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Emcor Stock: Wall Street Giddy Over This Hyperscale AI Infrastructure Play
Investors· 2025-09-25 14:21
BREAKING: Futures Fall As Many Hot Stocks Continue Slide Artificial intelligence giants like Microsoft (MSFT), Meta Platforms (META), and Google parent Alphabet (GOOGL) continue to invest heavily in artificial intelligence and the data centers that make it possible. That has proved a boon for Emcor (EME), which helps provide the infrastructure to hyperscale AI data centers. And Wall Street has taken notice. In each of the last four months,… Related news Google Shakes Up Cryptocurrency, Digital Payments With ...
Google Buys In As This Bitcoin Miner Lands $3 Billion HPC Deal
Investors· 2025-09-25 20:32
BREAKING: Futures Fall As Many Hot Stocks Continue Slide Cipher Mining jumped Thursday yet again after the bitcoin miner and data center operator announced a 10-year high-performance computing colocation agreement with Fluidstack. Google will support the build out in exchange for a stake in Cipher. Cipher Mining (CIFR) on Thursday announced it agreed to deliver 168 megawatts (MW) of IT and data computing capacity to Fluidstack at its Barber… Related news Google Shakes Up Cryptocurrency, Digital Payments Wit ...
Google asks US Supreme Court to freeze app store injunction in Epic Games case
Reuters· 2025-09-25 13:19
Alphabet's Google said it has urged the U.S. Supreme Court to halt key parts of a judge's order that would force major changes to its app store Play, as it prepares to appeal a decision in a lawsuit b... ...
谷歌(GOOGL.US)再押注转型矿企 获Cipher Mining(CIFR.US) 5.4%股权以锁定AI算力
智通财经网· 2025-09-25 13:06
作为硅谷计算能力投入最大的企业之一,谷歌每年为其产品及云业务投入数百亿美元,虽主要投资自有 数据中心,但同微软(MSFT.US)一样,已开始与Fluidstack等新兴人工智能云服务商合作以扩大计算资源 储备。 智通财经APP获悉,作为与人工智能计算初创公司Fluidstack达成的多年数据中心协议组成部分,谷歌 (GOOGL.US)获得购买加密货币数据中心运营商Cipher Mining(CIFR.US)5.4%股份的权利。根据Cipher发 布的声明,谷歌同意为Fluidstack与该司签订的十年期合同中14亿美元义务提供担保(非覆盖全部合同金 额),该合同涉及约30亿美元的租赁收入。这是谷歌与Fluidstack在过去两个月内达成的第二笔此类交 易,凸显人工智能服务对计算资源的旺盛需求。 "新云(neocloud)"运营商的支出激增,为企业提供额外计算资源以支撑人工智能训练及模型部署需求。 这类运营商多由原加密货币挖矿公司转型而来,因其已拥有大规模基础设施,成为人工智能计算投资的 重要标的。 例如,谷歌此前与另一加密货币数据中心运营商TeraWulf达成类似协议,获得收购该公司最高14%股份 的认股权证 ...
Alphabet Is ‘Most Valuable Company’ on AI Strength, Moffett Says
MINT· 2025-09-25 12:49
(Bloomberg) -- Alphabet Inc. trails behind a few other megacap technology companies in size, but the Google parent may be destined to overtake them given its strong position in artificial intelligence and other key sectors, according to MoffettNathanson. The “combination of market leadership, diversification, and scale positions Alphabet not only as a winner in the GenAI era but as a company that should rightly be considered for the title of most valuable company in the world,” wrote analyst Michael Natha ...
