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全球 AI 信号流
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一年內二度換將,Wiz 前高層 Dali Rajic 接任 OpenAI 營收長
TechNews 科技新報 ZH people
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一年內二度換將,Wiz 前高層 Dali Rajic 接任 OpenAI 營收長
科技新报 ZH people 2 条观察
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Micron Stock Forecast: Can AI Memory Demand Push MU Above $1,000?
HK MoneyClub ZH views
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S&P Hits All Time High, OpenAI Revenue Run Rate Tops $40B, More
Bloomberg EN funding
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荣耀和抖音成立基础体验联合实验室,围绕智慧互联、AI 创新等领域合作
IT之家 ZH funding 2 条观察
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Look at direction, not speed, of chip earnings forecasts (KOR)
Korea JoongAng Daily EN views 2 条观察
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Look at direction, not speed, of chip earnings forecasts
Korea JoongAng Daily EN views 2 条观察
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SanDisk 4QFY26表现亮眼 预估至2030年营收年增19%
DIGITIMES ZH funding 2 条观察
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AI가 부동산을 삼킨다…밴티지, 140조원 데이터센터 IPO 저울질
AI 매터스 KO funding 3 条观察
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《美股》焦點股:應材展望樂觀不敵賣壓 OpenAI IPO前爆高層離職
ww2.money-link.com.tw ZH views 8 条观察
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Why AI search visibility is hard to attribute
contentgrip.com EN views 6 条观察
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AMD Raises Record $4.75 Billion in Bond Offering, Intensifying AI Chip Push to Challenge Nvidia
NAI500 EN funding 7 条观察
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AMD完成历史最大债券发行!47.5亿美元融资瞄准AI基础设施扩张
Sohu ZH funding 3 条观察
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国产算力芯片企业营收高速增长,AI产业链景气度持续上行,科创芯片ETF嘉实(588200)有望持续受益
新浪财经 ZH funding 3 条观察
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Quanta posts record second quarter revenue as AI server demand surges
digitimes EN funding 3 条观察
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前OpenAI算法专家创业,具身智能公司亮源新创拿下数亿元融资
Sohu ZH funding 7 条观察
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Is Blackstone (BX) Fully Priced On Its Nvidia AI Alliance And Funding Rethink?
simplywall.st EN funding 9 条观察
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S&P Notches Record After PPI, OpenAI Tops $40B Run Rate, More
Bloomberg EN funding 9 条观察
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記憶體大廠Sandisk狂飆逾13%!力積電爆量衝80元 分析師點名2檔是長線首選
Yahoo股市 ZH views 18 条观察
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DeepSeek raises API prices sharply as V4 Pro targets agentic AI market
digitimes EN funding 2 条观察
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26股融资买入额超10亿元,包括中际旭创、兆易创新、胜宏科技、长鑫科技、新易盛等
Sohu ZH funding 6 条观察
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26股融资买入额超10亿元,包括中际旭创、兆易创新、胜宏科技、长鑫科技、新易盛等-电报君
金融界 ZH funding
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Unitree Robotics' Shanghai IPO Draws DeepSeek, CNPC, More
Moomoo EN funding 10 条观察
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L'introduction en bourse d'Unitree Robotics à Shanghai attire DeepSeek, CNPC et d'autres investisseurs
Zonebourse Suisse FR funding 9 条观察
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Unitree Robotics' Shanghai IPO Draws DeepSeek, CNPC, More
marketscreener.com EN funding 9 条观察
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“大洗牌”持续!OpenAI换帅首席营收官,多名高层密集离职
新浪网 ZH people 10 条观察
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AI雲端營收押在兩家新創,輝達與半導體估值撐得住嗎?-美股財經週報 - 阿筠
CMoney投資網誌 ZH funding 10 条观察
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爱范儿独家|谷歌不再追逐前沿, DeepMind 或大幅裁员
爱范儿 ZH people
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DeepSeek raises some V4 prices by more than 10x as AI demand strains capacity
Computerworld EN funding 7 条观察
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【10:16 即時新聞】華碩(2357)股價勁揚逾7%,AI伺服器展望上修帶動買盤續追+主力與均線結構偏多延續攻勢
CMoney投資網誌 ZH views 11 条观察
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亮源新创完成数亿元Pre-A轮融资,前OpenAI算法专家率队探索Physical AI基础模型
Sohu ZH funding 8 条观察
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DeepSeek raises some V4 prices by more than 10x as AI demand strains capacity
InfoWorld EN funding 6 条观察
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OpenAI上市前 年化營收可望突破400億美元| 產經
cna.com.tw ZH funding 10 条观察
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中际旭创17.47亿收购中石科技10.47%股份
新浪网 ZH funding 13 条观察
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Anthropic的2万亿美元估值是怎么来的?
