| 専連 | 10839 | ↑ 0.35% | 230.53 | | --- | --- | --- | --- | | 台棋电 | 10175 | ↑ 2.31% | 196.19 | | 腾讯 | 6005 | + -1.1% | 65.37 | | 奈飞 | 2022 | + -0.56% | 1187.97 | | 甲骨文 | 4411 | 1 0.08% | 157.31 | | SAP SAP | 3497 | 1 0.48% | 299.84 | | 阿里巴巴 EL | 2948 | + -1.71% | 121.48 | | ASML 阿斯麦 | 2928 | ↑ 0.48% | 740.7 | | D Palantir | 2885 | ↑ 1.42% | 122.29 | | 赛富时 | 2719 | 1 0.4% | 283.42 | | 一星 | 2617 | -0.18% | 39.67 | | cisco 思科 | 2509 | ↑ 0.25% | 63.36 | | IEM IBM | 2401 | + -0.96% | 258.37 | | ServiceNow | 2102 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自路透社等 。 阿拉伯联合酋长国新建的大型人工数据中心的第一期工程将于 2026 年上线，可能配备 100,000 块 Nvidia 芯片。 "星际之门阿联酋"项目是美国总统唐纳德·特朗普上周促成的一项协议的一部分，该协议旨在在美 国境外建设世界上最大的人工智能数据中心，尽管美国此前因阿联酋与中国的密切关系而限制向其 输送先进技术。 阿布扎比的这片占地 10 平方英里（26 平方公里）的场地最终将容纳 5 千兆瓦的数据中心。 该 项 目 的 第 一 阶 段 将 是 1 千 兆 瓦 的 Stargate UAE 项 目 ， 由 阿 联 酋 国 有 企 业 G42 与 美 国 公 司 OpenAI、Oracle、英伟达以及思科系统公司等合作开建， 两家公司周四表示，星际之门阿联酋项目将使用 Nvidia 的 Grace Blackwell GB300 系统，这是 Nvidia 目前提供的最先进的 AI 服务器。 两家公司表示，首批200兆瓦产能将于2026年投入使用。该集团并未透露服务器数量，但分析公司 TrendForce估计，每台配备72个芯片的GB30 ...

Core Insights - The collaboration between technology giants OpenAI, Oracle, Nvidia, and Cisco aims to establish a significant artificial intelligence campus named Stargate in the United Arab Emirates [1][2] - Nvidia CEO Jensen Huang emphasized the transformative potential of AI and the project's role in supporting the UAE's economic growth and future development [2] - The Stargate project is part of a broader initiative announced by the U.S. Commerce Department during President Trump's Middle East tour, highlighting the importance of AI in international partnerships [2] Project Details - The Stargate project will cover an area of 10 square miles and will have a total capacity of 5 gigawatts [3] - OpenAI and Oracle will manage a 1-gigawatt compute cluster, which will be constructed by Emirati firm G42 [3] - Nvidia will supply chips for the project, while Cisco Systems will provide the necessary connectivity infrastructure [3] - An initial 200-megawatt AI cluster is expected to launch next year [3]

Core Insights - Oracle has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Warehouse Management Systems for the 10th consecutive year, highlighting its strong execution and vision in Oracle Fusion Cloud Warehouse Management [1][2]. Company Overview - Oracle Warehouse Management is part of the Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) suite, providing a unified platform for managing warehouse operations and fulfillment in the cloud [2][3]. - The solution incorporates embedded AI to enhance order fulfillment, reduce costs, and adapt to changing market conditions [2][3]. Key Features and Benefits - Support for omnichannel fulfillment, which streamlines multi-channel processes to reduce stockouts and improve customer satisfaction [7]. - Real-time inventory visibility that increases accuracy and reduces material write-offs through better coordination across warehouse locations [7]. - Automation of warehouse operations using integrated materials handling equipment and robotics, leading to increased on-time delivery and reduced operating costs [7]. - Enhanced warehouse efficiency through AI-powered capabilities that optimize space and fulfillment speed via dynamic slotting [7]. - Improved workforce productivity with intelligent task management tools that identify and reduce labor inefficiencies [7].

Core Viewpoint - Amazon is positioned as a stronger investment opportunity compared to Oracle in the cloud and AI sectors due to its scale, comprehensive capabilities, and diversified revenue streams, while Oracle faces execution challenges and a fragmented strategy [20]. Group 1: Amazon's Performance and Strategy - Amazon's AWS reported Q1 2025 revenues of $29.3 billion, a 17% year-over-year increase, establishing an annualized revenue run rate of $117 billion [3]. - The retail segment shows resilience with record delivery speeds and strong consumer engagement, with everyday essentials growing twice as fast as the rest of the business [4]. - Amazon's global ambitions are highlighted by a $5+ billion partnership with Saudi Arabia's HUMAIN to create an "AI Zone" [5]. - The company's Q1 operating income grew 20% year-over-year to $18.4 billion, with EPS of $1.59, exceeding forecasts by 23 cents [6]. - The Zacks Consensus Estimate for 2025 net sales is $693.74 billion, indicating an 8.74% growth from the previous year, with earnings expected to jump 13.92% to $6.3 per share [7]. Group 2: Oracle's Performance and Challenges - Oracle's Q3 2025 revenues reached $14.13 billion, growing only 6.40% year-over-year and missing projections by $259.18 million [8]. - Total cloud revenues for Oracle were $6.2 billion, significantly lower than AWS, highlighting capacity constraints and limitations in infrastructure scale [9]. - Oracle's strategic focus appears scattered, lacking the coherent vision that Amazon demonstrates, making it vulnerable to cloud-native alternatives [10]. - The company's Remaining Performance Obligations (RPO) grew 63% to $130 billion, but skepticism exists around conversion rates and timing [11]. - Oracle's fiscal 2025 earnings consensus is $6.03 per share, down 0.3% over the past 60 days, indicating challenges in meeting growth expectations [12]. Group 3: Valuation and Market Performance - Amazon's forward P/E is approximately 30.66x, justified by its diversified revenue streams and market leadership, while Oracle's forward P/E of 24.2x reflects slower growth and execution challenges [13]. - Amazon's shares have climbed 3.5% over the past 6 months, outperforming Oracle, which declined 16.6% [15]. - Amazon's enterprise value to free cash flow ratio presents a more compelling investment case, emphasizing its ability to reinvest cash flows into high-return initiatives [19].

