路透社近期披露，限制了五年的中国电力设备采购，印度终于扛不住了。印度已允许国有企业无需政府审批即可从中国采购电力传输设备，煤炭行业的类 似豁免也在酝酿中。 印度为什么突然在这个时候放宽了对中国电力的限制，或许有一个大家预想不到的原因，就是印度不仅想要成为制造大国，更想成为AI大国。 为抗衡中美AI，印度放宽了对中国电力限制 印度没有一家像样的AI公司，却在近期举办了AI峰会，眼看中美两国把AI的未来蛋糕都快分完了，再不刷下存在感就彻底沦为看客了，于是我们就看到 了在中国春节的特殊时间节点，印度面向全球高调举办的这场AI峰会。当然了，这场AI峰会被美国"政客网"嘲讽了。 美国政客网表示：印度方面则努力将自己塑造中、美科技轴线之外一个严肃而有分量的力量，但在台下，气氛却要复杂得多：缺少重量级嘉宾，安保封锁 与德里混乱的交通纠缠在一起，会议日程与全球政治事件撞车，还有一场演示意外变成了网络'梗图'素材。 嘲讽归嘲讽，但印度在AI领域的野心是存在的。在印度看来，要发展AI就要吸引AI领域的人才与资本，因此，印度的AI峰会可以视为印度为自己招商引 资搭台唱戏，怒刷一波存在感，借此吸引全球资本关注，但结果却不尽如人意，无 ...

Core Viewpoint - NVIDIA Corporation is a leading technology company known for its GPUs and AI processors, facing competition from AMD and Intel in the semiconductor industry [1] Group 1: Financial Performance - NVIDIA's fiscal Q4 performance has been strong, driven by robust demand in the data center sector, contributing to significant revenue growth [3] - The company has a market capitalization of approximately $4.51 trillion, with a current stock price of $185.18, reflecting a 5.34% decrease [5] Group 2: Market Outlook - RBC Capital has set a price target of $250 for NVDA, indicating a potential upside of 34.97% from its trading price of $185.23 [2][6] - Investor concerns have been raised regarding a potential bubble in the AI processor market, particularly following NVIDIA's latest sales forecast [4][6] Group 3: Industry Challenges - A global shortage of gaming chips is expected to persist until year-end, impacting the video game industry [3] - Despite impressive earnings, NVIDIA is optimizing its operations to address power constraints in AI compute scaling [4][6]

Core Viewpoint - Duos Technologies Group, Inc. has announced a public offering of 8,666,666 shares of common stock, aiming to raise approximately $65 million in gross proceeds to support the expansion and commercialization of its Edge Data Center business [1][2]. Group 1: Offering Details - The public offering consists of 8,666,666 shares priced to generate about $65 million in gross proceeds, excluding underwriting discounts and expenses [1]. - Underwriters have a 30-day option to purchase an additional 1,299,999 shares to cover over-allotments at the public offering price [1]. - The offering is expected to close on or about March 2, 2026, pending customary closing conditions [1]. Group 2: Use of Proceeds - Net proceeds from the offering will be allocated to expand and accelerate the Edge Data Center business, as well as for working capital and general corporate purposes [2]. Group 3: Regulatory Information - The offering is made under a shelf registration statement on Form S-3, which was filed with the SEC on February 11, 2026, and declared effective on February 12, 2026 [3]. - A preliminary prospectus supplement and accompanying prospectus have been filed with the SEC and are available on their website [3]. Group 4: Company Overview - Duos Technologies Group, Inc. is based in Jacksonville, Florida, and specializes in intelligent technology solutions for Machine Vision and AI applications, including Edge Data Centers [5].

格隆汇2月27日丨兴瑞科技(002937.SZ)在投资者互动平台表示，公司目前涉及AI液冷服务器相关产品主 要为服务器机柜、快接头等产品，上述产品较公司25年营收占比较小，详情请关注公司披露定期报告及 临时公告。 ...

