KYIV, Ukraine, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Kyivstar (Nasdaq: KYIV; KYIVW), Ukraine’s leading digital operator, and the WINWIN AI Center of Excellence under the Ministry of Digital Transformation of Ukraine have selected Google’s Gemma as the base model for training the large language model (LLM). Gemma, Google’s next-generation open AI model, has been proven effective in both international and domestic projects. Kyivstar is the Ukrainian Government’s strategic partner and operational lead for developi ...

在所有行业中，教育行业的上云需求常被误读为"带宽大、流量高"，似乎只要服务器够用就能跑好在线 课堂。但经历过真正大规模教学场景的企业都知道：在线教育的底层逻辑从来不是"能运行"，而是"能 稳定运行"。 尤其是实时课堂(real-time class)、多端互动(multi-device interaction)和智能教学(AI-assisted teaching)全面 进入主流后，教育企业最依赖的，是一套在全国范围都能提供稳定体验的云平台(nationwide consistent cloud foundation)。 因此，当问到"哪些云服务商适合教育企业搭建云端系统?"时，表层答案是列一个名单;但真正的答案应 该围绕一个核心展开： 哪个云平台能够同时托住实时课堂、弱网访问、多端内容分发、AI 推理、数据分析、师生安全和全国 一致体验? 从国内大量教育企业的真实落地经验来看，AWS 之所以被纳入核心选型，不是因为其"服务器性能 强"，而是因为它提供的是一套 education-grade cloud architecture： 一个从 edge 到 cloud、从内容到 AI、从弱网加速到数据智能的全链路底 ...

Core Viewpoint - The article discusses the potential for certain tech companies to reach a market capitalization of $8 trillion by 2030, highlighting the trend of increasing market dominance among the largest firms in the stock market [1]. Group 1: Nvidia - Nvidia is predicted to be the easiest candidate to join the $8 trillion club, with a current market cap of $4.3 trillion, requiring average annual returns of slightly above 13% to reach the target [2]. - The company must maintain its lead in the GPU market and see continued growth in demand for AI chips to achieve this valuation [2][4]. - Nvidia's current price is $177.00, with a gross margin of 70.05% and a dividend yield of 0.02% [3][4]. Group 2: Apple - Apple's market cap has rebounded to over $4 trillion, and it is believed that the company can double its valuation by the end of the decade [5]. - A sustained iPhone upgrade super cycle, potentially driven by a rumored foldable iPhone and expanded generative AI functionality, could be key to reaching an $8 trillion market cap [7]. - The current price of Apple shares is $278.82, with a gross margin of 46.91% and a dividend yield of 0.37% [6][7]. Group 3: Alphabet - Alphabet, with a market cap of around $3.8 trillion, is positioned to benefit from the growth of Google Cloud, which is its fastest-growing unit [8]. - The demand for AI will also positively impact Alphabet's advertising revenue from Google Search, YouTube, and other applications [9]. - Alphabet has significant growth prospects in its Waymo unit for autonomous ride-hailing and in quantum computing through Google Quantum AI [10]. Group 4: Microsoft - Microsoft has a market cap of $3.6 trillion and is well-positioned to benefit from the ongoing AI boom, particularly through its Azure cloud platform [11][12]. - The company has potential in quantum computing, especially if its topoconductors fulfill their promise, which could position Microsoft as a leader in this emerging field [13].

Core Viewpoint - The company UCloud has officially launched a new generation of GPU virtualization technology that allows a single GPU's resources to be divided into multiple independent virtual computing units, with a minimum granularity of 10% [1] Group 1: Technology Advancement - The newly released GPU virtualization capability expands the chip adaptation layer, covering more architectures including NVIDIA, Ascend, Cambricon, and Muxi [1]

Core Insights - The company has officially launched a new generation of GPU virtualization technology, which allows for the splitting of a single GPU's resources into multiple independent virtual computing units, with a minimum granularity of 10% [1] - This capability enables a single GPU to simultaneously support multiple AI workloads, significantly enhancing resource utilization in scenarios such as inference services, model development, and scientific teaching [1] - The newly released GPU virtualization technology has expanded its chip compatibility, now covering architectures from NVIDIA, Ascend, Cambricon, and others [1]

The Vanguard Growth ETF holds large positions in tech giants like Nvidia, with a healthy splash of diversification.The S&P 500 (^GSPC +0.54%) is having a strong year with a gain of 16.1% so far, which is much higher than its average annual return of 10.5% since it was established in 1957. However, had investors bought the Vanguard Growth ETF (VUG +0.50%) at the start of this year instead, they would be sitting on a much better return of 19.2%.This exchange-traded fund (ETF) has actually outperformed the S&P ...

