Core Insights - Alibaba Cloud announced a comprehensive upgrade of its self-developed big data platform ODPS architecture, promoting deep integration of big data and AI [1] Group 1: Upgrade Details - The upgrade focuses on ultra-large-scale data processing, with ODPS leveraging a cloud-native architecture to achieve elastic scheduling capabilities across hundreds of thousands of computing clusters [1] - The peak data processing capability of ODPS reaches 50 billion times per second [1] Group 2: New Features - A lake-warehouse integration solution was launched to support unified storage of all-modal data [1] - ODPS introduces an incremental computing engine (DLMV) and near-line query (MaxQA) to bridge the gap between real-time and offline data processing [1] - An intelligent SQL programming assistant was also introduced to enhance data development and analysis efficiency, enabling "AI to directly monetize business value" [1]

金山云(KC.US)盘前涨7.16%，报14.66美元；H股今日收涨超5.5%，报7.81港元。 消息面上，近日，金山云携星流平台、 智算云、具身智能、政务AI一体机、行业模型等六大解决方案 亮相2025世界人工智能大会(WAIC)，全面展现AI创新技术及行业落地实践。 另外，里昂此前发布研报指，相信潜在的英伟达B30及H20芯片交付将可缓解芯片短缺问题，带来利润 率上行空间，予金山云"跑赢大市"评级，目标价为17美元。(格隆汇) ...

Core Viewpoint - Kingsoft Cloud (03896) has seen a stock price increase of over 6%, currently trading at HKD 7.87, with a transaction volume of HKD 638 million, following the announcement of a cooperation framework agreement with Xiaomi for IDC services and network hardware [1] Group 1: Agreement Details - The agreement with Xiaomi is set to commence on July 29, 2025, with an initial term of three years for IDC services and one year for network hardware [1] - Kingsoft Cloud will purchase IDC services and network hardware from Xiaomi, which is expected to enhance its cloud service capabilities and support business growth [1] Group 2: Strategic Benefits - The terms and conditions of the services and products procured from Xiaomi are comparable to those from independent third-party providers, ensuring stable and high-quality IDC services and network hardware [1] - This collaboration is anticipated to reduce administrative costs associated with sourcing similar services from multiple providers, thereby improving overall operational efficiency [1]

消息面上，近日2025世界人工智能大会（WAIC）开幕，金山云携星流平台、智算云、具身智能、政务 AI一体机、行业模型等六大解决方案亮相，全面展现在AI领域的创新技术实力。 此外，据了解，金山云近期相继接入文心4.5系列开源模型、Kimi-K2系列模型，加上此前接入的Xiaomi MiMo系列模型、Qwen3系列模型、DeepSeek-R1/V3等，已经广泛覆盖头部AI大模型公司。 7月28日，金山云港股早盘拉升7%，现报7.92港元，成交额4.79亿港元。近一个月以来，金山云上涨超 过23%。 ...

Core Insights - The integration of artificial intelligence (AI) and cloud computing is becoming a crucial choice for developing and applying AI technologies, with data security being a foundational element for the stable operation of AI cloud services [1][2] Industry Overview - The Chinese cloud computing market is projected to reach 828.8 billion RMB in 2024, reflecting a year-on-year growth of 34.4%, with an expected growth rate of over 20% during the 14th Five-Year Plan period [1] - The explosive demand for intelligent computing services is identified as the core driver of this growth [1] Data Security Importance - Data is considered the core resource for training large AI models, and any lack of data security could dilute data value and impact the quality of AI cloud services [1] - Poor data quality control can lead to degraded model performance, with false and low-value content becoming sources of pollution in model training [1] - External attacks can also contaminate model prompts, resulting in the output of false information [1] Regulatory Framework - The Chinese government has introduced regulations such as the "Network Data Security Management Regulations" to clarify data security standards and promote healthy industry development [1] Future Outlook - The future of AI cloud is expected to be driven by a dual engine of technological breakthroughs and ecological collaboration over the next 3 to 5 years, with data security becoming increasingly critical [2] - Recommendations include strengthening the AI cloud data security standard system, establishing a shared responsibility framework among stakeholders, and creating a vertical industry-specific AI cloud data security service ecosystem [2]

