computing capacity
PulseAugur coverage of computing capacity — every cluster mentioning computing capacity across labs, papers, and developer communities, ranked by signal.
3 day(s) with sentiment data
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Micron's record earnings fuel AI sector rally, draining capital from gold · 1 source tracked
Micron Technology reported a strong third quarter for fiscal year 2026, with revenues soaring 74% quarter-over-quarter and 346% year-over-year, setting a new record for the fifth consecutive quarter. The company also se…
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Galaxy Securities identifies 3 A-share investment themes for H2 2026
Galaxy Securities has released its mid-year investment outlook for A-shares, identifying three key investment themes for the latter half of the year. The first theme focuses on AI infrastructure, anticipating growth in …
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Chinese auto stocks hit multi-year lows amid falling AI compute prices
Several Chinese automotive stocks, including GAC Group, SAIC Group, and BAIC Motor, have hit multi-year lows on both A-share and Hong Kong markets. This downturn coincides with reports of a price decrease in AI computin…
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New robot company founded as electronic cloth prices surge
A new company, Shenqing Robot Technology (Shanghai) Co., Ltd., has been established with a registered capital of 10 million RMB. The company's business scope includes research, sales of intelligent robots, and industria…
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China Galaxy Securities suggests tech rotation with defensive allocation
China Galaxy Securities recommends a balanced investment strategy, emphasizing a rotation between technology stocks and defensive assets. The firm suggests focusing on sectors poised for price increases and earnings rec…
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China's top telecom firms launch AI computing power tokens
China's three major telecom operators are launching a large-scale sale of AI tokens, aiming to commoditize computing power similarly to electricity or internet access. This initiative targets both individual consumers a…
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Mistral CEO: Europe has 2 years to avoid US AI dependence
Mistral AI CEO Arthur Mensch has warned that Europe has only two years to establish its own AI infrastructure or risk becoming a "vassal state" to the United States. He emphasized that control over chips, energy, and co…