云计算、算力租赁板块盘初活跃，宏景科技涨超10%创新高，城地香江涨停，世纪华通、数据港、协创 数据、利通电子、朗科科技跟涨。 ...

AI迈入深耕产业、赋能实体的"下半场"，行业重心正从参数比拼，转向千行百业的规模化应用落地。 1月29日，第二届"新质生产力产业实践洞见活动"在京举办，会上环球时报、中国科协企业创新服务中 心和赛迪新质生产力发展促进中心发布了50+"新质生产力产业实践示范案例"，涉及到人工智能基础与 产业融合、先进制造、AI新应用、生物医药、具身智能、智能网联汽车产品等热门领域。 华为云凭借基于CloudMatrix AI Infra智算云服务，成功入选"人工智能基础与产业融合"示范案例TOP5， 彰显了中国式AI与产业融合发展新路径。 华为云副总裁黄瑾表示，我们见证了数字世界从无到有的建立，如今正在见证一个全新智能世界的来 临。这一进程呈现出两大关键变化：一是人工智能正在从上至下重塑IT技术全栈；二是人工智能进入各 种应用场景，带来行业的价值。 过去一年，中国AI领域迎来跨越式突破：从"DeepSeek时刻"的大模型突破，到"超节点时刻"的算力系统 级创新，再到AI深入千行万业、破解真难题的"新质生产力时刻"，这条扎实的路径，正推动生产力以前 所未有的速度实现质的跃升。 华为云致力于深耕根技术、软硬协同、架构创新，用AI解 ...

AI startup Perplexity signed a $750 million deal with Microsoft Corp. to use its Azure cloud service, spreading its business beyond longtime cloud partner Amazon.com Inc.The three-year commitment will let Perplexity deploy AI models through Microsoft’s Foundry service, including those made by OpenAI, Anthropic and xAI, according to people familiar with the deal, who requested anonymity to discuss a private matter.“We are excited to partner with Microsoft for access to frontier models from X, OpenAI and Ant ...

AI迈入深耕产业、赋能实体的"下半场"，行业重心正从参数比拼，转向千行百业的规模化应用落地。1 月29日，第二届"新质生产力产业实践洞见活动"在京举办，会上环球时报、中国科协企业创新服务中心 和赛迪新质生产力发展促进中心发布了50+"新质生产力产业实践示范案例"，涉及到人工智能基础与产 业融合、先进制造、AI新应用、生物医药、具身智能、智能网联汽车产品等热门领域。 华为云凭借基于CloudMatrix AI Infra智算云服务，成功入选"人工智能基础与产业融合"示范案例TOP5， 彰显了中国式AI与产业融合发展新路径。 华为云副总裁黄瑾表示，我们见证了数字世界从无到有的建立，如今正在见证一个全新智能世界的来 临。这一进程呈现出两大关键变化：一是人工智能正在从上至下重塑IT技术全栈；二是人工智能进入各 种应用场景，带来行业的价值。 华为云所选择的"难"，并非技术炫技，而是指向真实产业中的"硬骨头"问题。这体现在三个维度：一是 场景之难，深入矿山井下、钢铁高炉、港口码头等恶劣工业现场，让AI理解并应对物理世界的复杂规 律；二是数据之难，面对封闭、稀少、专业的行业数据，需具备从"少数据、脏数据中炼出真知"的能 力 ...

Photographer: Gabby Jones/Bloomberg Amazon.com Inc. is in talks to invest as much as $50 billion in OpenAI and expand an agreement that involves selling computer power to the AI startup, according to a person with knowledge of the matter. OpenAI is also weighing a deal in which Amazon would use the startup’s artificial intelligence models, which power the popular ChatGPT chatbot, in its products and platforms, the person said. Amazon’s employees could also access the model for their work. Most Read fro ...

Amazon is discussing investing as much as $50 billion in OpenAI, The Wall Street Journal reported Thursday (Jan. 29), citing unnamed sources.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The move that would mark ...

Core Insights - AI startup Perplexity has entered into a significant agreement worth $750 million with Microsoft to utilize its Azure cloud service [1] Company Summary - Perplexity, an AI startup, is set to enhance its operations through a partnership with Microsoft, leveraging the capabilities of Azure cloud services [1] Industry Summary - The agreement highlights the growing trend of collaboration between AI startups and major cloud service providers, indicating a robust demand for cloud infrastructure in the AI sector [1]

In New York, the Dow Jones industrial average was up 55.96 points at 49,071.56. The S&P 500 index was down 9.02 points at 6,969.01, while the Nasdaq composite was down 172.33 points at 23,685.12.Microsoft was the heaviest weight on the U.S. market by far, and the tech giant tumbled 10% even though it reported stronger profit and revenue for the latest quarter than analysts expected. Investors honed in instead on how much Microsoft is spending on investments, whether growth in its Azure cloud business will s ...

Core Insights - OpenAI, currently valued at $500 billion, is seeking an additional $100 billion in investment, potentially raising its valuation to $830 billion [1] - Amazon is reported to be considering contributing at least $50 billion to this funding round [1] Group 1: Investment Details - Negotiations for the potential deal are being led by Amazon's CEO, Andy Jassy, and OpenAI's CEO, Sam Altman [2] - OpenAI is also in discussions with sovereign wealth funds in the Middle East and has held talks with Nvidia, Microsoft, and SoftBank [3] - The funding deal is expected to close by the end of Q1 [3] Group 2: Competitive Landscape - The partnership between Amazon and OpenAI is notable due to Amazon's existing ties with OpenAI's competitor, Anthropic [4] - Amazon's AWS serves as the primary cloud and training provider for Anthropic, with Amazon having invested at least $8 billion into the company [4] - Amazon has recently opened an $11 billion data center campus in Indiana, specifically designed to run Anthropic models [4]

CHONGQING, CHINA - NOVEMBER 03: In this photo illustration, an Amazon logo is displayed on a smartphone screen with an OpenAI logo in the background on November 3, 2025 in Chongqing, China. OpenAI and Amazon have signed a $38 billion deal to run OpenAI's systems on Amazon's cloud services. (Photo by Li Hongbo/VCG via Getty Images)VCG via Getty Images ...