转自：扬子晚报 近日，T3出行全量业务成功迁移至腾讯云，并正式投产，成为出行行业迄今规模最大、最复杂的云迁 移工程。 此次迁移涵盖十余个核心业务域、数千个微服务、数百个算法模型，割接难度极大。在腾讯云技术支持 下，双方仅用时不到2小时、核心切换不到5分钟，实现"一次性"整体无感迁移。 迁移后，腾讯云为T3出行提供从云服务器、数据库到安全防护的全栈服务支持，并基于新一代高性能 实例SA9对集群进行优化，系统处理效率显著提升。目前，T3出行用云成本显著降低，算力成本优化达 30%，系统顺利通过多倍流量压力测试，并显著提升故障排查效率，为业务持续稳定运行提供坚实保 障。 此次合作为出行乃至更广泛的互联网行业提供了可复用的云迁移标杆范本。未来，双方将继续探索云原 生、AI大模型等前沿技术在出行领域的应用，为用户提供更安全、更智能的出行服务。 雅菲 晓风 迁移后，系统实现显著的成本优化和性能提升，算力成本优化达30%。同时，系统成功支撑多倍流量压 力测试，故障排查效率大幅提高，为业务持续稳定运行提供坚实保障。 随着出行行业数字化与智能化进程不断加速，T3出行业务持续高速增长，对云基础设施的稳定性、弹 性伸缩与成本优化提 ...

随着AI大模型快速发展，从基础设施到上层应用的演进正成为新一轮科技竞争的关键。 一种行业观点认为，基座大模型的数量未来将持续收敛至个位数左右，但围绕千行百业将衍生出诸多更 为丰富的垂域模型与应用，那也将是本轮AI浪潮真正引发技术变革的关键所在。 其中，物理AI成为一种重要关注窗口，正加速推进具身智能、自动驾驶等领域演进，有望深刻改变未 来社会的运行方式。但技术路线仍存分歧，法律、合规与伦理等软性基础尚在夯实。而进入"Agent元 年"，让AI技术真正触及实体经济的"深水区"，仍有挑战需要克服。 中兴通讯首席发展官崔丽接受21世纪经济报道记者专访时，深入分析了物理AI的技术路线走向。据她 观察，一些具体行业已经在真正借力AI，率先完成价值闭环。 物理AI之辩 2025年初，Sora的横空出世因其高度还原物理世界的视频生成能力，引发关于"世界模型"的广泛讨论， 也让物理AI的两条核心路线——世界模型与 VLA（视觉语言模型）的竞争浮出水面。 崔丽对记者分析道，Sora等模型的爆发，标志着AI正从单纯的"预测者"向"模拟者"进化，是从"数据驱 动"到"模型仿真驱动"到"物理对齐"到"通用模拟"的范式转移，也是AI落 ...

All right. So, we're going to talk about Nscale. The company that employs me at the moment.We are a new hyperscaler or neocloud. There are different names for that these days. The unique value proposition that we offer is essentially we're end to end vertically integrated AI stack from the ground to the cloud which sounds very cool.I'm going to talk about mainly about in this slide about the the DC construction kind of part and then in the other slides we'll cover other data parts as well. The resolution co ...

Core Viewpoint - Confluent, Inc. is currently a prominent AI stock on Wall Street, with IBM announcing its acquisition for $11 billion, paying $31 per share for all outstanding common shares [1][2]. Group 1: Acquisition Details - IBM's acquisition of Confluent is valued at $11 billion, with a cash offer of $31 per share for all issued and outstanding common shares [1]. - Bernstein has reiterated an "Outperform" rating on Confluent with a price target of $31.00 following the acquisition announcement [1]. Group 2: Market Position and Technology - Confluent has been a long-standing acquisition target due to its relatively low multiple and strong market position [2]. - The company's technology, particularly its open-source middleware technology like Kafka and Flink, has gained further attention after OpenAI committed to using it for its next-generation model infrastructure [3]. - Confluent's technology is crucial for generative AI, which is more effectively delivered through Cloud Native technology, reinforcing its relevance in the tech landscape [4]. Group 3: Correlation with Major Platforms - Confluent enjoys a strong correlation with AWS, enhancing its position within the technology sector [4].

LAS VEGAS, Dec. 01, 2025 (GLOBE NEWSWIRE) -- (re:Invent) -- SUSE, a global leader in enterprise open source solutions, today announced a collaboration with Amazon Web Services (AWS) to enrich the cloud native Linux experience for Amazon Linux. As part of this agreement, SUSE delivers thousands of additional, enterprise-grade open source packages via the new Supplementary Packages for Amazon Linux (SPAL) service. This expands the toolset available to customers already leveraging Amazon Linux for their applic ...

