Core Insights - Akamai Technologies has launched a Managed Service for API Performance, aimed at enhancing the security and efficiency of APIs in complex digital environments [1][3][5] - The service leverages the APIContext platform to provide proactive testing, expert analysis, and customized optimization for businesses [1][4] Group 1: Service Features - The Managed Service for API Performance includes 24/7 monitoring and incident response to ensure APIs remain operational and efficient [7] - Tailored action plans provide executive-level reporting on API health metrics, performance trends, and business impact [7] - Expert guidance from Akamai analysts helps uncover hidden performance patterns and presents findings in actionable reports [7] Group 2: Compliance and Regulatory Support - The service monitors performance and compliance, ensuring APIs meet various regulatory requirements such as DORA, NIS2, and SEC SCI [7] - Audit-ready evidence is generated through synthetic calls, providing a tamper-proof record of uptime and standards adherence [7] Group 3: Industry Context - As enterprises increasingly rely on APIs for mission-critical services, ensuring their performance is crucial [2][5] - The complexity of managing APIs necessitates specialized oversight, differentiating it from traditional system monitoring [2][3]

智通财经记者 | 肖芳 智通财经编辑 | 文姝琪 9月24日，在2025云栖大会上，阿里云系统发布了从AI大模型到AI基础设施的技术的一系列进展。这也 是阿里在今年年初喊出AllinAI口号之后，第一次系统地展示其在AI领域的成果。 在大模型方面，通义一口气发布了7款模型更新，涵盖了大语言模型、多模态模型、编程模型等多个领 域，这些模型在模型智能水平、Agent工具调用和Coding能力、深度推理、多模态等方面实现突破。 其中，大语言模型Qwen3-Max是通义千问家族中最大、最强的基础模型，预训练数据量达36T tokens， 总参数超过万亿，拥有极强的Coding编程能力和Agent工具调用能力。基础模型架构Qwen3-Next及系列 模型在计算效率上实现突破，模型总参数80B仅激活3B ，性能即可媲美千问3旗舰版235B模型，模型训 练成本较密集模型Qwen3-32B大降超90%，长文本推理吞吐量提升10倍以上。 在多模态模型中，视觉理解模型Qwen3-VL正式开源，其不仅能看懂图片，还能像人一样操作手机和电 脑，自动完成许多日常任务；视觉基础模型通义万相，推出Wan2.5-preview系列模型，视频 ...

Alibaba Group is expanding its artificial intelligence push by integrating Nvidia's physical AI tools into its cloud platform, marking one of the most significant collaborations between a Chinese clou... ...

This company has a close relationship with the AI chip giant.Nvidia (NVDA -2.79%) has become a famous artificial intelligence (AI) player over the past few years, selling the most sought-after AI chips on the market. And that's resulted in soaring earnings and a stock price that's followed. But Nvidia isn't only involved in selling AI products and services. The company, like you and me, also is investing in stocks that could benefit from the AI revolution.Yes, Nvidia is an investor too. The company's $4.3 b ...

据新华财经，在2025阿里云栖大会上，阿里巴巴正式宣布与英伟达开展Physical AI合作。合作覆盖了 Physical AI的实践的各个方面，包括数据的合成处理，模型的训练，环境仿真强化学习以及模型验证测 试等。 ...

Core Insights - The report by IDC indicates that the Chinese healthcare cloud IaaS+PaaS market is projected to reach 12.24 billion yuan in 2024, with a year-on-year growth of 8.8% [1] - Unicom Cloud ranks among the top three in the overall market share of healthcare cloud IaaS+PaaS, achieving a growth rate of 23.8% [1] - Unicom Cloud holds a 27.4% market share in the dedicated healthcare cloud market, reflecting its commitment to providing secure, reliable, and customized services [1] Market Position and Growth - Unicom Cloud's strong growth momentum and core competitiveness in the digital transformation of healthcare are highlighted by its comprehensive service offerings [1] - The company has established a full lifecycle solution for healthcare institutions, from cloud migration to intelligent upgrades, leveraging its differentiated advantages [1] Data Security and Compliance - Unicom Cloud adheres to strict security standards, including the national security compliance level 2.0 and healthcare industry data security maturity level 3 certifications [2] - The company employs domestically controlled server clusters and SDN network slicing technology to ensure hardware-level security isolation and dedicated encryption channels [2] Technological Integration - The integration of cloud, 5G, and AI technologies is crucial for addressing the computational challenges faced by healthcare institutions [3] - Unicom Cloud has achieved comprehensive coverage with over 320 resource pools and more than 6.4 million cores, ensuring 24/7 operation of medical business systems [3] Customized Services and Product Offerings - Unicom Cloud has developed a rich product ecosystem that includes AI IaaS, AI PaaS, and AI SaaS layers to meet the diverse needs of the healthcare sector [4] - The AI IaaS layer provides elastic cloud resources, while the AI PaaS layer offers a library of technical components for rapid application development [4] Solutions for Healthcare Scenarios - The company has launched various solutions such as Smart Hospital Cloud, Regional Medical Cloud, and Disease Control Cloud to address the unique demands of the healthcare industry [5] - These solutions aim to enhance resource sharing, improve operational efficiency, and support remote medical services [5] Industry Empowerment and Transformation - Unicom Cloud has successfully assisted over 2,000 healthcare institutions in their digital transformation efforts [7] - The company has implemented innovative AI applications and platforms in various hospitals, enhancing patient care and operational efficiency [7] Future Outlook - The IDC report emphasizes the transition of industry demand from basic resource provision to deep business empowerment [8] - Unicom Cloud plans to focus on core healthcare needs and continue investing in computational resource construction and security technology development [8]

