Core Insights - Amazon has signed a significant $38 billion deal with OpenAI, providing access to its Amazon Web Services infrastructure, marking a major partnership in the tech industry [1] - OpenAI's shift to Amazon indicates a diversification from its previous reliance on Microsoft for cloud services, potentially signaling its readiness for an initial public offering [2] - Following the announcement, Amazon's stock surged to a record high, reflecting positive investor sentiment towards Big Tech, while the broader market showed mixed results [3] Company Developments - The $38 billion deal with OpenAI represents a strategic move for Amazon to enhance its cloud service offerings and solidify its position in the AI sector [1] - OpenAI's decision to partner with Amazon suggests a strategic pivot towards operational independence and maturity, moving away from exclusive reliance on Microsoft [2] Market Reactions - Amazon's shares reached a record high after the announcement of the deal, indicating strong investor confidence in the company's future prospects [3] - Despite gains in major indices like the S&P 500 and Nasdaq Composite, over 300 stocks in the broader market declined, highlighting a narrow performance among tech giants [4]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 美东时间11月3日（周一），美股涨跌不一；亚马逊与OpenAI签署380亿美元算力供应协 议，纳指应声走高。已有超过300家标普500指数成份公司公布第三季度财报，超过80%的公 司业绩超预期。 美国政府停摆导致关键经济数据如月度非农就业报告推迟发布。 亚马逊推动纳指收高 截至收盘，道指跌0.48%，报47336.68点；纳指涨0.46%，报23834.72点；标普500指数 涨0.17%，报6851.97点。 美联储理事米兰重申中性政策利率远低于当前水平，应该 进行 一系列50 个 基点 的 降息。 他还指出，近期信贷市场出现的一系列看似不相关的压力信号，可能正是货币政策过紧的体 现。 亚马逊与OpenAI签署380亿美元算力供应协议 亚马逊网络服务公司（AWS）与OpenAI签订了价值380亿美元的协议，提供计算能力，包括 数万个GPU。根据协议，OpenAI将立即使用AWS的计算资源，目标容量将在2026年底前提 供完毕，未来可能扩大合作。这项为期七年的协议是OpenAI 1.4万亿美元AI基 ...

文 | 少年维特 微软这次是真下重注了。 11月3号凌晨，微软和澳洲的算力运营商 IREN（Iris Energy）签了一份为期五年的合作大单，总金额高 达 97 亿美元。公告一出，IREN 股价盘前直接跳涨 20% 以上——要知道这家公司今年已经涨了 480% 了，妥妥的"AI 能源赛道宠儿"。 根据披露，微软会先掏 20% 预付款，剩下分期结算，用于换取 IREN 位于德州 Childress 的数据中心里 的高端 NVIDIA GB300 GPU 算力。IREN 这边要采购 58 亿美元设备，还得负责建 200 兆瓦液冷机房 ——背后电力来自它自家的 2.9 GW 清洁能源电网。 AI基建的"慢变量"：微软为什么急着买算力 如果说 OpenAI 让微软站上了 AI 时代的浪尖，那么真正决定它能跑多远的，是那些最不起眼的"慢变 量"——电力、机房、冷却系统，以及审批速度。 这笔交易的核心不是 GPU，因为 AI 扩容的最大瓶颈已经不是模型。在 AI 爆发的这两年，微软最大短 板已经不在模型，而在基础设施。Azure 云服务和 OpenAI 模型都在抢算力，电力批文批不下、机房周 期拉太长，成了微软的掣肘。 ...

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Core Insights - Microsoft CEO Satya Nadella indicated that the company may restart hiring within the next year, contingent upon existing employees acquiring skills to collaborate with AI [1] - Employees will need to learn how to issue precise commands to AI, review and optimize AI outputs, and focus more on strategic decision-making, creative thinking, and solving complex problems [1] - Microsoft has heavily invested in AI over the past year and has conducted multiple rounds of layoffs, the most recent being in July, where approximately 9,000 employees were let go [1] - The current workforce of Microsoft stands at 219,000 employees [1]

Investors piled into artificial intelligence stocks again. Amazon jumped 4% after sealing a $38 billion partnership with OpenAI, signaling a deeper move into generative AI. The deal reportedly involves hundreds of thousands of Chip stocks rallied. Micron Technology gained nearly 5%. Nvidia added 2%. The VanEck Semiconductor ETF (SMH) climbed about 1%. Shares of Iren, which struck a $9.7 billion multiyear data center deal with Nvidia also advanced after Microsoft obtained Trump administration export licen ...

| | | 全球主要股票指数 | | | | --- | --- | --- | --- | --- | | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 欧美 | 道琼斯工业平均 | 47336.68 | -226.19 | -0.48% | | | 纳斯达克 | 23834.72 | 109.76 | 0.46% | | | 标普500 | 6851.97 | 11.77 | 0.17% | | | 欧洲斯托克50 | 5679.25 | 17.21 | 0.30% | | | 英国富时100 | 9701.37 | -15.88 | -0.16% | | | 法国CAC40 | 8109.79 | -11.28 | -0.14% | | | (西日DAY -- 100 | | 24132.41.80 gud at 94.99m | 0.73% | | | 俄罗斯RTS | 1001.3 | 18.91 | 1.92% | | | 上证指数 | 3976.52 | 21.73 | 0.55% | | | 深证成指 | 13404.06 | 25.85 | 0.19% | | | 创业板指 | 3 ...

在美国，数据中心对推动人工智能热潮的重要性日益凸显。微软、亚马逊、谷歌等科技巨头正投入数百 亿美元建设大型新设施，以容纳训练和运行人工智能模型所需的数千个GPU。然而，数据中心的快速扩 建也带来了一系列压力，包括用于数据处理的GPU供应短缺，以及运行这些设施所需的电力供应问题。 上周，科技七巨头中的五家公司公布财报，涉及人工智能和数据中心投资的资本支出规模受到了广泛关 注，英伟达市值突破5万亿美元，在距离业绩披露还有一个月之际已经成为本财报季市值增加最大的标 的。 本周伊始，市场再次传来多笔重磅交易消息，亚马逊宣布与OpenAI达成380亿美元算力供应合作，微软 宣布加码投资中东，并与云服务提供商IREN签订合约。 微软加码投资阿联酋，扩建美国数据中心 微软周一宣布，将加大对阿联酋的投资力度，计划到2030年将在阿联酋的总投资规模提升至152亿美 元。 这笔投资包括向AI企业G42注资15亿美元（股权融资），以及投入超55亿美元资本开支，用于扩建微软 在该地区的AI与云基础设施项目。微软总裁史密斯（Brad Smith）在阿布扎比举行的国际石油技术会议 （ADIPEC）上表示，"正是技术、人才与信任的结合，让 ...

Shares of IREN jumped to a record high Monday after the Australian Bitcoin miner and data center company said it inked a $9.7 billion deal with Microsoft. https://t.co/XcCUzDQ06m ...