"不能让今天的AI仅仅用于满足人的情绪价值，必须要提升我们的生产力。" 在近期召开的2025华为开发者大赛暨开发者年度会议上，华为高级副总裁、华为云CEO周跃峰面对数百名开发者，直指当前人工智能热潮中 的"泡沫"隐忧。这位新任华为云掌舵人，首次系统阐释了华为云在AI时代的新蓝图——联合开发者，在华为云"黑土地"上，共同打造行业AI 的"梦工厂"。 华为高级副总裁、华为云CEO周跃峰 行业AI"梦工厂"计划 首次剧透的"行业AI梦工厂"计划，勾勒出华为云的AI宏图。 "华为云应该成为行业AI的'梦工厂'。"周跃峰解释说，"这个梦工厂里会有各种'作坊'，每个作坊专注一个垂直领域。" 这些"作坊"实际指的是一个个面向垂直领域的社区。华为云将开放华为在医疗、自动驾驶、具身智能等领域长期积累的技术能力、工具链与行 业实践经验，为开发者提供坚实而丰沃的创新土壤。首批透露的"作坊"包括： • 具身智能开发者社区：开放具身智能相关的工具链、软件和仿真环境 与一些云厂商侧重算力租赁的模式不同，华为云走的是一条更重、更难的路径。周跃峰坦言，华为云每年在基础设施上有着巨大投入，需要大 量自研，成本很高。 • "魔擎"医疗社区：基于 ...

人民财讯12月30日电，据京东云消息，近日，京东与华为技术有限公司正式达成深度技术合作。双方将 聚焦智能广告、大模型及云计算等核心领域，通过京东云计算、广告算法升级、华为鲲鹏技术联合创 新，重点破解高并发场景下的广告技术瓶颈，共同构建下一代高效、智能的广告技术基础设施。 ...

Group 1 - Beijing Kingsoft Cloud Network Technology Co., Ltd. has obtained a patent for "Analysis Method, Device, and Server for Data Flow," with authorization announcement number CN114817162B, applied for on April 2022 [1] - The company was established in 2011 and is located in Beijing, primarily engaged in internet and related services, with a registered capital of 200 million RMB [1] - According to data analysis from Tianyancha, the company has invested in 14 enterprises, participated in 1,018 bidding projects, holds 3 trademark information, and has 2,867 patent information, along with 13 administrative licenses [1]

国家知识产权局信息显示，北京金山云网络技术有限公司取得一项名为"版本的环境部署方法、装置及 电子设备"的专利，授权公告号CN114879976B，申请日期为2021年2月。 本文源自：市场资讯 作者：情报员 天眼查资料显示，北京金山云网络技术有限公司，成立于2011年，位于北京市，是一家以从事互联网和 相关服务为主的企业。企业注册资本20000万人民币。通过天眼查大数据分析，北京金山云网络技术有 限公司共对外投资了14家企业，参与招投标项目1018次，财产线索方面有商标信息3条，专利信息2867 条，此外企业还拥有行政许可13个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Group 1: AI's Impact on ASEAN and Malaysia - The AI industry is projected to contribute 10% to 18% growth in ASEAN's GDP by 2030, creating over $1 trillion in potential value [1] - Malaysia views AI as a core path to national modernization, enhancing quality of life and improving efficiency for businesses [4][5] - Traditional industries are expected to be reshaped and upgraded through AI integration rather than being simply eliminated [4][5] Group 2: Malaysia's AI Development Strategy - Malaysia plans to establish a National AI Office in December 2024 to promote the AI ecosystem and develop relevant policies [3] - The AI Office will collaborate with the Ministry of Investment, Trade and Industry to implement AI technologies across various sectors [3] - The government has allocated funds in the 2023 budget to support technology education, aiming to prepare the workforce for AI applications [5] Group 3: Collaboration with China - Malaysia and China have a strong trade relationship, with China being Malaysia's largest trading partner for 16 consecutive years [6] - The two countries are expected to deepen cooperation in emerging technologies, including AI, with Malaysia aiming to be among the top 20 AI economies by 2030 [5][6] - Chinese tech companies have successfully entered the Malaysian market, providing various services and products that enhance local development [9] Group 4: AI in Traditional Industries - AI is seen as essential for enhancing sectors like services, agriculture, and logistics, which will not be replaced but rather empowered by technology [5] - The integration of AI can lead to new business models and structural changes in traditional industries, especially in labor-intensive sectors [5] - A proposed "AI scoring system" could help evaluate foreign labor, showcasing AI's potential to create self-regulating mechanisms in the workforce [5] Group 5: China's AI Industry - China is recognized for having a complete AI industry chain, driving the sector towards high-end development [7] - The rapid advancements in AI in China are characterized by speed, strong implementation, and high cost-effectiveness [7] - China's AI ecosystem is extensive, covering data, chips, models, and applications, contributing to its robust growth [7]

