Canalys的最新数据显示，2025年第一季度，中国大陆在云基础设施服务上的支出达到116亿美元，同比 增长16%。2025年第一季度，阿里云在中国大陆云服务市场中占据33%的份额，华为云为18%，腾讯云 为10%。 ...

Key Takeaways RGTI offers pulse-level access to QPUs, enabling deep customization beyond gate-level commands. This feature integrates with Rigetti's QCS platform, easing the shift from research to real-world use. Despite advanced tech, RGTI shares are down 11.5% YTD and trade at a high price-to-book ratio.Rigetti Computing (RGTI) is quietly setting itself apart in the quantum computing space by offering pulse-level access to its quantum processing units. This feature gives developers far greater control o ...

Core Insights - Alibaba is actively expanding its AI infrastructure to meet the growing demand for generative AI, positioning Alibaba Cloud as a key component of its long-term growth strategy [2][10] - In Q4 of fiscal 2025, Alibaba's Cloud Intelligence Group reported revenues of RMB 30.1 billion ($4.15 billion), marking an 18% year-over-year increase and contributing approximately 12.7% to total revenues [3] - The company has committed RMB 380 billion ($52.7 billion) over three years to enhance its global cloud infrastructure, with recent openings of data centers in Malaysia and plans for a facility in the Philippines by October 2025 [4][10] Infrastructure Expansion - Alibaba Cloud's global infrastructure will expand to 90 availability zones across 29 regions, following investments in Thailand, Mexico, and South Korea [5] - This expansion aims to meet the rising global demand for secure and scalable cloud solutions amid the rapid adoption of AI across various industries [5] Competitive Landscape - Alibaba Cloud faces significant competition from Amazon and Microsoft, both of which are increasing their investments in global infrastructure [6][7] - Amazon is expanding its AI-ready data centers across multiple regions, while Microsoft has opened new data center regions to cater to enterprise demand [6][7] Financial Performance - Alibaba's stock has increased by 22.5% year-to-date, outperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector, which grew by 6% and 4.1%, respectively [8] - The stock is currently trading at a forward 12-month Price/Earnings ratio of 9.76X, significantly lower than the industry's 24.59X, indicating a favorable valuation [12]

Core Insights - Amazon's next significant revenue generator is expected to be Amazon Web Services (AWS), which is evolving into a comprehensive platform for artificial intelligence tools [1] Company Analysis - AWS currently operates a substantial portion of the cloud services market, indicating its strong position and potential for growth in AI-related services [1] Industry Trends - The shift towards AI tools within cloud services is a growing trend, positioning AWS to capitalize on increasing demand for such technologies [1]

Key Takeaways QBTS fell 0.9% in 30 days despite a 509% Q1 revenue surge driven by Advantage2 system sales. IBM's Starling roadmap and Google's Willow chip aim to outscale D-Wave's annealing approach. QBTS trades at 144.4X forward sales, well above its median, as investor caution around scalability grows.D-Wave Quantum (QBTS) shares have slipped 0.9% over the past 30 days, a slight pullback that masks intensifying headwinds from tech titans International Business Machines (IBM) and Alphabet (GOOGL) , both ...

Core Viewpoint - Amazon is considering a significant additional investment in Anthropic, which would strengthen their partnership and position in the AI sector [2][3][4] Investment Details - Amazon's potential new investment could be a multibillion-dollar injection into Anthropic, building on its existing $8 billion investment [2][3] - This investment would make Amazon one of Anthropic's largest shareholders, surpassing Google's investment of over $3 billion [3] Strategic Implications - The partnership is crucial for both companies as they collaborate on major data center projects and the sale of Anthropic's technology to Amazon's cloud customers [4] - Amazon's strategy reflects a commitment to AI and technology integration within its broader business model, which includes AWS and retail operations [6] Competitive Landscape - The investment aims to provide a buffer against Microsoft's partnership with OpenAI, which has already gained a competitive edge in AI commercialization [3][5] - Both Amazon and Walmart are pursuing frictionless commerce, albeit through different strategic approaches, highlighting the competitive dynamics in the retail sector [6][7]

Follow-on orders expected to exceed an aggregate $25 million over the next five years, as OSS expands its platform-based strategy into commercial edge AI marketsESCONDIDO, Calif., July 10, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced a new $2 million production contract from a breakthrough medical imaging OEM advancing n ...

