News

Jinse Finance reported that on April 4, analysts at TD Cowen wrote in a report that Microsoft is developing its own advanced AI model, with the goal of launching it in 2027. This will require enormous computing power and could potentially limit the growth prospects of its Azure business. They pointed out that Microsoft’s CFO has already stated that computing resources will be prioritized for internal R&D, and this shift may have already been reflected in Microsoft’s current fiscal quarter outlook. The analysts wrote: “We do believe this will cap the upside and limit Azure’s ability to reaccelerate growth.” They expect that once the computing power required to train the new model starts to decrease, resources may be reallocated to Azure around mid-2027.

The Federal Reserve's balance sheet has increased to 667 billion USD, rising by approximately 1.8 billion USD compared to last week. (Cointelegraph)

On April 4, Reuters reported, citing three sources, that a recent US intelligence report warns that Iran is unlikely to open the Strait of Hormuz in the short term. This strait is the world's most important oil transport route, and Iran's control over it is its only means of exerting real influence over the US. This finding suggests that Tehran may continue to block the strait to keep energy prices high, thereby pressuring President Trump to end the ongoing war, which has lasted nearly five weeks and lacks widespread support among the American public. The reports also provide updated information indicating that this war, aimed at weakening Iran's military power, may actually enhance its influence in the region, as it demonstrates Tehran's capability to threaten this critical waterway.