9月24日午后，A股三大指数集体走强。盘面上，华为海思、储存芯片、半导体、光刻胶等概念涨 幅居前。近期热度较高的云计算50ETF（516630）一度涨超1.5%，持仓股中，神州泰岳、科大讯飞、石 基信息、金山办公、深信服等领涨。 银河证券表示，算力板块依然处于业绩兑现阶段，以及相对较为适中的估值水平，下半年依然继续 看好算力相关的PCB、国产算力、IP授权、芯片电感等。中信证券指出，据阿里巴巴、腾讯等互联网厂 商2025年二季度业绩会，互联网公司将持续在人工智能基础设施领域投入。该机构预计，国内互联网相 关公司2026年Capex投入有望超过5000亿元，AI服务器等直接的算力资源占比有望超过一半。同时，随 着国产算力芯片竞争力的日益增强，国产算力芯片市场份额亦有望随之提升。 公开信息显示，云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高， 覆盖了光模块&光器件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF （516630）为跟踪该指数合计费率最低的ETF。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。 ...

Core Insights - Amazon Web Services (AWS) and SAP SE announced plans to provide SAP Sovereign Cloud capabilities on the AWS European Sovereign Cloud, which is a new independent cloud initiative for Europe [1] - This collaboration is supported by a planned investment of €7.8 billion from Amazon, highlighting the commitment to digital sovereignty and AI innovation [1] Company Developments - The partnership between AWS and SAP builds on their longstanding relationship, indicating a strategic alignment in enhancing cloud services [1] - SAP's new approach focuses on digital sovereignty, which is increasingly important for businesses operating in Europe [1] Financial Implications - The €7.8 billion investment from Amazon signifies a substantial financial commitment to expanding cloud infrastructure in Europe, potentially impacting market dynamics [1]

Core Viewpoint - Amazon is currently undervalued as an AI stock compared to Nvidia, with potential to surpass Nvidia in market capitalization by 2030 due to its growth in AI-related revenue and profitability [2][15][16] Group 1: Amazon's AI Potential - Amazon's stock has increased by 57% over the last five years, significantly lower than Nvidia's 1,350% gain, and has underperformed compared to the S&P 500's 101% increase [2] - Amazon Web Services (AWS) is the largest cloud computing partner of Anthropic, a rapidly growing AI startup that has raised over $10 billion for AI workloads, which will likely boost AWS revenue [4][5] - AWS is developing its own chips, called Trainium, to reduce reliance on Nvidia and improve profitability, which could negatively impact Nvidia's sales [6] Group 2: E-commerce and AI Integration - Amazon's e-commerce and digital media sectors are also leveraging AI, with generative AI tools helping small businesses create advertisements, thus increasing advertising revenue and profit margins [9] - Efficiency gains from AI and robotics in warehouses are expected to reduce labor costs and improve operational efficiency, contributing to higher profit margins in the long term [10][11] Group 3: Financial Comparisons - Amazon's EBIT is currently at $77 billion, while Nvidia's is at $96 billion, indicating both companies have experienced rapid growth [13] - Amazon's revenue over the last 12 months was $670 billion with an EBIT margin of 11.5%, projected to grow to $1 trillion with a 15% EBIT margin by 2030, leading to $150 billion in earnings [15]

9月24日午后，A股三大指数集体上行。盘面上，储存芯片、半导体、光刻胶等概念涨幅居前。近期热 度较高的云计算50ETF（516630）涨幅扩大至1.5%，持仓股中，神州泰岳（300002）、科大讯飞 （002230）、紫光股份（000938）、深信服（300454）、电科数字（600850）、金山办公等涨幅居前。 消息面上，9月24日，阿里集团董事兼首席执行官吴泳铭在2025云栖大会上表示，大模型是下一代操作 系统，而AI云是下一代计算机，也许未来全世界只会有5、6个超级云计算平台。目前，阿里正积极推 进3800亿的AI基础设施建设，并计划追加更大的投入。为迎接超级人工智能时代的到来，到2032年阿 里云全球数据中心的能耗规模将提升10倍。 中信证券此前指出，国产自主可控趋势已成。一方面国产AI芯片持续迭代，自主可控进展顺利，保障 了算力基础设施的持续扩张；一方面国内云厂商已展现出加速追赶北美AI厂商的决心，预计后续将有 更多云厂商跟进投入，带动国内算力重回高速增长轨道。 公开信息显示，云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖 了光模块&光器件、算力租赁、 ...