I’ve written about IonQ (NYSE: IONQ ) last year, and that has done pretty well for my readers. I recognized the company making moves, improving its technology, and pushing closer to commercialization. In my view, things at the company seem toNine to 5 by day. Hobbyist stock trader by night. I got an MBA and a CFA ... so that should count for something. I only care about my own greedy interests and I love feeding trolls. Not your financial advisor. Information for entertainment purposes only. Diamond hands a ...

01 场景分析 过去我们一直在讲云原生概念，云原生时代云厂商发挥云标准化技术优势和生态优势。随着技术飞速发展，AI时代来临，腾讯云率先推出AI原生概念， 将云原生技术标准优势、生态优势与AI大模型训练、智能体开发相结合，让云环境和服务更好适配技术场景。腾讯云也因此成为业内公认的AI原生云， 获权威机构和头部模型训练厂商认可。 在AI浪潮下，存储场景主要分为四个阶段。云服务初期，核心是解决数据云端备份问题，将非结构化图片、办公数据等上传到云端，保证低成本持续存 在且不丢失。随着业务发展，数据存储后产生更多处理类需求，如电商行业对数据进行打水印、缩放裁剪等处理加工操作，存储上层处理产品应运而生。 3.0时代，技术进步，叠加更多AI能力和处理能力，如对非结构化数据进行压缩、识别等。如今的4.0时代，AI技术进步使非结构化数据使用、处理与管理 诉求增多，如对非结构化数据快速建库与检索，满足电商业务或知识平台建立诉求。 在此背景下，腾讯云存储产品矩阵提出"storage for AI and AI for storage"概念。一方面，storage for AI体现在除对象存储COS外，还推出数据加速器产品 Goos ...

Modernization of legacy IT systems remains critical to meeting data security, privacy, and scalability demands for healthcare organizations SAN JOSE, Calif., July 01, 2025 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, announced the findings of its seventh annual global Healthcare Enterprise Cloud Index (ECI) survey and research report, which measures enterprise progress with cloud adoption in the industry. The research showed that 99% of healthcare organizations survey ...

Shares of quantum computer maker IonQ jumped 9% Monday after the Texas legislature passed a bill backed by the firm that would set up the state to be a major hub for quantum technology. https://t.co/GVAhCQY1TZ ...

7月1日，根据 IDC的最新报告，2024年全年阿里云AI IaaS市场份额达23%排名第一，超过第二名和第三名总和。 华为云占比10%排名第二，火山引擎占比9%排名第三，中国电信占比8%排名第四，腾讯云、百度云和aws中国、 商汤皆占比7%。这也是IDC首次以AI IaaS进行数据统计。 在今年3月的2024年第四季度及全年业绩年报媒体沟通会上，腾讯高管提到，2024年腾讯年度资本支出达107亿美 元，相当于同期收入的大约12%。其中第四季度资本支出增加十分显著，因为腾讯在这一季度购买了很多GPU。 2025年腾讯计划进一步增加AI相关资本支出，预期资本支出占收入的比例为低两位数百分比。 采写：南都记者 林文琪 聚焦到生成式AI IaaS（GenAI IaaS）市场中，报告显示阿里云取得模型训练和模型推理市场的双项冠军。另外， 2024年模型训练消耗的生成式AI IaaS资源约为模型推理的3.25倍，随着"爆款"大模型应用的出现，IDC预计AI算力 有望在2025年进入"训推"拐点，推动AI算力需求从训练驱动过渡到推理驱动。IDC认为，推理场景的爆发将为国 产算力未来发展带来更多市场机会，互联网、运营商、自 ...

在生成式AI加速重塑云生态的当下， AI生态竞争力首次被纳入评选体系 ，助力行业更全面地识别具备技 术与生态协同能力的领先厂商。我们诚挚邀请广大云生态伙伴积极参与，共同推动云渠道生态的持续演进 与创新。 2025年 Canalys（现并入 Omdia）云渠道领导力矩阵评选活动正 式启动 ！ Canalys（现并入Omdia）是全球领先的科技市场独立分析机构，以渠道为核心 。致力于引导客户展望科技行业的未来，并协助客户打造具有创新思维的商业模式。25年来，我们一直为 全球科技厂商提高全球高度及本地视角的市场分析及定制解决方案，我们的分析师作为各自领域的专家， 把市场知识和客户要求相结合，为其打造定制化的研究产品。 您的参与不仅将为行业发展注入真实声音与前瞻洞察，也将为厂商提供宝贵的改进方向。 我们将于 8月15日 完成伙伴反馈收集 ， 请 扫描下方 二维码 或 点击下方" 阅读原文 " ， 即刻参与本 次评选 。您的反馈对评选结果至关重要 。 您的反馈将直接影响评选结果，并为即将于9月发布的《2025 年中国云渠道领导力矩阵》报告提供关键参考。 扫码即可参与评选活动 Canalys （现并入Omdia） 中国云 ...

Although the technology arena is still heavily involved in the artificial intelligence (AI) arms race, the quantum computing race is starting to heat up. Quantum computing could unlock the next phase of AI, as well as drive innovations in other fields, like logistics. However, the industry is still a few years away from seeing quantum computing deployed on a wide scale, and investors need to be careful not to get involved too early. Still, I think there are a few quantum computing stocks that are worth buyi ...

If you've got $5,000 (or really any amount), investing that sum of money into this group seems like a wise idea. With the year half over, it's clear that one theme has dominated the market: artificial intelligence. AI remains the prevailing theme because AI hyperscalers continue to invest substantial amounts of money in it. Nvidia Nvidia (NVDA 0.35%) is a key supplier in the AI arms race, as its graphics processing units (GPUs) have become the predominant computing unit used for AI computing. It's still exp ...

Quantum computers are designed to tackle highly complex calculations, far surpassing the capabilities of even the most advanced supercomputers. Unlike classical systems that rely on binary logic, quantum computers use qubits, which can represent 0, 1, or both simultaneously in an additional dimension of data. Advancements in quantum computing are generating buzz in the stock market, promising to revolutionize fields like machine learning, optimization, simulations, and cryptography. Some investors may wonde ...

Group 1: Nvidia - Nvidia has been a key player in the AI boom, particularly in the infrastructure build-out phase, driven by its powerful AI chips known as GPUs, leading to significant revenue growth [3][4] - The company has established a comprehensive portfolio of products and services, allowing customers to rely on Nvidia for all AI deployment needs, and is also investing in future growth areas like quantum computing [4][5] - Nvidia's stock is trading at 36 times forward earnings estimates, indicating reasonable valuation and potential for further gains [5] Group 2: Oracle - Oracle has evolved from a database management company to a leader in cloud infrastructure, offering flexibility through its multicloud service, which is well-received by customers [6][9] - The company reported double-digit revenue growth across its businesses, with cloud infrastructure revenue increasing by 52% to $3 billion and cloud application revenue rising by 12% to $3.7 billion [8] - Remaining performance obligations (RPO) surged by 41% to $138 billion, indicating strong future revenue potential, alongside soaring demand for Oracle's cloud capacity [8][9] Group 3: Broadcom - Broadcom specializes in networking products and has experienced significant growth due to rising demand for AI, with AI semiconductor solutions revenue jumping 77% to $4.1 billion [10][11] - Infrastructure software revenue also increased by 47% to $6.7 billion, with expectations of continued growth as cloud companies expand data centers [11] - The company has seen tremendous demand for its latest Ethernet switching product, Tomahawk 6, which is crucial for AI workloads, suggesting strong earnings momentum ahead [12][13]