来源：环球网 【环球网科技报道记者林迪】当"东数西算"进入纵深落地阶段，贵阳贵安新区再一次站在聚光灯下。紫 光股份旗下新华三集团正以一场系统性的战略升级，回应AI时代对算力基础设施的迫切需求。 8月27日至30日，新华三集团携"聚合·智跃迁"主题亮相中国国际大数据产业博览会，以贵阳贵安图灵小 镇为圆心，向外递出一张"可信数据空间+万卡智算枢纽"的西部名片。从提出"AI in ALL"与"AI for ALL"双轮驱动战略，到打造"图灵小镇"这一可复制、可推广的产业模式，新华三不仅在技术层面深化 算力与网络的协同创新，更在商业模式上实现了从"卖设备"到"建生态、促运营、创价值"的跃迁。 从"修路"到"通车"：构建AI落地的底层支撑 当前，人工智能正加速渗透百行百业。然而，AI的真正落地并非一蹴而就。新华三集团高级副总裁张 力形象地比喻："AI的落地应用是一场长跑，我们首先要做的，是把路修好。" 这条路，正是支撑AI高效运行的算力基础设施。张力指出："即使适度的超前建设也是需要的。"过去两 年，全国多地智算中心如雨后春笋般涌现，正是为AI时代的规模化应用打下基础。但"修路"只是第一 步，如何让AI在这条"高速公路 ...

Question-and-Answer SessionWhen I think high level about EXL, I always think about the consistency in the growth rates, double-digit revenue growth and others in IT services have struggled. So I was hoping maybe you could help us understand what makes EXL different than a lot of your peers?Vivek JetleyPresident and Head of Insurance, Healthcare & Life Sciences Well, first of all, thank you for coming here today, everyone, and it's been a great day just in terms of the interactions for us. But this is the on ...

Summary of EXL Services Conference Call Company Overview - **Company**: EXL Services - **Industry**: IT Services, specifically focusing on insurance, healthcare, and life sciences Key Points and Arguments 1. Strong Demand for AI - EXL is experiencing a strong demand from enterprises adopting AI, which serves as a significant growth driver across all lines of business [4][5][6] - Data and analytics constituted 43% of EXL's overall revenue prior to reorganization, facilitating a smoother transition for clients to adopt AI solutions [5][6] 2. Differentiation from Peers - EXL's business model combines data access, domain expertise, and AI capabilities, which is essential for effective client solutions [7][8] - Unlike competitors, EXL has a low concentration in low-value call centers, avoiding cannibalization from AI advancements [8] 3. Shift in Client Conversations - The focus has shifted from numerous proof of concepts (POCs) to meaningful outcomes, with clients now seeking specific AI-driven solutions [9][10][11] 4. Integration of AI in Operations - AI is being integrated into various operational processes, including training, data engineering, and predictive modeling, enhancing client outcomes [12][13] 5. Commercial Model Changes - EXL is moving towards outcome-based pricing models, which align client success with EXL's revenue growth [14][15] - This shift is expected to increase gross margins over time [15] 6. Revenue Visibility - 75% of EXL's revenue is contracted for one year or more, providing high visibility into future earnings [29] - The company anticipates organic growth of 12-13% for the year, supported by strong contract visibility [30] 7. Competitive Landscape - EXL faces competition from IT companies, consulting firms, and startups, but emphasizes its unique combination of domain expertise and AI capabilities [31][32] 8. Data and AI Revenue Growth - Data and AI revenue accounted for 54% of overall revenue, with expectations for continued growth as these services are integrated into existing contracts [33][34] 9. Headcount and Talent Strategy - EXL is shifting towards hiring more technology and data engineering professionals, which may reduce overall headcount growth while increasing revenue per employee [42][43][44] 10. Regulatory and Economic Factors - Limited exposure to Medicaid and a focus on cost reduction in healthcare are shaping EXL's strategy, with a balanced approach to cost takeout and capability investment [48][49][50] 11. Margin Improvement - Projected margin improvement of 10-20 basis points driven by higher gross margins from data and AI revenue, offset by increased investments in R&D [51][52] 12. Free Cash Flow and Capital Allocation - EXL is generating over $200 million in free cash flow, with plans for strategic capital allocation towards M&A and stock repurchases [54][55] Additional Important Insights - The company is focused on capability-driven M&A rather than scale, aiming to enhance data and AI skill sets and expand in healthcare and international markets [55]

Question-and-Answer SessionI guess I wanted to just kick off and think about the bigger landscape, and we're obviously in dynamic times here. So maybe you could help us characterize the IT services market from your point in the Americas, looking back the last couple of years and getting to today and how you see it going forward?Surya GummadiPresident of Americas Yes. So good afternoon, everyone. The AI has disrupted almost every single value chain, every single market across the planet in the last 2 years o ...