Core Insights - Backblaze is committed to the open cloud movement and will participate as a Silver sponsor at KubeCon + CloudNativeCon North America in Atlanta from November 10-13 [1][2] - The conference is expected to attract over 9,000 attendees and focuses on cloud-native developments, particularly in AI applications, allowing Backblaze to showcase its high-throughput cloud object storage [2][4] Company Highlights - Backblaze provides a modern alternative to traditional cloud providers, emphasizing fast, affordable, and independent cloud storage solutions [3] - The company serves over 500,000 customers across 175 countries, offering high-performance, secure cloud object storage for various applications including AI workflows and media management [4] Industry Context - Kubernetes is utilized by 70% of enterprise companies operating in the cloud, highlighting the significance of cloud-native technologies in the current market [2] - The conference will feature a dedicated learning track on AI and machine learning advancements in cloud-native settings, indicating a growing trend in the integration of AI with cloud infrastructure [4]

Financial Data and Key Metrics Changes - Fiscal 2026 Q2 revenue reached a record $79.3 million, a 16.1% increase from $68.3 million in the prior year [16][27][30] - Year-to-date revenue for FY 2026 is $156 million, up 18.4% compared to the prior year [17][28] - Recurring revenue grew 23% year-over-year to a record $51 million, driven mainly by a 33.1% increase in subscription revenue [17][30] - Adjusted net income for Q2 was $11.7 million, compared to $4.1 million in the prior year [31] Business Line Data and Key Metrics Changes - Subscription sales were up 59%, with foodservice management (FSM) sales increasing more than 2.5 times [10][17] - Point of Sale (POS) products, including add-on modules, were up 23%, while Property Management Systems (PMS) products increased by 34% [10][17] - International sales grew by 36%, with notable wins in the gaming and casino sectors [10][12] Market Data and Key Metrics Changes - International sales levels had another strong quarter, growing by more than 35% over the prior year [12] - The company added 18 new customers in Q2, all of which were subscription-based sales agreements [15] - The total addressable market is significantly larger than the company's current size, indicating substantial growth potential [12][36] Company Strategy and Development Direction - The company is focused on creating a comprehensive ecosystem of cloud-native hospitality software solutions, which has provided competitive advantages [7][9] - AI is increasingly being integrated into the product offerings, enhancing innovation and operational efficiencies [24][26] - The company aims to maintain disciplined, profitable growth while expanding its presence in the hospitality technology market [36] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the current business momentum and the ongoing surge in subscription software sales [34] - The company is experiencing increased interest from major hospitality corporations, indicating a positive shift in market perception [36] - The guidance for full-year revenue has been raised to $315 million to $318 million, with subscription revenue growth expectations increased to 29% [21][33] Other Important Information - The product backlog improved significantly, ending Q2 at 49% higher than Q1, providing better visibility for the rest of the fiscal year [19][28] - The company is debt-free after paying down its credit revolver by $24 million in the first half of the fiscal year [32] Q&A Session Summary Question: What has changed regarding record sales momentum? - Management attributed the sales momentum to improvements in the product ecosystem and increased senior talent, rather than just market adoption of cloud solutions [39][40] Question: Will the Marriott rollout impact margins? - Management expects the Marriott rollout to be margin accretive over time, with potential short-term investments [42][43] Question: How is international performance compared across regions? - Management noted strong performance in EMEA, particularly in the UK, and emphasized that product improvements are driving international growth [46][48] Question: What is the current capacity for service delivery? - Management confirmed that capacity improvements in services have been completed, allowing for better handling of backlog [51][53] Question: Are larger hospitality players taking notice of the company? - Management confirmed increased attention from larger players, attributing this to product improvements and enhanced sales capabilities [68][70] Question: Did the guidance increase relate to the Marriott rollout? - Management clarified that the guidance increase was not related to the Marriott project but rather due to general sales momentum [85][86]

