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Greater China Technology Hardware_ Implications from Intel Call, IDC's 3Q PC Shipment Data
Capgemini· 2024-11-09 14:13
M Update Greater China Technology Hardware | Asia Pacific November 3, 2024 09:15 PM GMT 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Implications from Intel Call, IDC's 3Q PC Shipment Data Intel expects 4Q PCs to see q/q growth off a sub-seasonal 3Q, and expects DCAI revenue to be flat q/q in 4Q off an elevated base in 3Q. Overall comments were largely in line with what we have been hearing from the supply chain. 更多一手调研纪要和海外投行报告加V:shuinu9870 PCs: Intel 3Q Client revenue fell 1% q/q, in line with the sub-seasonal flat-to-do ...
利用数字化技术加速低碳氢和削减成本(英)
Capgemini· 2024-09-30 03:10
Accelerating low-carbon hydrogen and cutting costs with digital technology Digital levers for enhancing and accelerating the development of low-carbon hydrogen 2 Capgemini x Siemens Delivering greater value from your low-carbon hydrogen assets by using better asset information to improve investment decisions and operations. Index Executive Summary 28 30 34 4 8 Scope of this paper 1. Siemens and Capgemini joint approach for low-carbon hydrogen asset 1.1 Our Value Proposition 1.2 Siemens and Capgemini, a rele ...
美股AI跟踪系列:海外龙头Capex梳理与业绩展望-
Capgemini· 2024-08-03 13:30
大家好欢迎参加新政海外美国跟踪系列海外网友投稿处理业绩展望目前所有参会者正处于静音状态现在开始播报名字声明声明播报完以后主持人可直接开始发言本次电话会议仅服务于新业证券客户会议音频及文字记录的内容版权为新业证券所有内容必须经新业证券审核后方可留存未经允许和授权转载转发此次会议内容均属侵权 深夜证券将保留追究其法律责任的权利电话会议所有参会人员不得泄露内幕信息以及未公开重要信息涉及外部嘉宾发言的深夜证券不保证其发言内容的准确性与完整性 深夜证券不承担外部嘉宾发言内容所引起的任何损失及责任不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎提醒投资者注意投资风险审慎参考会议内容好的各位尊敬的投资人下午好 感谢各位来参加我们今天下午的电话会我是新海外TMT的行业负责人洪嘉俊然后身上还有我的同事翁嘉云、邱培培还有周若云然后今天的主要目的一块就是从这个海外运输龙头的资本开支因为最近这一周多大家也都把业绩发了那所以一方面我们是从整个资本支出然后来看 包含云服务以及AI基建这一块的未来的展望同时近期行情变动比较大也汇报一下整体的观点然后后面我们有三个互联网的分析师会分别汇报四家云服务龙头他们的一个业绩的状况以及展望 那 ...
Capgemini配备Gen AI的涡轮增压软件组织如何充分发挥生成性人工智能在软件工程中的潜力(英)2024
Capgemini· 2024-07-22 08:00
Turbocharging software with Gen Al How organizations can realize the full potential of generative AI for software engineering #GetTheFutureYouWant Turbocharging software with Gen AI: How organizations can realize the full potential of generative AI for software engineering ( _ 9310 919 2 Capgemini Research Institute 2024 Turbocharging software with Gen AI: How organizations can realize the full potential of generative AI for software engineering 3 Capgemini Research Institute 2024 Turbocharging software wit ...