Group 1 - Sichuan Shengtong Yunzhi Technology Co., Ltd. has been established with a registered capital of 29 million RMB [1] - The legal representative of the company is Wang Guobin [1] - The business scope includes artificial intelligence basic software development, cloud computing equipment technology services, and big data services [1] Group 2 - The company is jointly held by Shengtong Technology and other stakeholders [1]

或由于苹果发布会正式举行，今日（9月10日）A股苹果产业链涨势如虹！一键覆盖半导体+苹果产业链 的电子ETF（515260）场内价格盘中猛拉3．4%，现涨3．23%，午后溢价交易，买盘资金更为强势。 成份股方面，东山精密、工业富联涨停。胜宏科技涨超13%股价再创新高，年内累涨591%。沪电股 份、海光信息、澜起科技等个股大幅跟涨。 资金面上，超200亿主力资金爆买电子板块！电子ETF（515260）成份股工业富联、胜宏科技分别获主 力资金净流入52亿元、28亿元，霸居A股吸金榜前二。 | 全部股票 | Wind概念板块 | Wind主题行业 | 申万一级行业 | 申万二级行业 | | --- | --- | --- | --- | --- | | 代码 | 名称 | | 主力净流入额 ▼ | 涨跌幅 | | 801080 | 电子(申万) | | 204.66亿 | 2.15% | | 801770 | 通信(申万) | | 105.48亿 | 3.97% | | 801890 | 机械设备(申万) | | 59.59亿 | 0.44% | | 801760 | 传媒(申万) | | 50.78亿 | 1.9 ...

Cloud Computing Challenges - Cloud usage involves navigating consoles, setting IAM policies, writing YAML configs, and monitoring billing spikes [1] - Running Python workflows on the cloud can be complex [1] Coiled Solution - Coiled simplifies cloud usage for Python users [1] - Coiled enables running any workflow [1] Call to Action - The author encourages readers to reshare the content [1] - The author shares tutorials and insights on DS, ML, LLMs, and RAGs daily [1]

Core Offering - Coiled enables running Python workloads on the cloud with minimal code [1] - Coiled automates environment synchronization, hardware provisioning, and shutdown in the user's cloud account [2] - Coiled offers 500 free CPU hours per month for most users [2] Key Features - Supports running jobs hourly, concurrently (1000s), and with specialized hardware (GPUs, fast disks) [3] - Enables running jobs in different regions and with diverse language/package/binary requirements [3] Pain Points Addressed - Simplifies cloud usage by eliminating the need for console navigation, IAM policy configuration, and YAML configuration [1][2] - Reduces concerns about billing spikes [1] Usage - Involves importing the Coiled library and decorating Python functions [2]

It took Oracle (ORCL) 17 years to get back to the all-time highs it booked in the 2000 Dot-com Bubble. But in a single evening, it's minting the entirety of the fortune it took over a decade to earn back. The cloud giant reported earnings Tuesday evening, narrowly missing on both the top and bottom line. Revenue grew 12% year-over-year to $14.9 billion, led higher by rapid growth in cloud infrastructure revenue (+55% YoY to $3.3 billion) and cloud revenue (+28% YoY to $7.2 billion). Non-GAAP earnings per ...

Core Insights - Microsoft reported that clients using its Azure cloud platform may face increased latency due to multiple undersea cables being cut in the Red Sea [1] - The affected traffic primarily involves routes through the Middle East or those ending in Asia or Europe [1] Company Response - Microsoft stated that undersea fiber cuts can take time to repair and that they will continuously monitor, rebalance, and optimize routing to minimize customer impact during this period [2] - By Saturday evening, Microsoft indicated that it was no longer detecting any issues with Azure services [2]

Core Insights - The artificial intelligence (AI) sector is experiencing significant growth, with major tech companies projected to spend over $300 billion on AI infrastructure this year [2] - Microsoft has a substantial backlog of $368 billion in contracted revenue, indicating strong demand for its services [4][7] - Microsoft Azure is growing rapidly, with a reported 39% year-over-year revenue growth and expectations for continued growth [10] Company Summaries - Microsoft is leading in AI infrastructure spending, committing $30 billion in capital expenditures for the current quarter, and is expected to continue investing heavily to meet demand [12] - Microsoft’s backlog includes long-term commitments, with only 35% expected to be recognized as revenue in the next 12 months, while the amount recognized beyond 12 months grew by 49% [9] - Azure is now a $75 billion business, significantly larger than Google Cloud, and is expected to maintain a growth rate of 37% in the next quarter [10] Industry Trends - Demand for cloud computing services, particularly AI services, is outpacing supply across the industry, with similar sentiments expressed by Amazon and Alphabet [11] - The growth in long-term commitments for cloud services is a trend seen across major players, with Google Cloud's backlog at $108 billion and Amazon Web Services at $195 billion [7] - The integration of AI into enterprise software, such as Microsoft 365, is enhancing productivity and driving higher commitments from commercial customers [13]

Core Viewpoint - Alphabet is positioned to potentially become the world's largest company, with a market cap of approximately $2.8 trillion and the possibility of reaching $4 trillion in the coming years [1][17]. Group 1: Search Advantage - The recent court ruling allowed Alphabet to maintain its search advantages, removing significant risks associated with the Department of Justice's antitrust case [2][3]. - Alphabet retains ownership of Chrome and Android, and can continue its exclusive search deal with Apple, although contracts must now be renewed annually [3][4]. - With nearly 70% of the world using Chrome and Android powering about 75% of smartphones, Alphabet's distribution network solidifies its position as a primary gateway to the internet [4]. Group 2: AI Integration - AI is enhancing Alphabet's search capabilities rather than detracting from them, with over 2 billion users engaging with AI Overviews monthly [5]. - The rollout of AI Mode allows users to switch between traditional search and chatbot-style results, contributing to accelerated search revenue growth [5][6]. - Alphabet's innovations in AI search, such as Lens and Circle to Search, are driving incremental queries with commercial intent [6]. Group 3: Cloud Computing Growth - Google Cloud has emerged as a significant growth engine for Alphabet, with a 32% revenue increase last quarter and a doubling of operating income [9]. - The company has developed custom AI chips, Tensor Processing Units, to optimize AI workloads, enhancing cost and performance [10]. - Alphabet is aggressively expanding its infrastructure, increasing its capex budget by $10 billion to $85 billion to build new data centers, indicating strong demand [11]. Group 4: Emerging Opportunities - YouTube continues to dominate online video, while Waymo is expanding its robotaxi service, which could become a major business if autonomous driving gains traction [12]. - Progress in quantum computing, particularly with Alphabet's Willow chip, shows potential for future advancements despite existing challenges [13]. Group 5: Valuation and Market Position - Despite recent stock highs, Alphabet's forward P/E ratio of 21 is lower than peers like Microsoft, Apple, and Amazon, suggesting attractive valuation [15][16]. - If Alphabet were to trade at a similar multiple of 30, it could already be valued at $4 trillion [16]. - With strong positions in search and streaming, along with growth opportunities in AI, cloud computing, robotaxis, and quantum computing, Alphabet is well-positioned to potentially become the largest company by the end of the decade [17].

The #Cloud100 Methodology: Making The Definitive List Of The World’s Top Private Cloud Companies https://t.co/gYt9k13NzF https://t.co/gYt9k13NzF ...

After a decade of tracking the top companies in cloud computing, one thing is certain: Artificial intelligence has taken over. Generative AI’s fingerprints are all over this year’s #Cloud100 list. Read more: https://t.co/rl8ALfShd0 (Illustration by Daniel Savage for Forbes) https://t.co/nBXL3siBgW ...