Core Insights - Appian has announced enhancements to its agentic AI platform aimed at helping organizations build, deploy, and scale intelligent process applications [2] - The release includes the beta launch of Agent Studio and the general availability of AI Document Center, along with expanded data fabric support for document management and semantic search [2][4] AI Platform Enhancements - Agent Studio allows users to design and deploy AI agents with greater autonomy and contextual awareness, enabling them to reason through complex tasks and interact with multiple systems [5] - AI Document Center is designed for enterprise-grade intelligent document processing, achieving high extraction accuracy and scalability, as demonstrated by Century Fire Protection, which reduced invoice operating time by 36% [6][7] Data Fabric and Smart Search - The data fabric now includes native support for documents, allowing organizations to manage and secure documents without folder-based organization [10] - Smart search utilizes AI-driven semantic search to enhance record retrieval, interpreting intent and uncovering connections beyond simple keyword matching [8] Autoscale and Process Efficiency - Generative AI agents can now be utilized in autoscale processes, dynamically adjusting execution capacity based on demand, delivering 10-100x the power without over-provisioning resources [9] - Incremental syncs support dynamic data environments, allowing external data sync as frequently as every 15 minutes and up to 20 million rows per record [10] User Experience Improvements - Appian's UI enhancements include automatic incorporation of common form headers and wizard functionality, improving form design and user experience [11] - The integration of AI into processes provides purpose, governance, and accountability, essential for delivering value [12]

Core Insights - Kaltura's annual Connect on the Road conference will focus on how AI and digital technologies are transforming enterprise content management and personalization [1][2] Group 1: Conference Details - The conference will take place in New York on May 13, San Francisco on May 15, and London on May 20, featuring discussions on "Digital Immortality" and AI's role in creating living content archives [1] - Hundreds of executives from Marketing, Communications, and Enterprise Media are expected to attend, providing a platform for sharing insights on AI-driven transformations [2] Group 2: Key Topics of Discussion - The concept of Agentic AI will be explored, which enables corporate knowledge to become a proactive, hyper-personalized, intelligent system [3] - The transformation of content into "Living archives" that self-update and deliver relevant knowledge based on real-time user needs will be a focal point [3] - Discussions will include creating enduring institutional memory sources that maintain knowledge continuity despite employee turnover [4] - Ensuring brand continuity through consistent messaging across customer interactions to enhance engagement will also be addressed [4] - Ethical considerations surrounding AI, including knowledge ownership and governance of AI-driven decision-making, will be discussed [4] Group 3: Product Demonstrations - Attendees will experience hands-on demos of Kaltura's next-generation AI platform, including the Customer Experience Genie and Work Genie AI agents, which enhance customer engagement and employee training [4] - The Kaltura Content Lab will be showcased, allowing creators to transform long-form video content into engaging, bite-sized experiences, thus maximizing content value [4] Group 4: Education Connect on the Road - Kaltura will host an Education Connect on the Road track in Europe and the US, starting in Utrecht, Netherlands, on May 12, focusing on AI's role in improving education and engagement [6] Group 5: Company Overview - Kaltura aims to create AI-infused hyper-personalized video experiences that enhance customer and employee engagement across various sectors, including education, marketing, and entertainment [7]

Media relations:Victoire GruxTel.: +33 6 04 52 16 55victoire.grux@capgemini.com Investor relations:Vincent BiraudTel.: +33 1 47 54 50 87vincent.biraud@capgemini.com Q1 2025 Revenues Q1 2025 revenues of €5,553 million, up +0.5% at current exchange rates and a decline limited to -0.4% at constant exchange rates1Bookings of €5,884 million representing a strong 1.06 book-to-bill for the period Paris, April 29, 2025 – The Capgemini Group reported Q1 2025 revenues of € 5,553 million, up +0.5% at current exchange ...