Question-and-Answer SessionSo I guess I wanted to start kind of thinking about the high level as an independent company, you guys have obviously changed the whole picture here for Kyndryl. Cultural transformations, the 3As, investments and partnerships and technology I was hoping you could start maybe and highlight the core elements of your strategy, why Kyndryl matters to its customers and what you see driving the success?Martin SchroeterChairman & CEO No, no, no. It's a great question. Great question. So ...

Kyndryl (KD) 2025 Conference September 03, 2025 10:50 AM ET Company ParticipantsDavid Wyshner - CFOMartin Schroeter - Chairman & CEONoneI cover IT services at Citi, and we're excited to have Kendra here today. And format, what we'll do is we'll go through some fireside chat questions, and then feel free to to raise your hand, and and we'll try to get to you before before we're out of time. But we're excited to have Martin Schroeder as the CEO and David Weiser as the CFO. So we're kicking off, and thanks for ...

CI&T (CINT) 2025 Conference September 03, 2025 09:30 AM ET Speaker0The founder and CEO of CINT. So it's gonna be fireside chat, have some q and a for you. But before we get into that, for those less familiar with the the history of CINT, would you mind introducing yourself and CINT types of services you provide and types of clients you work with?Speaker1Sure. So thank you for having me, and good morning, everyone. So CINT is is a global digital specialist founded, thirty years ago in Brazil. I'm Co Founder ...

Accessibility StatementSkip Navigation The multi-platform campaign brings to life the many challenges and pressures business leaders face as they move from experimental AI pilots to real-world solutions that drive organization-wide value. Developed by the IBM Brand Marketing team and Ogilvy, "Let's create smarter business" nods to the company's long-standing commitment to progress and innovation on behalf of clients and partners.  From service and support to the many operating systems at the heart of how a ...

Core Insights - The company reported a significant increase in AI-related business revenue, achieving 13.332 billion yuan in the first half of 2025, representing a year-on-year growth of 56% [1] - The AI software and service segment saw a remarkable 100% increase in revenue, driven by the "Shenzhou Wenxue Enterprise Agent Platform" and "Shenzhou Wenxue Intelligent Process Workbench" [1] - The company is focusing on domestic computing power development, with its own brand AI computing power equipment generating 660 million yuan in revenue, a 14% increase year-on-year [1] Revenue Breakdown - The third-party AI computing power service business generated 950 million yuan, marking a 62% year-on-year growth, through partnerships with leading cloud service providers like Azure, AWS, GCP, and Alibaba Cloud [1] - The IT distribution business related to AI hardware achieved 11.7 billion yuan in revenue, reflecting a 59% increase year-on-year [1] - Overall, the company reported total revenue of 71.59 billion yuan in the first half of 2025, with a year-on-year growth of 14.4% [2] Strategic Developments - The company has established an AI-native enterprise-level digitalization technology reference architecture to ensure effective implementation of AI for Process [2] - The product matrix has expanded to cover a full range from servers to PCs and from computing infrastructure to privatized solutions, enhancing its industry presence [2] - The company is actively entering new sectors such as finance, energy, and carbon neutrality, significantly increasing the number of AI application products and service opportunities [2]

报告显示，华胜天成上半年营业收入22.62亿元，同比增长5.11%；归属于上市公司股东的净利润1.40亿元，较去年同期亏损2.47亿元实现逆转。然而细读财报却不难发现，该公司主营业务仍 与这份"表面盈利"形成鲜明对比的是华胜天成近期的股价表现。受市场对"AI算力+芯片"概念的热捧以及非经常性损益的驱动，华胜天成8月单月市值飙升115%。不过，在半年报发布后的首个交 在这份"冰火两重天"的财报背后，华胜天成真实经营状况究竟如何？ 投资收益成"救命稻草" 表面净利润1.4亿元，扣非后却亏损8331万元，老牌IT服务企业华胜天成（600410.SH）的2025年半年报看似惊喜但暗含隐忧。 仔细分析华胜天成的利润结构，可以发现公司利润增长主要来自投资收益。 上半年，华胜天成实现了2.71亿元的公允价值变动收益。这笔收益来自于公司持有的泰凌微（688591.SH）股票价格上涨。华胜天成的这种利润结构令人喜忧参半：喜的是前期产业投资布局进 截至6月30日，泰凌微股价报收47.9元/股，较去年12月31日的收盘价31.20元/股有大幅上涨。华胜天成直接持有泰凌微1786.19万股，长期股权投资在转成了交易性金融资产后获得了 ...