智通财经了解到，DeepSeek的R1模型发布引发了投资者的担忧，市场担心训练成本曲线加速下降，进而影响数据中心AI硬件需求。摩根大通基于此，发布了针对内存行业的报告。内存行业18个月的增长周期在很大程度上依赖于高端训练GPU对计算需求 (HBM)的不断攀升，过去两周，该行业平均股价下跌了11% (费城半导体指数同期下跌9%)。

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.

Chinese investors are rushing into AI-related stocks, betting the artificial intelligence advance of home-grown startup ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

A heightened sense of risk and opportunity is building in Japanese markets on Friday as Prime Minister Shigeru Ishiba ...

The US supremacy in artificial intelligence is at risk more than ever. That’s the harsh reality in the aftermath of Chinese ...

Palantir (NASDAQ: PLTR) came into its fourth-quarter earnings report with its shares priced to perfection, but the AI stock ...

The efficiency gains of DeepSeek’s AI models startled the power industry, which is set to invest billions in electricity ...

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...

Broadcom (AVGO) stock surged 4.3% on Wednesday and gained another 1.5% in today’s pre-market trading session. This surge was ...

AMD stock is down as the AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on ...

These are true AI stocks and include those listed and described below. Nvidia's data center business now makes up the vast majority of the company's revenue, thanks to the emergence of generative AI.