AI发展遇电力瓶颈，中国电力优势或成新赛道。 “美国超大规模AI训练当前已经遭遇电力供给瓶颈。”3月8日，百度集团执行副总裁沈抖在华北电力大学校友会的一场闭门交流中，抛出了一个比算力芯片更紧迫的现实问题。 这不是一次普通的校友叙旧。坐在台下的，是来自华能集团、冀北电科院、国家电投等近50位能源央企、电力民企代表。沈抖的另一个身份是华北电力大学97级校友，他直白地给出结论： 中国充足的电力供给，正在催生一个叫“电力Token化出海”的新方向——把电能优势转化成计算能力，以软件字节形式出口，而非传统的特高压设备。 这个观点恰好被华泰证券一份研报印证： 千万亿级全球日均Token用量，对中国电量的弹性可能达到10%级别。当AI巨头还在为英伟达H100的供货周期发愁时，真正的达摩克利斯之剑其实挂在电网上。马斯克在2025年就多次警告，AI发展的真正瓶颈不是芯片，而是电力供应。 场景的胜利，技术的退场 中恒博瑞在交流会上晒出的成绩单很务实： 继电保护业务市场占有率依旧能打，无人机智能巡检系统在2024、2025年国网比武中跻身全国前三，电力交易辅助决策平台电价预测准确率超90%。这些数字背后没什么玄学—— 就是盯着具体的业务痛点打。 沈抖在现场给校友们做了进一步阐述。 他说当前技术与产业边界更加模糊，结合的门槛正在降低，归根结底场景才是产业竞争的核心，技术本身只是工具。 “只要突破‘技术高不可攀’的认知障碍，把AI当成身边听指挥的专家，能源行业的产业优势就能充分发挥。” 这话颇有远见，尤其放在电力行业语境里就更有分量了。国网冀北电科院已经成立人工智能场景创新中心，正在推动百度光明大模型落地电力场景，而且电力智能体安全评测已经立项为国家标准。他们没去搞什么颠覆式创新，就盯准安全评测这一个口子往下挖。 以 苏高新能源 为例，苏高新能源公司跟上海路明星光合作，用Transformer注意力机制做电力现货价格预测，准确率比常规模型提升7%到30%。这不靠什么通用大模型，就是用AI工具死磕供需关系、电网结构、市场力这些核心影响因素。 华能集团的代表在现场表示 ，当前AI算力短缺，主要靠租赁算力开展业务，同时AI应用场景挖掘不足，电厂运行、设备维护等多个领域仍有大量场景待开发。言下之意，别跟我扯大模型参数，告诉我怎么解决电厂的现实问题。 电价剪刀差里的算力账本 华泰证券的研报做了笔细账：...

沙特、阿联酋、伊拉克和科威特据悉削减至多670万桶/天的原油产量 2026-03-10 15:34:47 来源： 同花顺7x24快讯 分享 文章提及标的 原油 -- 沙特、阿联酋、伊拉克和科威特据悉削减至多670万桶/天的原油产量。(财联社)

3月10日，外交部发言人郭嘉昆主持例行记者会。有记者就中国政府中东问题特使翟隽访问中东地区提问。对此，郭嘉昆表示，中国政府中东问题特使翟隽正在中东地区访问，外交部网站已经发布了特使访问沙特的消息。我们将继续及时发布特使此访有关信息。（央视新闻）

【沙特、阿联酋、伊拉克和科威特据悉削减至多670万桶/天的原油产量】财联社3月10日电，沙特、阿联酋、伊拉克和科威特据悉削减至多670万桶/天的原油产量。其中，沙特阿拉伯将石油产量削减200万至250万桶/天，伊拉克将原油产量削减约290万桶/天。

近日，又一科创综指（1B0680）ETF获批，将于近期在上交所发行上市。自2025年1月20日正式发布以来至2026年2月底，境内已有49家基金管理人推出共81只科创综指（1B0680）指数基金，场内外合计规模达258亿元。上交所上市科创综指（1B0680）ETF共有22只，其中17只产品已成立配套联接基金。据了解，未来上交所将持续深化落实科创板改革“1+6”政策部署与“十五五”规划战略部署，丰富科创板指数和ETF品类，更大力度服务新质生产力发展。(第一财经)

Thailand orders bureaucrats to use stairs and work from home in energy saving drive Reuters

