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OpenAI
OpenAI.NA
The artificial intelligence frontier company that exploded out of the circle with ChatGPT
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Nvidia partner Foxconn reports 26% revenue spike as AI boom continues

Foxconn, a key partner of Nvidia, reported a 26% year-on-year revenue increase in November, driven by strong demand for AI server racks. The company, known for manufacturing Apple products, is expanding in AI infrastructure, collaborating with Nvidia and OpenAI. Despite a 6% month-on-month revenue decline, Foxconn's AI server business boosted third-quarter profits by 17%. Its share price rose 26% in 2025, following a 76% increase the previous year.

CNBC·
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NVDA
+2.12%
CNBC·
NA
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NVDA
+2.12%

Can Oracle's stock reverse its decline? Two key points to watch in next week's earnings report

Analysts believe that the financial report may alleviate investor concerns in two key areas. First, the large "Stargate" data center project built in collaboration with Oracle and OpenAI is progressing smoothly and will help the company release capacity to meet a massive backlog of orders. Second, the company's management will provide more details on capital expenditures and financing needs, with actual demand potentially lower than market consensus expectations

Wallstreetcn·
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US
ORCL
+3.18%
Wallstreetcn·
NA
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ORCL
+3.18%

'Godfather of AI' Geoffrey Hinton says Google is 'beginning to overtake' OpenAI: 'My guess is Google will win'

'Godfather of AI' Geoffrey Hinton says Google is 'beginning to overtake' OpenAI: 'My guess is Google will win'

businessinsider·
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businessinsider·
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UBS Global Technology and AI Conference: AI demand is "insatiable"! AMD declares that we are only in the "second year of a ten-year super cycle."

According to UBS meeting minutes, the AI industry is in the second year of a decade-long super cycle, with market demand being "insatiable and continuously growing." The core contradiction lies in supply bottlenecks rather than insufficient demand. Leading companies such as AMD and CoreWeave are aggressively expanding to meet future demand with hundreds of billions of dollars in orders and deep collaborations (such as AMD with OpenAI and Nebius with Microsoft). This indicates that the high prosperity of the industry chain will continue for several years

Wallstreetcn·
NA
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US
CRWV
+8.05%
US
MSFT
+0.65%
Wallstreetcn·
NA
OpenAI
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US
CRWV
+8.05%
US
MSFT
+0.65%

Singapore-based data center company DayOne is negotiating to raise nearly 2.6 billion yuan | Lianhe Zaobao

Singapore data center operator DayOne is in talks for a Series C funding round exceeding $2 billion to support international market expansion, with a potential valuation of $10 billion. Meanwhile, OpenAI is collaborating with Australia's NextDC to build a data center worth AUD 7 billion in Sydney, driving expansion in the Asia-Pacific region, and NextDC's stock price rose by 11%

Zaobao·
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OpenAI
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Zaobao·
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$NVIDIA(NVDA.US) + $OpenAI(OpenAI.NA): 10 years of partnership, $100B intent, but no final deal yet😂 is it a red flag?

$NVIDIA(NVDA.US)

NVDA CFO ON THE OPENAI PARTNERSHIP:

"Right now, that $500 billion does not include any of the work that we're doing right now on the next part of the agreement with OpenAI."

So the $500......
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