI ...

CNBC business news update. Market opened Thursday. Wholesale inflation came in cooler than expected month overmonth for July and the major averages were higher out of the gate this morning.The Dow up 144 points. It's being led higher by shares of Microsoft which are up more than 1%. The S&P 500 index up 34 points.The Nasdaq popping 142 points. That's a half percent. Chipmaker shares mostly in the green. Cisco shares weighing on the NASDAQ.They are down 8% this morning. The producer price index for July show ...

Industry Trends & Market Dynamics - The technology sector is currently experiencing the fourth industrial revolution, marking the first time in 30 years that the U.S. is ahead of China in technology [3][10][12] - The AI chip market demonstrates an extreme supply-demand ratio of 13 to 1 or 14 to 1, with market equilibrium expected between 2028 and early 2029 [24][28] - The AI revolution is currently in the bottom of the second inning, with physical AI and robotics representing the next major modernization phase [29][31] Investment Opportunities & Financial Risks - Market concentration risk is highlighted by OpenAI generating 69% of the year-over-year growth in Microsoft's Intelligent Cloud segment, and roughly 70% of Microsoft's actual AI sales during the recent fiscal year [34][35][36] - The primary risk to the AI revolution is not use cases or capital expenditures, but rather political interference and government oversight such as data center moratoriums [16][49] - The U.S. technology boom and renaissance are projected to create domestic jobs despite historical manufacturing declines in towns where populations dropped from 75 thousand to 10 thousand people due to factories moving to China [53][54]

OpenAI 執行長 Sam Altman 七年前曾公開表示：「我們目前沒有營運計畫，等造出通用智慧（AGI）後，會請 AI 自己想辦法幫投資人賺錢。」然而如今 ChatGPT 週活躍用戶突破 9 億人，真正付費的用戶卻僅佔 5.6%。高達 94%（約 8.5 億人） 全在「免費使用」，代表用戶每多問一個問題，OpenAI 就在掏腰包燒錢。 #台積電 #台股 #台積電 #漲停板 #股市 #ETF #0050 #股民 #AI泡沫 #股災 #財報 #算力 #股市 #台積電 #股票 #川普 #OpenAI #NVIDIA #輝達 #黃仁勳 ...

Nvidia and its biggest customers—Amazon, Google, Meta and Microsoft—still need each other. Yet both sides are preparing for a future in which they lean on each other less https://t.co/IgwQ4x4ATr ...