Core Insights - Oracle will utilize AMD's upcoming MI450 AI chips to enhance its cloud services, responding to the increasing demand for AI infrastructure [1][2] - The initial deployment will consist of 50,000 MI450 processors in Q3 2026, with plans for further expansion in 2027 and beyond [1][2] Company Developments - The partnership provides AMD with a significant client for its new chips, while Oracle broadens its processor offerings amid rising demand for AI computing capacity [2] - AMD recently secured a multi-year deal to supply AI chips to OpenAI, which includes an option for OpenAI to acquire up to 10% of AMD [3] - OpenAI is reportedly entering a substantial cloud agreement with Oracle, expected to involve $300 billion in computing power over approximately five years [4] Industry Trends - The demand for large-scale AI capacity is increasing as next-generation AI models exceed the capabilities of existing AI clusters [2] - AMD is developing "AI superclusters" powered by its "Helios" rack design, aiming to compete with Nvidia, which currently leads the market with integrated systems [4]

New OCI Dedicated Region delivers OCI's 200+ AI and cloud services directly into customer data centers with a reduced physical footprint , /PRNewswire/ -- Oracle AI World -- To help more customers gain the agility, economics, and scale of the public cloud, Oracle today announced the availability of Oracle Cloud Infrastructure (OCI) Dedicated Region. With OCI Dedicated Region, organizations can rapidly deploy full-stack OCI in a Dedicated Region within weeks, starting as small as three racks in a space-con ...

Core Insights - Alibaba's cloud business unit has launched its second data center in Dubai, marking a significant expansion in its global cloud computing services nine years after the first center was established [1] Group 1: Company Expansion - The new data center in Dubai is part of Alibaba's strategy to enhance its cloud computing capabilities and meet growing demand in the region [1] - This expansion reflects Alibaba's commitment to increasing its footprint in the Middle East, a key market for cloud services [1] Group 2: Market Context - The launch of the second data center comes at a time when cloud computing is experiencing rapid growth globally, driven by increased digital transformation across various industries [1] - Alibaba's move is indicative of the competitive landscape in the cloud sector, where companies are investing heavily to capture market share [1]

Core Insights - Nebius Group is a rapidly growing AI neocloud company that has seen its stock price increase by over 618% in the past year due to high demand for cloud computing capacity [1] - The company not only focuses on AI cloud services but also has interests in autonomous vehicles and significant equity stakes in other AI firms, including a 28% stake in ClickHouse, a leading AI data company [2][3] Company Overview - Nebius Group was spun off from Yandex and began trading on the Nasdaq Stock Exchange in October [1] - The company has diversified its portfolio by acquiring stakes in other AI-related businesses, enhancing its market position [2] ClickHouse Insights - ClickHouse, in which Nebius holds a 28% stake, specializes in real-time analytics, machine learning, and data warehousing, making it valuable for various applications such as risk modeling and fraud detection [3] - ClickHouse has gained a substantial customer base, including high-profile clients like Instacart, which utilizes its capabilities for real-time data storage and analytics [4][7] Financial Performance - ClickHouse recently raised $350 million in a Series C funding round, valuing the company at $6.35 billion, and has surpassed 2,000 customers while quadrupling its annual recurring revenue [6][7] - The company is experiencing strong adoption from notable AI firms, indicating robust market demand for its services [7] IPO Prospects - ClickHouse's CEO has expressed interest in going public, suggesting that the company is preparing for an IPO as market conditions for AI companies are favorable [8][9] - The anticipated IPO could enhance the value of Nebius's stake in ClickHouse, benefiting the company financially [11]

The two cloud computing giants are both seeing business boom thanks to demand for generative AI.The advancements made in artificial intelligence (AI) over the last few years have required exponentially growing amounts of computing power. That's been a huge boon for GPU makers like Nvidia, but Nvidia's biggest customers have also benefited by renting out those GPUs to companies training large language models and developing new AI applications.Microsoft (MSFT 0.61%) and Oracle (ORCL 5.20%) are two of the bigg ...

根据公告，此次调价产品的规格族包括ecs.c9i、ecs.g9i、ecs.r9i、ecs.ebmc9i、ecs.ebmg9i、ecs.ebmr9i，阿里云对相应产品 的包月价、包年价格及节省计划进行了普降，以ecs.g9i产品为例，该产品在法兰克福降价10.26%，在东京降价7.89%，迪 拜降价9.64%。 尽管本次降价的范围并不大，但能够从中窥见阿里云进攻海外市场的野心。 阿里云再度开启了海外市场的降价攻势。 阿里云官网公告显示，自北京时间10月30日起，阿里云部分云服务器ECS产品价格将在法兰克福、东京、迪拜进行价格下 调，降幅最高达到10.26%。 用更多基础设施的投入和AI产品来抢占海外市场正在成为阿里云全球化的一项重要战略，AI产品的价格战或许将成为其中 的一个缩影。 | 地域 | 规格族 | 官网包月 | | | 官网包年价格 | | | | 节首计划 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 价格 | | | | | | | | | | | | | 1年 | 2年 | 3年 | 4 ...

