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OpenAI, AWS sign $38B compute deal
Yahoo Finance· 2025-11-03 23:23
This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: OpenAI has entered into a $38 billion multiyear partnership with AWS to increase its cloud infrastructure access for advanced AI workloads, the two companies announced Monday. AWS will provide OpenAI with access to Amazon EC2 UltraServers comprising thousands of Nvidia GPUs and the ability to scale to millions of CPUs to support its advanced generative AI wor ...
This AI Stock Is Cheaper Than AMD and Crushing It in Returns
Yahoo Finance· 2025-11-03 23:14
Advanced Micro Devices (AMD) has emerged as the best-performing stock in the S&P 500 Index ($SPX) over the past month. Shares of the chipmaker have surged more than 56%, reaching new record highs. The rally comes as investor confidence in AMD’s role within the artificial intelligence (AI) market continues to strengthen. Moreover, the company’s recent partnerships and strategic deals have further driven optimism about its ability to compete with industry leaders and capture more market share. AMD stock rec ...
Amazon-OpenAI announce $38B deal: here's what it means for Microsoft
Invezz· 2025-11-03 23:04
OpenAI has signed a landmark $38 billion agreement with Amazon Web Services (AWS), marking its first major team-up with the world's leading cloud infrastructure provider. The transaction enables OpenA... ...
MongoDB Announces Leadership Transition
Prnewswire· 2025-11-03 21:30
Accessibility StatementSkip Navigation Chirantan "CJ" Desai Appointed President and Chief Executive Officer Dev Ittycheria to Remain on the Board of Directors Q3 FY26 Results Expected Above the High-End of Guidance Ranges Driven by Strength in Atlas NEW YORK, Nov. 3, 2025 /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced that its Board of Directors has appointed Chirantan "CJ" Desai as President and Chief Executive Officer ("CEO"), effective November 10, 2025. Desai succeeds Dev Ittycheria, who, a ...
Alphabet(GOOGL.US)重返欧债市场 拟发行30亿欧元债券助力AI及云基础设施投资
智通财经网· 2025-11-03 19:41
报道称,3年期债券的发行利率较中期互换利率高出约60个基点,而最长的39年期债券则高出约190个基 点。所得资金将用于一般公司用途。高盛、汇丰和摩根大通担任全球协调人及簿记管理人,法国巴黎银 行、法国农业信贷银行企业与投资银行及德意志银行参与承销。债券定价预计将于今日稍晚公布。 Alphabet正投入创纪录的资金,力图推动人工智能领域的发展,并将旗下大型语言模型Gemini的代理和 辅助功能融入到包括搜索在内的热门产品中。该公司表示,今年的资本支出将达到910亿至930亿美元。 今年早些时候,该公司就已将资本支出预期从750亿美元提高到850亿美元。其中大部分将用于数据中心 等技术基础设施。该公司首席财务官Anat Ashkenazi还表示,预计2026年资本支出将大幅增加。 智通财经APP获悉,Alphabet(GOOGL.US)计划今年第二次回归欧洲债券市场,发行多期欧元计价基准 债券,以为其在人工智能(AI)和云基础设施领域的创纪录支出提供资金支持。据媒体援引知情人士消息 报道,Alphabet正计划发行六种欧元计价基准债券,期限从3年至39年不等,总发行规模预计至少为30 亿欧元(约合35亿美元)。 ...
Alphabet to Sell Bonds to Fund AI Expansion
Yahoo Finance· 2025-11-03 18:35
Alphabet is returning to Europe's debt market for the second time this year with a multi-tranche sale, as the Google parent raises funds to support record capital spending on artificial intelligence and cloud infrastructure. The technology company, led by Chief Executive Officer Sundar Pichai, is marketing six euro-denominated benchmark tranches, ranging from three to 39 years, according to a person familiar with the matter, who asked not to be identified. The total sale is expected to be at least 3 billio ...
Alphabet to sell at least €3B bonds to fuel AI expansion - report (GOOG:NASDAQ)
Seeking Alpha· 2025-11-03 17:55
公司融资活动 - Alphabet通过多批次欧元债券发行重返欧洲债券市场 这是公司今年第二次进行此类融资 [6] - 此次发行旨在为人工智能和云基础设施的创纪录支出提供资金 [6] - 公司正在营销六个欧元计价的基准批次债券 [6] 公司战略重点 - 公司将资金重点投向人工智能和云基础设施领域 相关支出达到创纪录水平 [6]
Oracle Is Hyped, INTU Stock Is A Better Buy
Forbes· 2025-10-31 23:35
CHONGQING, CHINA - AUGUST 18: In this photo illustration, a smartphone displays the logo of Intuit Inc. (NASDAQ: INTU), an American business software company known for products such as TurboTax, QuickBooks, Credit Karma, and Mailchimp, in front of a screen showing the company's latest stock market chart on August 18, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesINTU serves as Oracle's counterpart in the Application Software sector, which possesses:1) A lower valuation ...
Foxconn to invest up to $1.37 billion to expand cloud compute services and accelerate AI development
MINT· 2025-10-28 14:31
投资计划概述 - 公司董事会批准一项价值420亿新台币(约合13.7亿美元)的投资,用于建设AI计算集群和超级计算中心 [1] - 投资资金将全部来源于公司自有资源,计划在2025年12月至2026年12月期间投入 [1] 资金用途与项目细节 - 投资旨在扩展云计算服务平台,并加速集团“三个智能平台”的发展 [2] - 尽管未公布项目具体细节和地点,但相关消息人士指出投资很可能在台湾进行 [2] 战略背景与目标 - 此举是公司持续强化其在人工智能和云基础设施领域地位战略的一部分 [3] - 作为全球最大的电子代工制造商,公司正积极寻求多元化增长动力,以减少对智能手机和电子制造的传统依赖 [3] 相关AI发展举措 - 今年5月,公司宣布计划与英伟达合作,在台湾建设一个电力容量达100兆瓦的AI中心 [4] - 今年8月,公司与日本软银合作,将在其位于美国俄亥俄州的前电动汽车工厂生产数据中心设备,作为推进美国AI基础设施的Stargate项目的一部分 [4] 印度市场扩张 - 公司正在印度泰米尔纳德邦扩张业务,计划制造更多电子元件以提升盈利能力,并重申了在该地区15亿美元的既定投资计划 [5] - 除了为苹果组装iPhone,公司据报也在探索为其他智能手机品牌(如Google Pixel)生产元件的机遇 [5]
AMD Stock at Record Highs: Buy, Sell, or Hold before Q3 Earnings?
Yahoo Finance· 2025-10-28 04:20
Advanced Micro Devices (AMD) will release its third-quarter earnings on Nov. 4. Heading into earnings, AMD stock has rallied 113.8% year to date and hit a record high. This rally in AMD stock reflects the market’s optimism about its positioning in the artificial intelligence (AI) and data center industries and its growing partnerships, which are boosting its growth prospects. The latest spark came from a Reuters report revealing that International Business Machines (AMD) ran a crucial quantum computing er ...