Sohu ZH funding 13 条观察
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OpenAI任命Dali Rajic为首席营收官
新浪财经 ZH funding 14 条观察
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This investor day, SanDisk's "explosive numbers" shook the market
odaily.news EN funding 9 条观察
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SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories
digitimes EN funding 3 条观察
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11亿重组卡壳,光模块业务虚胖,汇绿生态540倍PE如何支撑?
Sohu ZH people 13 条观察
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NVIDIA从芯片商走向资本中枢 AI版图再向投资与融资延伸
디지털투데이 ZH funding 6 条观察
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联想与英伟达合作:今年晚些时候推出RTX芯片AI PC新品
Sohu ZH funding 7 条观察
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AI chip boom drives Applied Materials to record revenue and profit - CHOSUNBIZ
biz.chosun.com EN funding 10 条观察
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【分析】AI株高の裏で膨らむインフレ圧力、電力・半導体への巨額需要がFRBの難題に
財経新聞 JA views 4 条观察
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【分析】AI株高の裏で膨らむインフレ圧力、電力・半導体への巨額需要がFRBの難題に
財経新聞 JA views 8 条观察
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Anthropic 傳 10 月上市挑戰 2 兆美元估值,打破 SpaceX 最大 IPO 記錄
鏈新聞 ABMedia ZH funding 15 条观察
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加密早报:长鑫科技超越腾讯成为中国市值最大的上市公司,Anthropic 投资者预计IPO 估值或超2 万亿美元
深潮TechFlow ZH funding 15 条观察
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掛牌上市前夕的財務火力!傳OpenAI營收突破400億美元大關
Mashdigi ZH funding 15 条观察
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Agora Q2 2026 slides: AI agents drive 18% revenue growth
Investing.com EN funding
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Nvidia推GPU抵押融资:为GPU残值提供部分保障
디지털투데이 ZH funding 6 条观察
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Markets Rally After US PPI, OpenAI on Track to Double Revenue
Bloomberg EN funding 15 条观察
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中际旭创17.47亿收购中石科技10.47%股份
新浪网 ZH funding 2 条观察
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華碩兩日內飆漲19%問鼎千金!分析師:短線過熱別追高
Yahoo股市 ZH views 13 条观察
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中芯国际二季度业绩超预期,AI需求成核心驱动力 提供者 Investing.com
英为财情 Investing.com ZH funding 7 条观察
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Why CoreWeave (CRWV) Is Up 24.6% After Huge Backlog, Higher Guidance, And New AI Buildout Loan
simplywall.st EN funding 9 条观察
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Asian Memory Chipmakers Rise as Sandisk Outlook Lifts Confidence
Bloomberg EN funding 8 条观察
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超越SpaceX!Anthropic估值或突破2万亿美元
新浪财经 ZH funding 15 条观察
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备战 IPO 上市:彭博社称 2026 年 OpenAI 年化营收有望翻番达 400 亿美元
白鲸出海 ZH funding 10 条观察
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IPO前夜的关键“补强”?传Anthropic洽谈60亿美元收购Decart AI,瞄准AI算力效率优化
白鲸出海 ZH funding 12 条观察
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Lam Research Plans $1.7 Billion Tualatin Investment Under Proposed Tax Agreement
FM News 101 KXL EN funding 15 条观察
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Netlist Targets Micron, HPE After Huge Samsung IP Deal
Law360 EN funding 15 条观察
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Why is DeepSeek's Harness a black whale?