Core Insights - Google is set to invest $10 billion in new data centers in southern India, marking a significant investment in the region to meet the rising demand for AI [1] - The investment will be part of a 1 gigawatt project in Andhra Pradesh, with plans to develop three campuses in Visakhapatnam [2] - The investment aligns with a broader trend of increasing infrastructure investments by tech companies to support the growing global demand for cloud and AI services [3] Investment Details - The memorandum for the investment will be signed following a year of discussions, indicating a strong commitment from both Google and the Indian government [2] - Google's Indian subsidiary, Raiden Infotech, will be responsible for the development of the data centers [2] - This investment is part of Google's broader strategy, as the company has raised its capital expenditure forecast for 2025 to $85 billion, reflecting strong demand for cloud services [4] Industry Trends - The investment in India is part of a larger trend where multinational companies like Microsoft and AWS are also increasing their investments in the country's cloud and AI infrastructure [5] - The Indian state of Andhra Pradesh plans to enhance its computing capacity significantly over the next three years to accommodate the growing demand [3]

图片来源： Tigris 人工智能企业的爆发式增长将算力需求推至前所未有的高度， CoreWeave 、 Together AI 和 Lambda Labs 等公司凭借提供分布式计算资源的能力，成 功把握这一需求浪潮，吸引了海量关注与资本注入。 " 现代 AI 工作负载和 AI 基础设施正在选择分布式计算而非大型云服务， " Tigris Data 联合创始人兼 CEO Ovais Tariq 向 TechCrunch 表示， " 我们 希望为存储提供同样选择，因为没有存储，计算就无从谈起。 " 由开发优步存储平台的团队创立的 Tigris 正在建设本地化数据存储中心网络，声称能满足现代 AI 工作负载的分布式计算需求。这家初创公司的 AI 原 生存储平台 " 随计算资源动态迁移， 实现 数据自动复制至 GPU 所在位置，支持海量小文件存储，并为训练、推理和智能体工作负载提供低延迟访 问， "Tariq 解释道。 为实现这一目标， Tigris 近期完成了 2500 万美元的 A 轮融资，本轮由 Spark Capital 领投，现有投资者 Andreessen Horowitz 等机构跟投—— TechCr ...

隔夜股市 | 标的 | 涨跌 | | --- | --- | | 上证指数 | -0.19% | | 深证成指 | -0.93% | | 恒生指数 | -1.52% | | 日经225指数 | | | 韩国KOSPI | -0.72% | | 德国DAX30 | 0.60% | | 英国富时100 | 0.16% | | 法国CAC40 | 0.21% | | 欧洲斯托克50 | 0.70% | | 道琼斯指数 | 1.29% | | 标普500指数 | 1.56% | | 纳斯达克指数 | 2.21% | 美东时间周一，美股三大指数集体收涨，道指涨1.29%，纳指涨2.21%，标普500指数涨1.56%。 纳斯达克中国金龙指数收涨3.21%，热门中概股普涨，世纪互联涨超10%，蔚来涨近7%，名创优品涨超 5%，阿里巴巴、京东涨超4%，小鹏汽车、百度涨超3%。 欧洲主要股指集体收涨，英国富时100指数涨0.16%，法国CAC40指数涨0.21%，德国DAX30指数涨 0.6%，欧洲斯托克50指数涨0.7%。 商品市场 | 标的 | 涨跌 | | --- | --- | | NYMEX WTI原油 | 1.00 ...

Market Overview - The current market environment is characterized by a lack of margin for error, with risks in the real economy being underestimated [2] - The US economy is expected to experience a slowdown in growth, particularly in the third quarter, continuing into the second quarter of the next year [6][7] - The AI buildout boom is currently offsetting the economic slowdown, but if the economy worsens, it could negatively impact the market [8] AI Sector Insights - The AI buildout is still accelerating, with significant investments and developments expected to continue [3] - Companies like Oracle are projecting substantial revenue growth, indicating a competitive landscape in the cloud business [13] - Some AI-related stocks are becoming overvalued, while others, like Microsoft, are still considered undervalued [14] Real Economy and Value Stocks - Many real economy stocks, particularly in the commodity chemical and industrial sectors, have seen significant declines, with some companies reporting a 50% year-over-year drop in EBITDA [4][10] - There is a focus on undervalued sectors such as real estate, energy, and healthcare, with real estate trading at a 7-8% discount to fair value [16][17] - Specific undervalued stocks include Ventas and Health Peak in the healthcare REIT space, and Bristol Myers in the healthcare sector, which is trading at a 33% discount to fair value [19][20] Financial Sector Analysis - The financial sector is viewed as overvalued, with expectations that large banks will report strong numbers, but smaller overlooked names like LPL Financial are considered undervalued [22][23] Recommendations on Portfolio Adjustments - Stocks like Reddit and Sherwin Williams are recommended for profit-taking due to their overvaluation, with Reddit trading at a 50% premium and Sherwin Williams at a 30% premium to fair value [25][28]