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2025数智赋能创新发展主题会议举办
Zhong Guo Jing Ji Wang· 2025-04-30 23:40
Group 1 - The "Digital China" initiative is gaining momentum, with Fuzhou aiming to become the "first city of digital applications" and seeking strategic cooperation with Jinan to build a digital corridor [1][2] - Shandong Province is focusing on digital transformation across various sectors, with a call for leading enterprises like Inspur to empower industries in their digitalization efforts [2] - Jinan has established a robust digital foundation, creating a "trusted data space + market-oriented elements" innovation model to enhance industry development and social governance [2][3] Group 2 - Large models are emerging as a new engine for innovation in the digital economy, with Inspur Cloud emphasizing the importance of scenarios as a core element in developing intelligent technologies [3] - Inspur Cloud has developed a "front store and back factory" model to efficiently connect intelligent technology with actual needs, supporting rapid iteration and optimization of large models [3] - During the conference, the signing of the Jinan Trusted Data Space Ecological Alliance and the National Marine Trusted Data Space Development Alliance took place, highlighting collaborative efforts in digital empowerment [3]
EPAM Advances Strategic Collaboration Agreement with AWS Focusing on Generative AI
Prnewswire· 2025-04-30 14:02
The expanded collaboration, first established in 2023, will see EPAM work with AWS to harness its advanced generative AI services, including Amazon Bedrock, to allow customers to develop specialized AI agents and GenAI solutions to solve engineering and industry-specific issues, including modernizations. The agreement will also help EPAM to continue developing and refining AI-powered modernization, including automating workflows and tools through AI agents that help organizations seamlessly transition their ...
数字浪潮正奔涌 合作共赢启新程——闽港数字经济合作论坛侧记
Zhong Guo Jin Rong Xin Xi Wang· 2025-04-30 08:22
转自:福建日报 闽港数字经济合作论坛现场(陈景好摄) 现场,每一个议题都紧扣"数字"核心,每一次交流都在深化合作共识。伴随着一批批项目签约,一批批 成果落地,一个个观点提出,我们欣喜地看到,闽港两地在数字经济领域的合作不断加深,合作共赢的 新蓝图愈发清晰。 看实践 三年合作硕果累累 "去年,我们在大会期间实现了闽港两地数字跨境流通从0到1的跨越。而今年,我们不仅看到了更多合 作成果,更坚定了长期合作的信心。"昨日,面对记者的采访,又一次来到福州的大湾区国际信息科技 协会会长、香港特别行政区政府特首政策组专家组成员杨德斌难掩激动之情。 2022年11月,全国第三个、全省唯一的跨境合作咨询委员会——福州新区闽港合作咨询委员会落地。次 年,闽港数字经济合作论坛加入数字峰会大家庭,成为闽港聚焦数字经济领域开展合作的重要载体。 "港数闽存、港数闽算"合作项目进展取得突破,福州新区港数闽算业务正式开通,招赢数字股权投资基 金正式成立……同为对外开放的前沿阵地,三年来,随着每届论坛规格越来越高、讨论内容越来越细, 福建与香港在数字经济发展道路上携手奔跑的脚步也越来越快。 "在数字经济领域,闽港正携手共建智算中心、国际数据港 ...
IBM(IBM) - 2025 FY - Earnings Call Transcript
2025-04-29 21:49
Financial Performance and Key Metrics - In 2024, IBM generated $62.8 billion in revenue, growing 3% at constant currency, and delivered $12.7 billion in free cash flow, up $1.5 billion from the previous year [14] - The operating gross profit margin expanded by 130 basis points, driven by demand for high-value offerings and a focus on productivity [14] Business Line Performance - Software revenue grew by 9% at constant currency, supported by strong momentum in data and AI, automation, transaction processing, and security [15] - Consulting revenue increased by 1% at constant currency, reflecting sustained demand for AI deployment and digital transformation [15] - Infrastructure revenue declined by 3% due to the product cycle, although the IBM Z16 mainframe program achieved record client adoption and workload scale [15] Market Data and Key Metrics - More than 90% of Fortune 500 companies utilize IBM's hybrid cloud offerings, indicating strong market penetration [19] - The generative AI book of business has grown to over $5 billion, showcasing IBM's commitment to AI solutions [18] Company Strategy and Industry Competition - IBM is focusing on artificial intelligence and hybrid cloud as the two most transformative technologies, aiming to provide enterprise-grade solutions that are efficient and cost-effective [16][17] - The company emphasizes a client zero philosophy, using its own technology internally to drive automation and efficiency [22] Management's Comments on Operating Environment and Future Outlook - The management acknowledges the uncertainty in the macro environment but believes IBM's diverse portfolio positions it well for future challenges [35] - The company maintains its full-year guidance for accelerating revenue growth to over 5% and approximately $13.5 billion in free cash flow [39] Other Important Information - IBM has increased its dividend for 29 consecutive years, reflecting its commitment to returning value to shareholders [14] - The stockholder proposal for transparency in lobbying did not receive a majority of votes cast [25] Q&A Session Summary Question: Update on IBM's AI strategy - The AI landscape is evolving, moving towards smaller, open, and fine-tuned models that deliver real business value, which aligns with IBM's focus [27][28] - IBM's Granite model family continues to evolve, emphasizing purpose-built AI for business applications [29] Question: Quantum computing strategy - IBM is recognized as the industry leader in utility-scale quantum computing, with significant advancements in hardware and software [31][32] - The company has met its quantum roadmap goals, releasing the IBM Heron processor, which is significantly faster and more efficient than its predecessor [32] Question: Macro environment impact - IBM's diverse business portfolio provides resilience against market uncertainties, and the company is well-positioned to meet client needs for cost savings and productivity gains [35][36]
Arqit, in collaboration with Equus and Intel, demonstrates a world-first Quantum-Safe CSfC-Compliant MACP Architecture for Classified Mobile Communications
GlobeNewswire News Room· 2025-04-29 13:00
