英伟达(NVDA.O)首席财务官：非超大规模云服务商客户的增长预计将占数据中心业务约一半。

Moonshot AI is negotiating revenue‑sharing agreements with Microsoft Azure, Amazon Web Services and Google Cloud to permit those providers to host its Kimi K3 model, seeking up to a 30% cut of K3‑related service revenue, people familiar with the matter told foreign media. If concluded, the deals would be among the first significant revenue‑sharing arrangements between a Chinese AI company and major U.S. cloud providers; Moonshot has already signed similar agreements with smaller cloud platforms, and Alibaba is also seeking revenue‑share deals with major users of its new open‑source AI model, the sources said.

泰国中央银行：认为当前政策利率适当。