（来源：吴说） 来源：市场资讯 据彭博社报道，Tether 支持的 Rumble 正推进与德国数据中心公司 Northern Data 的全股票合并交易，新 方案估值低于 Northern Data 当前约 8.94 亿美元市值。消息人士称，两家公司可能在未来几天宣布达成 协议。若交易成功，将推动 Rumble 成为云计算服务提供商的战略布局。Northern Data 股东在新方案中 将获得比最初提案更低的持股比例。 ...

4 November 2025 Amazon.com (AMZN US) Buy: OpenAI agreement lifts forecasts and TP AWS agrees 7-year deal with OpenAI: AWS has agreed a 7-year USD38bn deal to supply OpenAI with cloud capacity, further endorsing AWS's compute buildout capabilities. Open AI (a private company) will start using ASW services immediately, with all planed capacity to come online by the end 2026, with room to expand further in 2027 and beyond. Key to AWS's ability to sign a deal with OpenAI has been the increase in AWS's power, da ...

截至2025年11月10日 09:48，中证半导体产业指数强势上涨1.65%，成分股神工股份上涨20.00%，立昂微上涨10.02%，京仪装备上涨8.34%，珂玛科技，雅克 科技等个股跟涨。半导体产业ETF(159582)上涨1.60%，最新价报2.23元。拉长时间看，截至2025年11月7日，半导体产业ETF近1周累计上涨2.77%。 流动性方面，半导体产业ETF盘中换手3.99%，成交1806.48万元。拉长时间看，截至11月7日，半导体产业ETF近1周日均成交6947.53万元。 消息方面，闪迪预计NAND产品需求将持续超过供应，该趋势有望延续至2026年底，库存周转天数已从135天减少到115天。公司预测到2026年，数据中心市 场将首次取代移动市场，成为NAND闪存最大的细分市场，主要受益于AI和云计算的强劲需求拉动。 三星将在CES 2026上展出旗下最新的LPDDR6内存，这是全球首款LPDDR6内存产品，它采用12纳米制程工艺，最高速率可达10.7Gbps。截至目前，三星旗 下速率最快的内存是LPDDR5X，LPDDR6把传输速率提升了11.5%，进而带来更高的内存带宽，三星暂未公布该内存的可 ...

How MAG7 CAPEX Will Lift a Constellation of Small Strategic TechsStartup Sapience15 min read·Just nowJust now--Press enter or click to view image in full sizeEvent HorizonThe MAG7 (the handful of mega-tech firms driving the current wave of AI, cloud, and infrastructure investment) have moved from being mere software platforms to becoming enormous industrial actors. Their capital expenditures (CAPEX) for AI compute, data centers, optical and networking upgrades, and supply-chain resilience have ballooned to ...

公司业务与产品 - 公司以其Windows操作系统和Microsoft 365生产力应用套件等知名产品而闻名 [1] - 公司不断增长的云计算平台Azure是其未来的发展方向 [1]

’s Nidar Infrastructure Ltd, the parent company of Yotta, had filed final papers for the initial public offering (IPO) last December.The listing is expected to raise around $463 million, which will be used primarily for expanding Graphics Processing Unit (GPU) infrastructure, according to a company presentation to the SEC.Shareholders of Cartica will vote on the merger at an extraordinary general meeting slated for November 28, 2025. Once approved, the combined entity will list under the ticker symbols YTT ...

International Business Machines (IBM) has been a participant in the AI-driven rally in tech stocks. For the year, IBM stock has trended higher by almost 40%. With the recent earnings beat and a positive outlook for Q4 2025, IBM stock is likely to maintain the bullish momentum. Amidst this background, IBM has also announced that it will be cutting thousands of jobs in Q4. More News from Barchart However, this is unlikely to impact the company’s growth, as the job cuts are in sync with the industry trend ...

公司表现与财务数据 - 微软季度收入增长为18.4%，高于飞塔信息的13.6% [6] - 微软过去12个月收入增长为15.6%，超过飞塔信息的14.5% [6] - 微软在盈利能力方面表现优异，其过去12个月利润率为46.3%，3年平均利润率为44.6% [6] 市场表现与股价动态 - 飞塔信息股价在过去一日下跌6.3% [1] - 微软股票在市场波动中展现出韧性，在下跌后能强劲反弹 [3] - 飞塔信息股票因对周期性的担忧而表现滞后 [3] 业务定位与增长动力 - 微软被视为基础技术投资标的，其在人工智能、云计算和企业软件合作伙伴关系方面积极扩张，带来强劲势头 [3] - 飞塔信息提供集成的自动化网络安全解决方案及安全网络产品，包括硬件和软件许可 [5] - 飞塔信息更多地暴露于IT支出周期和特定产品需求波动 [3] 投资价值比较 - 微软在关键时间框架内展现出更强的收入增长、更高的盈利能力以及相对较低的估值 [1] - 与飞塔信息股票相比，投资微软目前可能更具优势 [1]

智通财经APP讯，方正科技(600601.SH)发布公告，公司全资子公司重庆高密作为专注于高端PCB研发制 造的企业，从事高频高速高密度互联印制线路板的研发、生产、销售，产品应用于包括人工智能领域高 端交换机、服务器、存储等，产品具有高数据容量、高密度、高速低损耗和高可靠性等技术特征。其现 有的重庆生产基地生产能力已无法满足客户的订单需求。为快速扩充产能，拟投资13.64亿元(含税)建设 重庆生产基地人工智能扩建项目，项目资金自筹。 本次扩建项目核心在于实现公司重庆生产基地产品结构战略性优化，可快速扩充产能，增加客户的高端 订单的承接份额，推动重庆生产基地从"规模扩张"向"价值提升"转型。有利于公司产品精准匹配人工智 能、云计算、大数据等战略新兴领域对高频高速高密度PCB的需求，突破目前高端产品产能瓶颈，满足 重点战略客户的中长期需求，增强核心竞争力与市场地位。 本次扩建项目通过新建工业厂房及设备用房，引进高端装备，构建高效自动化生产线，显著提升产能和 制造水平。项目建成后，产品结构将实现战略性优化，项目达产后，年总产值将实现明显增长。建设周 期共14个月，本次扩建项目税后财务内部收益率(IRR)为19.92 ...

Oracle is rapidly expanding its cloud infrastructure.It's been a wild couple of months for Oracle's (ORCL 2.46%) stock investors.Oracle stock surged 36% on Sept. 10 in response to a blockbuster cloud deal with OpenAI and a five-year roadmap that would pole-vault Oracle Cloud Infrastructure (OCI) into one of the top clouds by revenue.But Oracle stock is now trading down around 25% from its 52-week high as investors grow critical of artificial intelligence (AI) spending. Oracle is not alone. Last week, Meta P ...