BlockBeats

JPMorgan raised its growth forecast for Google Cloud in 2027 to 107% (previously 70%) ahead of the Q3 earnings report, and increased the growth rate for AWS during the same period to 40%; the increase mainly comes from TPU sales and price hikes in AI computing power, but the return on AI investment has not yet been fully validated.

Jensen Huang responded to the controversy over AI's return on investment and bubble: it is not right to place all the pressure on NVIDIA and OpenAI; land, electricity, chassis, and construction resources are the main bottlenecks.

Goldman Sachs expects another interest rate hike in December, but the duration of high rates will determine the economic cost.

With inflation and competitive pressure overlapping, the market is beginning to examine whether AI companies can sustain themselves until revenue realization.

The latest revenue data from Anthropic, which has garnered global attention, has finally been released, showing third-quarter revenue of $16.8 billion, a nearly 46% increase quarter-over-quarter, and achieving profitability for the first time on an adjusted basis, with positive free cash flow for the quarter.

He said this is the best era for young people, the AI era has the most valuable lifespan, and being young is wealth.

Heavily invested in electricity, uranium, and nuclear energy, re-evaluating the commercial value of public chains.

Ambition should be extremely large, and Ego should be extremely small.

An evil person at least has the ability to carry out their will and achieve their goals.

Polls, approval ratings, consumer confidence, and oil prices have become key indicators to observe before the midterm elections.