Oracle (ORCL) closed the most recent trading day at $160.31, moving +0.42% from the previous trading session. The stock outpaced the S&P 500's daily loss of 0.39%. Elsewhere, the Dow saw a downswing of 0.27%, while the tech-heavy Nasdaq depreciated by 0.38%.Shares of the software maker witnessed a gain of 29.98% over the previous month, beating the performance of the Computer and Technology sector with its gain of 19.26% and the S&P 500's gain of 13.07%.Analysts and investors alike will be keeping a close e ...

金十图示：2025年05月20日（周二）全球主要科技与互联网公司市值变化 | 専連 | 10844 | 1 0.88% | 230.63 | | --- | --- | --- | --- | | 台棋电 | 10035 | + -0.37% | 193.5 | | 腾讯 | 6010 | 1 0.82% | 66 | | 奈飞 | 5071 | 1 0.01% | 1191.64 | | 甲骨文 | 4476 | + -0.53% | 159.64 | | SAP SAP | 3485 | 1 0.79% | 298.74 | | PL 阿里巴巴 | 3004 | + -0.4% | 122.96 | | ASML 阿斯麦 | 3003 | ↑ 0.14% | 749.13 | | D Palantir | 2981 | + -2.46% | 126.33 | | 赛富时 | 2759 | -1.21% | 287.63 | | 一星 | 2656 | 1 0.45% | 40.28 | | cisco 思科 | 2542 | ↑ 0.47% | 63.92 | | IEM IBM | 2494 | 1 0 ...

Group 1 - Oracle has shown impressive returns compared to the S&P 500, indicating a shift from its previous image as a "boring database company" [1] - The company is characterized by growth in revenue, earnings, and free cash flow, which are essential investment criteria [1] - Oracle is recognized for its excellent growth prospects and favorable valuations, appealing to investors looking for steadily growing companies [1] Group 2 - The article emphasizes the importance of high free cash flow margins, dividend stocks, and generous share repurchase programs as attractive features for investment [1]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 5月17日消息，据报道，英伟达CEO黄仁勋公开发声，直言美国之前制定的AI扩散规则存在错误，他主 张AI技术应在全球范围内实现最大化应用。 值得一提的是，就在5月13日，美国商务部正式发布文件，宣布启动撤销拜登签署的《AI扩散规则》的 程序，同时宣布将采取额外措施，进一步加强对全球芯片出口的管制。 据悉，《AI扩散规则》于2025年1月15日发布，其合规要求原计划于2025年5月15日正式生效。然而， 这些新要求被认为将对美国创新造成严重阻碍，还会给企业带来沉重的新监管负担。 不仅如此，《AI扩散规则》还可能损害美国与数十个国家的外交关系，导致这些国家在美国全球科技 布局中的地位被边缘化。根据此前美国出台的《AI扩散规则》，英伟达等公司最先进的AI芯片以及人 工智能大模型权重将实行分级制度。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 文章内容整理自网络，如有侵权请联系沟通 投稿 或 商务合作 请 联系 iccountry 有偿新闻爆料 请添加 微信 iccount ...

智通财经APP获悉，多名知情人士周五透露，美国科技巨头英伟达(NVDA.US)、思科(CSCO.US)、甲骨 文(ORCL.US)和OpenAI将支持本周宣布的阿联酋"星际之门"人工智能(AI)数据中心。 另一位知情人士表示，甲骨文也参与了阿联酋的"星际之门"项目。此前，甲骨文联合创始人拉里·埃里 森参与了美国"星际之门"项目的发布。 根据美国商务部公布的消息，阿联酋"星际之门"项目将由阿联酋公司G42在阿联酋首都阿布扎比建造。 这个庞大的园区将拥有5千兆瓦的容量，占地10平方英里。 据报道，5月13日至16日，美国总统特朗普开启第二任期首次外访，目的地是沙特、阿联酋和卡塔尔。 英伟达首席执行官黄仁勋、OpenAI首席执行官萨姆·奥特曼、软银首席执行官孙正义和思科总裁吉图·帕 特尔也都访问了阿联酋。 另外，黄仁勋周二在沙特宣布，英伟达将向沙特公司Humain出售1.8万颗Blackwell芯片。 一位知情人士表示，人工智能芯片领导者英伟达将为最新的Blackwell GB300系统提供硬件。 据悉，今年早些时候宣布的GB300芯片将用于沙特总计500兆瓦的数据中心。 该人士表示，该数据中心将与美国总统唐纳德· ...