格隆汇3月10日丨海西新药(02637.HK)涨16.24%，报161.8000港元，股价创历史新高，总市值127.35亿港元。

苹果公司在印度的iPhone产量去年增长了约53%，占到其旗舰设备全球总产量的四分之一

2026年 春天 ，巴黎时装周如期而至。一场关于“巴黎”的叙事 热闹 上演： 线上，刘浩存机场出发“别踩我衣服”和陈都灵的短发（假发）造型都能上热搜，更别提杨超越#巴黎世家全球首穿#和王一博“四天三奢”（Loewe、Lacoste和Chanel），可给粉丝们忙活坏了（王一博穿着高领条纹上衣在kk的首页走了好几天了）。 线下，机场抵达大厅挤满了举着长焦相机的代拍，酒店门口蹲守着来自全球各地的粉丝，秀场外的街拍摄影师们随时准备按下快门。 而迪丽热巴，这位Dior全球大使，此刻却因航班熔断被困迪拜，只能看着行程表上的“巴黎”二字越来越远。取而代之的是王楚然的“巴黎不是用来转机的”操作（火药味太冲了吧），“零考察期空降”成为品牌大使。 有人如愿抵达，有人遗憾缺席；有人稳坐头排，有人深陷舆论。 但这丝毫不影响一个事实：巴黎时装周，依然是内娱明星最想去的地方之一。 问题来了——为什么？一趟巴黎之行，到底能给明星带来什么？ 在时尚的名利场，争个“头破血流” 对于明星而言，巴黎不只是一座城市，更是一个“认证机构”。在这里，顶级奢侈品牌用头衔、待遇和排期，为明星的商业价值盖上权威的印章。 能被“蓝血品牌”邀请看秀、甚至官宣为大使，本身就是一份含金量极高的“市场估值报告”。本季巴黎时装周，内娱明星的“头衔战”尤为激烈——王一博是Loewe全球品牌大使，辛芷蕾是Roger Vivier首位全球品牌代言人，王安宇是CELINE首位中国男性大使，章若楠是Givenchy品牌大使，陈都灵是Loewe品牌大使，杨超越是Balenciaga品牌挚友（普通人还真分不清这些花里胡哨的名头）。 但头衔之外，还有一层更隐秘的较量：品牌的“宠爱”程度。 杨超越这次穿的Balenciaga薄荷绿抹胸鳞片短裙，全球首次亮相即由她穿上身，作为女团偶像的时尚度一下拉起来了，这种“未投产先首穿”的待遇在时尚圈极为罕见。粉丝开始狂欢：这待遇，不是品牌挚友，是品牌亲闺女。 陈都灵则以Loewe品牌大使身份连续两季打卡，出发时的鹅黄色夹克造型清新靓丽。但真正让她“出圈”的，是那头由造型团队精心挑选的“法式外翻短发”，灵感直接对标法国女神苏菲·玛索年轻时的经典风格，试图完成一次公众形象的创新升级。 为什么头衔和待遇这么重要？ 对于品牌方而言，邀请谁、给什么头衔、安排什么排期，都是经过精密计算的商业决策。一趟巴黎之行归来，明星...

随着对伊朗战争很快结束的预期升温，能源价格回落，货币市场也随之削减了对欧洲央行加息的押注。 互换市场走势暗示欧洲央行年内料将加息22个基点，少于周一的33个基点，并认为6月底之前加息的可能性不足50%。 欧洲股指期货显示风险偏好强劲。 责任编辑：李肇孚

In this article USO CVX Follow your favorite stocks CREATE FREE ACCOUNT Traders work on the floor of the New York Stock Exchange during afternoon trading on Feb. 20, 2026 in New York City. Michael M. Santiago | Getty Images U.S. Treasury yields fell Tuesday as oil prices tumbled after U.S. President Donald Trump warned that Iran would be hit "TWENTY TIMES HARDER" if it attempted to halt shipments through the Strait of Hormuz. The 10-year Treasury yield fell almost 2 basis points to 4.117%. The 30-year Treasury bond fell a little less than one basis point to yield 4.734%. The 2-year Treasury note yield declined nearly 3 basis points to 3.563%. One basis point is equal to 0.01%, and yields and prices move in opposite directions. "If Iran does anything that stops the flow of Oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far," U.S. President Donald Trump said in a post on Truth Social Monday stateside. Trump had early signaled that the conflict with Iran could end soon , sending oil prices plunging 10% before paring losses. Energy ministers from G7 are scheduled to meet virtually later Tuesday to discuss a possible release of emergency oil reserves to address supply disruptions triggered by the Iran war, sources told CNBC. The talks come after the countries' finance ministers met Monday to consider tapping strategic reserves, though no decision was reached. Discussions among member states have been "positive," the sources said, adding that any coordinated release would likely follow the energy ministers' meeting. In a statement issued late Monday, International Energy Agency Executive Director Fatih Birol said he participated in the G7 finance ministers' meeting at the invitation of France to discuss the global economic outlook and the intensifying Middle East conflict. "We discussed all the available options, including making IEA emergency oil stocks available to the market," Birol sai...

