Industry Overview - The global multiphysics software industry is at the intersection of technological innovation and industrial transformation, with a market size projected to reach approximately $4.1 billion in 2024, representing a year-on-year growth of 7.89% [1][13] - The integration of cloud computing, artificial intelligence, and quantum computing is emerging as a major trend in the technology sector [1][13] - ANSYS Cloud has reduced fluid-structure coupling simulation time by 40% through GPU acceleration technology, while Siemens Simcenter has achieved a 50% reduction in design iteration cycles for wind turbine blades by leveraging digital twin technology [1][13] Industry Development History - The Chinese multiphysics software industry has undergone four main stages: 1. The initial stage before 2010, where core technologies relied on international vendors, and domestic applications were limited to high-end manufacturing [4] 2. The technology accumulation period from 2010 to 2015, marked by national emphasis on industrial software and the establishment of special funds to support simulation software development [4] 3. The self-innovation breakthrough period from 2016 to 2020, where domestic platforms achieved commercial viability and expanded applications beyond the power equipment sector [5] 4. The ecosystem construction period from 2021 to present, characterized by explosive market growth and a focus on technological innovation and ecosystem collaboration [6] Industry Chain - The upstream of the multiphysics software industry includes hardware devices, basic software, and technical resources, while the midstream involves software development and solution integration [8] - The downstream applications span various sectors, including industrial manufacturing, energy, electronics, academia, and research institutions [9] Market Size - The global multiphysics software market is projected to reach approximately $4.1 billion in 2024, with a year-on-year growth of 7.89% [1][13] - The industry is witnessing significant advancements in technology, with ANSYS Cloud experiencing a 47% annual growth rate [15] Key Companies' Performance - Domestic companies like Cloud Road Intelligent Manufacturing and Chipray Microelectronics are breaking through technological barriers through independent research and development [15] - ANSYS and COMSOL dominate the high-end market, with ANSYS holding over 60% market share in automotive collision safety after acquiring LS-DYNA [15][17] - The market is seeing a shift towards cloud-based solutions, with ANSYS Cloud's subscription model lowering the entry barrier for small and medium enterprises [15] Industry Development Trends 1. Accelerated technological integration is driving breakthroughs in simulation accuracy and efficiency, with cloud computing and edge computing reshaping simulation paradigms [21] 2. The renewable energy revolution is becoming the largest incremental market, with significant applications in battery thermal management and wind turbine design [22] 3. The restructuring of ecosystems is accelerating, with policies supporting the development of domestic software and increasing the procurement ratio of domestic software in leading enterprises [23]

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 pcisig 。 PCI-SIG今日宣布向会员正式发布PCI Express ( PCIe ) 7.0规范，该规范速度达到128.0 GT/s。PCIe 7.0规范面向数据驱动型应用，例如人工智能/机器学习 (AI/ML)、800G 以太网、云计算和量子计 算。PCIe 8.0规范的探索工作已在进行中，以继续支持行业在PCIe技术生态系统中的投资和产品路线 图。 PCIe 7.0 规范特性： PCI-SIG 总裁兼主席 Al Yanes 表示："PCIe 技术在过去二十多年一直是高带宽、低延迟 IO 互连的 首选。我们很高兴宣布发布 PCIe 7.0 规范，这延续了我们每三年将 IO 带宽翻一番的悠久传统。随 着人工智能应用的持续快速扩展，下一代 PCIe 技术将满足部署 AI 的数据密集型市场的带宽需求， 包括超大规模数据中心、高性能计算 (HPC)、汽车以及军事/航空航天。" 通过 x16 配置提供 128.0 GT/s 原始比特率和高达 512 GB/s 的双向速率 采用 PAM4（4 级脉冲幅度调制）信令和基于 Flit 的编码 提供 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 pcisig 。 PCI-SIG今日宣布向会员正式发布PCI Express ( PCIe ) 7.0规范，该规范速度达到128.0 GT/s。PCIe 7.0规范面向数据驱动型应用，例如人工智能/机器学习 (AI/ML)、800G 以太网、云计算和量子计 算。PCIe 8.0规范的探索工作已在进行中，以继续支持行业在PCIe技术生态系统中的投资和产品路线 图。 PCIe 7.0 规范特性： 通过 x16 配置提供 128.0 GT/s 原始比特率和高达 512 GB/s 的双向速率 采用 PAM4（4 级脉冲幅度调制）信令和基于 Flit 的编码 提供更高的电源效率 保持与前几代 PCIe 技术的向后兼容性 | Revision ** | Max Data Rate | Encoding | Signaling | | --- | --- | --- | --- | | PCle 8.0 (TBD) | Pathfinding | TBD | TBD | | PCle 7.0 (2025) | 128.0 GT/s | 1b/1b (Fli ...

