Latest

The $35 billion cloud service deal signed by Anthropic is ostensibly with cloud service provider Lambda, but in reality, it is Nvidia that holds the data center leases and acts as the "landlord." According to a Wall Street Journal report on Tuesday, Anthropic signed a $35 billion cloud

China's AI model market is undergoing a period of intensive technological iteration and explosive growth in usage, which is driving cloud computing infrastructure investment into a new expansion cycle. According to the latest monthly monitoring report on Chinese AI models released by Bank of America Merrill Lynch, three

In a recent podcast episode released by a16z, tech investor Gavin Baker and a16z partner David George had an in-depth conversation. Baker stated that the data center construction boom can boost tax revenue in small towns, create high-paying blue-collar jobs, and allow ordinary wage earners to benefit from AI infrastructure

In a recent podcast episode released by a16z, tech investor Gavin Baker had an in-depth conversation with a16z partner David George. Baker frankly stated that he visited the entire industry this summer, asking everyone the same question: "Can you tell me even one quantitative data point in your business

Recently, Eric Sheridan, an internet and e-commerce equity analyst and managing director at Goldman Sachs, released an 80-page research report on "physical AI" to clients, raising his forecasts for the humanoid robot market across the board and predicting that warehousing and logistics will be the first battleground to

JPMorgan's Market Intelligence Trading Desk has gained widespread attention this year for a series of accurate market turning point predictions. Now, it has adjusted its stance again—from bullish to "tactical cautious/neutral," citing increased uncertainty about the Fed's policy path, crowded market positioning,

Meituan returned to profitability in the second quarter, but structural changes in the competitive landscape make it difficult for its profit margin to return to its former high. According to the trading platform, Barclays maintained its "underweight" rating and $10 target price for Meituan in its latest report,