外交部发言人郭嘉昆3月10日在例行记者会上说，中国和朝鲜是友好近邻，保持常态化客运列车运营对促进双方人员往来便利化具有重要意义。中方支持双方主管部门加强沟通，为双边人员往来创造更加便利的条件。(新华社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Source: Bloomberg, 0:00

该公司周二表示，1月和2月营收合计达到7189亿元台币（226亿美元） 台积电公司标识。图：视觉中国

外交部发言人郭嘉昆主持例行记者会。有记者就霍尔木兹海峡相关问题提问。 对此，郭嘉昆表示，霍尔木兹海峡及其附近水域是重要的国际货物和能源贸易的通道，维护这一地区的安全稳定，符合国际社会各方的共同利益。当务之急是有关各方立即停止军事行动，防止紧张事态进一步升级蔓延，防止地区动荡给全球的经济发展造成重大的影响。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇3月10日｜以色列总理内塔尼亚胡：我们将彻底摧毁伊朗政权的根基，我们的工作尚未完成。

3月10日，外交部发言人郭嘉昆主持例行记者会。有记者就霍尔木兹海峡相关问题提问。对此，郭嘉昆表示，霍尔木兹海峡及其附近水域是重要的国际货物和能源（850101）贸易的通道，维护这一地区的安全稳定，符合国际社会各方的共同利益。当务之急是有关各方立即停止军事行动，防止紧张事态进一步升级蔓延，防止地区动荡给全球的经济发展造成重大的影响。(央视新闻)

Banque Cantonale Vaudoise lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 5.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 68,449 shares of the semiconductor manufacturer's stock after purchasing an additional 3,571 shares during the period. Banque Cantonale Vaudoise's holdings in Advanced Micro Devices were worth $11,074,000 at the end of the most recent quarter. Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Advanced Micro Devices by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer's stock worth $25,238,876,000 after buying an additional 1,348,892 shares during the period. State Street Corp raised its holdings in shares of Advanced Micro Devices by 0.8% in the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer's stock valued at $10,226,628,000 after acquiring an additional 581,330 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Advanced Micro Devices by 1.4% in the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer's stock valued at $5,181,556,000 after acquiring an additional 514,445 shares in the last quarter. Norges Bank purchased a new stake in Advanced Micro Devices in the second quarter worth about $3,094,662,000. Finally, Invesco Ltd. lifted its stake in Advanced Micro Devices by 6.1% in the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer's stock worth $1,778,655,000 after acquiring an additional 715,557 shares during the period. Institutional investors own 71.34% of the company's stock. Get Advanced Micro Devices alerts: Sign Up Key Headlines Impacting Advanced Micro Devices Here are the key news stories impacting Adva...

Alcosta Capital Management Inc. bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 20,989 shares of the enterprise software provider's stock, valued at approximately $5,903,000. Oracle comprises about 3.2% of Alcosta Capital Management Inc.'s investment portfolio, making the stock its 14th largest holding. A number of other hedge funds and other institutional investors also recently made changes to their positions in ORCL. Kampmann Melissa S. grew its stake in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock valued at $3,350,000 after buying an additional 35 shares in the last quarter. McLean Asset Management Corp raised its position in Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock valued at $1,551,000 after acquiring an additional 36 shares in the last quarter. Mine & Arao Wealth Creation & Management LLC. lifted its stake in Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock valued at $1,485,000 after acquiring an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. grew its position in Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock worth $317,000 after acquiring an additional 37 shares in the last quarter. Finally, Avion Wealth grew its position in Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after acquiring an additional 37 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors. Get Ora...

