NVIDIA launches new AI infrastructure partnership model, sharing revenue with AI cloud providers to boost computing power.
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Citadel Securities and DTCC partner as omnichain interoperability protocol LayerZero launches a new exchange, expanding institutional market infrastructure for digital assets.
BWENEWS AI: Citadel Securities and DTCC partner as omnichain interoperability protocol LayerZero launches a new exchange, expanding institutional market infrastructure for digital assets.
Alibaba's Revenue Jumps 9% as AI Cloud Growth Hits 45%—But a Profit Plunge Sends Shares Lower
Cloud and AI product revenue accelerated in the June quarter, but a 75% drop in net income extended Alibaba's run of profit misses to a fifth straight quarter.
Goldman Sachs: World Model May Become a New Engine for Future AI Infrastructure, Adding New Computing Demands
According to Mars Finance, Goldman Sachs stated in its latest report that "world models" may become the second engine of future AI infrastructure demand. Unlike large language models, which primarily process text and images, world models attempt to understand causal relationships in physical and social systems, such as simulating friction, material behavior, supply chain responses, policy shocks, or corporate competitive strategies. Physical world models will support robotics, logistics, autonomous driving, and industrial design; social world models may be used for strategic extrapolation, investment decisions, governance stress testing, and policy scenario analysis. Goldman Sachs believes that world models will not replace large language models, but rather superimpose new computing demands. If their development speed exceeds expectations, current investment forecasts surrounding computing power and electricity may still be underestimated. (Cailian Press)
Morgan Stanley and UBS have diverged on their AI investment themes: the former favors a rotation among cloud service providers, while the latter is betting on a revaluation of AI infrastructure.
According to Mars Finance, on July 6th, as rotation within the US AI sector intensified, Morgan Stanley and UBS offered differing assessments of the next phase of AI investment. Morgan Stanley believes that funds are shifting from the previously surging semiconductor sector to hyperscale cloud service providers such as Microsoft, Amazon, and Meta. The AI rally is not over, but rather entering a sector rotation phase. UBS, on the other hand, is more optimistic about the long-term value creation capabilities of AI infrastructure. Their Holt team predicts that the profitability of memory chip companies such as Samsung Electronics, SK Hynix, and Micron will continue to improve, and the economic profit of the AI infrastructure sector is expected to increase from approximately $200 billion in 2023 to $1.4 trillion in 2027, an increase of approximately 600%, while the economic profit of large cloud service providers is expected to only increase to approximately $400 billion during the same period. UBS believes that the memory chip industry is transforming from a traditional cyclical industry into one of the most important value creators in the AI industry chain.
Tencent Cloud: DeepSeek-V4 official version "direct from the manufacturer" model is scheduled to be launched in mid-July.
PANews reported on July 3 that, according to a Tencent Cloud announcement, Tencent Cloud's large model service platform TokenHub and intelligent agent development platform plan to officially launch the DeepSeek-V4 official version "direct from the manufacturer" model in mid-July, and simultaneously introduce a peak-valley billing mechanism. DeepSeek-V4-Pro will be charged based on millions of tokens during normal times: 0.025 yuan for cache hit, 3 yuan for inference input, and 6 yuan for inference output; during peak hours, the charges will be 0.05 yuan, 6 yuan, and 12 yuan respectively. DeepSeek-V4-Flash will be charged during normal times: 0.02 yuan for cache hit, 1 yuan for inference input, and 2 yuan for inference output; during peak hours, the charges will be 0.04 yuan, 2 yuan, and 4 yuan respectively.
Nvidia Shares Surge in After-Hours Trading After Record $96.2 Billion Revenue
The chipmaker doubled quarterly revenue while disclosing $366 billion in future commitments and up to $108.5 billion in guarantee exposure.