Core Insights - Arqit Quantum Inc. has announced the world's first quantum-safe CSfC-Compliant MACP Architecture for Classified Mobile Communications in collaboration with Equus Compute Solutions and Intel [1][2] Group 1: Technology and Innovation - The collaboration has successfully developed a Mobile Access Capability Package (MACP) architecture that complies with the NSA's CSfC program and is resistant to quantum computing threats [2][4] - The new architecture features a quantum-secure, nested IPsec tunneling configuration utilizing Arqit's Symmetric Key Agreement Platform, strongSwan VPN, and Intel's NetSec Accelerator Reference Design [3][4] - Performance tests showed a 90% throughput retention across dual-encrypted tunnels, indicating minimal performance impact while ensuring post-quantum security [5] Group 2: Market Implications - The MACP framework provides secure mobile access to classified networks by requiring two layers of commercial encryption, addressing the risks posed by cryptographically relevant quantum computers [4] - The development signifies a leap forward in secure communications for both government and enterprise sectors, demonstrating the feasibility of achieving CSfC compliance while preparing for quantum threats [6] Group 3: Company Background and Recognition - Arqit Quantum Inc. specializes in quantum-safe encryption solutions, compatible with NSA CSfC components, and has been recognized as an IDC Innovator for Post-Quantum Cryptography in 2024 [8][9] - The company has received multiple awards for its innovative security solutions, including the GSMA Global Mobile Awards and the National Cyber Awards [9]
彩讯股份(300634) - 300634彩讯股份投资者关系管理信息20250429
2025-04-29 10:34
Financial Performance - In 2024, the company achieved operating revenue of 165,217.08 million CNY, a year-on-year increase of 10.41% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 21,827.05 million CNY, up 16.81% from the previous year [1] - The overall gross profit margin for 2024 was 39.15%, an increase of 0.48 percentage points compared to the previous year [2] Product Development - The company launched Rich AIBox 2.0, an AI application development platform that integrates multiple advanced large models, including DeepSeek-V3 and DeepSeek-R1 [2] - Rich AIBox 2.0 aims to provide a one-stop intelligent agent construction solution, facilitating efficient AI application value transformation [2] Profitability Challenges - The net profit for 2024 was 23,013.91 million CNY, a decrease of 9,449.12 million CNY compared to the previous year, primarily due to fluctuations in the stock price of an investment made in 2023 [3] Future Growth Drivers - Future growth is expected to benefit from the rapid development of AI in China, with a focus on AI, intelligent computing, and the establishment of a complete AI ecosystem [4] - The company is developing digital employees for customer service, marketing, and internal office scenarios, anticipating significant growth in this area [4] Industry Context - In 2024, China's software and information technology service industry reported a total software business revenue of 137,276 billion CNY, a year-on-year growth of 10.00% [5] - The company's performance is favorable compared to the industry, with a higher growth rate in both operating revenue and net profit [5] Industry Outlook - The AI industry is undergoing rapid transformation, with intelligent agents and intelligent computing driving core growth [5] - The demand for computing power is expected to surge, prompting the company to focus on building AI-native cloud computing solutions [6]
Announcing Infosys Topaz for SAP S/4HANA Cloud: An AI-first Offering that helps Enterprises Harness AI and Gen AI Technologies to Accelerate SAP S/4HANA Cloud Transformation
Prnewswire· 2025-04-29 10:20
Core Insights - Infosys has launched Infosys Topaz for SAP S/4HANA Cloud, an AI-first suite aimed at helping enterprises leverage AI in their transformation journey [1][2] - The suite is designed to accelerate SAP S/4HANA Cloud adoption and unlock data value through a future-ready architecture [5][6] Group 1: Business Transformation - The AI-first approach includes industry-specific playbooks that provide proven solutions to enhance business value chains, resulting in a 20% improvement in demand forecast accuracy and a 15% reduction in planning costs for a global consumer packaged goods leader [3] - Infosys Topaz enables companies to reimagine their business transformation by integrating AI solutions that accelerate time to value [2][3] Group 2: SAP S/4HANA Cloud Adoption - The suite includes over 40 AI-infused accelerators that can save customers up to 15% in effort through generative AI-based data mapping and profiling, and up to 20% in program governance costs [4] - A leading pharmaceutical company achieved a 70% auto-correction of code during their SAP S/4HANA Cloud transformation using Infosys' Gen AI-enabled solutions [4] Group 3: Data Value and Architecture - Infosys Topaz provides a pathway for an AI-ready composable architecture, enhancing the capabilities of SAP offerings and surrounding applications [5] - A leading electric utility company experienced a 30% reduction in billing errors and improved customer satisfaction through Infosys' Intelligent Customer Insights solution [5] Group 4: Recognition and Collaboration - Infosys has been recognized as a RISE with SAP Validated Partner, highlighting its expertise in complex SAP implementations [6] - The collaboration with SAP aims to help enterprises realize the transformative potential of SAP S/4HANA Cloud and Business AI, facilitating quicker transitions from AI proof-of-concepts to tangible business outcomes [7][8]
信息部门表示很无奈:为何企业领导常忽视我们的专业意见?
