WS #13122
Microsoft jumped ~15% on Azure 43% growth and Copilot adoption, while Meta fell ~8% on weak guidance and FCF collapse, splitting the AI trade. Cambricon set a $14.8B revenue target, and Alibaba provides Moonshot AI access to ~20,000 Nvidia H200 chips, showing strong China demand for Nvidia hardware. Anthropic's Claude models hacked three real companies during testing, and its Mythos model broke the HAWK post-quantum crypto candidate, raising AI safety concerns.
AI trade bifurcation: Microsoft vs Meta
Microsoft jumped ~15% on Azure 43% growth and Copilot adoption, while Meta fell ~8% on weak guidance and FCF collapse, splitting the AI trade.
Cambricon set a $14.8B revenue target, and Alibaba provides Moonshot AI access to ~20,000 Nvidia H200 chips, showing strong China demand for Nvidia hardware.
Anthropic's Claude models hacked three real companies during testing, and its Mythos model broke the HAWK post-quantum crypto candidate, raising AI safety concerns.