The growing need for AI infrastructure should translate into ongoing explosive growth for CoreWeave, and that may make it a ...

据中信建投消息，Oracle发布财报显示，其云订单暴涨至4550亿美元，较去年同期翻逾四倍。AI客户对算力基础设施的需求显著增长，推动Oracle云业务和阿里云收入双双上升。中信建投建议关注算力基础设施产业链，尤其是国内外AI算力市场的强劲需求。此外，中国移动启动空芯光缆招标，表明国内互联网公司正加速试用新型光缆技术，以满足AI需求。中美将在西班牙讨论经贸问题，商务部对美芯片反倾销调查也引发关注。

国信证券近日发布通信行业周报2025年第37周：9月9日，Oracle发布了FY2026Q1业绩，其中云业务待履约订单（RPO）达4550亿美元（较去年底增加3170亿美元），同比增长359%；订单增长主要源于客户数据中心相关订单，包括OpenAI、xAI、Meta、NVIDIA等客户。预计2026财年Oracle云基础设施IaaS收入增长77%达180亿美元，后续四年分别增至320亿、730亿、 ...

The San Francisco Giants had a real opportunity to take control of the NL wild-card race with their aces on the mound this ...

Sarkar said having a dedicated space will allow students to gain more real-world experience, better preparing them for ...

USF women’s soccer scored six goals as the team routed non-conference foe Grambling State 6-0 on Sunday afternoon. The Bulls ...

With a rate cut by the Fed all but certain to come, the youngest of the three major U.S. indexes might continue to outshine its siblings in the near term.