Core Insights - IBM has introduced new agentic and automation capabilities to enhance its managed detection and response services, aiming to enable autonomous security operations and predictive threat intelligence for clients [1][2][3] Group 1: Autonomous Threat Operations Machine (ATOM) - IBM is launching the Autonomous Threat Operations Machine (ATOM), an AI system designed for autonomous threat triage, investigation, and remediation with minimal human intervention [2] - ATOM's AI framework enhances existing security analytics solutions, accelerating threat detection, analyzing alerts, performing risk analysis, and executing investigation plans, thereby improving the security analyst experience [3][4] - The orchestration provided by ATOM allows security teams to prioritize high-risk threats, reducing time spent on false positives and lower-priority risks [3] Group 2: Predictive Threat Intelligence (PTI) - IBM's X-Force Predictive Threat Intelligence (PTI) combines AI with human analysis to curate proactive threat intelligence, predicting potential threats based on adversary behavior [5][6] - PTI gathers data from over 100 sources, including X-Force Threat Intelligence and open-source feeds, synthesizing this information into intelligence reports with tailored threat hunt queries [6] - By focusing on behavioral indicators rather than just compromise indicators, businesses can proactively address threats [6] Group 3: Industry Context - IBM Consulting acts as a global systems integrator and managed security services provider, helping clients manage their security operations center outcomes with AI-based orchestration [4] - IBM's solutions integrate with existing technologies from partners like Google Cloud and Microsoft, enhancing the overall security landscape [4][8] - The company serves over 4,000 government and corporate entities in critical infrastructure sectors, leveraging its hybrid cloud platform and AI innovations for digital transformation [8]

上世纪九十年代，一部名为《高智能方程式》的日本动漫在国内颇为流行。根据故事设定， 男主角风见隼人驾驶着其父亲设计的赛车"阿斯拉达"（ASURADA），谱写了一段高智能方 程式史上最年轻冠军的传奇。 在这部动画中，最让笔者印象深刻的是这辆名为"阿斯拉达"的赛车拥有一个同名的高性能电脑，它 能将赛车直接拟人化，与男主角分享汽车的状态、马路的状态，甚至还能在驾驶者碰到困扰的时 候，扮演一个知心好友。 "阿斯拉达"首次亮相 来源：高智能方程式 在当时，如果说想拥有一个"阿斯拉达"，大多数人可能会觉得异想天开。但在三十年后的今天，我 们也许很快能迎来属于自己的"阿斯拉达"。这一切，主要感谢计算芯片和大模型技术的进步。 联发科引领Agentic AI重塑座舱 过去两年，关于大模型进入智能座舱，已经有了很多讨论。在半导体行业观察发布的文章 《 AI 座 舱芯片大变局，联发科上演技术式超车》 中，我们就对此进行了介绍。文章中，我们还深入探讨 了智能手机芯片巨头如何通过提供领先的芯片，让大模型更好地赋能汽车。不过，在智能座舱方 面，过去的大模型上车，更多的是类似ChatGPT或豆包的被动问答式的语音助手。 但在Agentic ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $263 million, up 3% year-over-year [36] - Cloud revenue increased 21% to $94 million, while services revenue declined 8% to $121 million [37] - RPO ended the quarter at approximately $1.9 billion, up 25% year-over-year and 6% sequentially [38] - Adjusted operating profit was $91 million with an adjusted operating margin of 34.7%, up over 340 basis points year-over-year [40] - Adjusted earnings per share (EPS) for Q1 was $1.19, up 16%, while GAAP EPS was 85 cents, down 1% [41] Business Line Data and Key Metrics Changes - The company experienced a 25% year-over-year increase in RPOs, driven by strong demand for mission-critical solutions [22] - Approximately 50% of new cloud bookings in Q1 were generated from net new logos, indicating strong demand for products [71] - Services team completed over 100 go-lives for customers in Q1, showcasing operational effectiveness [25] Market Data and Key Metrics Changes - The addressable market is forecasted to grow at a double-digit CAGR for the next several years, indicating robust market potential [15] - Competitive win rates remained consistent at about 70%, reflecting strong market positioning [24] - The company has established healthy footprints across diverse sectors including retail, grocery, life sciences, and technology [23] Company Strategy and Development Direction - The company is focused on organic innovation and capital allocation strategy to expand its addressable market [14] - Investment in sales and marketing is prioritized to drive growth and capitalize on new product offerings [64] - The launch of new products like Enterprise Promise and Fulfill aims to optimize B2B order fulfillment, addressing evolving customer needs [26] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding near-term services revenue growth due to macroeconomic uncertainties [21] - The company remains optimistic about its position in the market and long-term growth opportunities despite current challenges [20] - Management reiterated full-year guidance for RPO and total revenue, reflecting confidence in business fundamentals [45] Other Important Information - The company was named Google’s Cloud Business Applications Partner of the Year for supply chain and logistics, highlighting its innovation in the Google Cloud ecosystem [18] - The company ended the quarter with $206 million in cash and zero debt, indicating a strong balance sheet [42] Q&A Session Summary Question: Insights on cloud bookings and RPO dynamics - Management indicated strong pipeline in Q2 and confidence in guidance despite macro uncertainties [59][60] Question: Growth investments and monetization of products - Management plans to invest in sales specialists to drive growth and maintain high win rates [64] Question: Linear progression of bookings and sales activity - Management noted a balanced product portfolio and strong demand across verticals, with high expectations for Q2 [68][71] Question: Resilience of cloud bookings drivers - Management stated that no particular segment is more resilient, but all channels remain important for growth [78][80] Question: Visibility on multi-year ramps and growth trajectory - Management confirmed strong visibility into contract durations and ramp processes, supporting confidence in growth [95][97] Question: FX impact on guidance - Management indicated that FX swings represent less than 1% impact on revenue guidance [104][105] Question: Strength of large deals in the pipeline - Management reported favorable conditions in the pipeline, with confidence in closure rates compared to last year [111][112]

