The "everything store" might have secured its biggest customer yet.On Monday, Amazon announced that it had signed a $38 billion deal with OpenAI, offering the ChatGPT maker access to Amazon Web Services' infrastructure.On the one hand, the move isn't too surprising — a continuation of OpenAI's spending spree as it looks to secure resources to run its power-hungry artificial intelligence models.On the other, OpenAI's turn to Amazon shows that the firm is diversifying from its reliance on Microsoft, which had ...

With U.S. stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Uber Technologies Inc. (NYSE:UBER) to report quarterly earnings at 69 cents per share on revenue of $13.27 billion before the opening bell, according to data from Benzinga Pro. Uber shares rose 0.7% to $100.40 in after-hours trading.Upwork Inc. (NASDAQ:UPWK) reported better-than-expected third-quarter financial results and issued fourth-quarter guidance abov ...

格隆汇11月4日丨星宸科技(301536.SZ)在投资者互动平台表示，公司已规划多颗大算力AI芯片产品，产 品将具备先进制程（12nm及以下）、大算力（32T及以上）、高带宽、高能效比、支持7B及以上端侧 AI LLM和 LVM等功能特点，采用可扩展的分布式算力架构设计，未来可用于具身智能机器人的大小 脑、NAS、HomeBase（家庭智能中枢）、边缘计算等场景。 ...

Malaysia's leading automation and smart manufacturing exhibition unites 200+ global brands, featuring advanced robotics, automation, and smart factory innovations in the northern industrial hub. GEORGE TOWN, Malaysia, Nov. 4, 2025 /PRNewswire/ -- Malaysia's leading automation and smart manufacturing exhibition, AUTOMEX, made its highly anticipated debut in Penang today, marking a transformative milestone in its 14-year legacy of driving the nation's industrial evolution. AUTOMEX DEBUTS IN PENANG, DRIVI ...

China has boosted subsidies for major data centers, slashing their energy bills by up to 50% to support domestic chipmakers and strengthen global competitiveness, according to a report. Chinese Tech Giants Grapple With High Energy CostsSeveral local governments in provinces with a high concentration of data centers, such as Gansu, Guizhou, and Inner Mongolia, have introduced these incentives, the Financial Times reported on Tuesday.These cater to tech behemoths like ByteDance, Alibaba Group Holding Ltd. (NY ...

科创50ETF（588000）追踪科创50指数，指数持仓电子行业69.3%，计算机行业5.17%，合计74.47%， 与当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及半导体、医疗器械、软件开发、光 伏设备等多个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 （文章来源：每日经济新闻） 展望后市，民生证券指出，存储控制器市场前景明朗，预计2025-2032年复合增长率达14.4%，2032年市 场规模将突破661亿美元。行业呈现独立厂商与IDM厂商共存格局，技术壁垒高企。投资主线聚焦：一 是AI与云计算驱动的高端PCIe5.0控制器需求，二是汽车电子与工业物联网带来的车规级控制器增长机 遇。具备相关技术布局的厂商有望持续受益。 11月4日午后，A股三大指数延续早盘下跌趋势，呈现震荡下行的走势。科创50ETF（588000）午后震荡 下行，最大跌幅为0.61%，日内从早盘高点回调超1%。盘面上，持仓股中微公司涨超6%，华海清科、 拓荆科技等涨超4%；截至发文，科创50ETF（588000）成交额超28亿元，位居同类产品第一。 消息面上，11月3日，业界消息称台积电计划自202 ...

"Big Short" investor Michael Burry backed his market bubble warning with big money. Burry's hedge fund, Scion Asset Management, made massive bearish wagers using put options — contracts that profit when share prices fall — on Nvidia and Palantir Technologies, according to a regulatory filing released Monday for the quarter ending September 30.Scion disclosed a 1 million-share equivalent put on Nvidia valued at about $186.6 million, and a 5 million-share equivalent put on Palantir worth roughly $912 million ...

/ CONTENTS 01 02 03 04 05 2 / 3 / 01 DeepSeek AI 图：Deepseek日活高速增长 图：Deepseek多项基准测试性能对标国际顶尖AI模型 图：豆包日均token用量高速增长 | Benchmarks | DeepSeek-R1- | OpenAl- | Gemini-2.5- | Owen3- | DeepSeek-R1 | | --- | --- | --- | --- | --- | --- | | | 0528 | o3 | Pro-0506 | 235B | | | AIME 2024 数学资源 pass@1 | 91.4 | 91.6 | 90.8 | 85.7 | 79.8 | | AIME 2025 数学見賽 pass@1 | 87.5 | 88.9 | 83.0 | 81.5 | 70.0 | | GPQA Diamond 科学测试 pass@1 | 81.0 | 83.3 | 83.0 | 71.1 | 71.5 | | LiveCodeBench 代码生成 pass@1 | 73.3 | 77.3 | 71.8 | 66.5 | 63.5 ...

Famed investor Michael Burry, known for his “Big Short” bet against the 2008 housing market, has issued a stark warning that the current AI boom is a speculative bubble mirroring the 2000 dot-com bust.Michael Burry Compares Telecom Bust With AI BoomThe warning came via a series of social media posts just after his firm, Scion Asset Management, revealed over $1 billion in bearish put options against AI-centric stocks Nvidia Corp. (NASDAQ:NVDA) and Palantir Technologies Inc. (NASDAQ:PLTR).In a cryptic post on ...

Core Insights - Wuxi Chengheng Microelectronics Co., Ltd. has completed significant business changes, including the introduction of new shareholders such as the listed company Jingjiawei and state-owned industrial funds from Shanghai and Hunan, indicating strong capital and industry recognition for the AI chip startup [1][3] - The registered capital of Chengheng Micro has increased from 355 million RMB to 635 million RMB, marking a substantial growth of approximately 79%, reflecting investor confidence in its business prospects and development potential [3] Company Developments - The new shareholder lineup for Chengheng Micro includes prominent players like Jingjiawei, a leading GPU chip company in A-shares, and two state-owned industrial funds, showcasing a robust investment backing [3] - Jingjiawei's investment of 220 million RMB aims to enhance its R&D capabilities and establish a dual-driven business model of "GPU + edge AI chips," which is seen as a forward-looking strategy [4] Strategic Implications - The combination of GPU technology and edge AI chips is expected to create significant synergies, enabling complex model training in cloud environments while deploying intelligent capabilities in local devices, thus broadening AI applications [4] - This acquisition allows Jingjiawei to quickly enter the expansive market of edge AI chips and leverage its GPU expertise alongside Chengheng Micro's capabilities, enhancing its diversified industrial layout [4]