Core Insights - Shanghai Telecom and Alibaba Cloud signed a strategic cooperation agreement to deepen collaboration in cloud computing and artificial intelligence [1] Group 1: Strategic Collaboration - The partnership aims to promote digital and intelligent transformation for government and enterprise clients in Shanghai and the Yangtze River Delta region [1]

KYIV, Ukraine, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Kyivstar (Nasdaq: KYIV; KYIVW), Ukraine’s leading digital operator, and the WINWIN AI Center of Excellence under the Ministry of Digital Transformation of Ukraine have selected Google’s Gemma as the base model for training the large language model (LLM). Gemma, Google’s next-generation open AI model, has been proven effective in both international and domestic projects. Kyivstar is the Ukrainian Government’s strategic partner and operational lead for developi ...

KYIV, Ukraine, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Kyivstar (Nasdaq: KYIV; KYIVW), Ukraine’s leading digital operator, and the WINWIN AI Center of Excellence under the Ministry of Digital Transformation of Ukraine have selected Google’s Gemma as the base model for training the large language model (LLM). Gemma, Google’s next-generation open AI model, has been proven effective in both international and domestic projects. Kyivstar is the Ukrainian Government’s strategic partner and operational lead for developi ...

在所有行业中，教育行业的上云需求常被误读为"带宽大、流量高"，似乎只要服务器够用就能跑好在线 课堂。但经历过真正大规模教学场景的企业都知道：在线教育的底层逻辑从来不是"能运行"，而是"能 稳定运行"。 尤其是实时课堂(real-time class)、多端互动(multi-device interaction)和智能教学(AI-assisted teaching)全面 进入主流后，教育企业最依赖的，是一套在全国范围都能提供稳定体验的云平台(nationwide consistent cloud foundation)。 因此，当问到"哪些云服务商适合教育企业搭建云端系统?"时，表层答案是列一个名单;但真正的答案应 该围绕一个核心展开： 哪个云平台能够同时托住实时课堂、弱网访问、多端内容分发、AI 推理、数据分析、师生安全和全国 一致体验? 从国内大量教育企业的真实落地经验来看，AWS 之所以被纳入核心选型，不是因为其"服务器性能 强"，而是因为它提供的是一套 education-grade cloud architecture： 一个从 edge 到 cloud、从内容到 AI、从弱网加速到数据智能的全链路底 ...

Core Viewpoint - The article discusses the potential for certain tech companies to reach a market capitalization of $8 trillion by 2030, highlighting the trend of increasing market dominance among the largest firms in the stock market [1]. Group 1: Nvidia - Nvidia is predicted to be the easiest candidate to join the $8 trillion club, with a current market cap of $4.3 trillion, requiring average annual returns of slightly above 13% to reach the target [2]. - The company must maintain its lead in the GPU market and see continued growth in demand for AI chips to achieve this valuation [2][4]. - Nvidia's current price is $177.00, with a gross margin of 70.05% and a dividend yield of 0.02% [3][4]. Group 2: Apple - Apple's market cap has rebounded to over $4 trillion, and it is believed that the company can double its valuation by the end of the decade [5]. - A sustained iPhone upgrade super cycle, potentially driven by a rumored foldable iPhone and expanded generative AI functionality, could be key to reaching an $8 trillion market cap [7]. - The current price of Apple shares is $278.82, with a gross margin of 46.91% and a dividend yield of 0.37% [6][7]. Group 3: Alphabet - Alphabet, with a market cap of around $3.8 trillion, is positioned to benefit from the growth of Google Cloud, which is its fastest-growing unit [8]. - The demand for AI will also positively impact Alphabet's advertising revenue from Google Search, YouTube, and other applications [9]. - Alphabet has significant growth prospects in its Waymo unit for autonomous ride-hailing and in quantum computing through Google Quantum AI [10]. Group 4: Microsoft - Microsoft has a market cap of $3.6 trillion and is well-positioned to benefit from the ongoing AI boom, particularly through its Azure cloud platform [11][12]. - The company has potential in quantum computing, especially if its topoconductors fulfill their promise, which could position Microsoft as a leader in this emerging field [13].

