MSFT unveils its Nvidia GB300-powered datacenter fleet as compute demand surges, AMZN chart breaks higher; China keeps fueling the chip race.Microsoft Datacenter is Bullish for CloudMicrosoft (NASDAQ:MSFT) unveiled a new AI supercomputing cluster powered by Nvidia (NASDAQ:NVDA) GB300s with over 4,600 GPUs, using next-gen InfiniBand networking. The move displays a growing datacenter crunch… there simply isn't enough power, land, or chips to meet AI demand. That shortage is bullish for AWS, Google Cloud, and ...

Core Viewpoint - Alibaba's 2QFY26 non-GAAP net profit is expected to fall below consensus estimates due to increased investment in flash sales and expanded losses in other businesses [1][2] Group 1: Revenue and Profit Forecast - 2QFY26 revenue is projected to grow by 3.8% year-on-year to 245.5 billion yuan, while adjusted EBITA is expected to decline by 83% year-on-year to 7.1 billion yuan [1] - Cloud computing revenue is anticipated to accelerate with a year-on-year growth of 30%, up from 26% in the previous quarter, and cloud EBITA margin is expected to be 9.0% [1] - The company has adjusted its FY26 revenue forecast down by 1% to 1,061.5 billion yuan and lowered FY26 and FY27 non-GAAP net profit estimates by 17% and 4% to 101.2 billion yuan and 143.8 billion yuan, respectively [2] Group 2: Flash Sales and E-commerce Performance - Flash sales (including food delivery and instant retail) are expected to incur an EBITA loss of 36.5 billion yuan, which is higher than previous expectations [2] - Customer management revenue is projected to grow by 10% year-on-year, contributing 2-3% to the growth rate from flash sales [2] - The gross merchandise volume (GMV) is expected to increase by 5.7%, and excluding flash sales losses, e-commerce EBITA is expected to show positive year-on-year growth [2] Group 3: Other Business Segments - AIDC is expected to break even in adjusted EBITA, maintaining a profit-first strategy amid uncertain external conditions [2] - Other business losses are projected to reach 5 billion yuan, primarily due to increased investments in model training, AI applications, and local services [2] Group 4: Valuation and Target Price - The company is currently trading at 30x and 21x FY26 and FY27 non-GAAP P/E ratios [2] - The target prices are maintained at $204 for US shares and HK$197 for Hong Kong shares, indicating an upside potential of 11% and 13% respectively from current prices [2]

It wasn't always an AI stock, either. Indeed, Apple was strangely late to the AI party. While the early versions of its voice-activated digital assistant Siri were powered by a kind of AI, they don't hold a candle to more powerful tools like Alphabet Google's Gemini or OpenAI's ChatGPT. The company didn't really get serious about AI until last year, when it announced in June that Apple Intelligence would launch later that year, turning iPhones into powerful productivity devices.There are several companies i ...

Gap Inc has entered a multi-year alliance with Google Cloud to reimagine retail using AI. The partnership will offer the US apparel retailer a unified, AI platform built on Google Cloud technologies such as Gemini, Vertex AI and BigQuery. The platform is intended to enhance product creation, customer experience and employee enablement. This is said to expedite a “human-centred digitally enabled technology strategy” across the company’s range of brands: Old Navy, Gap, Banana Republic and Athleta. Gap In ...

Core Idea - The strong demand for AI workloads in the cloud is significantly enhancing CoreWeave's revenue pipeline, with recent multibillion-dollar contracts indicating robust growth potential [2][6]. Company Overview - CoreWeave operates AI data centers in Europe and the U.S., leveraging Nvidia's GPUs to attract major tech clients like Microsoft, Meta Platforms, and OpenAI [4][5]. - The company has secured substantial contracts, including a $14.2 billion deal with Meta and a $6.5 billion contract with OpenAI, totaling $22.4 billion in contracts for the year [5]. Revenue Backlog and Growth Potential - CoreWeave's revenue backlog has surged from $30.1 billion at the end of Q2 to over $50 billion, reflecting a more than threefold increase [6]. - The company anticipates finishing 2025 with an estimated revenue of $5.25 billion, positioning it as a strong competitor to Oracle in the cloud AI infrastructure market [7]. Capacity Expansion - CoreWeave plans to invest $20 billion to $23 billion in capital expenditures in 2025, a significant increase from $8.3 billion in 2024, indicating aggressive capacity expansion [8][9]. - The total contracted data center power capacity has increased to 2.2 gigawatts from 600 megawatts, enabling the company to service more AI workloads [10]. Market Position and Valuation - CoreWeave's revenue is projected to grow by nearly 2.8 times this year, with expectations of a 3.4 times increase over the next two years, outpacing Oracle's growth [14][15]. - The current valuation at 19 times sales is considered attractive compared to Oracle's 14 times sales, suggesting a solid investment opportunity [16].

