Key Takeaways UIS launched three AI cloud solutions to boost operations and integrate AI into core enterprise systems. The company faces rising competition from MSFT's Copilot and PLTR's AIP in the agentic AI space. UIS expects 2026 EPS to grow 120.7% and trades at a low 0.15x forward P/S, signaling strong upside potential.With the current market rapidly shifting its focus toward AI solutions for seamless and more efficient business operations, Unisys Corporation (UIS) is stepping up its game in this cont ...

从3万亿美元市值增至4万亿美元市值，英伟达用了13个月。今年年初，英伟达股价曾一度遭遇DeepSeek"黑天鹅"的冲击。 7月9日美股开盘，英伟达的市值首次突破4万亿美元，成为全球首家4万亿美元市值公司。 从3万亿美元市值增至4万亿美元市值，英伟达用了13个月。 2024年6月18日美股收盘，英伟达市值飙升至超过3.4万亿美元，首次成为全球市值最大公司。这距离该公司挺进3万亿美元俱乐部不到两周。 2024年6月5日，英伟达首次收盘市值突破3万亿美元，从2万亿美元市值增至3万亿美元市值，英伟达仅用了约3个月的时间。 2023年5月30日，英伟达市值首次突破1万亿美元，并成为美股有史以来首家万亿美元市值的芯片公司。2024年3月1日，英伟达市值突破2万亿美元，从1万亿 美元市值增至2万亿美元市值，英伟达用了9个月时间。 今年年初，英伟达股价曾一度遭遇DeepSeek"黑天鹅"的冲击。市场担心，由于DeekSeek的人工智能模型R1仅需更少的芯片，就能实现与ChatGPT大模型相当 的能力，可能减少未来对英伟达芯片的需求。 对此，黄仁勋向市场多次回应。他强调，市场对R1的理解完全不对，这种AI推理模型对算力的需求实 ...

SoundHound AI TodaySOUNSoundHound AI$12.94 +0.23 (+1.79%) 52-Week Range$3.94▼$24.98Price Target$10.50Add to WatchlistSoundHound AI NASDAQ: SOUN shares surged more than 30% in early July as a combination of factors rapidly reduced the available share count. They include inflows into agentic AI names, such as Salesforce, Palo Alto Networks, and Meta Platforms, as well as short-covering, which is robust. In June, short interest in SoundHound was over 30%, making it a powerful market force for share prices. Ge ...

Zoom AI Companion now connects with 16 third-party apps, including ServiceNow, Jira, Asana, Box, and others, to complete tasks and orchestrate agents without leaving ZoomCustom AI Companion add-on is now available to online customers, delivering extended capabilities, including AI meeting summaries across top meeting platforms and customized meeting summariesZoom expands core AI Companion capabilities, including real-time call questions, voice recorder for in-person meetings, and meeting agenda creation, in ...

新华财经香港7月8日电（记者林迎楠）香港维纳智能科技有限公司8日在香港数码港举行"Agentic AI系 列产品发布会暨生态联盟启动仪式"，展示多项针对香港市场需求研发的人工智能技术成果，并联合多 家本地及国际知名机构成立生态联盟，共同推动Agentic AI的落地与跨域应用。 会上，维纳智能正式推出三款旗舰应用。根据维纳智能团队的测试数据，这些应用99%以上生成内容体 现香港"一国两制"及爱国爱港社会语境，94%以上时事信息具备新闻级溯源能力，且支援多语言内容智 能汇聚，在本地超百万级名词辨识与写作实时校对方面，应用达到93%以上的精确度，94%以上垂直行 业（如赛马）交叉统计分析问答准确率。 技术深度与场景落地的平衡能力、数据合规与创新的协同能力，以及灵活整合资源的生态聚合能力是维 纳智能展现出的三大竞争优势。联想方案与服务业务集团亚太区总经理何一凡说，联想与维纳的合作不 仅是资本层面的投入，更是战略上的结盟，未来将共同拓展更多AI应用场景。 联想创投领投维纳智能种子轮投资。联想创投董事总经理梁颖指出，该团队自创的SYNC与ToM系统， 成功构建出具备闭环架构的Agentic AI解决方案，展现出中国原创 ...

RESTON, Va., July 07, 2025 (GLOBE NEWSWIRE) -- Science Applications International Corp. (NASDAQ: SAIC) announced a strategic collaboration with ServiceNow for a new government risk reduction effort (RRE) offering for mission operations. The new offering will integrate into SAIC’s mission labs to help U.S. armed forces, intelligence and civilian agencies shift their IT risk efforts from a reactive function to autonomous resilience and no-fail mission environments. By leveraging the innovation of the ServiceN ...

