October 7, 2026 09:00 PM GMT Internet and Software | North America Why Amazon Bedrock and Microsoft Foundry Should Become Household Names We detail why the hyperscalers' GenAI concierge layers (Amazon Bedrock, Microsoft Foundry, Gemini Enterprise Agent Platform) are positioned to drive and benefit from the GenAI age of inference ahead and why they leave us most constructive on AMZN and MSFT. Meet the Hyperscalers' GenAI Concierge Layers...Investor debates about the application, scalability and monetization ...

长假全球 AI 产业全景复盘与核心研判 202710078 AI 硬件基本面强于宏观波动，OpenAI 与 Anthropic 加速商业化 与 IPO 摘要 硬件板块基本面强于宏观波动，Marvell 上调 2031 财年营收指引至 900 亿美元，谷歌签署 3.59GW 核电协议，驱动 AI 互联与电力板块逆 势上涨。 OpenAI 发布个人智能体 DOS，对标 Meta MUSE 但侧重生产力，订阅 费最高 500 美元/月；其年化收入接近 700 亿美元，企业端收入单季翻 倍。 Anthropic 拟于 2026 年底前 IPO，目标估值 1.8-2 万亿美元，博通提 供 420 亿美元信用担保；2025 年算力支出增长 3 倍，亏损达 80 亿美 元。 AI 安全事件频发导致 OpenAI 暂停 GP6.1 Extra 训练，英伟达推出 Sentry 硬件隔离平台，利好 Palo Alto 等网络安全标的业绩持续上升。 国产大模型出海获突破，智谱 GLM-5.3 与月之暗面 Kimi K3 原生托管 亚马逊 Bedrock，直接触达全球企业级客户并实现收入分成。 Q&A 从近期（2026 年 9 月 ...

October 12, 2026 10:48 PM GMT Global Thematics | North America Are Enterprises Really Adopting Open-Weight Models? Our answer is yes. Our 3Q26 CIO Survey shows 45% of enterprises are using open-weights models today, and this is expected to rise to 90% in 3 years. We address the three key questions on how companies are using open-weights models, and our "3 States of the World" framework outlines stock picks. M Key Takeaways The world is increasingly multi-model...but are enterprises on the same page? As we'v ...