Core Viewpoint - Generate Biomedicines, Inc. has announced the pricing of its initial public offering (IPO) at $16.00 per share, aiming to raise gross proceeds of $400 million before expenses [1] Group 1: IPO Details - The company is offering 25,000,000 shares of common stock in the IPO [1] - Underwriters have a 30-day option to purchase an additional 3,750,000 shares at the IPO price [1] - Trading on the Nasdaq Global Select Market is expected to commence on February 27, 2026, under the ticker symbol "GENB" [1] Group 2: Financial Management - Goldman Sachs & Co. LLC and Morgan Stanley are serving as joint lead book-running managers for the offering [1] - Other book-running managers include Piper Sandler, Guggenheim Securities, and Cantor [1] Group 3: Regulatory Information - A registration statement for the securities was filed and declared effective by the U.S. Securities and Exchange Commission on February 26, 2026 [1] - The offering is being conducted solely through a prospectus [1]

Second telltale sign that it was all just an artificial program and not the reality of business. The absurd relentless buying of the enterprise software companies that have been written off for dead. Consider workday.How many times did I hear in the last six months that workday was going to be crushed by anthropic and AI company that can let's say mimic pretty much every software company out there. I never fully believe that story but it's partially true and it killed the entire cohort. The pessimism was so ...

That will be a tall order for a country largely caught flat-footed by the boom. But let’s start with the basics: The three main building blocks of AI are talent, compute (including high-end chips and infrastructure), and data. India doesn’t lack engineers, but it currently doesn’t have foundational research training at scale or enough advanced processors at public labs and universities. What it does have, in abundance, is data. It should start treating this like a strategic asset rather than leaking it out ...

Twitter co-founder Jack Dorsey is axing more than 4,000 employees at his fintech company Block — slashing the workforce by nearly half in what he called a necessary shift toward ‘intelligence tools.’Dorsey sent a letter to shareholders saying the company, which owns Square, Cash App and Afterpay, will reduce 10,205 staff to just under 6,00. 3 Jack Dorsey’s Block, which owns Square and Cash App, is cutting 4,000 jobs, or 40% of its workforce. Bloomberg via Getty Images 3 The company said it expects to in ...

知名财经评论员克莱默 凤凰网科技讯北京时间2月27日，据CNBC报道，英伟达的强劲财报清楚地表明，该公司仍稳坐AI芯片 龙头的宝座。那么，为什么该公司股价仍在在周四的交易中下跌呢？ 截至周四收盘，英伟达股价下跌5.5%，报收于184.89美元，今年迄今为止股价基本持平。 CNBC知名财经评论员吉姆.克莱默(Jim Cramer)表示，原因是投资者担心，英伟达最大客户无法继续以 如此迅猛的速度支出，除非他们开始看到自己在AI方面的努力带来利润的大幅增长。 "有一种看法是，我们真正关心的或者应该关心的，是亚马逊借了多少钱，微软借了多少钱，Meta借了 多少钱，以及他们最终会不会赚不到钱？"克莱默周四在《华尔街直播室》(Squawk on the Street)节目中 表示。 根据FactSet汇总的华尔街预估，亚马逊在2026年的自由现金流预计将变为负数。Alphabet的自由现金流 预计将同比下降64%，至260亿美元。Meta的自由现金流预计将下降86%，至61亿美元。微软则相对是 个例外。根据FactSet的数据，在截至今年6月的财年，分析师预计其自由现金流与去年同期大致持平， 为713亿美元。 在周三晚间 ...

【隔夜行情】 【今日新股】 【中国AI调用量首超美国 四款大模型霸榜全球前五】2月26日，全球最大的AI模型API聚合平台 OpenRouter数据显示，9日-15日这周，中国模型以4.12万亿Token的调用量，首次超过同期美国模型的 2.94万亿Token。16日-22日这周，中国模型的周调用量进一步冲高至5.16万亿Token，三周大涨127%， 而同期美国模型调用量跌至2.7万亿Token。平台调用量排名前五的模型中，有四款来自中国厂商，分别 为MiniMax的M2.5、月之暗面的Kimi K2.5、智谱的GLM-5以及DeepSeek的V3.2。这四款模型合计贡献 了Top5总调用量的85.7%。值得注意的是，该平台的用户主要由海外开发者构成，其中美国用户占比高 达47.17%，而中国开发者仅占6.01%，这使得其榜单数据更能客观反映中国AI模型在全球范围内的真实 吸引力。 (每经网) •周四（2026年2月26日），A股市场三大指数集体收涨，截至收盘，沪指报3888.60点，涨0.34%；深证 成指报12984.08点，涨0.85%；创业板指报3052.59点，涨0.70%。总体来看，个股涨多跌少 ...