Core Insights - The demand for traditional operations and maintenance (O&M) positions has decreased by 18% in 2024, while salaries for O&M roles with cross-domain skills have increased by 25% [1] - By 2025, O&M roles that only involve basic tasks like inspection and log checking are likely to be replaced by automation tools, emphasizing the importance of skill selection over mere activity [1][3] Industry Trends - The nature of O&M has evolved from merely monitoring servers to managing cloud-native architectures, requiring a shift from physical machine management to container and microservices management [3] - The automation rate for basic monitoring and troubleshooting tasks has exceeded 70%, leading to a decline in the value of O&M roles that only perform execution tasks [3] Skills Development - Three essential skills for O&M professionals to thrive in 2025 include: 1. **Cloud Native and Container Orchestration**: Over 90% of enterprises are expected to host their business on the cloud, making knowledge of Docker image management highly sought after across various industries [6] 2. **Data Operations and Analysis**: O&M professionals must learn to predict issues by analyzing system logs and business data, which can help in resource optimization and decision-making [7] 3. **AI Operations Practice**: Proficiency in AI tools can enhance efficiency, allowing O&M professionals to automatically identify anomalies and reduce troubleshooting time by over 60% [7] Transformation Steps - The transformation process for O&M professionals involves three steps: 1. **Self-Assessment**: Identifying skill gaps and defining career transition goals [11] 2. **Phased Learning**: Prioritizing the learning of cloud-native and data operations before moving on to AI operations, applying new skills in real work scenarios [11] 3. **Gaining Cross-Industry Experience**: Seeking opportunities to participate in cross-industry projects or engaging with case studies through CAIE certification communities to enhance resumes [11]

Infinia Platform Overview - Infinia is a software-defined, metadata-driven, containerized, cloud-native data intelligence platform designed for scalability, performance, and efficiency across core, cloud, and edge environments [1] - The platform supports critical data protocols like object and block, integrating with AI data acceleration libraries like TensorFlow and PyTorch [1] - Infinia enhances AI execution engines by serving data in its native form, reducing the need for data conversion and speeding up applications [1] Metadata and Multi-Tenancy Capabilities - Infinia allows for tagging massive amounts of metadata to objects, enabling faster data discovery and processing, with no limitations on metadata capability [1] - The platform has built-in multi-tenancy capabilities, providing SLAs for individual tenants and sub-tenants on capacity and performance, ensuring quality of service [1] Scalability and Cloud Native Design - Infinia is fully containerized, allowing for scale-out at web scale, starting from a few terabytes and scaling to exabytes [1] - The product is designed to be cloud-native and will soon be available in leading cloud provider marketplaces [2] AI Data Challenges and Solutions - Infinia addresses the complexity of managing large amounts of distributed multimodal data across core, cloud, and edge environments by creating a unified platform [1] - It tackles the demand for extremely low latency required to run AI applications, as well as the high costs associated with running AI [1] - The platform ensures data protection at any time and at any scale [1] Performance Metrics - Infinia can deliver time to first byte in less than a microsecond [2] - It can deliver 30 to 40 million objects per second in list object operations [2] - Infinia can deliver terabytes per second throughput at large scale [2] Efficiency and Sustainability - Infinia can achieve 10x data reduction, fitting over 100 petabytes of storage into a single rack [2] - It can reduce the overall data center footprint by a quarter compared to competitors, saving 10x power and cooling costs [2] Security Features - Infinia focuses on security authentication and access control, preventing unauthorized data access [2] - Data is always encrypted, and all actions within the system are audited [2] - The platform provides 99.9999% uptime enabled by reliability-focused features [2] Key Business Outcomes - Infinia aims to reduce complexity and achieve more accurate results on a unified platform for AI inference, data analytics, and model training [2] - It accelerates innovation by running AI apps faster, enabling businesses to beat the competition [2] - The platform enables rapid deployment across the cloud core and the edge to increase productivity, boost efficiency, and maximize ROI [2]

Group 1 - The core viewpoint emphasizes that cloud-native and microservices architecture are central to enterprise technology upgrades amid digital transformation [2][3] - The emergence of the "Mago Cloud Native Microservices Governance Sprint Class" reflects a deep transformation in technical education and reveals a new interaction logic among technology, economy, and talent market [2] - Traditional IT training is undergoing a paradigm shift, focusing on reshaping architectural thinking rather than just skill training [2] Group 2 - The course integrates tools like Kubernetes and Istio with microservices governance methodologies, enabling students to transition from merely coding to mastering distributed systems [2] - The curriculum addresses industry pain points, with governance capabilities such as service discovery and circuit breaking becoming essential as companies migrate from monolithic to microservices architecture [3] - The economic effect shows that the cloud computing industry has surpassed a trillion in scale, with programmers skilled in cloud-native technologies enjoying a 40% salary premium [3] Group 3 - The course's continuous update mechanism reflects the necessity of lifelong learning for technical professionals, especially in the face of AI's impact on traditional programming roles [3] - The transformation to cloud-native skills has allowed professionals to move from passive roles to core architecture teams, enhancing their job security [3] - The upgrade in technical capabilities driven by high-quality courses signifies a reconstruction of production relationships in the digital age, contributing to a more efficient and resilient technological ecosystem [3]