Core Viewpoint - Alphabet's stock significantly outperformed Microsoft in 2025, with a 65% increase compared to Microsoft's 16% gain, raising questions about which company will lead in 2026 [1] Microsoft Overview - Microsoft experienced strong performance in 2025, with total revenue growth of 18% year over year and adjusted earnings per share (EPS) growth of 23% [2] - The growth was primarily driven by its cloud computing unit, Azure, which saw a 40% revenue surge, marking the ninth consecutive quarter of over 30% growth [3] - Microsoft is facing capacity constraints in Azure, prompting an increase in capital expenditures (capex) for fiscal 2026 [3] - Microsoft maintains a 27% stake in OpenAI and has exclusive rights to its large language models (LLMs), which is expected to support future growth [4] - The integration of OpenAI's technology into Microsoft products, along with a planned price hike for Microsoft 365 enterprise users, is anticipated to boost revenue [5] Alphabet Overview - Alphabet's growth is also led by its cloud computing unit, Google Cloud, which reported a 34% revenue increase and an 84% surge in segment operating income [6] - Alphabet's competitive advantage lies in its custom AI chips, Tensor Processing Units (TPUs), which provide a structural cost advantage over Microsoft's reliance on Nvidia's GPUs [7] - Alphabet has developed Gemini, a leading LLM, which offers flexibility and additional revenue streams compared to Microsoft's dependence on OpenAI [8] Valuation and Outlook - Both Alphabet and Microsoft have similar valuations, with Alphabet trading at a forward price-to-earnings (P/E) ratio of 28 and Microsoft at 30 for fiscal 2026 [10] - Alphabet is expected to outperform in 2026 due to its comprehensive AI technology stack and potential revenue growth from AI initiatives, particularly if it begins renting out its TPUs [11]

McKenzie, what else are you watching. >> So that MAG7 trade is splint splintered and the divide really comes down to who's converting AI spend to actual margin. So what I'm watching, let's start with the lagards.Microsoft, Meta, Apple, and Amazon all underperforming the S&P this year. Amazon's in last place at 6%. Meta had its worst day in three years after raising its capex guide.CEO Mark Zuckerberg has poured tens of billions into AI talent, reorged the AI unit four times in six months this calendar year, ...

Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.Shares of Oracle (ORCL 1.49%), the database and cloud computing specialist, have kept pace with the S&P 500 in 2025 -- up 17% year to date at the time of this writing, compared to a 17.5% gain in the index. But the tech giant's stock is down about 40% from its all-time high (made in August of this year).In hindsight, Oracle's stock probably ran up too far, too fast in a short period, d ...

Core Insights - Amazon is positioned to potentially join the $3 trillion market capitalization club by the end of 2026, driven by growth in its cloud computing division and strong profits from its e-commerce business [3][9] Company Overview - Amazon currently has a market capitalization of $2.48 trillion, suggesting a potential 21% return for investors if it reaches the $3 trillion milestone [3] - The company operates in diverse sectors, including e-commerce and cloud computing, maintaining a dominant market position [9] Cloud Computing Division - Amazon Web Services (AWS) is the leading cloud computing platform, evolving into a central component of Amazon's artificial intelligence strategy [5] - AWS provides advanced data centers and computing capacity to AI developers, featuring proprietary chips like Inferentia and Trainium, which outperform competitors by up to 40% in price performance [6] - The AWS Bedrock platform offers businesses access to pre-built AI models, facilitating quicker achievement of AI objectives [7] Financial Performance - AWS reported a record revenue of $33 billion in Q3 2025, marking a 20% year-over-year increase, the fastest growth rate since Q4 2022 [8] - AWS has a substantial order backlog of $200 billion, indicating strong future revenue potential as customers await additional data center capacity [8]

Nvidia Bulls are still trying to make sense of its $20 billion surprise deal for AI chip player Grock. Nvidia didn't even put out an SEC filing on this one. I mean, go figure.It also hasn't said anything publicly about this deal. The only one who has had something to say is the likely much wealthier Grock founder Jonathan Ross. Ross pointed out on his LinkedIn over the weekend.Clearly, he's jazzed about this. He will be joining Nvidia as chief software architect. Big role for Jonathan there for sure.While t ...