Banque Cantonale Vaudoise lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 23.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,566 shares of the semiconductor company's stock after selling 10,092 shares during the quarter. Banque Cantonale Vaudoise's holdings in Taiwan Semiconductor Manufacturing were worth $9,374,000 at the end of the most recent quarter. Other institutional investors have also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $32,000. Cedar Wealth Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after acquiring an additional 64 shares during the last quarter. Fairman Group LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock worth $39,000 after acquiring an additional 89 shares during the last quarter. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $32,000. Finally, Delta Asset Management LLC TN grew its holdings in shares of Taiwan Semiconductor Manufacturing by 50.0% during the third quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company's stock valued at $42,000 after purchasing an additional 50 shares during the last quarter. Institutional investors own 16.51% of the company's stock. Get TSM alerts: Sign Up More Taiwan Semiconductor Manufacturing News Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week: Wall Street Analyst Wei...

Banque Cantonale Vaudoise raised its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 8.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 50,697 shares of the electric vehicle producer's stock after buying an additional 4,084 shares during the quarter. Tesla accounts for 0.8% of Banque Cantonale Vaudoise's portfolio, making the stock its 16th largest position. Banque Cantonale Vaudoise's holdings in Tesla were worth $22,546,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors have also made changes to their positions in TSLA. Norges Bank acquired a new position in Tesla in the 2nd quarter worth approximately $11,839,824,000. Vanguard Group Inc. raised its stake in Tesla by 1.8% during the 2nd quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer's stock valued at $79,856,764,000 after purchasing an additional 4,502,976 shares during the period. Amundi lifted its holdings in shares of Tesla by 20.4% in the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock valued at $6,374,284,000 after purchasing an additional 3,422,270 shares in the last quarter. Jennison Associates LLC boosted its position in shares of Tesla by 38.3% in the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock worth $4,851,747,000 after buying an additional 3,021,550 shares during the period. Finally, Geode Capital Management LLC boosted its position in shares of Tesla by 2.0% in the second quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock worth $20,480,477,000 after buying an additional 1,269,304 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors. Get Tesla alerts: Sign Up Insiders Place Their ...

Banque Cantonale Vaudoise Has $6.47 Million Stock Position in Qualcomm Incorporated $QCOM MarketBeat

近日，四川省首只油气资源（563150）股权投资引导基金——四川省能发油气资源（563150）股权投资引导基金正式通过中国证券投资基金业协会备案。基金首期规模10亿元，由四川能源（850101）发展集团旗下四川省川投航信私募基金管理有限公司担任基金管理人。该基金是四川省资源能源（850101）投资引导基金项下的首只子基金，也是四川省千亿级母子基金集群的重要组成部分。据介绍，该基金将重点投向省内油气资源（563150）勘探开发及产业链优质项目，首期拟投资于四川能投天府油气勘探开发有限责任公司。(人民财讯)

內地上月出口大幅增長逾三成九。首兩個月，對美國的進出口均下跌，以貿易總額計，規模已降至第四位，被拉丁美洲取代。 內地外貿實現良好開局，海關總署公布，以美元計價，二月份出口按年增長逾三成九，進口增加近一成四。 根據以往慣例，為消除春節錯月影響，首兩個月的外貿數據，通常只會合併公布。 至於首兩個月以美元計價的進出口，大幅好過市場預期。出口按年增長近兩成二，是2021年十月以來最高。 進口增長近兩成，是自2022年一月以來最高。貿易順差擴大至2,136億美元，高過市場預期。以人民幣計價，出口增一成九，進口升一成七。 海關總署指，前兩個月外貿延續穩中有進態勢，韌性和活力進一步彰顯。國家信息中心則形容，今年外貿實現「開門紅」，國際貿易環境向好。 國家信息中心經濟預測部宏觀經濟研究室主任閆敏說：「主要得益於全球需求回暖，政策紅利釋放，產業優勢突顯，微觀主體活力迸發，多重因素的影響。與此同時，大國貿易政策調整，國際貿易環境有所向好，我國持續實施產業升級，已經形成了新興產業領跑，傳統產業穩盤的集中優勢。年初的『開門紅』，為全年我國外貿提質增效，提供了堅實的基礎。 貿易夥伴方面，首兩個月，與東盟貿易總值增長兩成，繼續是第一大貿易夥伴。與第二大的歐盟，增長近兩成。美國下降近一成七，降至第四位，被拉丁美洲超越。 至於重點商品，首兩個月，出口機電產品增長兩成四。當中，集成電路升七成二，汽車升六成七。進口方面，鐵礦砂和原油，分別增加一成至一成半。

