Accessibility StatementSkip Navigation $1 Billion ASR in Addition to $300 Million Repurchased in Current Quarter JP Morgan Fireside Chat with Marvell Chairman and CEO to be Livestreamed on September 24, 2025 at 10AM Pacific Time SANTA CLARA, Calif., Sept. 24, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that its Board of Directors has authorized a new $5 billion stock repurchase program. This new authorization builds ...

Copper capped off a strong August despite tariff headwinds blowing in its direction. Physical copper prices rose in tandem with copper mining equities, which created opportunities for investors to obtain exposure via ETFs. "Copper showed notable strength in August, with strong price gains for both physical copper and copper mining equities reflecting renewed investor confidence and growing policy support,†said Sprott Asset Management ETF product manager Jacob White in a Sprott Copper Report. Copper continue ...

With a market cap of $39.9 billion, Monolithic Power Systems, Inc. (MPWR) is a fabless semiconductor company specializing in power management solutions, including DC-to-DC converters, AC-to-DC power supplies, LED drivers, and battery management ICs. The Kirkland, Washington-based company serves diverse markets, such as cloud computing, telecom infrastructure, industrial systems, automotive, and consumer electronics. Companies worth $10 billion or more are typically referred to as "large-cap stocks." MPWR ...

Key Takeaways Monster beat-and-raise quarter delivers 48% EPS beat and 273% revenue growthCredo is forecast to grow sales over 120% for the second consecutive yearCredo's Active Electrical Cables use copper in more efficient ways Jensen lovesI last wrote about Credo Technology Group ((CRDO) as the Bull of the Day in early May when shares were trading under $50. Two beat-and-raise earnings reports later, the stock has more than tripled.Credo Technology is a key supplier of high-performance serial connectivit ...

国家数据基础设施建设进展 - 国家数据局发布第二批数据基础设施建设和行业高质量数据集建设先行先试项目及典型案例[1] - 内蒙古自治区5个项目入选国家数据基础设施建设相关案例 体现区域数据基础设施突破性成果[1] - 鄂尔多斯市人民政府"草原云廊 蒙域数通"数据流通区域枢纽入选国家数据基础设施建设先行先试项目[1] - 内蒙古大数据产业发展集团有限公司"北疆数枢：探索中西部数据基础设施建设新路径"入选国家数据基础设施建设典型案例[1] 行业高质量数据集建设 - 蒙草生态环境集团"'三北'生态种源高质量数据集"入选国家行业高质量数据集建设先行先试项目[1] - 鄂尔多斯羊绒集团"基于全域数据采集的羊绒产业高质量数据集"入选国家行业高质量数据集建设先行先试项目[1] - 内蒙古八爪智能科技有限公司"农作物芽期、幼苗期高质量数据集"入选国家高质量数据集典型案例[1] 内蒙古数字经济发展策略 - 自治区政务服务与数据管理局以先行先试为牵引 通过制度创新释放数据要素活力[1] - 通过设施建设保障数据流通共享 以科技赋能促进数据基础设施建设[1] - 为内蒙古数字经济发展注入新动能[1]

AI时代数据变革与挑战 - 2025年全球数据总量预计突破175ZB 数据类型从结构化向无结构/多模态/碎片化转变 传统数据库面临重构需求 [1] - AI时代数据需求三大变化：数据类型扩展至半/非结构化 数据规模几何级增长 查询方式从纯SQL转向混合查询 [3] - 数据处理能力成为AI核心要素 高质量数据提升模型精度 AI技术反哺非结构化数据处理自动化 [6] 数据赛道商业价值 - 数据赛道确定性极强 PaaS层作为连接IaaS与应用层的桥梁 将形成寡头格局而应用层分散 [4] - 企业"数据债"转化路径：分布式系统提升处理能力 大语言模型降低数据使用门槛 自然语言交互替代传统BI流程 [5] - 数据公司与AI公司边界模糊化 顶级企业需兼具双重能力 数据迁移成本构成竞争壁垒 [10] OceanBase技术战略 - 核心优势：原生分布式架构+一体化引擎 支持交易/分析/半结构化数据混合处理 代表AI时代基础设施趋势 [11][12] - 技术重构案例：单条SQL完成从人群筛选到AI邮件生成 简化开发者工作流但大幅提升底层复杂度 [14][15] - 开源战略定位世界级开源数据库 瞄准MySQL生态空白 计划持续投入15年以上 [16] 全球化竞争格局 - 海外市场三大优势：一体化工作负载处理 全规模数据高效处理 显著性价比优势 [17] - 出海挑战：东南亚生态不完善 迁移人才短缺 需复制新能源汽车产业抱团模式 [17] - AI出海机遇：中国技术全球领先 南美/东南亚基建空白 预计5年内华人主导当地企业运营 [19][20] 产品与行业趋势 - 新品发布三大方向：数据库分析能力增强 向量数据库与混合检索优化 PowerRAG服务简化开发 [22] - 开发者机遇：Data×AI时代初期 应用爆发增长 建议保持开放学习心态 [23] - SaaS行业转折点：AI工具将定制服务产品化 结合出海或引发产业爆发 [21]