The financial report that the whole world is waiting for has finally come out.

Amazon CEO Andy Jassy said that Amazon's AI business has grown at a triple-digit rate, and its growth rate has surpassed the early AWS growth rate, reflecting the demand potential of generative AI.

As one of the original partners in founding OpenAI, Musk had long "predicted" that OpenAI would eventually "deviate from its original intention" and turn to for-profit institutions.

Trump VS Harris, who can bring hundreds of millions of shocks to the chip industry?

Apple's revenue of US$94.93 billion in the fourth quarter of fiscal year 2024 exceeded market expectations, but its net profit fell short of expectations due to issues such as legal compensation and back tax payment.

CEO Pat Gelsinger pointed out that although the transformation has been achieved, there is still a long way to go before real success, and the challenges in the coming quarters remain severe.

It is reported that Alibaba's Metaverse team laid off a large number of employees and then adjusted the team's strategic focus to welcome the "dimensional universe era" after the Metaverse cools down.

Meta had an outstanding performance in the third quarter, with significant growth driven by AI applications, further consolidating its leadership in advertising and technology.

Microsoft's FY25Q1 financial report was strong, but the stock price only rose slightly and the market continued to take a wait-and-see attitude.

Accounting firm Ernst & Young resigned from AMD, causing the latter's stock price to plummet by more than 24%.

Scientific and technological themes continue to soar, and concepts such as mass spectrometry AI, AI mobile phones and PCs, flying cars, and mixed reality are rising in batches. Individual stocks set off a daily limit, with Xingxing Technology, Doushen Education, Jianxin and other stocks trading at a daily limit of 20cm, and many stocks such as Infront Micro, Bird, and Yanhua Intelligent trading at a daily limit. Domestic computing power has soared sharply, and stocks such as Guangxun Technology, Tongfang, and China Great Wall have gone up daily. On the news front, domestic CPO leaders Guangxun Technology and Huagong Technology released their third quarterly reports yesterday and their performance soared, which was verified by the high prosperity of the domestic computing power industry chain.

OpenAI is working with Broadcom and TSMC to develop inference chips, optimize the supply chain, reduce dependence on GPUs, and face the challenge of high computing costs.

The new iMac is equipped with an M4 chip, which has improved performance, richer colors, enhanced AI capabilities, and significantly optimized image and sound experience.

GitHub Copilot will integrate Anthropic and Google's top AI models, with OpenAI as the default option, allowing users to switch on demand.

In the third quarter, SK Hynix's revenue and profits exceeded historical records. Company executives said that the market was "too early" to worry about the surplus of chips.

TSMC decided to suspend shipments to a certain customer and launch a detailed investigation after discovering that a chip supplied to the customer was used in Huawei products.

Do you dare to imagine an AI chip with curry flavor?

ARM plans to cancel its chip design license agreement with its long-time partner Qualcomm and has given Qualcomm a 60-day notice.

Starting in November, Microsoft will allow customers to independently create AI agents in Copilot Studio.

Qualcomm recently announced the discontinuation of its Windows version of the Snapdragon X Elite developer kit because the product failed to meet the company's expected standards.