Core Viewpoint - CoreWeave, Inc. announced the integration of NVIDIA Rubin technology into its AI cloud platform, enhancing its offerings for customers focused on agentic AI, reasoning, and large-scale inference workloads [1] Group 1: Company Developments - CoreWeave is expected to be one of the first cloud providers to implement the NVIDIA Rubin platform in the second half of 2026, which will provide customers with increased flexibility and choice [1]

Core Insights - Amazon is positioned as a strong growth stock, particularly due to the increasing demand for its AI computing capabilities [1][2] - The company's recent financial results indicate improving growth rates across key business segments, with AI presenting a significant growth opportunity [1] Financial Performance - In Q3, Amazon's sales increased by 13% year over year, reaching $180.2 billion, maintaining the same growth rate as Q2 but improving from 9% in Q1 2025 [4] - The company anticipates Q4 sales to be between $206.0 billion and $213.0 billion, indicating a year-over-year growth of 10% to 13% [4] - Amazon's advertising services revenue grew by 24% year over year in Q3, an acceleration from 23% in Q2 [5] - AWS segment sales rose by 20% year over year to $33.0 billion in Q3, up from 18% growth in Q2 and 17% in Q1 [5][6] Cash Flow and Investment Opportunities - Amazon's trailing-12-month operating cash flow increased by 16% year over year to $130.7 billion, providing the company with the necessary funds to invest in growth opportunities, particularly in AI [9]

Key Points Alphabet has a lot to gain by developing its quantum technology in-house. The tech giant is already seeing real-world applications for its technology. 10 stocks we like better than Alphabet › Quantum computing is a difficult area to invest in. It's similar to investing in early-stage biotechs, where there are some promising results, but nothing indicative of true future success. Couple that with how many companies are competing for quantum computing dominance, and it turns into a very di ...

Shares of IT name CoreWeave Inc (NASDAQ:CRWV) are up 1.3% to trade at $80.31, after an upgrade from D.A. Davidson to "neutral" from "underperform." The analyst also hiked its price target to $68 from $36, citing the company's recent cloud computing deals, which have raised a significant value of $22.4 billion. This brokerage is famously skeptical toward CoreWeave stock, making today's upgrade even more noteworthy.CRWV snapped a six-day losing streak on Friday. Despite sporting a nine-month lead of 61%, the ...

Core Insights - The company, as a neutral cloud service provider, is one of the core computing power suppliers for Zhipu AI, establishing a comprehensive strategic partnership starting September 6, 2024 [1] Group 1 - The company has built high-performance GPU intelligent computing clusters in multiple regions including Qingyang, Suqian, and Tianjin [1] - These clusters provide stable training and inference computing power support for the Zhipu GLM series models [1]

Digital circuit pathway lined with cloud icons and rising charts illustrates accelerating cloud computing adoption. Key Points Some of the AI stocks with the biggest potential heading into 2026 have double-digit top-line growth year-over-year (YOY), highlighting the impact of surging demand. Twilio, Arista Networks, and Pegasystems represent key participants in the communications, infrastructure, and software-as-a-service (SaaS) corners of the AI market, respectively. These firms may have long runways ...

Key Points Amazon's cloud business is bouncing back, a wave the company could ride through 2026. Apple's latest device is already a hit and could drive strong sales growth over the next 12 months. Both stocks have buy-and-hold qualities, regardless of what happens in 2026. 10 stocks we like better than Amazon › Last year was an amazing one for several members of the "Magnificent Seven." Alphabet was the best-performing of them all, with its shares soaring more than 60%. Nvidia also continued to ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The portfolio returned -2.3% (Gross) and -2.5% (Net) in the third quarter, compared to a 7.6% return for the MSCI ACWI and a 9.0% return for the MSCI ACWI Growth. The index returns were fueled by enthusiasm for AI, whereas factors aligned with SGA’s strategy, like quality and sales stability, lagged. SGA’s investment ob ...

转自：扬子晚报 近日，T3出行全量业务成功迁移至腾讯云，并正式投产，成为出行行业迄今规模最大、最复杂的云迁 移工程。 此次迁移涵盖十余个核心业务域、数千个微服务、数百个算法模型，割接难度极大。在腾讯云技术支持 下，双方仅用时不到2小时、核心切换不到5分钟，实现"一次性"整体无感迁移。 迁移后，腾讯云为T3出行提供从云服务器、数据库到安全防护的全栈服务支持，并基于新一代高性能 实例SA9对集群进行优化，系统处理效率显著提升。目前，T3出行用云成本显著降低，算力成本优化达 30%，系统顺利通过多倍流量压力测试，并显著提升故障排查效率，为业务持续稳定运行提供坚实保 障。 此次合作为出行乃至更广泛的互联网行业提供了可复用的云迁移标杆范本。未来，双方将继续探索云原 生、AI大模型等前沿技术在出行领域的应用，为用户提供更安全、更智能的出行服务。 雅菲 晓风 迁移后，系统实现显著的成本优化和性能提升，算力成本优化达30%。同时，系统成功支撑多倍流量压 力测试，故障排查效率大幅提高，为业务持续稳定运行提供坚实保障。 随着出行行业数字化与智能化进程不断加速，T3出行业务持续高速增长，对云基础设施的稳定性、弹 性伸缩与成本优化提 ...

今日（1.5），沪指加速上涨超1%重返4000点，算力板块再度强势，云计算ETF汇添富（159273）大幅收涨超3%，全天成交额超3000万元，环比放量33%。 云计算ETF汇添富（159273）标的指数权重股多数收红：金山办公涨超6%，中际旭创、阿里巴巴-W、中科曙光涨超2%，浪潮信息、恒生电子涨近2%，腾 讯控股微涨。 | 序号 | 代码 | 名称 | 估算权重 ▼ | 涨跌幅 | 历了不容负 | | --- | --- | --- | --- | --- | --- | | 1 | 300308 | 中标准创 | 11.14% | 2.21% | 186.59亿 | | 2 | 300502 | 新易感 | 11.02% | -0.99% | 153.60亿 | | 3 | 0700 | 腾讯控股 | 10.09% | 0.24% | 124.50亿 | | 4 | 9988 | 阿里巴巴-W | 9.52% | 2.55% | 156.82亿 | | ਦ | 603019 | 中科脂光 | 6.88% | 2.52% | 52.34Z | | 6 | 688111 | 金山办公 | 3.97% | 6 ...