封面新闻记者 孟梅 易弋力 张平安指出，AI的Token服务可以有效屏蔽复杂的底层技术实现，是最高效的推理算力使用方式。会上，张平安宣布华为云CloudMatrix384 AI Token服务 全面上线，将以优的性能、好的服务、高的质量，高效满足各行各业所需的"最终AI计算结果"。 华为云通过CloudMatrix384超节点的创新架构，将资源全面池化，形成算力池、内存池、显存池等，把计算型任务、存储型任务、AI专家系统解耦开来， 将串行任务尽可能地变成分布式并行任务，极大地提升系统推理性能。在在线、近线和离线等不同时延要求推理场景中，CloudMatrix384的平均单卡推理 性能是中国特供H20的3~4倍。目前、已经为Pangu，DeepSeek，Qwen等业界主流大模型提供极致的Token服务，加速各行业 AI 技术落地与业务创新。 360纳米AI依托CloudMatrix384的Token推理服务，成功处理每天上千万的内容生成请求。中科院构建的"磐石·科学基础大模型"平台，基于CloudMatrix384 超节点内部高速互联架构及融合算子优化，模型训练精度更高，超出GPU 4%，支持100+专业院所领 ...

Core Insights - Huawei Cloud is leveraging four key competitive advantages to assist enterprises in navigating digital transformation challenges and achieving global business growth and intelligent upgrades [1] Group 1: Global Network and Infrastructure - Huawei Cloud has established a "global network" that provides near access, extreme elasticity, and security stability, accelerating global business growth for enterprises [2] - The Turkish fast fashion brand DeFacto utilized Huawei Cloud's container service to automatically scale 4,000 Pods in 30 seconds during peak traffic, achieving a latency of less than 25 milliseconds in Turkey and reducing page load time in Egypt from 1.5 seconds to 260 milliseconds, significantly enhancing user experience and order conversion rates [2] Group 2: Data Empowerment Services - Data is becoming the core production factor in digital transformation, and Huawei Cloud's data empowerment services help enterprises turn data lag into decision-making advantages [2] - Huawei Cloud's Data Warehouse Service (DWS) enabled Brazil's Neogrid to migrate and integrate decentralized data across multiple platforms, improving data integration efficiency by 40% and data analysis efficiency by 50%, allowing clients to access data on the same day [2] Group 3: AI Solutions - Huawei Cloud provides a one-stop AI solution through full-stack innovation in computing power, models, and toolchains, helping enterprises transition from reactive maintenance to predictive maintenance, as demonstrated by global chemical giant Wanhua Chemical, which improved prediction accuracy from 70% to 90% [3] - Huawei Cloud's AI capabilities have been implemented in over 30 industries and 500 scenarios, facilitating intelligent upgrades for enterprises [3] Group 4: Industry-Specific Solutions - Huawei Cloud has distilled over 30 years of digital practice into an "Industry Intelligent Reference Architecture," empowering clients through cloud services [3] - For example, Changan Automobile improved R&D efficiency by 30% by transitioning from a waterfall model to a unified platform using Huawei Cloud's CodeArts toolchain, while also reducing order delivery cycles from 21 days to 15 days through a collaborative 5G+IoT solution [3] Group 5: Comprehensive Support - Huawei Cloud emphasizes that digital transformation requires comprehensive support throughout the entire process, aiming to build a solid cloud foundation for global enterprises [4]

Core Viewpoint - Qiniu Intelligent (02567) has entered a strategic partnership with Wuxiang Cloud Valley to scale AI inference computing power, targeting the trillion-dollar AI inference market [1] Company Summary - Qiniu Cloud's stock rose by 5% in early trading, reaching 1.46 HKD with a trading volume of 2.3144 million HKD [1] - The company has three main product lines: Media Cloud, AI Cloud, and LinX Cloud, focusing on AI inference computing products [1] - In the first half of this year, Qiniu Cloud's AI-related revenue reached 184 million CNY, accounting for 22.2% of total revenue, primarily from AI inference services and computing resource leasing [1] Industry Summary - The partnership aims to provide accessible AI inference computing power for enterprises and entrepreneurs, indicating a significant growth opportunity in the AI inference market [1] - The demand for AI inference on Qiniu Cloud's platform has rapidly increased, with the number of AI-related users growing to 15,000, supported by over 50 callable large models [1]