Core Insights - Oracle is experiencing a significant surge in demand for its cloud infrastructure services, driven by the robust need for AI computing resources, with expectations of over 70% growth in cloud infrastructure sales for the fiscal year 2026 [1][5] - The company is positioning itself as a major player in the cloud computing sector, aiming to compete with giants like Amazon AWS and Microsoft Azure [1][6] - Oracle's recent partnership with OpenAI to establish a large data center joint venture named "Stargate" is expected to provide substantial AI computing resources [1][4] Financial Performance - For the fourth quarter of fiscal year 2025, Oracle reported a total revenue of $15.9 billion, exceeding Wall Street's expectations of $15.6 billion, with a year-over-year growth of 11% [4] - The company's remaining performance obligations (RPO) reached $138 billion, a 41% increase year-over-year, indicating strong demand and long-term customer commitments in the cloud computing sector [2][4] - Oracle's cloud services revenue, including IaaS and SaaS, grew by 27% year-over-year to $6.7 billion, with the cloud infrastructure segment (IaaS) seeing a 52% increase to $3 billion [4] Market Sentiment - Following the earnings report, Oracle's stock price surged over 8% in after-hours trading, reflecting strong investor confidence in the company's growth prospects [2][3] - The overall sentiment in the tech sector is buoyed by strong performances from AI leaders like NVIDIA and Palantir, contributing to a 17% increase in Oracle's stock price over the past month, significantly outperforming the S&P 500 index [3][6] - Analysts are optimistic about Oracle's long-term growth potential, particularly in the cloud computing space, as companies increasingly shift towards AI applications [6][7] Strategic Initiatives - Oracle's capital expenditures nearly tripled to $21.2 billion, highlighting the urgency to build large-scale data centers to meet the growing demand for AI infrastructure [4] - The company is actively engaging with major AI players, including xAI and Meta Platforms, to expand its cloud computing customer base [1][2] - The "Stargate" project is part of a broader trend where major cloud providers are collaborating on large-scale AI infrastructure initiatives, indicating a significant investment in AI capabilities [7]

每经记者｜郑雨航 每经编辑｜高涵 美东时间周三，Meta推出了一款新的开源模型V-JEPA 2，可以让人工智能更好地理解3D环境并推理物 理世界的运作规律。Meta声称，V-JEPA 2是一款世界模型，可以帮助机器人和其他人工智能体理解物理 世界，并预测物理世界将如何对它们的行动做出反应。Meta首席人工智能科学家杨立昆参与了该模型 的开发。 点评：这一创新表明Meta在AI领域的持续投入和技术创新能力，未来有望推动AI在机器人和自动化领 域的应用。 NO.3 黄仁勋：量子计算正迎来拐点 北京时间6月11日，英伟达CEO黄仁勋在VivaTech 2025演讲中表示，量子计算正迎来拐点，英伟达会以 多种方式与世界各地的量子计算公司合作。"现在的量子算法堆栈可以在Blackwell200上加速。"黄仁勋 称，未来几年或至少下一代超级计算机中，它们中的每一个都将拥有连接到GPU的QPU(量子处理器)， QPU将进行量子计算，而GPU将用于预处理、控制、纠错、后处理。 点评：量子计算与经典计算的融合将成为未来技术发展的重要方向，英伟达在这一领域的布局显示了其 对前沿技术的敏锐洞察。 点评：这一诉讼凸显了AI技术在版权 ...