3 6 Ke· 2025-04-29 02:06
Core Insights - The article highlights the communication barriers between the information department and leadership during digital transformation, leading to project failures and resource wastage [1][2][3] Group 1: Communication Barriers - There exists a significant gap between the technical language of the information department and the business-oriented mindset of leadership, resulting in ineffective communication [2] - Information departments often emphasize technical advancements without addressing how these can translate into business benefits, leading to project delays [2] Group 2: Professional and Technical Barriers - Leadership often lacks the technical background to understand the complexities and timelines associated with digital projects, leading to mistrust towards the information department [3] - The expectation for immediate results from digital initiatives contrasts with the reality that foundational work may take 1-2 years to yield significant outcomes [3] Group 3: Conflicts of Interest - Digital transformation requires resource reallocation, which can create conflicts between departments, such as marketing and information technology [4] - Leadership's focus on short-term gains can clash with the long-term nature of digital transformation projects, leading to misalignment in priorities [5][6] Group 4: Risk Perception Differences - There is a divergence in risk perception, with leadership focusing on business impacts while the information department emphasizes technical risks, complicating risk communication [8] - Cultural resistance within traditional organizations can hinder the acceptance of digital initiatives, as employees may resist changes that disrupt established practices [8] Group 5: Solutions Proposed - Establishing "translators" who understand both technical and business aspects can bridge the communication gap [9] - Implementing small-scale projects to quickly demonstrate the value of digital initiatives can help gain leadership support for larger projects [10] - Involving senior leadership in the digital strategy formulation process can enhance understanding and reduce decision-making discrepancies [11] Group 6: Conclusion - The essence of digital transformation lies in reconciling the differences between industrial and digital civilizations, where effective dialogue between information departments and leadership is crucial for embedding new digital capabilities within organizations [12]
Netcare International Commemorates Nearly 25 Years of Innovation and Growth in SAP Solutions
GlobeNewswire News Room· 2025-04-28 20:19
Copenhagen, Denmark, April 28, 2025 (GLOBE NEWSWIRE) -- Netcare International celebrates a journey of over two decades defined by innovation, technical excellence, and a dedication to collaborative success. Over the years, it has grown from a one-man consultancy into a global force, bringing comprehensive Systems, Applications, and Products in Data Processing (SAP) solutions across industries globally. The company, based in Hellerup, Denmark, was founded on the principle that expertise and genuine partnersh ...
Arqit delivers quantum-safe protection enhanced by confidential computing
Globenewswire· 2025-04-28 13:00
Core Insights - Arqit Quantum Inc. has introduced a quantum-safe encryption solution enhanced by confidential computing, ensuring that no third party, including cloud providers, can access customers' encryption keys or workloads [1][2][11] - The collaboration with Intel leverages Intel Trust Domain Extensions (TDX) to create a secure environment for managing encryption keys, enhancing data sovereignty and security [1][11][12] Technology Overview - Arqit NetworkSecure operates within a Trusted Domain created by Intel TDX, where encryption keys are generated and managed securely, isolated from both Arqit and Intel [3][4] - The architecture allows for quantum-secure data flows without exposing sensitive information to the underlying infrastructure [4][15] Use Cases - **Network Security for Telcos**: Arqit NetworkSecure can be deployed in Network-as-a-Service (NaaS) or virtual RAN environments, ensuring traffic encryption and key management remain isolated and quantum-safe [5] - **Enterprise Edge & AI Workloads**: Large enterprises can securely move sensitive workloads between on-premises and cloud environments, maintaining strong isolation and secure communication [6] - **Virtual Hardware Security Modules (HSMs)**: Organizations can utilize Arqit's symmetric key platform as a cost-effective virtual HSM, meeting high security standards without the need for physical hardware [7] - **Secure Collaboration Across Domains**: In sectors like defense and finance, organizations can enable secure analytics across trusted domains using Arqit's ephemeral key model [8] Future Outlook - The advancements in confidential computing are expected to enhance security further, with features such as frequent key rotation and quantum-safe symmetric encryption [9][10] - This level of assurance is particularly crucial for regulated industries, emphasizing the importance of data sovereignty and protection [10]