Core Insights - Pegasystems (PEGA) anticipates continued strong growth in its cloud-subscription business, driven by strategic initiatives including a collaboration with Amazon Web Services (AWS) to leverage trends in AI, legacy transformation, and cloud migration [1][10] Cloud Revenue Performance - In Q2 2025, PEGA's cloud revenues increased by 24% year over year to $166.7 million, reflecting a shift from legacy systems to cloud-native solutions [2] - The Cloud Annual Contract Value (ACV) rose by 28% year over year to $761 million, highlighting the growing significance of subscription revenues in overall performance [2] Strategic Initiatives - The Gen-AI-powered Blueprint is crucial for expanding the client base, with integration of AWS Transform expected to facilitate modernization of legacy systems, thereby increasing demand for Pega Cloud [3] - Availability of PEGA software on AWS Marketplace is set to enhance accessibility and streamline client onboarding, contributing to predictable revenue growth [4] Public Sector Growth - PEGA's position in the Public Sector has been strengthened by achieving FedRAMP High certification, aligning with government initiatives for cloud adoption and AI-driven transformation [5] - A 28% growth in current backlog is anticipated to convert to revenue, reinforcing the importance of cloud subscriptions for top-line growth [5] Competitive Landscape - PEGA faces significant competition from Salesforce and ServiceNow, both of which are enhancing their cloud offerings with generative AI capabilities [6][7] - Salesforce's recent innovations in its AI Cloud and ServiceNow's partnerships with major enterprises underscore the competitive pressures in the cloud subscription market [6][7] Stock Performance and Valuation - PEGA shares have appreciated by 29.5% year-to-date, outperforming the Zacks Computer and Technology sector's return of 11.2% [8] - The stock is currently trading at a forward Price/Sales ratio of 5.98X, which is below the industry average of 8.99X, indicating a potential undervaluation [11] Earnings Estimates - The Zacks Consensus Estimate for PEGA's 2025 earnings is $1.98 per share, reflecting a 5.3% increase over the past 30 days and suggesting a year-over-year growth of 31.13% [14]

Core Insights - Nutanix has been recognized as a Leader in The Forrester Wave™: Multicloud Container Platforms, Q3 2025, marking its debut in this report following the launch of the Nutanix Kubernetes Platform (NKP) [1][3] - The NKP launch was preceded by Nutanix's acquisition of D2iQ, Inc.'s Kubernetes Platform, enhancing its ability to manage cloud-native applications across various environments [2][3] - Nutanix's Cloud Native AOS solution, which extends enterprise storage and data services to hyperscaler Kubernetes services, is now available globally [2] Product and Innovation - The Forrester report highlights Nutanix's revitalization of its Kubernetes efforts through D2iQ's leadership and funding, resulting in a unified platform that integrates data center, cloud, and edge [3] - Nutanix's NKP allows VMware users to transition virtual machines to Nutanix AHV and modernize with containers, enhancing its role in private and data center AI [3] - The NKP provides a complete, CNCF-compliant cloud-native stack, enabling platform engineering teams to manage Kubernetes clusters securely across on-premises, hybrid, and multicloud environments [3] Customer Impact - Customers using NKP can innovate more rapidly due to reduced operational complexity and simplified monitoring, facilitating container management at scale [3][4] - Nutanix has a global customer base for NKP, indicating widespread adoption and trust in its solutions [4]

