Oracle  (ORCL) , the multi-billion-dollar cloud applications and platform service provider, is again in the news, for negative cash flow and a new $15 billion bond sale to fund its AI ambitions. In January, Oracle, OpenAI and Softbank announced a $500 billion Stargate project to boost U.S. AI infrastructure. To help fulfil the terms, Oracle intends to raise $15 billion through a corporate bond sale. The company is also discussing a potential $20 billion cloud computing agreement with Meta Platforms. ...

甲骨文成功完成180亿美元投资级债券发行，认购需求高峰时接近880亿美元。此次发债含一只罕见的40年期债 券，最终收益率较同期美债高出1.37个百分点。此次融资主要用于AI基础设施建设，为支持扩张，公司现金流自 1992年来首次转负，债务水平上升。融资时机恰逢CEO Safra Catz更换，引发市场对未来财务策略的关注。 甲骨文正在大规模举债，以满足人工智能热潮带来的巨额资本开支需求。 周三，甲骨文公司成功完成一笔180亿美元的投资级债券发行，这是今年以来美国债券市场第二大规模的交易， 认购需求在高峰时一度接近880亿美元。 此次发行正值甲骨文需要巨额资金，以履行与OpenAI和Meta等科技巨头签订的大型云基础设施合同。 这笔巨额融资将为甲骨文的AI基础设施建设提供关键弹药，但同时也将其财务状况推向一个新拐点。 为支持扩 张，公司今年的现金流自1992年以来首次转为负值，其债务水平也将进一步攀升。 财务数据显示，这种激进的扩张策略已对公司财务产生直接影响。 甲骨文的现金流今年转为负值，为近三十年来首次。分析师预测，该指标在未来数年将持续下滑，预计到2029 年才能恢复正值。 根据发行文件，此次债券销售所得 ...

阿里巴巴AGI与ASI发展路径 - AGI并非AI发展终点而是全新起点 AI将迈向超越人类智能并能自我迭代进化的超级人工智能(ASI) [1] - 通往ASI分为三阶段演进路线 从"学习人"到"辅助人"最终"超越人" [2] AI基础设施投入计划 - 阿里云积极推进三年3800亿AI基础设施建设计划 并将持续追加更大投入 [3] - 为迎接ASI时代 2032年阿里云全球数据中心能耗规模将比2022年提升10倍 [3] 大模型技术突破 - 通义大模型7连发 在模型智能水平 Agent工具调用 Coding能力 深度推理和多模态实现多项突破 [4] - 旗舰模型Qwen3-Max性能超过GPT5和Claude Opus 4 其预览版在Chatbot Arena排行榜位列第三 [4] - 下一代基础模型架构Qwen3-Next发布 性能可媲美千问3旗舰版235B模型 [4] 专项模型升级 - 千问编程模型Qwen3-Coder重磅升级 应用效果显著提升 [4] - 多模态视觉理解模型Qwen3-VL开源 在视觉感知和多模态推理实现重大突破 [4] - 全模态模型Qwen3-Omni音视频能力揽获32项开源最佳性能SOTA [5] 语音模型创新 - 语音识别大模型Fun-ASR基于数千万小时真实语音数据训练 具备强大上下文理解能力与行业适应性 [5] - 语音合成大模型Fun-CosyVoice提供上百种预制音色 适用于客服 销售 直播电商等场景 [5] 视觉模型进展 - 视觉基础模型通义万相推出Wan2.5-preview系列模型 涵盖文生视频 图生视频 文生图和图像编辑四大功能 [5]

商报讯(记者吕文鹃)9月24日，阿里云在云栖大会上宣布新一轮全球基础设施扩建计划：将在巴西、法 国和荷兰首次设立云计算地域节点(region)，并将扩建墨西哥、日本、韩国、马来西亚和迪拜的数据中 心，以便更好服务全球客户日益增长的AI和云计算需求。 目前，阿里云在全球29个地区运营91个可用区，是中国最大、亚太第一的云服务商。今年以来，阿里云 不断加大基础设施投入，以支撑AI需求爆发。在此轮扩建之前，阿里云今年以来已经在北京、上海、 杭州，及泰国、韩国、马来西亚、迪拜和墨西哥，投入启用8个新的AI和云数据中心及可用区。 阿里云智能国际业务事业部总裁李飞飞表示："近年来，全球云和AI需求激增。我们加速全球基础设施 布局，旨在为全球客户提供世界一流的云和AI产品及服务，帮助他们抓住智能化浪潮的先机。" 各行各业的国际客户正在积极采用阿里云的AI技术。在生物制药领域，全球医药巨头阿斯利康采用阿 里云通义千问构建药物不良事件报告工具，将相关流程效率提升300%。日本AI初创公司Flux基于通义 千问开发的模型，在广泛的日语基准测试中表现卓越。数字营销服务商GladCube则将通义万相模型集 成至其视频创作平台，加速内 ...

Stocks opened modestly higher Wednesday, though the enthusiasm quickly faded. A continued sell-off in artificial intelligence (AI) heavyweights and worries over a potential government shutdown weighed on sentiment, while some end-of-quarter profit taking likely created pressure on the three main indexes.At the close, the blue chip Dow Jones Industrial Average was down 0.4% at 46,121, the broader S&P 500 was off 0.3% at 6,637, and the tech-heavy Nasdaq Composite was 0.3% lower at 22,497. Still, the three ind ...

CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks on Market Radar. On September 23, Wells Fargo analyst Michael Turrin upgraded the stock from Equal Weight to Overweight with a price target of $170.00 (from $105.00). In an investor note, the analysts highlighted how Coreweave is poised to benefit from the elevated build cycle and hyperscale industry shortages into 2026. These constraints and shortages create the potential for CoreWeave to win market share. Moreover, CoreWeave is given the opportunity ...

Alibaba (BABA) stock soared to its highest level in almost four years after the e-commerce and cloud giant said it will boost AI spending beyond its original commitment of more than $50 billion, joining the ranks of US Big Tech players' escalating bets on artificial intelligence. US-listed American Depository Shares (ADRs) jumped 8% after CEO Eddie Wu said during a conference in China that a worldwide investment in artificial intelligence is estimated to reach $4 trillion over the next five years, and Ali ...

Alibaba (BABA) shares advanced nearly 10% today after the Chinese tech giant announced a partnership with Nvidia (NVDA), marking a pivotal moment in its aggressive push into artificial intelligence (AI). According to the company’s press release, this partnership will integrate Nvidia’s robotics software and physical AI development tools into its cloud platform. More News from Barchart This will enable customers to develop sophisticated applications like autonomous vehicles and humanoid robots. Including ...

Joining us now is Ken Gerellski. He is senior internet analyst at Wells Fargo Securities. Ken, uh, it's good to have you here.Maybe we set up by saying why Amazon, maybe AWS have been a little bit sidelined here this year. Concerns about market share, maybe pricing in the cloud business. Why might that turn.Yeah. Uh, thank first of all, thanks for having me. Um, and I'd say this is it's been a bit of a tough stretch, right.You've had accelerating industry growth at the same time that Amazon has kind of been ...

BREAKING NEWS: Indexes Waver, Investors Seem To Heed Fed Concerns Over Lofty Equity Levels Amazon (AMZN) stock appears to be stuck in the mud, partly because investors fear its cloud business is losing ground like Microsoft (MSFT). But analysts with Wells Fargo expect that the tech behemoth's profit- driving Amazon Web Services will soon see a boost from generative AI. Wells Fargo analyst Ken Gawrelski on Wednesday upgraded his view on Amazon stock to overweight, or buy, from a previous equal-weight. In a n ...