经济观察报获悉，百度宣布了新一轮组织调整：何海建正式加 盟百度，担任集团公司首席财务官（CFO），负责百度财务体 系管理工作。 作者： 周悦 封图：图虫创意 7月1日，经济观察报获悉，百度宣布了新一轮组织调整：何海建正式加盟百度，担任集团公司首 席财务官（CFO），负责百度财务体系管理工作。集团资深副总裁何俊杰不再担任代理CFO职 务，轮岗负责集团人力资源及行政管理。集团资深副总裁崔珊珊不再负责集团人力资源及行政管 理，继续担任文化委员会秘书长。 公开信息显示，何海建自2020年至2025年6月担任金山云的CFO，领导金山云在美股和港股上市， 并在推动业务增长、提高经营质量、提升治理水平等方面表现了出色的领导能力。此前，他在高 盛、美林美银集团、花旗银行等机构担任要职，拥有丰富的投行及并购经验。何海建分别于2003 年6月及2006年4月获得东南大学电子工程学士学位及硕士学位，并于2014年3月获得芝加哥大学工 商管理硕士学位。 C 6月11日，金山云在港交所公告，何海建因其他个人安排，已提出辞任公司执行董事兼首席财务 官。在其辞任后，彼亦不再担任董事会辖下公司治理委员会的成员。对此，金山云董事长雷军表 示： ...

Core Insights - The report by IDC indicates that the Chinese GenAI IaaS market is expected to reach 8.74 billion yuan in the second half of 2024, marking a year-on-year increase of 165% [1] - Generative AI IaaS is becoming the dominant segment within the overall AI IaaS market, accounting for over 70% of the market share for the first time [1] Market Share Distribution - Alibaba Cloud holds a 23% market share in the AI IaaS sector for 2024 [1] - Huawei Cloud accounts for 10% of the market share [1] - Volcano Engine has a 9% market share [1]

Core Insights - Alibaba Cloud has achieved the top position in China's AI infrastructure market with a 23% market share, surpassing the combined share of the second and third players [1] - In the generative AI infrastructure sector, Alibaba Cloud has secured both model training and inference market leadership [1] Group 1: AI Infrastructure Market Position - According to IDC's latest report, Alibaba Cloud leads the AI IaaS market in China with a 23% share [1] - The company's dominance in the generative AI infrastructure is highlighted by its dual championship in model training and inference [1] Group 2: Qwen VLo Model Features - The Qwen VLo model, launched on June 27, features a multi-modal understanding and generation capability, allowing users to experience it through Qwen Chat [2] - Qwen VLo employs a progressive generation method, constructing images step-by-step while optimizing predictions, ensuring harmony in structure, color, and semantics [3] - The model supports dynamic resolution training, enabling image generation at any resolution and aspect ratio, breaking previous limitations [3] Group 3: User Experience and Flexibility - Qwen VLo enhances semantic consistency by accurately recognizing and preserving key features during image modifications, such as color changes [4] - Users can issue creative commands in natural language, allowing for artistic style transfers and complex scene modifications [4] - The model supports multiple languages, enabling global users to generate images based on simple descriptions in their preferred language [5] Group 4: Applications in Various Industries - In advertising design, Qwen VLo can quickly generate multiple design drafts based on user input, significantly reducing design cycles [5] - In education, the model can visualize abstract concepts, aiding teachers in explaining geographical features and literary themes [6] - The model also assists in game development by generating art resources and allows players to create personalized game elements [6]

根据 IDC的最新报告，2024年中国AI基础设施（AI IaaS）市场份额，阿里云占比23%，位列中国市场第 一，超过第二名和第三名总和；在生成式AI基础设施领域，阿里云取得模型训练和模型推理市场的双 项冠军。 ...

June 30, 2025 02:28 AM GMT Alphabet Inc. | North America M Idea OpenAI to Use TPUs? What It Could Mean for GOOGL, NVDA and AMZN We detail why OpenAI's use of TPUs would be a key endorsement of GOOGL's tech infrastructure capabilities and a further indication of GOOGL's leading position within the ASIC ecosystem. That said, important to note NVDA capacity constraints likely also a factor in OpenAI's decision with NVDA sold out. What Happened? Following reports earlier this month that OpenAI and GOOGL were fi ...

Group 1 - Oracle has signed a single cloud computing service contract with potential annual revenue of up to $30 billion, exceeding its current cloud infrastructure business size [1] - Following the announcement, Oracle's stock price surged by 8.6% in early trading, reaching an intraday all-time high, and closed nearly 4% higher, marking a year-to-date increase of approximately 32% [1] - The revenue from this contract is expected to start flowing into Oracle's accounts in fiscal year 2028, although the name of the client has not been disclosed [1] Group 2 - Oracle's CEO Safra Catz indicated a strong start to fiscal year 2026, highlighting multiple large cloud service agreements signed by the company [1] - The $30 billion contract is one of the largest cloud computing contracts ever, with its revenue alone nearly three times the current size of Oracle's infrastructure business, which generated $10.3 billion over the past four quarters [1] - The company is gaining traction in the competitive cloud computing market, partly due to its focus on attracting clients in artificial intelligence [2]

Group 1 - The individual has a background in mechanical engineering and transitioned into a quantitative analyst role within a major insurance company's investment arm [1] - The investment arm has consistently outperformed industry averages and ranks among the top global asset managers in fixed income markets [1] - There is a particular interest in fixed-income and technology equities [1]

RT Brody Ford (@BrodyFord_)NEW: Oracle signed one of the biggest cloud contracts ever. $30 billion per year, larger than its entire cloud biz today. $ORCL https://t.co/Lp7G6xNU2K ...

" 留下有话事权的人，做将业务更聚焦的事 。 " 作者丨梁辰 编辑丨董子博 少了437个字，少了9个人。 6月26日晚间，阿里巴巴集团发布2025财年年报。业绩数据早在一个月前公布，年报的重点是管理层对战 略和业务的思考，而"致股东的信"是整个年报的精髓。 对比发现，2025财年少了一页A4纸的描述。内容上，年报不再单独展开阐述"经营原则"，转而反复强调 AI的重要性，甚至 将AI增补进"核心业务"范畴，将"电商和云计算"变为"电商、AI+云" 。 另一个巨大的变化是，多位阿里巴巴各个时期的关键人物退出阿里合伙人，其中既有创业"十八罗汉"中的 彭蕾、戴珊，又有前CEO张勇、前CFO武卫，还有曾被视为"接班人"的俞永福。 一位二级市场分析师告诉雷峰网，这次退出的合伙人很多已经离开阿里巴巴， 当然可以说是给吴泳铭和蒋 凡扫清障碍 ，由于这些人长期不在业务一线，所以不再参与日常经营管理决策，也有利于企业良性运行。 作为阿里巴巴最重要的决策机构，合伙人的进出一直有着严格的规定。此次年报披露，共有9人退出，并 没有补入新合伙人。 不仅如此，阿里巴巴此次披露合伙人在阿里巴巴集团职位罗列也更加精简，不再罗列他们在子业务集团 ...

While Nvidia and Microsoft are duking it out to see which company will maintain its position as the largest in the world by market cap, another competitor is lurking in the background: Amazon (AMZN 2.66%).Amazon is a dark horse pick to become the largest company in the world in a few years, because it has several divisions that are growing at an impressive rate while producing stellar profits. But does it have enough juice to overtake the current leaders by 2030? Let's take a look. Amazon's growth comes fro ...