Core Insights - Huawei has significantly upgraded its Ascend AI cloud services, enhancing its CloudMatrix platform to support large-scale AI computing needs [1] Group 1: Service Upgrades - The CloudMatrix cloud supernode specifications have been greatly enhanced, enabling ultra-large clusters and providing substantial computing power [1] - Huawei Cloud has introduced an elastic memory storage service (EMS) to improve the performance of large models [1] - The CloudMatrix 384 AI Token service has been fully launched to meet industry AI computing demands, with the innovative supernode architecture greatly enhancing system inference performance, achieving an average single-card inference performance 3-4 times that of H20 [1] Group 2: Infrastructure and Efficiency - Huawei Cloud is deploying large-scale, fully liquid-cooled AI data centers to reduce energy consumption [1] - The company offers a full-stack dedicated AI cloud service to ensure data security [1] Group 3: Market Growth - The number of customers for Ascend AI cloud services has increased from 321 last year to 1,805 this year [1] - The total AI computing power scale has grown by 268% year-on-year, providing strong momentum for intelligent upgrades across various industries [1]

Group 1 - The core viewpoint of the article is that Poisson Company will collaborate with Huawei Cloud to promote digital transformation and cloud adoption for small and medium-sized enterprises (SMEs) [1] Group 2 - The partnership aims to develop targeted solutions specifically designed for SMEs [1]

CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks Making Headlines This Week. On September 16, Citizens JMP upgraded the stock to “Outperform” from Market Perform. The firm believes that investors are not aware enough of how the firm generates its revenue. This is why the stock is misunderstood. Moreover, analyst Greg Miller sees accelerating hyperscale outsourcing in the GPU-as-a-Service (GPUaaS) market. He pointed to Oracle’s $450 million record RPO and Microsoft’s reported $17 billion contract wit ...

Core Insights - Amazon.com, Inc. is recognized as a significant player in the AI sector, particularly due to its cloud computing division, with a Buy rating and a price target of $255.00 from TD Cowen analyst John Blackledge [1] Group 1: Cloud Computing and AI Market Position - Amazon Web Services (AWS) is well-positioned in the Generative AI (GenAI) market, with a substantial number of firms already utilizing AWS for their GenAI solutions [2] - There is an anticipated increase in spending on GenAI services, with AWS projected to experience a compound annual growth rate (CAGR) of 20% from 2025 to 2030 [2] Group 2: Financial Projections and Strategic Investments - A sum-of-the-parts analysis indicates that AWS could be valued at $1.2 trillion by 2026, which supports Amazon's decision to increase capital expenditures for generative AI development [3] - A survey shows that 85% of IT decision-makers plan to use generative AI tools by 2026, with 75% already implementing them [3]

Google Cloud is one of the company's fastest-growing business lines, and continues to rack up new customers. https://t.co/ZJNUdr6viy ...

Key Points Oracle’s $455 billion RPO gives it rare visibility into future revenue. Multiyear contracts, including OpenAI’s Project Stargate, validate Oracle’s role in AI infrastructure. Oracle’s strong cash flows support expansion, but flawless execution is critical against entrenched rivals. 10 stocks we like better than Oracle › When investors talk about the trillion-dollar club, they usually point to Apple, Microsoft, Nvidia, or Amazon -- companies that dominate consumer tech, cloud, and semic ...

Core Insights - Akamai Technologies' co-founder and CEO, Dr. Tom Leighton, is awarded the Technology & Engineering Emmy® Lifetime Achievement Award for his contributions to content delivery technologies [2][4] - Leighton has over 50 patents related to content delivery, internet protocols, and digital rights management, significantly impacting the streaming of high-definition content globally [2][3] - This marks Leighton's second Emmy® Award, recognizing Akamai's excellence in engineering creativity in Content Delivery Networks (CDN) [4][5] Company Overview - Akamai is a leading cybersecurity and cloud computing company that provides solutions to protect and power businesses online [7] - The company is recognized for its market-leading security solutions and global operations, which safeguard enterprise data and applications [7] - Akamai's cloud computing solutions are designed for performance and affordability, trusted by global enterprises for reliability and scale [7] Upcoming Events - Akamai and other honorees will be celebrated at the 76th Annual Technology & Engineering Emmy® Awards Ceremony on December 4, 2025, in New York City [6]