36Kr EN views 30 条观察
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Michael Burry Calls Nvidia’s $500 Billion AI Financing Push a ‘Wall Street Stunt’: ‘Meet the New Boss…'
Yahoo Finance EN funding 7 条观察
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DeepSeek to raise V4 AI prices, add peak rates
Tech in Asia EN funding 10 条观察
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前OpenAI首席科学家Ilya创办的SSI首个模型曝光
article.9466.com ZH people 15 条观察
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記憶體沒有冬天!SanDisk喊展望一路旺到2030 毛利率維持80% 股價又噴- 股市爆料同學會
CMoney ZH views 15 条观察
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OpenAI突然收购,500万人Codex,永不下线
36 Kr ZH funding 3 条观察
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Why Coherent Stock Jumped Before Its Own Results Landed
Trefis EN views 15 条观察
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中芯国际:Q2营收首破30亿美元!毛利率25.3%超指引,量价齐升景气右侧确立
新浪财经 ZH funding 15 条观察
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Dynatrace acquires Arize for AI agent development
TechTarget EN funding 15 条观察
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記憶體沒有冬天!SanDisk 喊展望一路旺到2030 毛利率維持80% 股價又噴 | 美股動態 | 國際
經濟日報 ZH views 14 条观察
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記憶體沒有冬天!SanDisk喊展望一路旺到2030 毛利率維持80% 股價又噴| 全球財經| 全球
UDN ZH views 15 条观察
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台積電小跌5元!分析師看多 「有急跌就是買點」
Yahoo股市 ZH views 15 条观察
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Cisco security revenue jumps 14% as agentic AI sharpens cyberattacks
CFO Dive EN funding 15 条观察
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Lenovo's AI Server Pipeline Hits $54 Billion as Adjusted Profit Breaks the Billion Mark
AD HOC NEWS EN funding 15 条观察
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Cerebras云收入猛增、硬件销售下滑,营收失约后盘后跌16%
新浪财经 ZH funding 14 条观察
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180倍市销率!摩尔线程赴港上市,能否跨越国产算力残酷拼图的时间考验?
blog.csdn.net ZH funding 12 条观察
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SpaceXAI Wants A Cursor-Powered Claude Killer Before The $60B Deal Even Closes
yellow.com EN funding 5 条观察
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Anthropic, IPO 기대 속 기업가치 급등 전망
Traders Union KO funding 7 条观察
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Marvell's Analyst Split Widens as AI Networking Bets Collide With Valuation Caution
AD HOC NEWS EN funding 15 条观察
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Grinm Semiconductor's H1 Net Profit Rises 25.7%; 8-Inch Wafer Capacity Expanded to 300,000 Wafers/Month
finance.biggo.com EN funding 15 条观察
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科华数能与能建时代研究院签订战略合作协议
碳索储能网 ZH funding 9 条观察
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SMIC Forecasts AI to Lead H2 Demand as Second-Quarter Profit More Than Triples on Price Hikes
marketscreener.com EN funding 15 条观察
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Why is OpenAI losing so many executives?
Mashable EN views 15 条观察
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S&P Notches New All Time High, OpenAI Revenue Run Rate Tops $40B
Bloomberg EN funding 15 条观察
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Anthropic's $2 Trillion IPO Could Top SpaceX
조선일보 EN funding 15 条观察
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[News] YMTC Reportedly Invests in SOI Micro, Backing an Alternative Chipmaking Approach Without EUV
TrendForce EN funding 9 条观察
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Micron Stock Forecast: Can AI Memory Demand Push MU Above $1,000?
TradingKey EN views 15 条观察
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Thrive Investor Letter Reveals OpenAI-Fueled Growth, Stake Sale
Bloomberg EN funding 15 条观察
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Thrive Investor Letter Reveals OpenAI-Fueled Growth, Stake Sale
Bloomberg EN funding 15 条观察
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DeepSeek Harness 公测,对标Claude Cowork ;长鑫科技市值超越腾讯;OpenAI 年化营收有望翻番达400 亿美元
geekpark.net ZH funding 18 条观察
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GDS Raises Revenue And EBITDA Outlook As China AI Data Center Demand Strengthens
Pulse 2.0 EN funding 15 条观察
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开发者反馈苹果 App Store 存在部分欺诈应用:AI 包装成好口碑,假截图 / 评论误导用户
IT之家 ZH views 15 条观察
