格隆汇12月11日丨彩讯股份(300634.SZ)在投资者互动平台表示，公司是华为鸿蒙生态的重要合作伙 伴，积极推动鸿蒙智能领域的创新发展，但公司未参与华为Mate80手机端合作。 ...

Core Insights - IBM and Pearson have formed a global partnership to develop AI-powered personalized learning products for various sectors including businesses, public organizations, and educational institutions [1][3] - Research from Pearson indicates that inefficient career transitions and skills mismatches could result in a loss of $1.1 trillion in annual earnings for the US economy, highlighting the need for more effective learning solutions as AI transforms work and education [2] Group 1: Partnership Objectives - The partnership aims to create AI-powered learning tools utilizing IBM's watsonx Orchestrate and watsonx Governance, which will be available globally [3] - IBM will assist Pearson in developing a custom AI-powered learning platform that integrates human expertise with AI technologies, enhancing Pearson's operational efficiency and decision-making processes [3][4] Group 2: Benefits and Tools - IBM's customers and its 270,000 employees will gain access to Pearson's enterprise learning solutions, which include digital credentialing through Credly, strategic workforce planning via Faethm, and global delivery of IBM professional certification exams [4] - The collaboration will also focus on developing tools to verify the capabilities of AI agents, ensuring organizations can confidently deploy these technologies [5] Group 3: Strategic Vision - The partnership aligns with Pearson's strategy to foster strong relationships with select strategic partners to enhance customer outcomes and drive joint market initiatives [6] - Both CEOs emphasize the importance of adapting to the fast-evolving technological landscape, with a focus on embedding learning into the workflow to improve productivity and performance [6]

据天眼查，目前，全芯智造大股东为国家集成电路产业投资基金二期股份有限公司，持股8.89%。另外，武岳峰科创、人保资本、浑璞投资、合 肥高投、TCL创投等参股。 瑞财经 刘治颖 12月10日，全芯智造技术股份有限公司（以下简：全芯智造）在安徽证监局完成IPO辅导备案，拟A股上市，辅导机构为国泰海 通证券股份有限公司。 全芯智造成立于2019年9月，今年11月变更为股份公司，注册资本为2.31亿元，法定代表人是倪捷，无控股股东。 官网显示，全芯智造是一家专注于智能制造一体化解决方案的专业软件开发与服务的高新科技企业，总部位于合肥，在上海、北京、广州、济 南、深圳、武汉、香港、杭州设有全资子公司。 倪捷，全芯智造创始人、董事长及总经理，在半导体领域有超20年的从业经验。在创立全芯智造前，倪捷曾历任全球领先EDA公司新思科技中 国区副总经理，台湾上市公司世芯电子COO。 ...

PRESS RELEASE                                         Share Buyback Transaction Details December 4 – December 10, 2025 Alphen aan den Rijn – December 11, 2025 - Wolters Kluwer (Euronext: WKL), a global leader in professional information solutions, software and services, today reports that it has repurchased 209,603 of its own ordinary shares in the period from December 4, 2025, up to and including December 10, 2025, for €18.7 million and at an average share price of €89.33. These repurchases are part of the ...

Oracle expects its FY 2026 capital expenditures will be $15 billion higher that previously predicted, as the cloudy database biz invests to accommodate AI workloads.Big Red’s reason for the extra spending is growth in its Remaining Performance Obligations (RPO), services its clients have contracted to consume but haven’t yet paid for.During the company's fiscal Q2 2026 earnings call, Doug Kehring, Oracle Principal Financial Officer, said, "Given the added RPO this quarter that can be monetized quickly start ...

Core Insights - Oracle Corporation reported a strong performance in Q2 of FY2026, with Remaining Performance Obligations (RPO) reaching $52.33 billion, a 433% year-over-year increase, driven by large contracts with companies like Meta and Nvidia [2][5][6] - Total cloud revenue reached $8 billion, growing by 33%, with Cloud Infrastructure (OCI) being the main growth driver, increasing by 66% to $4.1 billion, and GPU-related revenue surging by 177% [2][5][6] - The company is confident in executing its business backlog and maintaining an investment-grade debt rating, with capital expenditures expected to increase by approximately $15 billion to support accelerated business growth [2][5][9] Financial Performance Review and Outlook - The company reported a total revenue of $16.1 billion, a 13% increase year-over-year, with operating profit rising by 8% to $6.7 billion [6][8] - Non-GAAP earnings per share were $2.26, up 51%, while GAAP earnings per share were $2.10, reflecting an 86% increase [6][8] - The company anticipates that IPOs will account for 40% of revenue in the next 12 months, up from 25% in the previous year [5][6] Cloud Infrastructure (OCI) Growth - OCI's revenue growth accelerated by 66%, with significant demand for AI infrastructure, including the deployment of Nvidia GPUs [10][12] - The company operates 147 customer-facing real-time regions and plans to add 64 more, with a focus on delivering high-capacity data centers [10][12] - OCI's market consumption grew by 80%, supported by partnerships with companies like Broadcom and Palo Alto [13][15] AI Data Platform and Application Strategy - Oracle has developed the Oracle AI database and AI data platform to enable multi-step reasoning on private enterprise data while ensuring data privacy and security [16][17] - The AI data platform integrates various AI models, allowing for comprehensive data access and analysis across different databases and applications [17][18] - The company is focused on leveraging AI to enhance its applications, with significant growth in sectors like healthcare, where AI-driven solutions are being implemented [20][21] Application Business Performance and Sales Synergy - Total application revenue grew by 11%, with strong performance in core applications like Fusion ERP, SCM, and HCM, which saw growth rates of 17%, 18%, and 14% respectively [19][21] - The integration of industry application sales with core application sales teams has led to increased strategic conversations and larger transactions [21][22] - The company has successfully migrated 330 customers to the cloud, demonstrating robust demand for its application solutions [25][26]

