去年AI研究公司Epoch AI曾经做出预测，到2028年互联网上所有高质量的文本数据都将被使用完毕，AI 业界将会撞上"数据墙"（data wall)。而急于获得更多数据来训练更强模型的AI厂商与待价而沽数据拥有 者之间的博弈，更堪称是过去两年间互联网世界最有看点的斗争之一。 据悉，Perplexity的做法是更换用户代理（UA），而后者则代表用户进行网络活动的软件实体，它可以 是任何能够发起网络请求的软件。用户代理的主要作用是向服务器发送请求，并接收、解析服务器返回 的响应，可被视为是一张"网络身份证"。而Perplexity则会将自己的爬虫伪装成Chrome UA来躲避网站的 拦截，即在网站面前冒充Chrome。 为了帮助自家客户免遭Perplexity爬虫的骚扰，Cloudflare宣布将后者从已验证的机器人列表中删除。对 此，Perplexity公司发言人Jesse Dwyer直接否认了Cloudflare的说法，并宣称Cloudflare的行为就是在推销 自己的服务，其博文中的截图显示没有内容被Perplexity爬虫访问，甚至提及的爬虫都不属于他们。 不得不说，Perplexity的公关水平相当 ...

本文源自：智通财经网 消息面上，自上市以来，七牛智能便一直积极围绕AI展开战略布局，正式换道AI。如今，公司已蜕变 成为"音视频+AI+云服务"赛道的领先者。值得关注的是，今年7月，七牛智能AI大模型用户量成功突破 10000人，验证了其技术路线的市场吸引力，也标志着公司换道AI战略布局迎来新里程碑。 智通财经获悉，七牛智能(02567)再涨超6%，近一个月股价累升五成。截至发稿，涨6.11%，报1.39港 元，成交额456.23万港元。 ...

Core Viewpoint - Qiniu Intelligent (02567) has seen its stock price increase by over 50% in the past month, with a current rise of 6.11% to HKD 1.39, indicating strong market performance and investor interest [1] Group 1: Company Performance - Qiniu Intelligent's stock has risen by more than 6% recently, with a trading volume of HKD 4.5623 million [1] - The company has transformed into a leader in the "audio-video + AI + cloud services" sector, showcasing its strategic pivot towards AI [1] Group 2: Strategic Developments - Since its listing, Qiniu Intelligent has actively pursued a strategy centered around AI, marking a significant shift in its business model [1] - In July of this year, the user base for Qiniu Intelligent's AI model surpassed 10,000, demonstrating the market appeal of its technological direction and marking a new milestone in its AI strategy [1]

美国IPO每周回顾：Figma打破Circle十亿美元IPO最佳纪录 上周，多家IPO和SPAC首次亮相，其中领衔的是软件独角兽Figma ( FIG )。该公司首日股价飙升250%，创下10亿美元IPO历史上最佳 首日表现，这一纪录刚刚由加密货币公司 Circle ( CRCL ) 在6月份创下。 上周早些时候，Figma扩大了发行范围，定价高于上限，以近200亿美元的市值筹集了12亿美元。Figma最初是一个基于浏览器的用户 界面设计工具，现在提供8种产品，其中4种将于2025年推出。该公司实现了强劲增长，并拥有固定的客户群，其中超过四分之三的客 户使用多种Figma产品。Figma在历史性的首日上市后继续攀升，上周收盘上涨270%。 Ambiq Micro ( AMBQ ) 扩大规模并定价高于中间点，以4.59亿美元的市值筹集了9600万美元。该公司提供超低功耗半导体解决方案， 旨在解决通用计算和人工智能计算（尤其是在边缘计算）面临的巨大功耗挑战。Ambiq在2024年的出货量超过4200万台，据估计其中 超过40%运行人工智能算法。该公司上市首日就广受好评，上周收盘上涨65%。 台湾碳纤维零部件制造商 ...

What do Berkshire Hathaway (BRK.A -1.16%) (BRK.B 0.18%), Palantir Technologies (PLTR -2.46%), and Tesla (TSLA -1.69%) have in common? Not much. However, they're all large-cap companies that have achieved significant success in recent years. There's one common denominator we can definitely cross of the list: None of these three companies has quantum computing developments underway. But another tech giant does. And I predict it will be worth more than Berkshire, Palantir, and Tesla combined by 2030. A potenti ...

Core Viewpoint - Amazon's stock fell 8.3% following a mixed second quarter report, primarily due to slower growth in Amazon Web Services (AWS) compared to competitors like Microsoft Azure and Google Cloud [2][3]. Financial Performance - Amazon's second quarter 2025 sales reached $167.7 billion, a 13% increase, exceeding FactSet consensus by $5.5 billion [9]. - AWS revenue for Q2 2025 was $30.87 billion, up 17.5%, but significantly lagging behind Microsoft Azure's 39% growth and Google Cloud's 32% increase [14]. - Q2 2025 adjusted earnings per share were $1.68, a 33% increase, surpassing analyst forecasts by 35 cents [14]. - The forecast for Q3 2025 sales is $176.75 billion, $3.48 billion above the FactSet consensus, while operating income is projected at $18 billion, $1.5 billion below analyst estimates [14]. Competitive Landscape - AWS's growth is hindered by its lack of an integrated proprietary AI model, unlike competitors who have developed their own solutions [15]. - AWS's operating margin fell from 39.5% in Q1 2025 to 32.9% in Q2 2025, raising concerns among investors [14]. - Amazon's capital expenditures are set to increase by 42% to $118 billion in 2025, compared to $85 billion for Google and $69 billion for Meta [10]. Strategic Recommendations - To enhance growth, Amazon should accelerate the development of integrated AI solutions, form partnerships for greater capacity, and restructure AWS for improved transparency [6][20]. - Specific strategies include acquiring specialized AI startups, negotiating long-term supply agreements with chip makers, and launching integrated AI services within a year [20]. Analyst Sentiment - Analysts express skepticism regarding Amazon's stock, with a mixed outlook suggesting a potential upside of 9.2% based on an average price target of $255.72 [19]. - Concerns persist that AWS may be missing out on the AI cloud opportunity, despite a positive backlog growth of 25% [21].

U.S. tariffs don't appear to be a major worry for this Chinese technology giant. New York Times columnist Thomas Friedman wrote in his 2005 best-selling book The World Is Flat that countries are more interconnected than ever before. His premise from 20 years ago is still on target. One downside of this "flat world" is that the trade policies of one country can cause shockwaves for businesses in other countries. We've seen this happen with President Trump's tariffs and threatened tariffs this year. But some ...

Framework sets new standard for helping customers meet their sustainability goals and Scope 3 reporting requirements SAN ANTONIO, July 31, 2025 (GLOBE NEWSWIRE) -- Rackspace Technology (NASDAQ: RXT), a leading end-to-end hybrid cloud and AI solutions company, announced today that the Science Based Targets Initiative (SBTi) has approved its near-term, long-term, and net-zero emissions reduction goals. Rackspace's targets align with the SBTi's objective of limiting global warming to 1.5°C, include a commitmen ...

Salesforce and ServiceNow are each in advanced talks to invest about $750 million apiece in Genesys Cloud Services https://t.co/msm0PgIcP9 ...

Market Regulation - UK watchdog indicates potential antitrust investigation into Microsoft and Amazon unit's dominance in the cloud services market under new digital market rules [1] Key Players - Microsoft and Amazon unit are identified as dominant players in the cloud services market [1]