Israeli quantum startup Qedma just raised $26 million, with IBM joining in | TechCrunch https://t.co/bTKACQROrR ...

This niche quantum computing play could remain a divisive investment.D-Wave Quantum (QBTS 7.96%), an early mover in the quantum computing market, went public by merging with a special purpose acquisition company (SPAC) on Aug. 22, 2022. It started trading at $10, but it sank to a record low of $0.41 on May 12, 2023. At the time, its persistent dilution, steep losses, and sky-high valuation all drove away its investors. Rising interest rates and threats of a potential delisting made its volatile stock even l ...

Core Insights - Alibaba is evolving beyond its traditional identity as an "e-commerce giant," with a significant focus on AI and cloud computing as key growth drivers for the future [2][3][4] - In FY2025, Alibaba's revenue reached 996.347 billion yuan, with a net profit increase of 77% to 125.976 billion yuan, while its cloud computing revenue grew by 11% to 118 billion yuan [2][4] - The company plans to invest 380 billion yuan in AI infrastructure over the next three years, surpassing its total tech investment in the past decade [2][8] Financial Performance - Alibaba's revenue growth for the e-commerce segment was only 3% in FY2025, contrasting with the 18% year-on-year growth in cloud revenue for Q4 [2][4] - The cloud segment achieved a record revenue of 301.27 billion yuan in Q4, marking the fastest growth in three years [2] AI Strategy - Alibaba views AI as a core driver of business growth and a major opportunity for the next decade, with plans to integrate AI deeply into its operations [3][4] - The company has established a comprehensive AI ecosystem, focusing on foundational technology, commercial applications, and infrastructure [5][6] Investment and Development - Alibaba's capital expenditure for Q1 FY2025 was 24.612 billion yuan, a 120.68% increase year-on-year, with a total planned capital expenditure of 86 billion yuan for FY2025 [8] - The company is actively investing in AI startups and technologies, including leading funding rounds for several AI firms [9][10] Market Position and Future Outlook - Analysts predict that Alibaba's AI-related revenue could reach 29 billion yuan and 53 billion yuan in FY2026 and FY2027, respectively, contributing significantly to overall cloud revenue growth [7] - Alibaba's strategic investments aim to create a closed-loop system where investments in AI startups lead to increased cloud service revenues, enhancing its competitive position in the tech landscape [10][11]

产业正站在一个新的拐点——从"工具型应用"向"代理型（Agentic AI）应用"的范式转变。Gartner 将"Agentic AI"列为年度十大战略性技术趋势，并做出了一个令人深思的预测：到 2028 年，15% 的日常 工作决策将由 Agentic AI 自主完成，而这一比例在 2024 年几乎为零。 在过去几年中，AI技术经历了几个重要的发展阶段：从最初的预测AI（用于欺诈检测、风险监控 等），到助手AI（如聊天机器人），再到现在正在兴起的Agentic AI。每个阶段都带来了新的能力和可 能性。 图片系AI生成 大模型退居幕后，Agent站上C位，这是2025年AI产业的主旋律。 Agent元年的本质，是大模型技术演进曲线趋缓、市场需求从问答到执行、经济价值关注可量化ROI的 三重拐点叠加。产业的关注焦点，已从模型参数转向复杂工作流的可靠编排能力与人机责任边界定义， 当大模型的技术狂欢遭遇商业理性，Agent成为AI落地的阶段性答案。 亚马逊云科技CEO Matt Garman此前表示：Agentic AI有可能成为亚马逊云科技下一个数十亿美元规模 的业务。为此，几个月前，亚马逊云科技成立了直接向C ...

Amazon is using artificial intelligence and robotics to create new revenue streams and improve profit margins across its three businessesAmazon (AMZN -0.23%) stock returned 910% during the last decade, growing at a pace that would have turned $50,000 into more than $500,000. Wall Street remains overwhelmingly bullish on the company. Among 71 analysts, 97% have a buy rating on the stock, and the median 12-month target price of $240 per share implies 9% upside from its current share price of $220.Can Amazon s ...

The digital retailer is venturing further into The Trade Desk's turf.Amazon (AMZN -0.23%) made a name for itself by leading not just one industry, but two. The company, known for its smiley-faced delivery boxes, has long been the dominant force in e-commerce as the world's largest digital retailer. If that weren't enough, Amazon Web Services (AWS) is the undisputed leader of the cloud computing industry it pioneered.In recent years, Amazon has been focused on an area that has become the company's fastest-gr ...

