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Storage surges again! AI inference and multimodal drives a data explosion, making hard disk and flash memory manufacturers the biggest beneficiaries.

Storage surges again! AI inference and multimodal drives a data explosion, making hard disk and flash memory manufacturers the biggest beneficiaries.

``` As the AI wave shifts from the training phase to large-scale deployment in inference applications, the storage sector—seen as the "working memory" of AI—is undergoing an unprecedented revaluation. On Tuesday, storage concept stocks in the U.S. market surged collectively, with SanDisk skyrocketing 27.56%, marking

Goldman Sachs Strategists: Beware of U.S. stocks with "high valuations, high concentration, and high gains," as they have historically often ended with sharp declines.

Goldman Sachs Strategists: Beware of U.S. stocks with "high valuations, high concentration, and high gains," as they have historically often ended with sharp declines.

``` Although Goldman Sachs maintained its optimistic forecast in the latest outlook that US stocks will continue to rise to 7,600 points in 2026, its strategists simultaneously issued a stern warning, pointing out that current US stock valuations and concentration structures resemble the characteristics seen before several major crashes over

Capital backs Musk! xAI raises $20 billion, exceeding expectations; valuation doubles in a year

Capital backs Musk! xAI raises $20 billion, exceeding expectations; valuation doubles in a year

``` Despite facing regulatory scrutiny, Elon Musk's AI startup xAI has successfully completed a massive fundraising round. On January 7, according to the UK Financial Times, xAI announced that it had raised $20 billion in its latest funding round. This amount not only exceeds the company’s initial target

5 trillion revenue forecast is too conservative! Nvidia CFO says "it will definitely be higher," Jensen Huang says demand from Chinese customers is strong.

5 trillion revenue forecast is too conservative! Nvidia CFO says "it will definitely be higher," Jensen Huang says demand from Chinese customers is strong.

Nvidia executives have repeatedly given optimistic signals, expressing confidence in the sales prospects of the Blackwell and next-generation Rubin chips. On Tuesday, the 6th Eastern Time, Nvidia CFO Colette Kress said at a JPMorgan-hosted event that due to strong demand, Nvidia is now more optimistic about its data center business.

The Trump administration is discussing plans to acquire Greenland, including military options.

The Trump administration is discussing plans to acquire Greenland, including military options.

According to CCTV News, on January 6 local time, a senior US official stated that President Trump and his team are discussing various plans to acquire Greenland, including purchasing the territory from Denmark, establishing a free association agreement with Greenland, and military means are also listed as one of the

Jensen Huang said there is no need to rely on chillers; shares of cooling equipment companies once plunged 20%.

Jensen Huang said there is no need to rely on chillers; shares of cooling equipment companies once plunged 20%.

Nvidia CEO Jensen Huang’s comments at CES regarding next-generation chip cooling technology have sparked concerns among investors about demand for data center cooling equipment, causing related stocks to tumble collectively on Tuesday. At the CES exhibition in Las Vegas, Huang stated that server racks equipped with Nvidia’s next-generation

Rock showcased a dual-legged sweeping robot at CES: can climb stairs and jump, release date undetermined.

Rock showcased a dual-legged sweeping robot at CES: can climb stairs and jump, release date undetermined.

``` Roborock has launched a stair-climbing robot vacuum cleaner, in an attempt to revitalize its home robot strategy after last year’s lukewarm performance of its robotic arm product. On Tuesday, Roborock showcased a concept product equipped with two legs that can climb stairs at this year's technology conference