Summary of Paycom Conference Call Company Overview - **Company**: Paycom - **Industry**: Human Capital Management (HCM) Software Key Points and Arguments Performance and Strategy - Paycom reported a successful year with a focus on world-class service, client value achievement, and full-solution automation [1][2] - Client satisfaction levels have improved significantly, indicating successful service enhancements [5][6] - The company has seen a recurring revenue growth of 10% and an Adjusted EBITDA of 43% [11] Market Position and Opportunities - Paycom currently captures only 5% of the total addressable market, indicating substantial growth potential [9] - The company plans to double down on sales efforts and open several new offices in the next two to three years [11][69] - There is a strong emphasis on increasing sales capacity and improving client retention through enhanced service and product offerings [15][36] Product Development and Innovation - The introduction of the "I-Want" feature has streamlined user interaction, allowing employees to access services without extensive training [20][21] - Automation of routine decisions, such as time-off requests, has been highlighted as a significant value-add for clients, reducing management burden [29][30] - Paycom's focus on decision logic and automation is expected to drive further efficiencies for clients, enhancing overall satisfaction and retention [34][39] Competitive Landscape - Paycom believes its competitive advantage lies in its unique product offerings and the ability to automate processes effectively, which competitors struggle to replicate [40][42] - The company is not overly concerned about macroeconomic factors impacting its growth strategy, focusing instead on internal capabilities and market opportunities [11][47] Future Outlook - Paycom is optimistic about its growth trajectory into 2026, with plans to enhance sales strategies and expand market presence [16][68] - The company is committed to maintaining strong margins while pursuing growth, ensuring that increased sales do not negatively impact profitability [69] AI and Technology Integration - Paycom manages its own data centers and is exploring AI applications to enhance product efficiency and client service [57][58] - The company is cautious about AI implementation, ensuring it adds value without complicating user experience [60][61] Additional Important Insights - Paycom has seen a trend of clients returning after experiencing higher total costs with competitors, emphasizing the value of its automation capabilities [5] - The company is focused on aligning its sales and marketing efforts to better communicate the value proposition to clients [45][50] - There is a recognition of the need for continuous improvement in internal processes to maximize client value and satisfaction [66][67]

us the details here. I mean this [music] is all these people here this like a party with the party >> and guys we have new details just coming from the conference call capital expenditures as you just pointed out Melissa uh to 12 billion that's up from 8 billion the previous quarter in terms of funding right we wanted more transparency on the company's ability to finance this mega data center buildout they say that they have a variety of sources available through the debt market public and private debt mark ...

据IT之家12月10日消息，千问发布数据，月活跃用户数（含App、Web、PC端）已突破3000万，距离其 11月17日公测仅过去23天，成为全球增长最快的AI应用。 润建股份：公司与阿里在AI应用、算力等多个领域开展了业务合作，订单持续落地；此外，公司五象 云谷智算中心定位于"中国-东盟AI合作核心枢纽"，为出海东盟企业伙伴提供承载、算力、算法、数 据、生态等关键支撑。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 国海证券表示，此次阿里AI应用布局向C端市场的倾斜意味着未来一到两年内，千问APP有望被打造成 新的高频超级入口，并与阿里电商、文娱、本地生活深度协同。考虑到阿里积累的深厚用户基本盘与大 规模AI基建规划，相关AI应用及算力产业链将持续受益。 中航证券认为，国产AI正从模型竞赛进入系统整合+场景渗透的关键阶段，端侧入口成型、模型能力实 用化、多模态工具成熟三条主线共同驱动AI应用落地节奏加快。 公司方面，据上市公司互动平台表示， 南兴股份：公司子公司唯一网络为阿里云重要的机房及带宽资源供应商，长期为阿里云提供稳定、高效 且安全的基础设施支持；同时入选2024福 ...

By Juby Babu and Stephen Nellis Dec 10 (Reuters) - Oracle forecast sales and profit that missed analyst estimates on Wednesday, while saying that spending would rise by $15 billion compared with earlier estimates - a sign that big capital outlays to chase AI cloud-computing customers is not turning ​into profit as fast as Wall Street had expected. Shares of the Austin, Texas-based company slumped 10% in extended trading. Oracle has leapt to renewed prominence ‌with grand plans to build AI cloud data ce ...