美国云计算概念股盘前走弱，Coreweave跌3.6%
PANews报道称，11月4日美股盘前，Coreweave跌3.6%，Nebius跌1%，甲骨文跌2%。
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PANews报道称，11月4日美股盘前，Coreweave跌3.6%，Nebius跌1%，甲骨文跌2%。
报道援引知情人士称，英伟达要求云计算客户将至少51%的服务售予非中国企业，新规仅适用于未来合同。英伟达未证实或否认该报道。
PANews援引英国《金融时报》称，英伟达据报要求云计算合作伙伴未来合同中至少51%的服务面向非中国企业。英伟达未证实也未否认该报道。
Amazon's third-quarter net sales increased year on year 12%to 201900000000 USD，AWS Sales increased year on year 39%to 46000000000 USD. After the earnings release, Amazon fell more than in after-hours trading 7%。
At Oracle's Investor Day, the company provided guidance on cash flow, capital expenditures, and financing, alongside multiple AI partnerships, driving shares up approximately 11%. The market will focus on declining capital expenditures, order conversion, and progress toward positive cash flow.
General Compute完成1亿美元A轮融资，投后估值升至8亿美元，并与SambaNova达成4亿美元芯片采购协议。
The report notes that this week will see a concentrated release of the Federal Reserve decision,AI earnings reports from relevant cloud giants, and PCE data; hedge-fund short leverage is near the 5 th 99%percentile of the past
Amazon CEO Andy Jassy said that, driven by demand for AI infrastructure,AWS cloud-computing capacity is largely sold out through the end of 2027, with some orders scheduled into 2028.
BlockBeats cited BIT(bit.com) data, stating that Google (GOOGL）October 22 fell approximately in premarket trading 2%. The report linked the decline to OpenAI the expansion of the advertising business and Google's reallocation of computing resources.
BlockBeats reported that Jensen Huang said in Berlin GTC that strong demand for computing power can help resolve AI data center construction bottlenecks. NVIDIA also launched its modular data center product DSX Pod。
The title of Rewire News Brief mentions “OpenAI Enter Google Cloud,” but provides no specific scope of cooperation, timeline, or official explanation.
According to Bloomberg, Nscale is in talks with Anthropic on an approximately 45000000000 USD computing-capacity supply agreement, which could be finalized as early as the coming days, though no final decision has been made.