在当今科技飞速发展的时代，量子计算作为极具潜力的前沿领域，正不断探索着突破传统计算局限的新路径。然而，标准量子 预言机在面对一些复杂且特殊的计算需求时，逐渐显现出其局限性，难以满足日益多样化的科研及应用场景。微算法科技 （NASDAQ MLGO）开始深入研究非标准量子预言机，试图通过拓展预言机的功能，进一步推动量子计算的发展。非标准量子 预言机的研究不仅有助于深入理解量子计算的内在机制，还为解决复杂问题提供了新的思路和方法。 非标准量子预言机是相对于传统量子预言机而言的，它在功能上更加灵活多变。传统量子预言机通常被定义为一个黑箱函数， 用于在量子算法中执行特定的计算任务。而非标准量子预言机则打破了这一限制，它允许在预言机内部实现更复杂的逻辑运算 和数据处理，从而提高了量子算法的效率和适用范围。非标准量子预言机的核心在于其能够根据不同的应用场景，动态调整自 身的计算逻辑，以适应各种复杂问题的求解需求。 量子门操作：微算法科技并非遵循传统的、已被广泛认知的那一套固定逻辑和顺序，而是融入了实验中发现的一些新的量子相 互作用机制。科研人员巧妙地设计了一系列复杂且新颖的量子门组合，这些量子门在操控量子态的演化上有着别样 ...

南方财经记者杨期鑫 广州报道 近日，广州市海珠区统计局公布2025年1—5月主要经济指标运行情况。 固定投资也实现双位数增长。1—5月，海珠区完成固定资产投资额282.39亿元，同比增长12.3%。其 中，房地产开发投资200.15亿元，增长18.4%；建设改造投资82.24亿元，下降0.2%；工业投资增长 143.4%。 这得益于海珠区近年来大力推动都市工业发展，通过"工业回城"和工业总部招引，吸引了大量优质项目 和企业落地。仅2025年一季度，新落地"智造"项目5个，新增都市新工业企业15家，其中苇渡微电子落 地海珠后营收迅速破亿元，成为显示驱动芯片行业领军企业之一，仅今年4月交付规模达100万颗。 此外，海珠区也通过探索"轻型制造+上楼生产"模式，打造珠江科创园和小洲智造园，推动中心城区工 业载体向"垂直化、集约化、智能化"转型，吸引百度ARM云服务器生产企业磐玉科技等落户海珠。 投资的持续扩大，尤其是工业投资的迅猛增长，有效带动了产业链上下游企业的经营活跃度，进一步促 进了经济增长。 海珠区的消费和出口数据也表现不错。 从数据看，海珠区多项经济指标实现高位增长：规模以上工业产值与固定资产投资均保持双位 ...

Core Insights - Amazon Web Services (AWS) has developed new hardware to cool next-generation Nvidia GPUs used for AI workloads, addressing the significant energy demands of these processors [1][2][3] - The In-Row Heat Exchanger (IRHX) was designed to integrate with existing and new data centers, providing a more efficient cooling solution compared to traditional methods [4] - AWS has launched computing instances named P6e, utilizing Nvidia's GB200 NVL72 GPUs, which are capable of training and running large AI models [5][6] Company Developments - AWS has historically created its own infrastructure hardware, including custom chips and storage servers, reducing reliance on third-party suppliers and enhancing profitability [6] - In the first quarter, AWS achieved its highest operating margin since at least 2014, contributing significantly to Amazon's overall net income [6] Industry Context - Microsoft, as the second-largest cloud provider, is also advancing in chip development, having designed its own cooling systems for its Maia AI chips [7]