谷歌宣布明年推出安卓电脑操作系统
财联社· 2025-09-25 12:14
谷歌发布安卓PC操作系统计划 - 谷歌宣布将于明年推出一款结合Gemini和安卓手机系统的“安卓电脑操作系统”(Android for PC)[4] - 该系统的核心策略是保留ChromeOS的使用体验,但在底层技术上使用安卓系统重新构建[6] - 谷歌计划将Gemini、完整的安卓AI堆栈以及完整的应用和开发者社区引入PC生态系统[6] 安卓PC操作系统的战略定位 - 谷歌旨在加速安卓生态中的AI进展,并将其尽快带到笔记本形态中,实现笔记本与整个安卓生态的无缝协同[5] - 该系统被视为实现移动设备与个人电脑融合愿景的关键一步[6] - 当前PC系统市场主要由微软Windows及苹果OS系统主导,华为鸿蒙系统也在快速积累用户[7] 高通在安卓PC生态中的角色 - 谷歌正与高通等合作伙伴共同推进安卓PC操作系统[6] - 高通CEO已预览某个版本的“安卓PC”,并对其表示高度赞赏[6] - 高通是Arm电脑芯片生产商,并发布了第二代笔记本处理器骁龙X2 Elite系列,但新一代PC芯片预计要到2026年上半年上市[8][9][10]
Google Shakes Up Cryptocurrency, Digital Payments With AI Agents Protocol
Investors· 2025-09-25 12:10
BREAKING: Futures Fall As Many Hot Stocks Continue Slide Google-parent Alphabet (GOOGL) is shaking up digital payments, cryptocurrency and emerging artificial intelligence-based shopping applications with a new "AI agent" technology. Google stock has climbed 30% in 2025. Many tech companies are focused on autonomous, goal-driven AI "agents" that complete tasks on their own. One of the big applications is expected to be online shopping on the behalf of consumers. Google last week announced a new Agent Paymen ...
Google Stock: Google Shakes Up Cryptocurrency, Digital Payments, AI Agents
Investors· 2025-09-25 12:10
BREAKING: Futures Fall As Many Hot Stocks Continue Slide Google-parent Alphabet (GOOGL) is shaking up digital payments, cryptocurrency and emerging artificial intelligence-based shopping applications with a new "AI agent" technology. Google stock has climbed 30% in 2025. Many tech companies are focused on autonomous, goal-driven AI "agents" that complete tasks on their own. One of the big applications is expected to be online shopping on the behalf of consumers. Google last week announced a new Agent Paymen ...
Wall Street Gets Giddy Over This Hyperscale AI Infrastructure Stock
Investors· 2025-09-25 12:00
BREAKING: Futures Fall As Many Hot Stocks Continue Slide IBD Videos Get market updates, educational videos, webinars, and stock analysis. 9/25/2025Google is shaking up digital payments, cryptocurrency and emerging AI-based shopping applications with a new technology. 9/25/2025Google is shaking up digital payments, cryptocurrency and emerging AI-based... INVESTING RESOURCES Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital f ...
从应用层到数据层,谷歌三线出击,发动了一场立体AI战争
36氪· 2025-09-25 10:00
OpenAI 的 ChatGPT Go 在印度实现付费用户翻倍,无疑刺痛了 Google 的神经。但 Google 的反击更为老辣:在 40 余国推出月费约 5 美元的 AI Plus 套 餐,这不是简单的价格战,而是一场针对"20 美元敏感区间"的精准下沉。 定价心理学:在埃及、越南等地,5 美元仅相当于当地日均工资的 1/10。这种定价策略本质是对支付能力的极限试探,旨在用最低门槛完成用户习惯 的"原始积累"。 9 月 24 日,Google 发动了一场协同精准的 AI 闪电战。这并非零散的产品更新,而是一次覆盖 C 端市场、垂直场景与 B 端基建的立体化突击,其战略纵 深远超外界想象。 5 美元不是降价,是"算力殖民" 技术价值锚点:套餐的真正杀手锏是 Gemini 2.5 Pro 的百万级 token 上下文窗口。能处理 45 分钟视频或 8 小时音频的能力,将其与仅提升使用额度的 ChatGPT Go 区隔开来,包装成一个"多模态生产力套件"。 战略迂回:刻意避开 OpenAI 重兵布防的印度,转而深耕印尼(移动互联网渗透率 73%)、尼日利亚等市场,是一次典型的错位竞争,意在收割被对手教 育过但尚 ...