Key Points Despite its massive size, Amazon's growth phase is far from over. Domino's offer competitive advantages and growing dividends that may have drawn Buffett's team. Constellation Brands may be the ultimate contrarian play in the struggling alcohol industry. These 10 stocks could mint the next wave of millionaires › Warren Buffett's portfolio holds numerous stocks that have generated considerable returns, either in the past or present. Unfortunately, many investors might wrongly assume a W ...

The lure of riches and tight capacity today has money flooding into the construction of Artificial Intelligence (AI) data centers. The irony is that, typically, the more money that floods into an area, the less likely any of the players will make the same juicy profits that attracted them, reaped in the years before the spending boom, notes Ed Yardeni, editor of Yardeni QuickTakes. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here.) Data center c ...

以下文章来源于小鹿AI研习社 ，作者DD Boy 小鹿AI研习社 . 小鹿AI，让你跑得更快! 我们立志传播AI前沿洞见与实践，促进AI商业应用，让积极拥抱AI的企业家取 得更大成功！ 在近日举办的All-in Summit峰会上，阿里巴巴集团董事局主席蔡崇信与白宫人工智能和加密货币事务负责人 David Sacks展开了一场关于人工智能发展路径的观点对话。David Sacks强调美国赢得AI竞赛的重要性，而 蔡崇信则提出了不同的见解。 对"赢"的不同定义 蔡崇信认为，人工智能领域的竞争并非一场"赢者通吃"的短跑，而是一场"漫长的马拉松"。他指出，几乎每 周都有新模型宣称取得突破，但技术领先地位往往很快被后来者超越。因此，他对于 "赢" 的定义并不在于 谁开发出最强大的模型，而在于谁能更迅速、更广泛地应用人工智能技术。 中美发展路径差异 他表示，美国在AI基础研究和大模型开发上投入巨大，超大规模公司年投资额约达800亿美元，但更应重视 将资源投向技术的实际应用与推广。而在 中国 ，尽管未必在"模型战争"中技术领先，却已 在应用层面取得 显著进展。 例如，中国积极拥抱开源生态，多家企业（包括阿里巴巴）正致力于 ...

资料图。本文来源 ： 澎湃新闻 记者 吴雨欣 活动上，蔡崇信与白宫人工智能和加密货币事务负责人David Sacks展开观点交锋。David认 为，美国赢得人工智能竞赛非常重要。 蔡崇信则表示，他本人对于"赢"的定义，不是谁推出了最强大的人工智能模型，而是谁能更快 地采用它。美国大量的资源应该投入到技术应用和推广上，而不仅仅是对技术投入资金，超大 规模公司每年的投资大约800亿美元，但在中国，有几件事正在发生，一是中国已经拥护开源， 二是包括阿里巴巴在内的许多公司，已经推出了更小的模型，而不是万亿参数的模型。 蔡崇信认为，如果希望人工智能普及，可以看看现在的中国，"我并不是说中国在模型战争中技 术上获胜，但就实际应用以及受益人群而言，人工智能已经取得了长足的进步。有调查显示， 去年，只有8%的公司在其业务中使用人工智能，现在的比例正接近50%。" 在访谈中，主持人问及，随着越来越多的工作量（由人工智能完成），劳动力是否会自然地减 少？ 对此，蔡崇信回答道："我们还没有宣布任何因人工智能导致的裁员，我一直在问我们的工程主 管，现在有多少代码是由人工智能编写的。我得到的答案各不相同，这取决于你问哪个部门， 但我认 ...

We recently published 10 Big Names With Whopping Gains; 6 Jump All-Time Highs. Nebius Group NV (NASDAQ:NBIS) is one of the best performers on Thursday. Nebius Group grew for a second day on Thursday, jumping 8.72 percent to close at $132.64 apiece as investors maintained their buying spree in AI stocks amid a surge of dealmaking activities across the sector. For its part, Nebius Group NV (NASDAQ:NBIS) recently clinched an $18 billion cloud computing deal with technology giant Microsoft Corp., strengtheni ...