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DeepSeek raises peak prices of flagship AI models to more than four times current levels ahead of IPO
The Business Times EN funding 15 条观察
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OpenAI营收规模近乎翻倍,年化营收有望突破400亿美元
Sohu ZH funding 15 条观察
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前华为盘古负责人创业获亿美元融资
新浪新闻_手机新浪网 ZH funding 15 条观察
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The Alice-In-Wonderland World Of The WNBA – OpEd
Eurasia Review EN views 15 条观察
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Doosan Enerbility secures SMR equipment deal from TerraPower
Yonhap News Agency EN funding 15 条观察
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XYZ Secures Nvidia H100, H200 GPUs to Speed Humanoid Robot Push
Seoul Economic Daily EN funding 15 条观察
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对 2026年、2027年、2028–2030年及以后 Nvidia (NVDA) 股票价格的预测
LiteFinance ZH views 6 条观察
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偽のClaude AIアプリケーションからのマルウェア警告
Laodong.vn JA views 15 条观察
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Cathie Wood’s ARK sells Shopify stock, buys Cerebras Systems By Investing.com
Investing.com Australia EN funding 15 条观察
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黄仁勋执锹现身!英伟达投资的磷化铟工厂奠基了
财联社 ZH funding 30 条观察
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Walker Webcast: McKinsey’s Aditya Sanghvi Discusses Why and How Agentic AI Can Be Tailor-Made for Rental Housing
Connect CRE EN views 15 条观察
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OpenAI年化营收有望突破400亿美元 较2025年底大致翻倍
cnBeta ZH funding 3 条观察
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SK appoints Yoon Poong-young to lead SK hynix global growth task force
매일경제 EN people 13 条观察
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CoreWeave行政總裁Michael Intrator出售約2,740萬美元股票 作者 Investing.com
Investing.com 香港 - 股市報價& 財經新聞 ZH funding 15 条观察
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CoreWeave首席执行官出售价值约2,740万美元的公司股票 提供者 Investing.com
英为财情 Investing.com ZH funding 15 条观察
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OpenAI’s Latest Hire Burnishes Its Cybersecurity Credentials
The Information EN people 15 条观察
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Cathie Wood旗下ARK出售Shopify股票,買入Cerebras Systems 作者 Investing.com
Investing.com 香港 - 股市報價& 財經新聞 ZH funding 15 条观察
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Applied Materials Posts Record $9.12 Billion Revenue While Expanding R&D Capacity In Singapore
Pulse 2.0 EN funding 15 条观察
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Anthropic拟10月IPO,估值2万亿美元创历史纪录
DoNews ZH funding 15 条观察
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Applied Materials sets 2028 capacity target as it commits new manufacturing hires
digitimes EN people 15 条观察
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中际旭创入股中石科技!同样卡位上游,这家收购半年营收大跌,有何启示?
新浪财经 ZH funding 15 条观察
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投資入門|AI 正影響每個人生活及工作模式 人工智能投資機遇分析
香港財經時報HKBT ZH views 2 条观察
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[Analyst Interview | Ryu Hyung-keun, Daishin Securities] Exploring SK hynix’s Next Opportunity Amid the Structural Growth of AI Memory
SK hynix Newsroom EN views 15 条观察
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有望超SpaceX成史上最大IPO:消息称Anthropic计划10月上市
新浪财经 ZH funding 15 条观察
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有望超 SpaceX 成全球最大 IPO:曝 Anthropic 计划 10 月上市,估值 2 万亿美元
IT之家 ZH funding 15 条观察
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OpenAI近期大量高管接连离职 甚至包括公司二号人物
Sohu ZH people 15 条观察
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S&P 500 Hits All-Time High, OpenAI’s Revenue Run Rate Tops $40B
Bloomberg EN funding 15 条观察
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Anthropic reportedly in talks to buy Israeli-founded AI startup at $6B valuation
The Times of Israel EN funding 15 条观察
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OpenAI年化营收有望突破400亿美元 较2025年底大致翻倍
新浪财经 ZH funding 6 条观察
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AI Just Got Its First 24/7 TV Channel
PYMNTS EN funding 2 条观察
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OpenAI一周内连失两位核心高管:首席营收官继首席运营官离职后也提出请辞-AI云资讯
icloudnews.net ZH people 15 条观察
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CBRS News Today | Why did Cerebras Systems stock drop today?