Core Insights - The company has officially launched a new generation of GPU virtualization technology, which allows for the splitting of a single GPU's resources into multiple independent virtual computing units, with a minimum granularity of 10% [1] - This capability enables a single GPU to simultaneously support multiple AI workloads, significantly enhancing resource utilization in scenarios such as inference services, model development, and scientific teaching [1] - The newly released GPU virtualization technology has expanded its chip compatibility, now covering architectures from NVIDIA, Ascend, Cambricon, and others [1]

Core Viewpoint - The company UCloud has officially launched a new generation of GPU virtualization technology that allows a single GPU's resources to be divided into multiple independent virtual computing units, with a minimum granularity of 10% [1] Group 1: Technology Advancement - The newly released GPU virtualization capability expands the chip adaptation layer, covering more architectures including NVIDIA, Ascend, Cambricon, and Muxi [1]

The Vanguard Growth ETF holds large positions in tech giants like Nvidia, with a healthy splash of diversification.The S&P 500 (^GSPC +0.54%) is having a strong year with a gain of 16.1% so far, which is much higher than its average annual return of 10.5% since it was established in 1957. However, had investors bought the Vanguard Growth ETF (VUG +0.50%) at the start of this year instead, they would be sitting on a much better return of 19.2%.This exchange-traded fund (ETF) has actually outperformed the S&P ...

Group 1 - The computer industry is showing signs of improvement in both revenue and profit for 2025, with software business revenue reaching 11.11 trillion yuan, a year-on-year increase of 13.0% [11][13] - The overall revenue for the computer industry in the first three quarters of 2025 is 1.51 trillion yuan, with a growth rate of 10.1% after excluding the high proportion of Industrial Fulian [13][16] - The net profit for the industry in the first three quarters of 2025 is 184 billion yuan, reflecting a year-on-year increase of 57.4% [16] Group 2 - The "14th Five-Year Plan" emphasizes self-sufficiency in key areas such as integrated circuits and basic software, with increased government procurement for domestic innovation [25][26] - The EDA sector has become a focal point of U.S. export controls, accelerating the demand for domestic alternatives [29][30] - The release of HarmonyOS 6 marks a significant milestone for Huawei, with terminal numbers surpassing 23 million, indicating a strong growth trajectory for domestic operating systems [38][41] Group 3 - The AI and computing concepts have shown significant growth, with the AI computing demand driving the "East Data West Computing" concept to rise by 146.8% in 2025 [20][21] - The overall valuation of the computer industry is above historical averages, with a TTM valuation of 55.33 times as of November 27, 2025 [21][24] - Domestic AI chip manufacturers are experiencing accelerated growth, with companies like Cambrian and Haiguang reporting substantial revenue increases [48][49] Group 4 - The integration of AI applications is expected to enhance the competitive advantage of integrated AI manufacturers, with DeepSeek collaborating with domestic chip manufacturers to optimize performance [4][4] - The demand for AI servers is increasing, requiring manufacturers to enhance their overall system design capabilities [3][3] - The trend towards liquid cooling technology is becoming mainstream as AI chip performance continues to improve [3][3]

Group 1 - Amazon (AMZN) and Google (GOOGL) launched a jointly developed multi-cloud network service on December 3, aimed at meeting the growing demand for reliable connectivity in the current environment where even brief internet outages can cause significant disruptions [1] - The new service allows customers to establish private high-speed links between the two companies' computing platforms in minutes rather than weeks, enhancing network interoperability [1] - This initiative follows a major outage of Amazon Web Services (AWS) on October 20, which caused thousands of websites to go offline, resulting in estimated losses of $500 million to $650 million for U.S. businesses [1] Group 2 - AWS is the largest cloud service provider globally, followed by Microsoft's Azure and Google Cloud, with AWS reporting strong growth in Q3 with revenues of $33 billion, more than double Google Cloud's $15.16 billion [2] - Major tech companies, including Alphabet, Microsoft, and Amazon, are investing billions of dollars in infrastructure to meet the surging internet traffic driven by increased demand for artificial intelligence services [2]