Group 1 - The computer industry is showing signs of improvement in both revenue and profit for 2025, with software business revenue reaching 11.11 trillion yuan, a year-on-year increase of 13.0% [11][13] - The overall revenue for the computer industry in the first three quarters of 2025 is 1.51 trillion yuan, with a growth rate of 10.1% after excluding the high proportion of Industrial Fulian [13][16] - The net profit for the industry in the first three quarters of 2025 is 184 billion yuan, reflecting a year-on-year increase of 57.4% [16] Group 2 - The "14th Five-Year Plan" emphasizes self-sufficiency in key areas such as integrated circuits and basic software, with increased government procurement for domestic innovation [25][26] - The EDA sector has become a focal point of U.S. export controls, accelerating the demand for domestic alternatives [29][30] - The release of HarmonyOS 6 marks a significant milestone for Huawei, with terminal numbers surpassing 23 million, indicating a strong growth trajectory for domestic operating systems [38][41] Group 3 - The AI and computing concepts have shown significant growth, with the AI computing demand driving the "East Data West Computing" concept to rise by 146.8% in 2025 [20][21] - The overall valuation of the computer industry is above historical averages, with a TTM valuation of 55.33 times as of November 27, 2025 [21][24] - Domestic AI chip manufacturers are experiencing accelerated growth, with companies like Cambrian and Haiguang reporting substantial revenue increases [48][49] Group 4 - The integration of AI applications is expected to enhance the competitive advantage of integrated AI manufacturers, with DeepSeek collaborating with domestic chip manufacturers to optimize performance [4][4] - The demand for AI servers is increasing, requiring manufacturers to enhance their overall system design capabilities [3][3] - The trend towards liquid cooling technology is becoming mainstream as AI chip performance continues to improve [3][3]

随着支持这些服务所需算力的增长，为应对人工智能需求激增带来的互联网流量飙升，Alphabet、微软 和亚马逊等科技公司正投入数十亿美元建设基础设施。 据两家云服务提供商公告，新服务结合了AWS的Interconnect多云互联与谷歌云的跨云互联技术，以提 升网络互操作性。AWS网络服务副总裁罗伯特·肯尼迪表示："AWS与谷歌云的此次合作标志着多云连接 领域的根本性转变。" 谷歌云网络副总裁兼总经理罗布·恩斯指出，联合网络旨在让客户更轻松地在云间迁移数据和应用程 序。谷歌云在声明中称，Salesforce是采用该新技术的早期用户之一。 AWS向企业、政府及个人提供计算能力、数据存储和其他数字服务，是全球最大云服务提供商，其后 是微软的Azure和谷歌云。 智通财经APP获悉，亚马逊(AMZN.US)和谷歌(GOOGL.US)于12月3日联合推出一项共同开发的多云网 络服务，两家公司在声明中表示，此举旨在满足市场对可靠连接日益增长的需求——在当前环境下，即 使短暂互联网中断也可能造成重大故障。 该举措将使客户能够在几分钟而非数周内，在这两家公司的计算平台之间建立私有高速链接。 此项新服务的推出，距10月20日亚马 ...

Core Viewpoint - Alphabet is positioned as a leader in the AI infrastructure race, having developed its capabilities over the past decade, and is expected to widen its lead in the AI sector moving forward [2][9]. Group 1: AI Development and Infrastructure - Alphabet has been working on AI since 2011, establishing the Google Brain research lab and developing the TensorFlow framework, which is now widely used for training large language models (LLMs) [3][4]. - The company acquired DeepMind in 2014 and merged it with Google Brain in 2023, which contributed to the development of its Gemini LLM [3]. - Alphabet released its TensorFlow machine learning library in November 2015 and introduced tensor processing units (TPUs) in 2016, designed specifically for machine learning and AI workloads [4]. Group 2: Competitive Advantage - Alphabet's TPUs are now in their seventh generation, providing a significant performance and cost advantage over competitors who are just beginning to develop their own AI ASICs [5][6]. - The company benefits from a structural cost edge due to its combination of custom AI chips and foundational AI models, creating a flywheel effect that enhances its competitive position [6][7]. - By utilizing TPUs for training Gemini, Alphabet achieves better returns on capital expenditure compared to competitors relying on Nvidia's GPUs, allowing for reinvestment into further improvements [7]. Group 3: Market Position and Future Outlook - Alphabet's ownership of a world-class AI model enables it to capture the entire AI revenue stream, unlike competitors such as Amazon and Microsoft, which depend on third-party LLMs [8]. - The upcoming acquisition of cloud security company Wiz is expected to enhance Alphabet's ecosystem advantage [8]. - The company is positioned to be the big winner in the next phase of AI infrastructure due to its vertical integration and custom AI chips, making it a long-term buy despite its recent strong performance [9].

Core Insights - Amazon and Google have launched a jointly developed multicloud networking service to address the increasing demand for reliable connectivity [1] Group 1 - The new service aims to enhance connectivity solutions for businesses, reflecting the growing need for robust network infrastructure [1] - This collaboration comes at a time when even brief interruptions in connectivity can have significant impacts on operations [1]