MarketBeat EN views 15 条观察
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IBM与OpenAI达成合作 共同推进企业级AI业务拓展
cnBeta ZH funding 3 条观察
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Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales
digitimes EN funding 15 条观察
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Cerebras raises 2026 outlook as hardware sales weaken
digitimes EN funding 15 条观察
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Asia-Pacific NAND Flash - Market Analysis, Forecast, Size, Trends and Insights
IndexBox EN views 15 条观察
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Thrive Holdings融资20亿美元:估值120亿美元 与OpenAI关系紧密
新浪财经 ZH funding 15 条观察
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앤스로픽, ‘2조달러 몸값’으로 10월 IPO…스페이스X 넘어 역대 최대 노린다
v.daum.net KO funding 15 条观察
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Cerebras Shares Fall 12% Despite Quadrupled Cloud Revenue as GAAP Gross Profit Declines 20%
TechStock² EN funding 15 条观察
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Vantage explores $100B IPO as four data center operators line up listings
SiliconANGLE EN funding 15 条观察
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传OpenAI年化营收突破400亿美元!潜在IPO前夕再获强劲增长动能
新浪财经 ZH funding 2 条观察
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传OpenAI年化营收突破400亿美元!潜在IPO前夕再获强劲增长动能 提供者 智通财经
英为财情 Investing.com ZH funding 13 条观察
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OpenAI Reportedly Surpasses $40B Revenue Run Rate As AI Giants Accelerate IPO Timelines
Yahoo Finance EN funding 12 条观察
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1圖懂》別再只盯川湖!蔡明翰揭7檔「高市占真AI清單」:買最弱的那檔- 上市櫃
旺得富理財網 ZH funding 15 条观察
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費城半導體指數即將重回「牛市」,分析師潑冷水| 美股
鉅亨號 ZH views 15 条观察
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SMIC Q2 Profit Jumps Over 200% Driven by AI Chip Demand
Whalesbook EN funding 15 条观察
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Anthropic Investors Think It’s Worth $2 Trillion
gizmodo.com EN funding 15 条观察
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IBM, OpenAI strike AI services deal
Channel Dive EN funding 6 条观察
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Unemployed young people to join AI boot camps to get job-ready
The Guardian EN people 2 条观察
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Applied Materials beats Q3 estimates, raises Q4 outlook on AI chip demand
Investing.com EN funding 4 条观察
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Applied Materials Releases Q3 2026 Financial Results
AlphaStreet EN funding 15 条观察
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OpenAI任命Dali Rajic为首席营收官
观点网 ZH funding 15 条观察
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AI Boom Drives Stocks Higher as Anthropic Eyes $6 Billion Deal
Bloomberg EN funding 14 条观察
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AI Data Center Stocks Retail Investors Are Watching For Power Cooling And Server Demand
simplywall.st EN funding 15 条观察
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Applied Materials forecasts revenue above estimates, shares fall on high expectations
The Lufkin Daily News EN funding 15 条观察
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备战 IPO 上市:彭博社称 2026 年 OpenAI 年化营收有望翻番达 400 亿美元
IT之家 ZH funding 13 条观察
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Databricks Raises $5 Billion to Expand Enterprise AI Agent Platform
PYMNTS.com EN funding 30 条观察
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掰了2000元神山?張錫曝「大盤7萬點藍圖」卡位名單台積電甜甜價一路墊高到這裡- 上市櫃
旺得富理財網 ZH funding 15 条观察
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Applied Materials projects China revenue to grow in 2026 despite US curbs
Nikkei Asia EN funding 15 条观察
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Meta AI 大將余家輝宣布離職!去年才傳祖克柏砸一億美元從 OpenAI 挖角
鏈新聞 ABMedia ZH people 30 条观察
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OpenAI年入400亿急上市,却被这位劲敌截胡
凤凰网 ZH funding 15 条观察
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Applied Materials Q3 FY2026 slides: record results, raised outlook
Investing.com EN funding 15 条观察
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Applied Materials forecasts revenue above estimates, shares fall on high expectations
Reuters EN funding 15 条观察
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NVIDIA (NVDA) Financing Model: The Future of AI Infrastructure F
GuruFocus EN funding 15 条观察
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Why Agentic AI Could Transform Procurement
Harvard Business Review EN views 15 条观察
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2330 台積電 - 💥 財報後漲22.8%,但微軟AI營收有25%~35%押在兩家沒上市的新創上💥 - 股市爆料同學會
CMoney ZH funding 15 条观察
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Applied Materials Eyes Capacity Expansion as Profit, Revenue Grow
WSJ EN funding 15 条观察
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Former BOK chief warns chip boom cannot simply reverse Korea’s low-growth trend
Korea JoongAng Daily EN views 15 条观察
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OpenAI revenue run rate tops $40 billion, Bloomberg reports
Investing.com EN funding 15 条观察
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Findlay works on data center rules after canceled meeting raises transparency questions
wtol.com EN funding 13 条观察
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OpenAI年化营收突破400亿美元,增速较2025年底翻番 提供者 Investing.com
英为财情 Investing.com ZH funding 15 条观察
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Anthropic paga US$6.000M por Decart AI antes de su IPO de US$2 billones
ecosistemastartup.com ES funding 15 条观察
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Lam Research invests $3B to expand global R&D network
The Business Journals EN funding 15 条观察
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Anthropic avanza hacia su IPO con reuniones discretas y sin valoración definida
DiarioBitcoin ES funding 15 条观察
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Elon Musk seemingly found the cheat code for capitalism. The SpaceX IPO proves it.
Mashable EN funding 15 条观察
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A group of state attorneys general are investigating OpenAI
Mashable EN funding 15 条观察
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IBM Enterprise Deal Gives New York State AI, Cloud Tool Access
Government Technology EN funding 2 条观察