华尔街见闻7月3日获悉，阿里云宣布将在未来一年投入超4亿元，专项支持国际合作伙伴生态建设。这 笔投入将主要用于联合市场活动、激励返利机制及培训赋能，帮助合作伙伴拓展业务、提升能力，加快 云和AI产品在全球市场的落地。（全天候科技） ...

【文/观察者网 张菁娟】"新一轮技术竞赛已打响。欧洲能否从过往失败中吸取教训？"美国政治新闻网 （Politico）7月2日以此为题报道称，在人工智能竞赛中迅速落后，欧洲在新兴的量子技术领域迎来了 重写经济成功故事的新机遇，但它同样面临着一些似曾相识的难题。 欧盟在2日发布的一项新战略中警告称，由于该联盟在将研究成果转化为"真实市场机遇"方面持续滞 后，前景广阔的本土量子技术面临被外资收购以谋取利润的风险。 欧盟发现，欧洲仅吸引全球5%的私人量子技术资金，而美国和中国分别吸引了50%以上和40%的资金。 据报道，量子计算机解决问题的能力将远超现有计算机数个量级，并将彻底改变从通信到药物研发等各 个领域。各国政府和科技公司正将数十亿美元投入量子计算产业。 报道指出，欧洲在量子技术领域的科学出版物数量位居全球首位。 "虽然欧洲在很多技术领域已逐渐落后，但在这一领域，我们领先其他国家数年。"芬兰量子计算公司 IQM的联合创始人瓦尔蒂艾宁（Juha Vartiainen）说道。 然而，在将研究成果商业化的竞争中，欧洲可能很快就会被甩在后面。其专利申请量仅居第三位，落后 于中美两国。 对许多人来说，这一切似曾相识。正如 ...

7月3日，三大股指小幅高开，算力板块高开领先。截至2025年7月3日 09:43，中证大数据产业指数（930902）上涨0.44%，成分股光环新网上涨2.98%， 奥飞数据上涨1.48%，宝信软件上涨1.22%，优刻得上涨1.09%，中科星图上涨1.07%。数据ETF（516000）上涨0.55%，最新价报0.91元。拉长时间看， 截至2025年7月2日，数据ETF近2周累计上涨1.34%。 消息方面，7月2日，阿里云宣布将于马来西亚和菲律宾新增数据中心，全球基础设施布局将扩展至29个地域、90个可用区。其中，马来西亚第三个可用 区已于7月1日正式上线，菲律宾第二个可用区则计划于今年10月启用，进一步满足海外的云计算与AI需求。同时，阿里云将设立首个AI全球能力中心， 计划联合超过1000家企业打造10余个行业AI示范项目，并与全球120多所高校合作，每年培养10万名AI人才。 根据IDC的最新报告，2024年中国AI基础设施（AI IaaS）市场份额，阿里云、华为云、火山引擎位列前三。按具体份额来看，阿里云占比23%，超过第 二名和第三名的总和。 数据ETF紧密跟踪中证大数据产业指数，样本覆盖大数据存储、分 ...

●本报记者黄灵灵 创业板传媒指数选取主营业务涉及传媒领域的上市公司，样本分布于游戏、广告、影视动漫等传媒细分 领域，汇聚光线传媒、昆仑万维、神州泰岳等相关领域代表性公司。 创业板金融科技指数样本分布于金融数字化服务、金融数据服务、财富管理等细分领域，囊括众多金融 科技领军企业，例如，财富管理龙头东方财富、金融数据服务龙头同花顺、金融数字化服务龙头润和软 件等。 "创系列"产品护城河持续拓宽 记者了解到，近年来，深交所结合市场、产品两端发展情况，围绕创业板市场特色优势，持续推进核心 指数、重点产业链指数及相关产品开发，引导资金向优质科技企业集聚。 6月23日，深交所全资子公司深圳证券信息有限公司发布公告称，将于6月27日发布创业板电池指数、创 业板医疗指数、创业板算力基础设施指数、创业板传媒指数、创业板金融科技指数5条创业板主题指 数。 当前，创业板在电池、医疗、算力等细分领域已形成明显的产业集聚特征，上市公司数量充足、市值规 模可观，培育出一大批行业龙头企业，为指数编制和产品开发提供了良好条件。具体来看，创业板市场 在电池、医疗领域上市公司市值分别达1.8万亿元、1.0万亿元，算力、传媒领域上市公司在同类A股 ...