Core Insights - Capgemini is set to acquire WNS for $76.50 per share, totaling $3.3 billion, which represents a premium of 28% over the last 90-day average share price [2][5] - The acquisition is expected to enhance Capgemini's normalized EPS by 4% in 2026 and 7% in 2027 post-synergies [2][20] - The transaction has been unanimously approved by the boards of both companies and is anticipated to close by the end of the year [5][22] Strategic Rationale - The acquisition aims to create a leader in Intelligent Operations, leveraging Agentic AI to transform business processes [3][12] - Capgemini will gain scale and vertical expertise to capitalize on the shift from traditional Business Process Services (BPS) to AI-powered operations [3][5] - WNS's high-growth Digital BPS will enhance Capgemini's service offerings and increase its presence in the US market [4][10] Financial Impact - The combined entities are projected to generate revenues of €1.9 billion in Digital BPS by 2024 [10] - WNS has shown a consistent revenue growth of approximately 9% over the last three fiscal years, reaching $1,266 million in fiscal year 2025 with an 18.7% operating margin [8][9] - Capgemini expects revenue synergies of €100 million to €140 million and cost synergies of €50 million to €70 million by the end of 2027 [20] Market Positioning - The acquisition positions Capgemini to meet the growing demand for AI-driven business process transformation, addressing client needs for efficiency and agility [3][12] - The combination of Capgemini and WNS will create a robust platform for innovation and growth, enhancing their competitive edge in the market [6][17] - Both companies share a vision for Intelligent Operations, which will facilitate a smooth integration and unlock new opportunities for clients [6][21]

重温《英伟达 GTC 2025》：挖掘 AI 算力需求预期差？ 20250706 摘要 美股算力领域表现突出，主要由推理和训练需求共振驱动，需关注大模 型和应用，而非仅依赖产业链数据。GTC 大会参会人数增加，AI 产业人 士占比提升，表明其对 AI 产业的重要性增强，蕴含大量信息差和预期差。 算力需求空间与 TOKEN 量密切相关，计算需求不断增加推动了这一趋 势的发展。海外算力公司的涨幅显著，仅靠传统业绩思路无法解释，需 深入分析 TOKEN 量如何影响计算需求，以及这些因素如何驱动未来趋 势。 Agentic AI 是推理模型衍生出的 AI 范式，强调任务分布执行和规划， 以完成某个任务为终极目标，通过拆解、分布、规划和执行来实现，能 够处理连续、多步骤的复杂或简单任务。 黄仁勋指出，现在不仅有预训练阶段，还有后训练（post training）和 测试时间（test time），这三个阶段都存在算力需求通胀，因此现在有 三条 skin law 曲线。 Q&A 全球 AI 算力跟踪的现状如何？与以往相比有哪些变化？ 当前全球 AI 算力的跟踪方式与以往有显著不同。过去主要通过产业链数据进行 跟踪，但这种 ...

Core Viewpoint - SoundHound AI experienced a significant stock increase of 836% in 2024, but has since declined by 55% from its peak in early 2025 due to Nvidia selling its stake in the company [1][4]. Company Overview - SoundHound AI specializes in voice-assistant technology for various industries, including automotive and restaurants, and is recognized as a first-mover in this space with two decades of experience [5][11]. - The company reported a remarkable revenue growth of 85% for the full year of 2024 and an impressive 151% year-over-year growth in Q1 2025 [5][10]. Market Opportunity - Management estimates a total addressable market of $140 billion, indicating that SoundHound currently captures less than 1% of this market [6][11]. - The rapid growth rate and substantial market potential suggest a long runway for future expansion, which is appealing to investors [8]. Financial Position - Although SoundHound is not yet profitable, it has a trailing 12-month net loss of $188 million, with $246 million in cash and no debt, positioning the company well for future profitability [10]. Competitive Landscape - SoundHound claims a competitive advantage as a "white-label" provider, allowing clients to maintain their branding, unlike larger competitors [11]. - However, increased competition from tech giants and advancements in generative AI may challenge SoundHound's market position [12][13]. Investment Considerations - While the business is performing well, the path to capturing its estimated $140 billion market opportunity will face significant competition [15]. - Investors are advised to remain cautious and consider the evolving competitive landscape before making investment decisions [16].

产业正站在一个新的拐点——从"工具型应用"向"代理型（Agentic AI）应用"的范式转变。Gartner 将"Agentic AI"列为年度十大战略性技术趋势，并做出了一个令人深思的预测：到 2028 年，15% 的日常 工作决策将由 Agentic AI 自主完成，而这一比例在 2024 年几乎为零。 在过去几年中，AI技术经历了几个重要的发展阶段：从最初的预测AI（用于欺诈检测、风险监控 等），到助手AI（如聊天机器人），再到现在正在兴起的Agentic AI。每个阶段都带来了新的能力和可 能性。 图片系AI生成 大模型退居幕后，Agent站上C位，这是2025年AI产业的主旋律。 Agent元年的本质，是大模型技术演进曲线趋缓、市场需求从问答到执行、经济价值关注可量化ROI的 三重拐点叠加。产业的关注焦点，已从模型参数转向复杂工作流的可靠编排能力与人机责任边界定义， 当大模型的技术狂欢遭遇商业理性，Agent成为AI落地的阶段性答案。 亚马逊云科技CEO Matt Garman此前表示：Agentic AI有可能成为亚马逊云科技下一个数十亿美元规模 的业务。为此，几个月前，亚马逊云科技成立了直接向C ...