Financial Performance - Cloud revenue increased by 27% (26% @cc) to €4993 million[6, 19, 23, 30] - Cloud ERP Suite revenue grew by 34% (33% @cc) to €4251 million[6, 19] - Current cloud backlog increased by 28% (29% @cc) to €18202 million[6, 19] - Total revenue increased by 12% (11% @cc) to €9013 million[19, 23, 30] - Cloud and software revenue increased by 14% (13% @cc) to €7938 million[19, 23, 30] - Non-IFRS operating profit increased by 60% (58% @cc) to €2455 million[19, 30] - Free cash flow increased by 36% to €3583 million[24, 36] Regional Performance - APJ cloud revenue increased by 39% (39% @cc)[21] - EMEA cloud revenue increased by 30% (29% @cc)[21] - Americas cloud revenue increased by 21% (19% @cc)[21] Outlook - The company expects cloud revenue to be between €216 billion and €219 billion @cc, a growth of 26%-28%[25] - The company expects cloud and software revenue to be between €331 billion and €336 billion @cc, a growth of 11%-13%[25]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The clinical research arena is experiencing transformative advancements due to the successful application of Generative AI (GenAI) tools, enhancing efficiency and quality in clinical trials [4][6] - Regulatory agencies, including the FDA, are beginning to establish guidelines for the responsible use of AI in clinical studies [6] - The report emphasizes a multi-pronged approach to safeguard efficiency and quality in clinical trials through various AI methodologies [19] Overview - The report highlights the increasing anticipation among industry professionals regarding the potential of AI to improve clinical trials and healthcare [4] - There are numerous opportunities to leverage AI technologies across the clinical trial ecosystem, including design, patient engagement, and regulatory submissions [5] AI Methodologies - Distinction is made between Generative AI, which generates responses based on training data, and agentic AI, which independently handles complex problems [10][11] - A holistic approach is necessary for developing AI frameworks, emphasizing the importance of training, ethical considerations, and human oversight [12][13] Safeguards for AI in Clinical Trials - Five critical categories of safeguards are identified to ensure the safe and efficient use of AI in clinical studies: curating and containerizing data, integrating "human-in-the-loop," harmonization of response, objectivity, and recognizing uncertainty [19][20] - Curating training data is essential to avoid poor-quality responses and ensure reliability in clinical operations [24][25] - The integration of human oversight is crucial to optimize quality and prevent erroneous outputs from AI systems [26][29] Use Cases of AI in Clinical Trials - The report discusses successful applications of AI, including a scientific Q&A chatbot used in a Phase III trial, which improved the efficiency of protocol clarifications and reduced the burden on medical monitors [39][40] - The chatbot's success was attributed to rigorous training, harmonized responses, and the ability to recognize knowledge gaps [41][42]

