Amazon is in talks to invest more than $10bn (£7.5bn) in OpenAI, in the latest funding deal being struck by the startup behind ChatGPT.If it goes ahead, the market valuation of OpenAI could rise above $500bn, according to The Information, a tech news site that revealed the negotiations.Amazon, which is best known as an online retailer, is also the world’s largest datacentre provider and its investment would help OpenAI pay for its commitments to rent capacity from cloud computing companies – including Amazo ...

Core Insights - Amazon is in early discussions to invest up to $10 billion in OpenAI, potentially valuing the AI lab at over $500 billion [1][3] - This investment aligns with Amazon's strategy to diversify its AI initiatives, having previously invested $8 billion in Anthropic, a competitor to OpenAI [2] - OpenAI's transition to a for-profit model allows it greater flexibility to engage with investors beyond Microsoft, which holds a 27% stake [3] Investment Dynamics - The potential deal between Amazon and OpenAI reflects a trend where major hardware manufacturers and cloud providers collaborate with emerging AI companies, facilitating mutual benefits [4] - OpenAI has previously made strategic investments, including a $350 million equity investment in CoreWeave, which in turn purchased chips from Nvidia, enhancing both companies' revenue streams [5] - In October, OpenAI acquired a 10% stake in AMD and entered into a chip usage agreement with Broadcom, further solidifying its partnerships in the tech ecosystem [5]

12 月 10 日，观测云2025 可观测日·深圳站成功举办。来自云计算、AI、运维与工程领域的行业专家、企业技术负 责人齐聚深圳，在一个下午的深度交流中，共同探讨 AI 时代下，可观测性的进化方向与落地路径。 它不是一场"单向输出"的技术论坛，而是一场关于未来技术体系的集体对话。 01 开场致辞：观测云如何在 AI 时代走在前面 大会伊始，由观测云业务 VP 蔡文瑜带来开场致辞，系统回顾了观测云在 2025 年取得的关键进展，并阐述了观测 云面向 2026 的核心判断与发展方向。 过去三年里，观测云完成了 3 次大版本发布、100+ 次产品迭代，逐步搭建起一套完整、稳定、可持续演进的可观 测性平台；同时，累计沉淀了超过 45 万字的技术文档库，让每一位开发者都能用得明白。 目前，观测云已在全球部署 10+ 节点，服务 8 万+ 全球活跃用户账号，并获得 1000+ 付费商业用户的持续使用与 信任。 面向 2026，观测云将持续围绕更智能的分析能力、更工程化的落地方式，以及更开放的生态集成，推动可观测性 真正成为企业在 AI 时代应对复杂系统的底层支撑。在蔡文瑜看来，AI 正在重塑整个技术体系的运行方式。 A ...

来源：环球网 内蒙古自治区政务服务与数据管理局副局长 刘钧毅 国家信息中心信息化和产业发展部主任单志广指出，AI CITY通过"大模型+知识库"重构传统信息系 统，打造"1个分布式智能底座、2个保障体系、3套AI工程平台、4类运营机制、M类数据与N类模型资 产、X个创新应用"的新型架构，构建具备自感知、自适应、自学习、自决策能力的城市智能体。 【环球网科技综合报道】12月16日，以"引领智能升级 共建美好AI CITY"为主题的华为云城市峰会2025 在内蒙古乌兰察布举行。来自政府、企业、科研机构及生态伙伴的百余位代表齐聚一堂，聚焦人工智能 驱动下的城市转型路径，共同探讨如何以"Token驱动"为核心引擎，加速建设"Token之都"，推动"草原 云谷"从传统能源输出地跃升为全国领先的AI生产力高地。 从"数据驱动"到"Token驱动" 当前，全球正经历由人工智能引发的深刻变革，城市发展驱动力正从"数据驱动"加速转向"Token驱 动"。内蒙古自治区政务服务与数据管理局副局长刘钧毅在致辞中指出，乌兰察布是自治区数字经济发 展的重要增长极，本次峰会是推动城市智能化转型、发展新质生产力的重要实践。他提出四点希望：一 ...

Market Overview - The Sovereign Cloud Market is valued at USD 111.41 Billion in 2025 and is projected to reach USD 941.10 Billion by 2033, with a CAGR of 30.58% from 2026 to 2033 [1] - The U.S. Sovereign Cloud Market is estimated at USD 0.58 Billion in 2025, expected to grow to USD 1.08 Billion by 2033, with a CAGR of 7.96% during the same period [4] Drivers of Growth - Increasing needs for data sovereignty, regulatory compliance, and privacy protection are key factors driving the sovereign cloud market, especially in regulated industries like finance, healthcare, government, and defense [2] - The adoption of stringent data protection regulations globally, such as CCPA in the U.S. and GDPR in Europe, is propelling the demand for sovereign cloud solutions [11] Market Segmentation By Deployment - In 2025, Cloud deployment holds a market share of 57.40%, while On-Premise is the fastest-growing segment with a CAGR of 32.10% [5] By Functionality - Data Sovereignty leads the market with a share of 48.90%, while Technical Sovereignty is the fastest-growing segment with a CAGR of 30.50% [6] By Enterprise Size - Large Enterprises account for 53.60% of the market share, with Small and Medium Enterprises being the fastest-growing segment at a CAGR of 31.80% [7] By End-Use - The BFSI sector leads the market with a share of 42.70%, while Healthcare is the fastest-growing segment with a CAGR of 30.90% [8] Regional Insights - North America dominates the Sovereign Cloud Market with over 39.18% revenue share due to advanced digital infrastructure and strong government adoption [9] - The Asia Pacific region is expected to have the fastest-growing CAGR of 31.72%, driven by increasing digitalization and strict data protection regulations [10] Key Players - Major players in the sovereign cloud market include Amazon Web Services, Microsoft, Google Cloud, IBM, Oracle, and others [14] Recent Developments - Oracle launched OneCloud, a fully sovereign hyperscale cloud platform in the UAE, in October 2025 [15] - SAP SE expanded its sovereign cloud portfolio to meet compliance needs for European customers in September 2025 [15]

