1月8日晚间，杰创智能（301248）披露一则重磅采购公告。为推进公司人工智能战略发展和业务转型， 拟向多家供应商采购IT设备及零配件，总金额不超过人民币40亿元。本次交易金额达到公司最近一期经 审计净资产的50%，亦达到公司最近一期经审计总资产的50%，尚需要提交公司股东会审议。 杰创智能强调，随着公司人工智能战略稳步推进，在人工智能业务方向的投入力度持续加大。本次采 购，有利于扩大云计算业务规模，有利于推进公司技术产品研发，深度融入云计算产业生态链，系公司 落地人工智能战略、持续推进业务升级转型的重要布局。 就在同一天，杰创智能披露公告称，为增强子公司的资本实力，促进公司及子公司经营发展，加快公司 整体战略发展目标的实现，公司拟以自有资金人民币1.7亿元对广东杰创智能科技有限公司(以下简 称"广东杰创")进行增资，本次增资完成后，广东杰创的注册资本将变更为人民币2.95亿元。 在2025年9月举行的投资者网上集体接待日活动上，杰创智能提到，公司积极把握互联网、自动驾驶、 AI创业公司对AI算力需求爆发式增长的机会，为互联网、科研院校等用户提供按需灵活租用的智算云 服务。2025年上半年公司"AI+云计算" ...

Financial Performance - The company generated EUR 275 million in revenue for Q1 FY 2026, reflecting a 6% growth on a like-for-like basis [3] - The company maintains a solid rotation rate of approximately 105% [3] - The financial discipline remains unchanged, allowing the company to confirm its FY 2026 guidance, including positive free cash flow generation [3] Business Highlights - The company signed additional emission practical deals, including a contract with LCH and several contracts related to its on-prem core platform (OPCP) [3] - The company continues to expand its presence to meet sovereign demand, particularly after establishing operations in Paris and Milan [3] - A new deployment in Berlin is planned to open in early 2027 [4] Operational Initiatives - The company has been working on providing high-performance AI workloads and has partnered with SambaNova to cater to large head inference needs [4] - A redesign of the supply chain was implemented in early 2025, enhancing the delivery of services [4]

展会现场，阿里云展示了基于该套件的多项解决方案。在AI眼镜场景中，融合千问VL、百聆CosyVoice等模型，实现了同声传译、拍照翻译、多模态备忘等 一体化功能；在家庭陪伴机器人方面，则可实现异常监测、告警推送、视频定位及人机对话等综合服务。 随着多模态大模型技术逐渐成熟，硬件设备通过接入大模型提升交互体验已成为行业趋势。然而，单一基础模型往往难以兼顾低成本、低时延、功能丰富与 高质量效果等多元需求。阿里云此次发布的开发套件，致力于为硬件企业与解决方案商提供低门槛、快响应、多场景的开发支持。 【环球网科技综合报道】1月8日，在阿里云通义智能硬件展上，阿里云正式推出多模态交互开发套件。该套件集成了千问、万相、百聆三款通义基础大模 型，并预置生活休闲、工作效率等领域的多款智能体与工具，旨在为AI眼镜、学习机、陪伴玩具、智能机器人等硬件设备赋予更强的感知、理解和交互能 力。 模型层面，阿里云不仅提供通义系列模型，还针对多模态交互场景推出专用模型，支持全双工语音、视频、图文等多种交互方式。据称，其端到端语音交互 时延可降至1秒，视频交互时延不超过1.5秒。 此外，套件预置了涵盖生活、工作、娱乐、教育等场景的十余款智能 ...

Core Viewpoint - Runjian Co., Ltd. has signed a strategic cooperation framework agreement with JD Technology to collaborate on AI applications, intelligent computing cloud expansion, and AIDC cooperation, aiming to promote the commercialization of AI technology [1] Group 1: AI Integration and Industry Empowerment - The two parties will deepen the integration of AI technology with industry practices, leveraging their technical advantages in industry model development, intelligent agent distillation, and multi-agent system construction to explore AI solutions in smart agriculture, intelligent parks, digital cultural tourism, and smart retail [2] Group 2: Joint Construction of Intelligent Computing Cloud Platform - Both companies will invest core resources to deploy JD Cloud's dedicated high-performance intelligent computing nodes at the Nanning Wuxiang Cloud Valley Intelligent Computing Center, aiming to jointly create a cloud service node in Guangxi [2] Group 3: Runjian Cloud Upgrade and Expansion - JD plans to support Runjian in upgrading its "Runjian Cloud" technology and brand enhancement, utilizing JD's extensive market channels to promote "Runjian Cloud" products and services across diverse markets [2] Group 4: Full-Stack Cooperation in AIDC - The collaboration will include full-stack deep cooperation in computing power, covering infrastructure, cluster services, maintenance services, and intelligent scheduling platform construction, aiming to build an efficient and reliable advanced computing service system [2] Group 5: Other Areas of Cooperation - The cooperation scope will extend to areas such as computing, AIDC construction and maintenance services, software development, system integration, data center leasing, network security, telecom value-added services, and supply chain collaboration for network equipment and servers [2]

智通财经APP讯，润建股份(002929.SZ)公告，公司与京东科技信息技术有限公司(简称"京东科技")于 2026年1月8日签署了《战略合作框架协议》，双方就人工智能(AI)应用、云计算、智能算力等领域的合 作。 协议约定，双方携手深入拓展人工智能技术产业融合与商业实践，计划通过整合双方在行业模型开发、 智能体蒸馏与协同、多智能体系统构建等方面的技术优势，结合双方在AI商业化推广的能力，共同探 索推进AI解决方案在智慧农业、智能园区、数字文旅、智慧零售等领域的规模化落地与价值创造。 双方共同投入核心资源，在南宁五象云谷智算中心合作部署京东云专属高性能智算节点，计划联合打造 广西云服务节点。京东计划依托其领先的云技术架构及庞大生态资源体系支持，全方位协助润建股份完 成"润建云"的技术升级和品牌强化，同时借助京东广泛的市场渠道，共同推动"润建云"产品与服务在多 元化市场的业务拓展。 双方拟在算力领域开展全栈式深度合作，涵盖算力基础设施、算力集群服务、算力维保服务、算力智能 调度平台建设等，双方探索共建高效、可靠的先进算力服务体系。 ...

