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PANews, citing Goldman Sachs, stated that Amazon, Alphabet, Microsoft, Oracle and Meta's AI infrastructure spending this year is expected to reach 800000000000 USD, and noted that revenue, financing, and infrastructure constraints will affect subsequent growth.
Dongcha Beating AI reported that Google plans to launch October 1 a low-Earth-orbit experimental satellite carrying 4 satellites TPU aboard a SpaceX mission to test the chips’ operating capabilities in the space environment.
Market sources say Alibaba plans to train an AI model with 5000000000000 to 10000000000000 parameters while continuing to expand its AI infrastructure and chip investments.
DeepSeek and Huawei have reached a partnership aimed at achieving domestic substitution for large AI models through Huawei Ascend chips, emphasizing the strategic goal that it “must succeed.”