Core Viewpoint - Nvidia's stock experienced significant volatility due to both positive developments in U.S. manufacturing and negative impacts from new export controls, leading to an overall decline in share price [1][4][7]. Group 1: Stock Performance - Nvidia shares dropped 8.5% last week, closing at $101.49 per share, while the S&P 500 and Nasdaq Composite indices also declined by 1.5% and 2.6%, respectively [1]. - On April 15, Nvidia stock gained 1.3% following news of plans to produce AI supercomputers in the U.S., despite the S&P 500 slipping by about 0.2% [4]. - On April 16, Nvidia stock fell 6.9% after announcing potential charges of up to $5.5 billion due to new export restrictions [7]. Group 2: Manufacturing Developments - Nvidia is collaborating with manufacturing partners to establish factories in the U.S. for AI supercomputer production, aiming to generate up to $500 billion in AI infrastructure over four years [4]. - The company has begun producing its new Blackwell chips at TSMC's facilities in Phoenix, Arizona, and is also partnering with Amkor and SPIL for packaging and testing operations [5]. - Nvidia is constructing two supercomputer manufacturing plants in Texas, with mass production expected to ramp up in the next 12-15 months [6]. Group 3: Export Controls and Financial Impact - Nvidia disclosed plans to take charges of up to $5.5 billion due to U.S. government restrictions on exporting its H20 chip to China and other countries [7][8]. - The new export controls are part of an ongoing series of restrictions that began in August 2022, affecting a significant portion of Nvidia's data center products, which account for 90.6% of total revenue [9][10]. - The H20 chip was specifically designed to comply with export controls but is now subject to a license requirement that effectively acts as a ban on exports to China [12]. Group 4: Financial Projections - Nvidia's fiscal Q1 revenue is projected to be around $38.5 billion after accounting for the $5.5 billion in charges, representing a year-over-year growth of approximately 48% [16]. - This projected revenue is slightly lower than the previous quarter's revenue of $39.33 billion, indicating potential challenges ahead [15]. - The impact of the charges is expected to significantly affect Nvidia's net income, particularly given the higher profitability of its data center platform [17]. Group 5: Long-term Outlook - Despite short-term challenges, Nvidia remains a strong long-term investment due to its leading position in the AI chip market and the massive total addressable market, even without China [19]. - The company is well-positioned to benefit from the growth of agentic AI and physical AI applications, which are in the early stages of development [19]. - Although Nvidia's stock is down 32% from its all-time high, it has still increased by 19.9% over the past year, outperforming the broader market [20].

Company Overview - Salesforce (NYSE: CRM) is a leading software company specializing in customer relationship management (CRM) and has recently focused on agentic AI solutions [1] Financial Performance - The article does not provide specific financial performance metrics or recent earnings data for Salesforce [1] Market Position - Salesforce is recognized as one of the most dominant and innovative companies in the software industry, indicating a strong competitive position [1] Investment Focus - The company is increasingly integrating AI into its suite of enterprise tools, which may enhance its product offerings and market appeal [1]