近期，国际知名咨询公司发布全栈超融合最新定义，"全栈超融合系统是指在传统/标准超融合架构的基础上，进一步针对不同业务场景的平台层，集成系统 软件堆栈各层实施的一系列计算、存储、网络抽象技术，通过全栈式设计为企业提供从底层资源到上层业务应用的'一站式'支撑，形成'HCI基础设施+平台 服务'全栈协同的技术与产品解决方案。" 早在2024年3月，紫光云召开全国精英合作伙伴大会，发布了业内首款全栈超融合产品-紫鸾云原生超融合一体机，虚拟化与容器双栈能力，可同时满足客户 传统虚拟化应用与现代化容器应用的需求，铸就云原生混动新引擎。同年8月，IDC发布《IDC Marketscape：中国容器平台2024厂商评估》，紫光云凭借其 完善成熟的容器能力，成功跻身2024年IDC MarketScape容器平台厂商领导者象限。 真双栈 满足用户多元化需求 紫鸾云原生超融合一体机的弹性扩展能力同样令人瞩目。能够根据业务量的动态变化，自动调整计算资源，实现资源的快速响应和弹性分配。不仅优化了资 源使用效率，还为企业带来了更高的灵活性和更低的运营成本。 此外，紫鸾云原生超融合一体机赋能应用在不同环境中无缝迁移和运行，极大地提高了应 ...

Core Insights - The WisdomTree Cloud Computing ETF (WCLD) is a passively managed ETF launched on September 6, 2019, aimed at providing exposure to the Technology - Cloud Computing segment of the equity market [1] - The Technology - Cloud Computing sector is ranked 5th among the 16 Zacks sectors, placing it in the top 31% [2] Fund Overview - WCLD has assets exceeding $367.34 million, categorizing it as an average-sized ETF that seeks to match the performance of the BVP NASDAQ EMERGING CLOUD INDEX [3] - The BVP Nasdaq Emerging Cloud Index is designed to measure the performance of emerging public companies focused on cloud-based software [4] Cost Structure - The annual operating expenses for WCLD are 0.45%, which is competitive with most peer products in the sector [5] Holdings and Exposure - The ETF's holdings are transparent, with Us Dollar accounting for about 100% of total assets, followed by Zscaler Inc (ZS) and Olo Inc - Class A (OLO) [6] - The top 10 holdings represent approximately 118.09% of total assets under management [6] Performance Metrics - As of July 30, 2025, WCLD has experienced a loss of about 3.07% year-to-date but is up roughly 14.41% over the past year [7] - The fund has traded between $28.33 and $41.58 in the past 52 weeks, with a beta of 1.18 and a standard deviation of 32.78% over the trailing three-year period [7] Investment Alternatives - WCLD holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong potential for investors seeking exposure to Technology ETFs [8] - Other ETFs in the cloud computing space include Global X Cloud Computing ETF (CLOU) and First Trust Cloud Computing ETF (SKYY), with assets of $333.37 million and $3.59 billion respectively [9][10]

新华财经开罗7月30日电（记者姚兵张健）"华为云北部非洲峰会"29日在埃及首都开罗举行，来自10余国的600多名政府官员、商业领袖、生态伙伴等共同展 望数字北非愿景。会上，华为提出"五大普惠"战略，探讨通过云和AI等创新技术，加速区域的跨越式发展。 埃及副总理兼卫生和人口部长加法尔在致辞中说，目前越来越多的数据正加速在埃及本地托管，这不仅是一个技术选择，也是数据安全的保障。"随着我们 拥抱数字化转型，医疗保健行业也将受益匪浅。"加法尔说，事实证明，云计算是医疗服务发展的基石，它能够安全高效地管理患者数据，促进先进的医学 研究，并支持扩大优质医疗服务的覆盖面。 华为云全球营销与销售服务总裁石冀琳表示，当前全球AI技术变革为北部非洲带来跨越式发展的机遇，华为云坚持以AI为核心的创新，并提供普惠的云和 AI技术，实现无处不在、高成本效益和行业深度整合，大幅降低应用门槛，赋能企业高效拥抱AI。同时，华为云将助力北非各国构建智能云底座，加速千 行万业智能化升级。 图为华为云北部非洲峰会上嘉宾合影。（华为供图） "目前在我们的公有云上已经部署了300多家客户的业务，涉及金融科技、电商、零售、金融和政务等领域。"华为云北部 ...