內地上月出口大幅增長逾三成九。首兩個月，對美國的進出口均下跌，以貿易總額計，規模已降至第四位，被拉丁美洲取代。 內地外貿實現良好開局，海關總署公布，以美元計價，二月份出口按年增長逾三成九，進口增加近一成四。 根據以往慣例，為消除春節錯月影響，首兩個月的外貿數據，通常只會合併公布。 至於首兩個月以美元計價的進出口，大幅好過市場預期。出口按年增長近兩成二，是2021年十月以來最高。 進口增長近兩成，是自2022年一月以來最高。貿易順差擴大至2,136億美元，高過市場預期。以人民幣計價，出口增一成九，進口升一成七。 海關總署指，前兩個月外貿延續穩中有進態勢，韌性和活力進一步彰顯。國家信息中心則形容，今年外貿實現「開門紅」，國際貿易環境向好。 國家信息中心經濟預測部宏觀經濟研究室主任閆敏說：「主要得益於全球需求回暖，政策紅利釋放，產業優勢突顯，微觀主體活力迸發，多重因素的影響。與此同時，大國貿易政策調整，國際貿易環境有所向好，我國持續實施產業升級，已經形成了新興產業領跑，傳統產業穩盤的集中優勢。年初的『開門紅』，為全年我國外貿提質增效，提供了堅實的基礎。 貿易夥伴方面，首兩個月，與東盟貿易總值增長兩成，繼續是第一大貿易夥伴。與第二大的歐盟，增長近兩成。美國下降近一成七，降至第四位，被拉丁美洲超越。 至於重點商品，首兩個月，出口機電產品增長兩成四。當中，集成電路升七成二，汽車升六成七。進口方面，鐵礦砂和原油，分別增加一成至一成半。

Rolling coverage of the latest economic and financial news Oil prices are already down by more than 6% this morning, with brent crude at $92.19 a barrel. It peaked at just over $119 on Monday. Jim Reid at Deutsche Bank says investors will be watching for signs that shipping through the strait of Hormuz can recover from its suspended levels, especially after Saudia Arabia became the latest country to cut oil production yesterday. Remember that the oil moves have been much more contained further out the futures curve, with December 2026 Brent futures currently trading at $74.95/bbl. We will also be watching whether plans to release oil reserves materialise. Yesterday’s virtual G7 finance ministers’ meeting didn’t get to that point yet, with their statement saying they “stand ready to take necessary measures”, and France’s finance minister said they were “not there yet”. Overnight, Japan’s Finance Minister Katayama said that G7 energy ministers are expected to meet to discuss the process of oil reserve release today. 2.15pm GMT: Treasury Committee hearing with the Office for Budget Responsibility on spring statement 2026 Continue reading...

No matter how you slice it, the adoption of artificial intelligence (AI) has played a pivotal role in driving the stock market in recent years, but investor confidence appears to be waning. Despite evidence to the contrary, fears that AI adoption will hit a wall and concerns of a bubble have weighed on AI stocks. A perfect example is AI chipmaker Nvidia (NVDA +2.71%). The company's graphics processing units (GPUs) are widely recognized as the gold standard for running AI in data centers, and its revenue and profits continue to climb. However, in recent months, the stock price has languished, falling 13%. Late last week, one Wall Street analyst made a bold call, suggesting Nvidia's stock price will more than double to $360 over the coming 12 months. Let's look at the company's recent results, examine this bullish call, and see what it would take to drive Nvidia's stock to new heights. The adoption of AI continues There's no denying Nvidia's blistering results over the past decade: Revenue and net income have soared 5,120% and 17,380%, respectively, fueling stock price gains of 22,490% (as of this writing). The unrelenting demand that began in early 2023 has been driven by the ongoing adoption of AI, as evidenced by the company's recent results. In its fiscal 2026 fourth quarter (ended Jan. 25), Nvidia's results accelerated higher. Record revenue of $68 billion climbed 73% year over year and 20% sequentially, while earnings per share (EPS) of $1.76 jumped 98%. The data center segment -- which includes chips used for AI and cloud computing -- was the headliner, with sales of $62 billion surging 75%, underscoring the ongoing demand for AI. Nvidia's forecast suggests the company's robust growth will continue. Management's first-quarter outlook calls for revenue of $78 billion, which would represent 77% year-over-year growth at the midpoint of its guidance, up from 73% growth in Q4. Nvidia continues to supply the lion's share of data center GPUs, with a dominant 92% marke...