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Bank of America: Meta sells computing power, aiming to tell a compelling AI investment return story

Bank of America: Meta sells computing power, aiming to tell a compelling AI investment return story

Meta is plotting to monetize its vast AI computing assets. This initiative is not only the embryonic form of a new business line, but also a strategic signal responding to investors' doubts about high capital expenditure returns. According to reports, Meta is formulating plans to launch a cloud infrastructure

VCSEL CPO or silicon photonics? The departure of Nvidia's core talent in optical interconnect to ams OSRAM has already changed the industry landscape.

VCSEL CPO or silicon photonics? The departure of Nvidia's core talent in optical interconnect to ams OSRAM has already changed the industry landscape.

``` European optoelectronic semiconductor giant ams OSRAM has poached a top executive in the field of optical interconnection from NVIDIA, causing a strong stir in the photonics industry. This personnel change not only reflects the fierce competition in the AI data center optical interconnect track, but is also regarded by insiders

OpenAI proposal: Give 5% of its shares to the U.S. government

OpenAI proposal: Give 5% of its shares to the U.S. government

``` OpenAI is seeking political support in exchange for equity, attempting to ease rising regulatory pressures by offering the U.S. government a direct stake in the company. According to the UK’s Financial Times, citing two people familiar with the matter, OpenAI CEO Sam Altman has proposed, in early talks

Report: MediaTek ASIC secures "second largest client" after Google, expected to be Meta

Report: MediaTek ASIC secures "second largest client" after Google, expected to be Meta

MediaTek's customer landscape in the custom chip sector is quietly expanding. According to the latest news from DIGITIMES, MediaTek is set to secure its second major ASIC client outside of Google, with industry expectations that this client is Meta. Meanwhile, MediaTek's cooperation with Google continues to

Japanese long-term bonds collectively fell! Foreign investors sold Japanese bonds in June at the largest scale since 2023.

Japanese long-term bonds collectively fell! Foreign investors sold Japanese bonds in June at the largest scale since 2023.

``` On the 2nd, Japanese long-term bonds collectively declined, with the yield on Japan’s 20-year government bonds rising by 11 basis points to 3.775% at one point. The yield on Japan’s 10-year government bonds rose by 7 basis points to 2.770%; the yield on the 30-year government

Musk shares group photo of Optimus mass production team, admits initial production is "extremely slow": This is not like making cars.

Musk shares group photo of Optimus mass production team, admits initial production is "extremely slow": This is not like making cars.

``` While Musk showcased progress in mass production of Tesla’s humanoid robot, he also applied the brakes to external optimistic expectations. On Wednesday, Musk responded on social platform X to a user’s speculation about Optimus V3 being produced ahead of schedule, stating clearly, "Optimus production will be extremely

Nvidia is about to start taking money from cloud service providers.

Nvidia is about to start taking money from cloud service providers.

Nvidia is transforming its powerful balance sheet into market leverage, quietly evolving from a chip seller to the "central bank" of the AI compute ecosystem by providing financial backing to emerging cloud providers in exchange for revenue sharing. On July 1, technology media The Information reported that Nvidia