Why IPO when you can Series L? That’s the question Databricks is answering this week with the announcement that it’s raising more than $4 billion in its latest funding round. That puts its valuation at $134 billion — a 34% jump from a previous funding round over the summer. This one was led by Insight Partners, Fidelity Management & Research Company and J.P. Morgan Asset Management, with additional participation from Andreessen Horowitz. Gone are the days when startups fought for scraps in public market ...

Core Insights - OpenAI is in early-stage discussions to raise at least $10 billion from Amazon.com Inc., which could strengthen the relationship between OpenAI and Amazon, the largest cloud-computing provider in the world [1] Group 1 - The potential investment from Amazon could significantly deepen ties between OpenAI and Amazon's cloud services [1] - This funding round is expected to enhance OpenAI's capabilities and resources in artificial intelligence [1] - The discussions indicate a growing interest from major tech companies in investing in AI technologies [1]

Core Viewpoint - Alphabet is experiencing significant growth in its Google Cloud segment, which is becoming a crucial driver of the company's overall growth and profitability, particularly in the context of increasing demand for AI cloud computing solutions [2][3][4]. Financial Performance - Alphabet's total revenue for Q3 rose 16% year over year to $102.3 billion, with Google Cloud revenue increasing 34% to $15.2 billion and operating income surging 85% to $3.6 billion [3]. - The cloud backlog climbed 46% year over year to $155 billion, indicating strong multi-year commitments from customers [3]. Growth Drivers - Google Cloud is establishing itself as a second pillar of growth for Alphabet, complementing its traditional advertising revenue, which is subject to cyclical fluctuations [6]. - The cloud segment is growing faster than Alphabet's overall business, enhancing its influence on the company's growth rate [7]. - Google Cloud's operating margin improved to 23.7% in Q3, up from 17.1% in the previous year, indicating potential for significant long-term earnings growth [8]. Strategic Developments - Alphabet is expanding its cloud capabilities, including a planned acquisition of Wiz, a cloud security platform, expected to close in 2026, which will enhance its cloud security offerings [9][10]. - The integration of AI features across Alphabet's products, such as Google Search and YouTube, is enhancing user experiences and driving demand [10]. Investment Considerations - Alphabet's capital expenditures were $24 billion in Q3, with expectations for full-year 2025 expenditures between $91 billion and $93 billion, indicating a substantial investment commitment [11]. - The company's shares trade at around 30 times earnings, reflecting high expectations for continued growth, particularly in Google Cloud [12]. - Intense competition from Microsoft and Amazon in cloud infrastructure and AI services necessitates ongoing improvements in Alphabet's offerings [13].

The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon’s Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. Talks, however, are at a preliminary stage and terms could change, the person added.A deal would mark a win for Amazon’s fledgling semiconductor division. While Nvidia dominates the market for the powerful chips required to create AI platforms, developers such as Meta Platforms Inc. are starting to ...

Core Insights - Alibaba Group did not experience a dramatic comeback in 2025 but shifted its narrative towards long-term growth strategies [1] - The company clarified its priorities by focusing on cloud and artificial intelligence, stabilizing its core e-commerce business, and repositioning itself as a broader technology and AI platform [2] Cloud and AI as Growth Engines - Alibaba Cloud emerged as the primary growth engine, with a reported cloud revenue growth of 34% year over year in the September 2025 quarter, driven by AI demand [4] - AI-related cloud revenue continued to grow at triple-digit rates, confirming the monetization of Alibaba's cloud business [5] - Alibaba now serves as a core infrastructure provider for AI adoption in China, with its cloud platform resembling the roles of Amazon's AWS and Microsoft's Azure [6][7] E-commerce Stabilization - The core e-commerce business showed signs of stabilization, with customer management revenue returning to 10% growth in the half year ended September 30, 2025 [9] - Investors began viewing Alibaba's e-commerce as a mature foundation that supports investment in newer growth areas, rather than a declining asset [10][11] Strategic Repositioning - Alibaba is redefining itself as a technology and AI platform, emphasizing its role in cloud and AI services rather than solely as an e-commerce leader [12][14] - This strategic shift expands Alibaba's growth opportunities, moving beyond the natural limits of a commerce-only model [15] Investor Implications - The developments in 2025 provided coherence in Alibaba's growth narrative, with cloud and AI driving growth while e-commerce offers stability [16] - The company is seen as laying the groundwork for a more durable recovery, marking 2025 as a reset year rather than a comeback year [17]