OpenAI与Cerebras Systems签署了一项多年期协议，将使用后者的硬件获取相当于750兆瓦的 算力，以 支持其快速扩张的 人工智能基础设施。根据OpenAI周三发布的声明，该公司将把Cerebras纳入其计算 网络，以实现更快的响应速度。知情人士称，这笔交易规模超过100亿美元。OpenAI联合创始人兼总裁 称，速度提升将有助于解锁"下一代应用场景，并让接下来的十亿用户接入AI"。Cerebras采用超大规模 芯片处理信息，走出了一条不同于主流路线的技术路径。该公司正寻求其技术的广泛应用，以挑战市场 领导者英伟达。 ...

Core Viewpoint - Alibaba has reduced its stake in Aojie Technology (688220) from 13.99% to 12.69% by selling 5,439,008 shares through centralized bidding and block trading from November 24 to December 1, 2025 [1][4]. Summary by Relevant Sections Shareholding Changes - Alibaba's shareholding in Aojie Technology decreased from 13.99% to 12.69% after the sale of 5,439,008 shares [1][4]. - Prior to this reduction, Alibaba had announced a plan to sell up to 12.549 million shares, representing a maximum of 3% of the total share capital [4]. Financial Performance of Aojie Technology - Aojie Technology reported a revenue of 2.88 billion yuan for the first three quarters of the year, reflecting a year-on-year growth of 13.42% [5]. - The company recorded a net profit attributable to shareholders of -327 million yuan during the same period [5]. Alibaba Group's Financial Performance - For the second quarter of fiscal year 2026, Alibaba Group reported revenues of 247.795 billion yuan, with a year-on-year growth of 15% after excluding the impact of divested businesses [5][6]. - The cloud computing segment saw a significant revenue increase of 34% year-on-year, marking a new high [6]. - Alibaba's CEO highlighted the ongoing investments in AI technology and infrastructure, which are expected to create long-term strategic value [6].

Core Points - Alibaba has reduced its stake in Aojie Technology (688220) from 13.99% to 12.69% by selling 5,439,008 shares between November 24 and December 1, 2025 [2] - Aojie Technology had previously announced a share reduction plan on August 29, allowing Alibaba to sell up to 12.549 million shares, representing a maximum of 3% of the total share capital [4] - As of the latest announcement, Alibaba has sold a total of 11.4905 million shares, leaving a remaining sellable quantity of 1.0585 million shares [5] Company Overview - Aojie Technology is a platform-based chip enterprise specializing in wireless communication and large-scale chips, with capabilities in developing full-standard cellular baseband chips and non-cellular IoT chips [6] - For the first three quarters of the year, Aojie Technology reported revenue of 2.88 billion yuan, a year-on-year increase of 13.42%, but recorded a net loss of 327 million yuan [6] Alibaba's Financial Performance - In the second quarter of fiscal year 2026, Alibaba Group reported revenue of 247.795 billion yuan, with a year-on-year growth of 15% after excluding the impact of divested businesses [6] - The company has seen strong growth in its core businesses, particularly in AI and cloud services, with cloud revenue accelerating by 34% year-on-year [7] - Alibaba's CEO highlighted ongoing investments in AI technology and infrastructure, which are expected to create long-term strategic value [7]

Core Viewpoint - Alibaba has reduced its stake in Aojie Technology (688220) from 13.99% to 12.69% by selling 5,439,008 shares, as part of a planned divestment strategy [1][2]. Group 1: Shareholding Changes - Aojie Technology announced that Alibaba Network has notified them of a reduction in shareholding, with the reduction occurring between November 24 and December 1, 2025 [1]. - Alibaba Network had previously announced a plan to reduce its holdings by up to 12.549 million shares, representing a maximum of 3% of the total share capital [1]. Group 2: Financial Performance of Aojie Technology - For the first three quarters of the year, Aojie Technology reported revenue of 2.88 billion yuan, reflecting a year-on-year growth of 13.42% [2]. - The company recorded a net loss attributable to shareholders of 327 million yuan during the same period [2]. Group 3: Alibaba's Strategic Focus - Alibaba's CEO stated that the company is in an investment phase, focusing on building AI technology and infrastructure platforms, as well as integrating life services with e-commerce to create long-term strategic value [2]. - The company reported a 34% year-on-year revenue growth in its cloud intelligence group, driven by strong demand for AI, with AI-related product revenue achieving triple-digit growth for the ninth consecutive quarter [2].

Core Viewpoint - Alibaba has reduced its stake in Aojie Technology (688220) from 13.99% to 12.69% by selling 5,439,008 shares through various trading methods [1][4]. Summary by Sections Shareholding Changes - On December 1, Aojie Technology announced that Alibaba Network has notified them of a reduction in shareholding, decreasing its stake from 13.99% to 12.69% [1]. - Alibaba's total share reduction amounts to 11,490,500 shares, with 1,058,500 shares remaining available for sale [5]. Company Performance - Aojie Technology reported a revenue of 2.88 billion yuan for the first three quarters of the year, reflecting a year-on-year growth of 13.42%. However, the company recorded a net loss of 327 million yuan [5]. - Aojie Technology specializes in wireless communication and large-scale chip platforms, with capabilities in developing cellular baseband chips and IoT chips [5]. Alibaba's Financial Results - Alibaba Group reported a revenue of 247.795 billion yuan for the second quarter of fiscal year 2026, with a year-on-year growth of 15% after excluding the impact of sold businesses [5][6]. - The cloud computing segment saw a significant revenue increase of 34% year-on-year, driven by strong demand for AI-related products [6].