AI技术平权持续，金融IT行业具备明确赋能场景，有望实现“工具赋能”向“智能重构”跃迁。 2023年金融机构科技投入3558.2亿元 [1]，其中央国企占据中坚力量，国有六大行金融科技投入同比增长5.4%至1228.2亿元 ...

智通财经APP获悉，尽管DeepSeek最近发布的R1模型撼动了美股AI板块，但美国银行证券仍预计，超大规模数据中心运营商的资本支出将在2025年同比增长34%，达到2570亿美元。 以Justin Post为首的美国银行分析师周一在一份投资者报告中表示：“1月下旬，DeepSeek报告称其R1模型的开发仅耗时两个月，成本低于600万美元，远低于美国同行的投入 ...

3月3日，深圳市工业和信息化局发布了《深圳市加快打造人工智能先锋城市行动计划（2025-2026年）》。其中指出，大幅提升智能算力规模。实施“算力飞地”战略，构建1ms时延的城市算力网、3ms时延的韶关算力网以及10ms时延的贵安算力网，构建多点互联、高速无损的算力网络。到2026年，实时可用智能算力超过80E FLOPS。

AI stocks in general are taking a beating Monday, but some Nvidia-specific issues are also worrying investors.

In fiscal 2023 (which ended in May 2023), Applied Digital's revenue surged 548% to $55 million as it expanded its AI-oriented ...

It’s probably going to be a long time before Nvidia (NASDAQ:NVDA) stock has a chance to split again. With shares back in bear ...

Intel is rising on a report that two leading AI names are running manufacturing tests using its chipmaking technology.

Investor lawsuits over companies’ claims about artificial intelligence are expected to swell thanks to surprises such as ...

The chip giant filed a 13-F with the Securities and Exchange Commission that showed it had sold its shares of SoundHound.

The AI trade continued to falter on Monday, with Nvidia stock slumping into bear territory. Equities nosedived after President Trump reiterated plans for a 25% tariff on Canadian and Mexican imports ...

Pearson plc reports a 10% profit boost, but rising risks and high valuation warrant caution. Click for more on PSO stock prospects post Q4 earnings.

SoundHound AI is staging a strong rebound after delivering robust fourth-quarter earnings and raising its 2025 revenue ...