图片来源： Unsplash 云计算服务商 Vultr 正在俄亥俄州数据中心建设一个 50 兆瓦规模的超微半导体公司人工智能处理器集群，此举旨在以更低成本提供 AI 基础设施。 这家获得 AMD 支持的企业周二宣布将投资逾 10 亿美元建设该设施，未来客户可借此训练或运行 AI 模型。该设施计划于 2026 年第一季度投入运营。 Vultr 是试图以更经济的预算从蓬勃发展的 AI 需求中获益的云服务提供商之一。该公司表示，其新建的芯片集群运营规模将远小于微软、 Meta 和谷歌母公 司 Alphabet 运营的大型设施，但将以更低的价格提供计算能力。 Vultr 首席执行官 J.J. Kardwell 在接受采访时表示，其云服务 " 价格通常只有大型数据中心运营商的一半 " 。该公司 50 兆瓦、配备 2.4 万枚芯片的设施，与 以吉瓦级功率衡量的巨型 AI 数据中心形成对比—— 1 吉瓦大致相当于一座核电站的发电量。 总部位于佛罗里达州西棕榈滩的 Vultr 通过采购芯片和计算机设备，在租赁的数据中心空间运营系统。 这个位于俄亥俄州斯普林菲尔德的新集群将采用 AMD 的 Instinct MI355X AI ...

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the author's extensive experience in asset management, particularly in equity analysis and research [1] Group 1: Professional Background - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1] Group 2: Investment Philosophy - The article advocates for accessible and empowering investing, aiming to inspire confidence in long-term investment strategies [1] - It encourages collaboration among investors to share insights and improve investment knowledge [1]

Group 1 - SuRo Capital's position in CoreWeave is set to be closed out at a significantly lower realized gain due to the collapse of the cloud computing company [1] - This situation may lead to near-term returns for the equity market, which is characterized by daily price fluctuations that can result in substantial wealth creation or destruction over the long term [1] - Pacifica Yield aims to focus on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

SuRo Capital's ( SSSS ) position in CoreWeave ( CRWV ) is set to be closed out at a markedly lower realized gain following the collapse of the cloud computing company. This might see near-term returns for the equityThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and ...

Core Viewpoint - Snowflake's stock dropped 8.5% to $242.4 following the release of its Q3 FY2026 earnings report, despite beating revenue and earnings expectations [1] Financial Performance - Revenue for Q3 FY2026 increased by 29% year-over-year to $1.21 billion, surpassing analyst expectations of $1.18 billion [1] - Adjusted earnings per share were $0.35, exceeding the forecast of $0.31 [1] - Product revenue also grew by 29% year-over-year to $1.16 billion, exceeding the expected $1.14 billion [1] Future Outlook - For Q4, the company projects product revenue to be approximately $1.195 to $1.2 billion, reflecting a year-over-year growth of about 27%, slightly above the analyst average estimate of $1.19 billion [1] - The expected adjusted operating margin is around 7%, which is below the anticipated 8.5% [1] Analyst Commentary - Bernstein analyst Firoz Valliji expressed optimism about the new CEO's leadership and innovation initiatives but raised concerns about increasing competition in the core market [1]

当地时间12月3日，美国云计算数据服务公司Snowflake发布2026财年第三季度财报：营收为12.1亿美 元，同比增长29%；产品收入为11.58亿美元，同比增长29%。该公司预计第四财季产品收入为11.95亿 至12.00亿美元，同比增长27%；预计全财年产品收入为44.46亿美元，同比增长28%。 来源：智通财经 ...

Core Insights - Amazon is attempting to penetrate the AI coding tool market by offering its tool for free to early-stage startups [1][2] - The initiative includes a free year of credits for qualified startups to use Kiro Pro+, a competitor in the AI coding space [2] Eligibility and Restrictions - Only startups that have secured venture capital funding from pre-seed to Series B are eligible for the free credits [3] - The offer is limited to U.S.-based startups, with geographic restrictions in countries such as France, Germany, Italy, and much of South America, as well as trade-sanctioned countries [3] - Applications for the free credits must be submitted by December 31 [3]

GameStop Overview - GameStop has remained a focal point in the market since its significant rise during the meme stock phenomenon in 2021, with occasional surges in stock price driven by positive news or mentions from influential investors [1][2] - The company has improved its operations and reported strong quarterly results, showcasing notable growth in revenue and earnings, particularly in its hardware division and collectibles business [3] Amazon Overview - Amazon is highlighted as a more stable investment option compared to GameStop, particularly for long-term investors, due to its robust e-commerce and cloud services [4] - Amazon's e-commerce platform is characterized by its extensive logistics network, providing a competitive advantage in the market [5] - Amazon Web Services (AWS) is a leading cloud provider, allowing businesses to efficiently manage their operations through cloud storage, with significant growth potential as many companies have yet to transition to the cloud [6] - The integration of artificial intelligence (AI) is expected to enhance cloud operations and provide businesses with the capability to run AI applications, prompting Amazon to invest heavily in AI infrastructure [8] Investment Outlook - There is ongoing debate regarding the valuation of AI investments and whether companies like Amazon are overextending in AI infrastructure spending, with clarity on this issue expected to take years [9] - Despite potential challenges, Amazon is anticipated to maintain its market dominance and benefit from AI advancements in the long term [10]

Core Insights - Huawei Cloud has completed a significant organizational restructuring to adapt to the AI era, appointing Zhang Pingan as Chairman and Zhou Yuefeng as CEO, while integrating its R&D system into the ICT infrastructure business [1][6][34] - The restructuring aims to enhance collaboration between Huawei Cloud and ICT, breaking down previous organizational barriers to improve efficiency and innovation in cloud services [17][21][34] Group 1: Organizational Changes - The restructuring includes the establishment of five major cloud R&D product lines: "Infrastructure Cloud Services," "Data & AI Cloud Services," "Database Cloud Services," "Security Cloud Services," and "HCS" [1] - Prior to this, in August, Huawei Cloud underwent a significant business adjustment, focusing on core teams and eliminating non-core departments to streamline operations [2][6] - The new structure emphasizes a "3+2+1" business focus, consolidating core services and platforms while shedding non-essential segments [2][6] Group 2: Strategic Focus - Huawei Cloud aims to become a foundational platform for AI applications, leveraging its extensive experience in communication and computing technologies to enhance cloud service performance and cost-effectiveness [5][33] - The company is positioning itself to capitalize on the growing demand for AI-driven cloud services, differentiating itself from competitors by focusing on its hardware capabilities [33][34] Group 3: Leadership and Execution - Zhou Yuefeng's appointment as CEO is seen as a strategic move to enhance the synergy between Huawei Cloud and ICT, given his background in data storage and understanding of the underlying technology [22][25][28] - The leadership structure, with Zhang Pingan focusing on strategic direction and Zhou Yuefeng on execution, is designed to ensure effective collaboration between cloud services and ICT resources [31][34] Group 4: Market Positioning - In the competitive landscape, Huawei Cloud is adapting to the AI-driven market, where other cloud providers are aggressively pursuing AI strategies [6][32] - The company aims to leverage its unique strengths in hardware and technology to provide comprehensive solutions, positioning itself as a key player in the AI cloud infrastructure market [33][34]

The market on close. I'm Sam Bis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks.Shares of box are jumping after earnings despite a relatively inline quarter. I'm joined now by George Sllis, a senior markets correspondent to get us across this one. What did we learn from the earnings and what do you make of the reaction today.We're seeing it jumping 7%. Well, I think the reaction is important because if you look at at least in the pre-market or post reported earnings, ...