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Google to invest $25 billion in data centers and AI infrastructure across largest U.S. electric grid
CNBC· 2025-07-15 10:30
Ruth Porat, President & Chief Investment Officer of Alphabet & Google, speaks during the Reuters NEXT conference, in New York City, U.S., December 10, 2024.Alphabet's Google will invest $25 billion in data center and artificial intelligence infrastructure over the next two years in states across the biggest electric grid in the U.S., the technology company said Tuesday.Google will also spend $3 billion to modernize two hydropower plants in Pennsylvania to help meet the growing power demand from data centers ...
Glo Fiber Expands High-Speed Fiber Optic Internet in York County, PA
Globenewswire· 2025-07-15 10:16
Broadband speeds up to 5 Gbps will be available in Hallam Borough, Hellam Township and Wrightsville Borough, Pennsylvania Glo Fiber Glo Fiber van working in Hillsboro, OH. EDINBURG, Va., July 15, 2025 (GLOBE NEWSWIRE) -- Glo Fiber, powered by Shenandoah Telecommunications Company (“Shentel”) (Nasdaq: SHEN), announced they have reached agreements to deploy fiber-to-the-home (FTTH) broadband services to Hallam Borough, Hellam Township and Wrightsville Borough in York County, Pennsylvania. Glo Fiber will br ...
昆仑万维CEO方汉称公司唯一梦想是成为巨头 去年却巨额亏损15亿
Sou Hu Cai Jing· 2025-07-15 07:27
对于2024年的亏损,昆仑万维在年报中做出了解释。报告称亏损主要源于两方面因素的综合影响。首先 在2024年公司大幅增加了人工智能领域研发投入,全年研发费用达到15.4亿元,较去年同期增长 59.5%。此举是为了保持在人工智能领域的领先地位。 昆仑万维对于AI战略十分坚持,在财报会上表示"AI对公司是难得一遇的机会,即使短期面临亏损风 险,公司也将坚定投入,保持在AI大模型第一梯队。" 今年上半年,公司CEO方汉经常出现在专访当中,谈及下一步公司发展的战略,他对外表示,将继续坚 持"All in AI"的策略,还在某一次专访中透露"作为一家中型互联网公司,昆仑万维唯一的梦想是成为巨 头。" 昆仑万维2025年第一季度财报显示,公司2025年第一季度营业收入17.64亿元,同比上涨46.07%;净利 润为-9.294亿元,同比下降352.40%;归母净利润为-7.690亿元,同比下滑310.32%,目前仍为亏损状 态。 未来昆仑万维的AI战略成效如何,2026年能否实现盈利?能否成为巨头?运营商财经网将继续关注。 运营商财经网 实习生郑永杰/文 近日,昆仑万维公布2024年年度报告,公司2024年总营业收入为5 ...
Meta is reportedly using actual tents to build data centers
TechCrunch· 2025-07-15 05:25
Group 1 - Meta is rapidly advancing its superintelligence technology by hiring AI researchers and constructing a 5-gigawatt data center named Hyperion [1][2] - The company is taking unconventional measures, such as erecting temporary tents for data center capacity, to expedite its computing power amid competition from OpenAI, xAI, and Google [2][3] - The design of the Hyperion data center prioritizes speed over aesthetics, utilizing prefabricated modules and lightweight structures, with a projected capacity of 2 gigawatts by 2030 [3]
速递|扎克伯格All in“超级智能”,Meta斥资数千亿美元建AI神殿,首个超算集群2026上线
Sou Hu Cai Jing· 2025-07-15 02:03
Group 1 - Meta is investing heavily in building multiple large-scale AI data centers globally, focusing on "Superintelligence" rather than just AGI, with the first center "Prometheus" expected to launch in 2026 and another "Hyperion" planned to expand to 5 gigawatts of computing power [2] - The company aims to integrate its AI business under the "Superintelligence Labs" to create a complete AI product chain, from AI chat assistants to AIGC advertising tools and smart glasses, to achieve a commercial closed loop [3] - Meta has increased its capital expenditure forecast for 2025 to between $64 billion and $72 billion, indicating a strategy of using advertising revenue to support AI model development for future gains [3] Group 2 - Meta is reportedly facing challenges such as the cooling development of the Llama 4 model and the departure of key executives, leading to considerations of shifting from open-source models to a more closed commercial model [3] - Analysts suggest that while AI has improved Meta's advertising revenue capabilities in the short term, the long-term competition is centered around who can first create a general AI engine [3] - The company has made significant investments in talent acquisition, including hiring key figures from Scale AI and GitHub, and invested $1.43 billion in Scale AI last year [2]
