Global AI PC Shipments Expected to Reach 13 Million Units in 2024


Amazon's stock rose 13% due to continuous investment in the AI field and strong growth in its cloud computing business. The latest financial report shows that the revenue growth rate of its cloud computing division has reached a new high in recent years, reflecting the strong demand for cloud services, especially with the acceleration of enterprise migration to the cloud driven by AI technology.
Mark Zuckerberg, CEO of Meta, stated in the earnings call that AI technology will drive social media into a new phase: in the future, platforms will see a large amount of AI-generated content, greatly enriching the resource library of recommendation systems. He reviewed the two development stages of social media - from sharing among friends and family to creator content - indicating that AI will usher in a new era of content creation.
Amazon AWS announced that it will add a $5 billion investment in South Korea over the next six years to expand AI data centers, and cooperate with SK Group to build a large facility in Ulsan. The total investment in South Korea will reach $12.6 billion, highlighting its strategic importance of the South Korean market.
OpenAI's CEO Sam Altman has explicitly stated for the first time that the company is most likely to go public through an IPO. As the AI competition enters the 'heavy asset' era, OpenAI is making unprecedented capital and computing power investments to build the next generation of AI infrastructure. Altman pointed out that the exponential expansion of its business makes IPO an inevitable choice, providing opportunities for global investors to participate in the AI revolution.
The company Anthropic launched Claude for Excel, designed specifically for financial professionals, currently in research preview. Users can interact with the AI assistant directly through the Excel sidebar, enabling reading, analysis, and modification of workbooks. All changes are clearly tracked and explained, helping to improve efficiency in financial services.