整理 | 华卫 也就是说，即便如此，微软仍能从投资 OpenAI 的这笔交易中获得约 333.3 亿美元。不过，该报道并未明确这一数字是累计金额还是年度 金额。一位了解相关磋商情况的人士称，两家公司目前还在就 OpenAI 向微软租赁服务器的费用问题进行谈判。但总的来说，微软因早期 就押注 OpenAI 赚了不少钱已是毋庸置疑的事。 值得注意的是，最早更可能与 OpenAI 成为战略合作伙伴关系的支持者并不是微软，而是一家数字化与咨询服务公司。这家公司名为 Infosys，是印度历史上第一家在美国纳斯达克上市的公司。然而，如今他们的股份已"毫无价值"。 OpenAI：营利、IPO 我全都要 自 2019 年以来，微软已向 OpenAI 投资 130 亿美元，并参与 ChatGPT 及其应用程序接口（API）所产生收入的分成。 当前，估值实现惊人跃升的 OpenAI 正试图进行重组并最终实现上市。9 月 3 日，据外媒援引知情人士消息称，OpenAI 正将其二次股票出 售规模扩大逾 40 亿美元，向符合资格的现任及离职员工提供出售约 103 亿美元股票的机会，相比最初 60 亿美元的目标大幅提升。知情人 士表示 ...

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Core Viewpoint - Infosys Ltd's ₹18,000-crore share repurchase plan is seen as a strategy to boost investor confidence amid a challenging market, while raising concerns about the company's commitment to investing in future technologies like AI [1][10]. Group 1: Share Buyback and Financial Performance - Infosys has returned ₹1,51,987 crore ($17 billion) to shareholders through dividends and share buybacks since April 2017, while spending ₹8,925.62 crore ($1.01 billion) on R&D and approximately ₹11,500 crore ($1.3 billion) on 20 acquisitions [4]. - The company's share price has decreased by 25% since January 2023, indicating a potential undervaluation that the buyback aims to address [7]. - Infosys's operating margin has declined from 24.7% in March 2017 to 21.1% in March 2023, reflecting pressures on profitability [11]. Group 2: Investment in Technology and Market Position - The company has made modest investments in AI and disruptive technologies, raising questions about its long-term competitiveness compared to global rivals like Accenture and IBM, which have disclosed significant GenAI-related deals [10][15]. - Since the launch of ChatGPT on November 30, 2022, Infosys's share price has fallen by 7.91%, highlighting the impact of generative AI on market dynamics [12]. - Analysts predict that AI may lead to a 20% revenue deflation in IT services from 2025 to 2030, with growth in the IT services market limited to a CAGR of 1.5%-3% over 2024-2029 due to various factors [13][14]. Group 3: Acquisitions and Strategic Focus - Infosys's acquisitions include firms in cybersecurity, data analytics, and digital services, but only nine out of twenty acquisitions were focused on high-tech areas [5][6]. - The company has acquired several firms in the digital space, including Australian and American companies, as part of its strategy to enhance its service offerings [6]. - Despite the buyback signaling a commitment to shareholder value, it also indicates a lack of immediate high-return investment opportunities through R&D or M&A [9].

格隆汇9月12日｜印度软件公司Infosys一度上涨2.3%，至七周以来的最高水平。消息面上，Infosys表示 将回购价值1800亿卢比（约合20亿美元）的股票。 ...

Core Viewpoint - Infosys Ltd. is initiating a share buyback of up to 180 billion Indian rupees ($2 billion) to return cash to investors amid a decline in stock price and slowing sales growth due to geopolitical and economic challenges [1][2]. Company Summary - The board of Infosys approved a buyback of up to 100 million shares at a price of 1,800 rupees each, compared to a closing price of 1,509.70 rupees on the day of the announcement [2]. - This buyback marks the first for Infosys in nearly three years, reflecting the company's confidence in its long-term investments in digital services and new technologies, including artificial intelligence [3]. - Infosys has forecasted sales growth of 1% to 3% on a constant-currency basis for the fiscal year ending March 2026 [3]. Industry Summary - Shares of Infosys have decreased by approximately 20% this year, while the broader Mumbai market has seen gains [4]. - The Indian software services sector, valued at $280 billion, is experiencing muted growth as corporations reduce spending in response to geopolitical uncertainties, including wars and trade policies [4]. - Infosys and its competitors are transitioning from providing cost-effective back-office solutions to leveraging automation, cloud computing, and generative AI to secure larger contracts from multinational corporations [5].

Group 1 - Infosys is considered one of the best growth stocks under $50, but a recent report initiated coverage with a Sell rating and a price target of $12.00 [1] - Infosys announced a multi-year strategic collaboration with One Bright Kobe, which operates the Glion Arena Kobe in Japan, to be the Official Digital Innovation and GX partner [2][3] - The collaboration aims to revolutionize live entertainment and sports through advanced digital innovation and sustainable practices, leveraging Infosys Cobalt [3] Group 2 - Infosys operates in various segments including Financial Services, Retail, Communication, Energy, Utilities, Resources, Manufacturing, Hi-Tech, Life Sciences, and others [4] - There is a belief that certain AI stocks may offer greater upside potential compared to Infosys, indicating a competitive landscape in the AI sector [5]

India's No.2 IT services provider Infosys approved a share buyback worth 180 billion rupees ($2.04 billion), the company said on Thursday. ...

Core Insights - Infosys has entered a ten-year strategic alliance with HanesBrands to enhance their digital, business applications, and data landscape [1][4] - The collaboration will utilize Infosys' AI-first platforms, specifically the Live Enterprise Automation Platform (LEAP) and Infosys Topaz, to modernize HanesBrands' core operations and improve efficiency [2][3] Company Overview - HanesBrands is a leading global apparel company known for its iconic everyday clothing, including brands like Hanes, Bonds, Maidenform, and Bali [5] - Infosys is recognized as a global leader in digital services and consulting, with a workforce of over 320,000 employees across more than 59 countries [6] Strategic Objectives - The alliance aims to drive innovation, operational excellence, and agility within HanesBrands by leveraging AI-driven technologies and intelligent automation [3][4] - Key strategic priorities for HanesBrands include technology optimization, resource efficiency, and cultural alignment, supported by Infosys' transformation capabilities [4]

India's Infosys will consider a proposal for a buyback of equity shares on September 11, the IT services company said on Monday. ...

Core Insights - Infosys has announced a strategic collaboration with Mastercard to enhance financial institutions' access to Mastercard Move, a portfolio of money movement capabilities [1][4] - The collaboration aims to streamline the onboarding process for financial institutions, allowing them to implement cross-border capabilities more efficiently [2][4] - Mastercard Move offers fast and secure money transfer solutions, reaching over 200 countries and supporting more than 150 currencies, with access to over 95% of the world's banked population [3][4] Company and Industry Implications - The integration of Mastercard Move with Infosys Finacle will significantly reduce the implementation time and resource requirements for financial institutions [2][4] - Mastercard's investment in smart money movement solutions is driven by the growing demand for global remittances, particularly in Asia, which accounted for nearly half of global inflows in 2024 [5] - The collaboration is expected to enhance the digital payment experiences for consumers, as financial institutions prioritize advancements in digital payment systems [5][4]