QuestMobile2025全景生态流量半年报告:月活用户达到12.62亿,同比增速持续保持2%以上,多领域内爆点不断涌现……
QuestMobile· 2025-07-15 01:59
各位童鞋搭嘎猴啊,上周 "即时零售 APP 流量洞察"看的怎么样?有童鞋在后台留言:"薅 羊毛大战搞得我饮食都不规律了,又跟电商熬夜抢货一样,老是下午、半夜的搞,一点也不 人性化啊……" 兄嘚稳住,吃不下、喝不下就算了,别硬撑,薅点、吃点、喝点就够 了,搞得跟吃自助餐样的"扶墙进扶墙出"也是大可不必啊 O( ∩ _ ∩ )O 言归正传,今天就给大家分享一下2025年全景生态流量半年报告。2025年上半年堪称移动 互联网的"第二春",在AI技术爆发性驱动、线下场景深入影响下,用户规模、黏性双双增 长,Qu e s tMobi l e数据显示,截止到2025年5月,移动互联网月活跃用户规模提升至 12.62亿,同比增长了2.2%,且整个上半年都维持在2%以上,一改此前多年持续维持在 2%以下的状况;同时,全网月人均使用时长同比增长了8%,达 到了178.9小时。 用户使用越来越深入,移动视频、移动购物、出行服务、生活服务 APP 月活跃用户规模分 别达到 11.67 亿、 10.94 亿、 10.94 亿、 9.02 亿,且各领域内不断涌现新生的爆点赛 道,例如移动视频领域内的热门剧综、短剧,出行服务中火车、航班 ...
摩根士丹利:腾讯控股-2025 年第二季度预览 - 稳固的营收和盈利增长
摩根· 2025-07-15 01:58
July 13, 2025 10:00 PM GMT Tencent Holdings Ltd. | Asia Pacific 2Q25 Preview: Solid Revenue and Earnings Growth | What's Changed | | | | --- | --- | --- | | Tencent Holdings Ltd. (0700.HK) | From | To | | Price Target | HK$630.00 | HK$650.00 | We see 2Q revenue and non-IFRS OP rising 11% and 14%, respectively, with solid games and ads growth, while FBS growth sees slight recovery. We expect narrower OP leverage driven by AI investment, but margins should continue to expand. Reiterate Top Pick, best 2C AI ap ...
汇丰:中国数据中心_更多重估潜力
汇丰· 2025-07-15 01:58
China Data Centres Equities More re-rating potential GDS C-REIT IPO driving re-rating of the sector: On 2 July, GDS announced its C- REIT IPO on Shanghai Stock Exchange is 166x oversubscribed (priced at RMB3.00, or 16.9x EV/2026 GDS projected EBITDA). We believe this deal brings two positives for GDS. First, deleverage – we estimate the deal would bring in net cash proceeds of cRMB1.6bn for GDS after a 20% reinvestment into C-REIT. We think it would help GDS maintain its net debt/adjusted EBITDA ratio below ...
AudioEye (AEYE) Stock Slides as Market Rises: Facts to Know Before You Trade
ZACKS· 2025-07-14 23:16
Company Performance - AudioEye closed at $11.59, reflecting a -1.11% change from the previous day, underperforming compared to the S&P 500's 0.14% gain [1] - Over the past month, AudioEye shares gained 3.26%, lagging behind the Computer and Technology sector's gain of 5.36% and the S&P 500's gain of 3.97% [1] Earnings Forecast - AudioEye is projected to report earnings of $0.16 per share, indicating a year-over-year growth of 33.33% [2] - Revenue is expected to be $9.94 million, representing a 17.31% increase compared to the same quarter last year [2] Annual Estimates - For the entire year, earnings are forecasted at $0.71 per share and revenue at $41.51 million, showing changes of +29.09% and +17.91% respectively compared to the previous year [3] - Recent changes to analyst estimates for AudioEye may reflect shifting business dynamics, with positive revisions seen as a favorable sign for the business outlook [3] Valuation Metrics - AudioEye has a Forward P/E ratio of 16.62, which is a discount compared to its industry's Forward P/E of 27.71 [6] - The company has a PEG ratio of 0.66, significantly lower than the Internet - Software industry's average PEG ratio of 2.15 [6] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 65, placing it in the top 27% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]
Why Bumble Inc. (BMBL) Outpaced the Stock Market Today
ZACKS· 2025-07-14 23:16
In the latest trading session, Bumble Inc. (BMBL) closed at $6.68, marking a +2.45% move from the previous day. This move outpaced the S&P 500's daily gain of 0.14%. At the same time, the Dow added 0.2%, and the tech-heavy Nasdaq gained 0.27%. Shares of the company witnessed a gain of 31.72% over the previous month, beating the performance of the Computer and Technology sector with its gain of 5.36%, and the S&P 500's gain of 3.97%.Investors will be eagerly watching for the performance of Bumble Inc. in its ...