Core Viewpoint - Oracle's Q4 earnings exceeded expectations, with a strong outlook for cloud infrastructure revenue growth in FY2026, despite a slight miss in cloud infrastructure performance [2][8]. Financial Highlights - Q4 revenue reached $15.9 billion, a year-over-year increase of 11%, surpassing analyst expectations of $15.59 billion [3]. - Q4 operating profit was $7.04 billion, exceeding the forecast of $6.85 billion [4]. - Q4 operating margin stood at 44%, in line with analyst expectations [5]. - Adjusted EPS for Q4 was $1.70, above the anticipated $1.64 [6]. Cloud Business Performance - Q4 cloud infrastructure revenue (IaaS) was $3 billion, a significant year-over-year increase of 52%, slightly below the expected $3.07 billion [7]. - Overall cloud revenue (IaaS plus SaaS) grew by 27% year-over-year, reaching $6.7 billion, accounting for 42% of total revenue [7]. - CEO Safra Catz projected that cloud infrastructure revenue will grow over 70% in FY2026, compared to a 52% increase in the current quarter [7][9]. Future Outlook - The company anticipates FY2026 revenue to exceed $67 billion, surpassing analyst expectations of $65.18 billion [7]. - For Q1 FY2026, adjusted EPS is expected to be between $1.46 and $1.50, with revenue growth projected at 12% to 14% [7]. - The "Remaining Performance Obligations" (RPO) increased by 41% year-over-year to $138 billion, indicating strong future revenue visibility [8][9]. Strategic Initiatives - Oracle is focusing on becoming a leading provider of cloud computing services, particularly targeting clients in artificial intelligence [8]. - The company has formed a joint venture with OpenAI named "Stargate" to provide large-scale computing capabilities [8]. - Recent partnerships include collaborations with Cleveland Clinic and G42 for AI platforms in healthcare, and a commitment with IBM for cloud computing and consulting services [10]. Capital Expenditure - Capital expenditures surged to over $21 billion in FY2025, with expectations to exceed $25 billion in the new fiscal year [10].

沙特为其云项目接触思科和AMD。（The Information） ...

甲骨文(ORCL.N)：季度云服务和许可证支持收入按美元和固定汇率计算增长14%，达到117亿美元。预 计2026财年业绩将会更好，因收入增长率将会显著提升。预计云计算总增长率（应用加基础设施）将从 25财年的24%增至26财年的40%以上。 ...

CoreWeave将在谷歌和OpenAI协议中提供计算能力。（路透） ...

Core Viewpoint - JiaYin Technology (JFIN) has shown significant financial growth, with a focus on technology-driven services in the financial sector, aiming to enhance user experience and support rapid business growth for financial institutions [1][2]. Financial Performance - As of March 31, 2025, JiaYin Technology reported total revenue of 1.776 billion RMB, representing a year-on-year increase of 20.35% [1]. - The company's net profit attributable to shareholders reached 539 million RMB, marking a substantial year-on-year growth of 97.56% [1]. Company Overview - JiaYin Technology, founded by Mr. Yan Dinggui on June 18, 2011, is headquartered in Shanghai, China [1]. - The company successfully went public on NASDAQ on May 10, 2019, under the stock code JFIN [1]. - The company is recognized as a leading technology service group in China, leveraging big data, cloud computing, and artificial intelligence to connect consumers with financial institutions [1]. Technological Innovations - JiaYin Technology has developed several innovative platforms, including: - "TianYin" intelligent fund management platform for efficient asset matching [2]. - "MingJian" intelligent risk control engine to significantly enhance risk management capabilities [2]. - "DaYu" data asset management platform to improve data governance [2]. - "ChangE" intelligent voice calling platform for compliant and considerate post-loan services [2]. - These innovations have led to digitalization of processes, automation of supervision, and scientific decision-making, thereby strengthening the foundation of the digital economy [2]. Global Expansion - JiaYin Technology's operations have expanded to various regions, including Southeast Asia, Africa, and Latin America, with plans for further international growth [1].