格隆汇1月8日丨润建股份(002929.SZ)公布，公司与京东科技签署了《战略合作框架协议》，拟围绕AI 应用、智算云拓展、智算AIDC合作等多领域开展合作，促进AI技术商业化应用。 1、【AI融合与产业赋能】双方携手深入拓展人工智能技术产业融合与商业实践，计划通过整合双方在 行业模型开发、智能体蒸馏与协同、多智能体系统构建等方面的技术优势，结合双方在AI商业化推广 的能力，共同探索推进AI解决方案在智慧农业、智能园区、数字文旅、智慧零售等领域的规模化落地 与价值创造；2、【共建智算云平台】双方共同投入核心资源，在南宁五象云谷智算中心合作部署京东 云专属高性能智算节点，计划联合打造广西云服务节点，合作采用"共同、共建、共营、共享"的创新模 式，实现双方在云计算与智算领域的深度协同和共赢；3、【润建云升级与拓展】京东计划依托其领先 的云技术架构及庞大生态资源体系支持，全方位协助润建股份完成"润建云"的技术升级和品牌强化，同 时借助京东广泛的市场渠道，共同推动"润建云"产品与服务在多元化市场的业务拓展；4、【智算AIDC 全栈合作】双方拟在算力领域开展全栈式深度合作，涵盖算力基础设施、算力集群服务、算力维保服 务 ...

1月8日，上证指数盘中翻红，AI板块涨跌互现。截至13：02，云计算50ETF（516630）大幅上涨 1.89%，盘中涨幅一度超2%；创业板人工智能ETF华夏（159381）下跌0.26%；5G通信ETF （515050）回调0.81%，长芯博创、中际旭创、中瓷电子等前期热门个股领跌。 5G通信ETF（515050）跟踪中证5G通信主题指数，最新规模近80亿元，深度聚焦英伟达、苹果、 华为产业链。指数前五大持仓股：中际旭创、新易盛、立讯精密、工业富联、兆易创新。相关ETF全 称：华夏中证5G通信主题ETF（515050），场外联接（A类：008086；C类：008087） 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。场外联接（A类：019868；C类：019869） 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。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠 ...

Snowflake Inc. (NYSE:SNOW) ranks among the best big data stocks to invest in. Raymond James gave Snowflake Inc. (NYSE:SNOW) an Outperform rating on December 16, arguing that the stock’s trajectory would be determined by the outcome of a number of key strategic and financial disputes in the years ahead. Analyst Adam Tindle believes Snowflake Inc. (NYSE:SNOW) is at a tipping point as it transitions from a cloud data center to a broader information and artificial intelligence platform, with long-term growth a ...

By Leo Marchandon Jan 8 (Reuters) - The CEO of OVHcloud said on Thursday that the cloud computing firm was seeking a cross-border solution to ​the European Union's artificial intelligence infrastructure push, after the group reaffirmed ‌its guidance for the 2026 financial year. Talking to analysts after OVHcloud reported 6% organic growth in ‌first-quarter revenue, CEO Octave Klaba said the company had been discussing AI gigafactory plans with the European Commission, but expressed concerns over the bloc ...

Core Insights - OVHcloud reported organic revenue growth of 6.0% in Q1 FY2026, confirming its annual guidance and indicating positive free cash flow generation [3][12]. Revenue by Product Segment - Total revenue for Q1 FY2026 reached €275.3 million, up from €263.5 million in Q1 FY2025, reflecting a 6.0% year-over-year growth on a like-for-like basis [2][29]. - Private Cloud revenue was €167.2 million, a 4.0% increase year-over-year [7][8]. - Public Cloud revenue grew significantly by 15.8% to €58.2 million, driven by new customer acquisitions and upselling strategies [8][9]. - Web Cloud segment revenue increased by 2.3% to €49.8 million [8][9]. Revenue by Region - Revenue from France was €133.9 million, up 5.1% year-over-year, accounting for 48% of total revenue [9][30]. - Revenue from other European countries (excluding France) was €79.3 million, reflecting a 4.1% increase [10][30]. - The Rest of the World generated €62.1 million, marking a 10.5% growth, primarily due to the expansion of Public Cloud services in the United States [11][30]. Strategic Developments - OVHcloud signed contracts with high-security clients, including LCH, and is expanding its cloud regions in Europe, with a new site in Berlin set to open in early 2027 [4][13]. - The company is enhancing its AI capabilities through a partnership with SambaNova, focusing on improving AI inference performance [4][17]. - OVHcloud's supply chain redesign initiated in 2025 is allowing for consistent service delivery while maintaining financial discipline [5][6]. Financial Outlook - The company confirmed its FY2026 targets, including organic revenue growth of 5% to 7%, an adjusted EBITDA margin above FY2025, and capital expenditures representing 30% to 32% of revenue [15][12].