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山东数据基础设施建设进展显著,全省算力总规模相较“十四五”初期增长近3倍
Qi Lu Wan Bao· 2025-12-24 06:18
齐鲁晚报·齐鲁壹点记者 李文璇 12月24日上午,山东省人民政府新闻办公室举行新闻发布会,邀请省大数据局主要负责同志等介绍"十 四五"时期山东数字强省建设发展情况。 强化算力协同共享,建设全省一体化算力服务平台,逐步推动省内主要算力中心统一纳管,培育跨区域 协同共享的算力供需对接生态。鼓励算力赋能应用,面向智能制造等重点场景,全省各类算力中心已累 计承载超3800个产业类平台,为26.24万家企业提供数智化转型服务。比如,山东能源集团基于算力资 源部署了智慧矿山大模型,给地下千米的矿井装上了"智能大脑",开创了"地面规划采煤、装备自动执 行、面内无人作业"的全新开采模式。 另一方面,推进数据基础设施建设提标扩面。积极参与国家数据基础设施先行先试。青岛作为首批试点 城市,高效完成数据流通基础设施平台部署测试,共联动739家数据流通利用主体,上架1300余项数据 产品,在金融、医疗等领域打造了20余个典型场景。济南、潍坊新入选第二批试点城市,正加快推进。 梯次培育项目,共争取国家奖补项目2个,评选出省级数据基础设施"标杆型"项目4个、"引领型"项目6 个,下达4000万元奖补资金,支持符合国家发展导向的数据基础设 ...
Confluent's Acquisition by IBM and Stock Downgrade
Financial Modeling Prep· 2025-12-08 20:04
Core Insights - Confluent is a data infrastructure company specializing in real-time data streaming, allowing businesses to build applications that respond to data in real-time [1] - IBM has announced its acquisition of Confluent for $11 billion in cash, valued at $31.00 per share, which is slightly above the current stock price [2] - The acquisition is part of IBM's strategy to enhance its data and automation offerings amid the growing trend of cloud migration and AI adoption [2] Stock Performance - Despite a downgrade from Piper Sandler from Overweight to Neutral, Confluent's stock has increased by 28.54%, with a change of $6.61 [3] - The stock has fluctuated between $29.70 and $29.86, with a market capitalization of approximately $10.41 billion [3] - High trading volume of 66.97 million shares indicates strong investor interest [3] Investigation - Halper Sadeh LLC is investigating the fairness of the proposed sale to IBM, focusing on the best interests of Confluent shareholders and the board's fiduciary duties [4]
Netflix Might Soon Be The Ultimate Content Creator
Seeking Alpha· 2025-12-08 12:30
Group 1: Netflix and Warner Bros. Discovery Deal - Netflix announced a significant acquisition of Warner Bros. Discovery for $82.7 billion, aiming to create a new content and entertainment powerhouse [5] - The deal will include the streaming and movie studio segments, while cable networks like CNN and TNT will be spun off into a standalone company by 2026 [5] - This merger is seen as a strategic move to enhance Netflix's competitive position against rivals like Disney+, Apple TV+, and Amazon Prime Video, providing a vast library and reducing licensing volatility [5][6] Group 2: Market Reactions and Implications - The acquisition has raised concerns among investors and analysts about potential increases in subscription fees and its impact on the broader streaming market [5] - Movie theater stocks have reacted negatively to the news, indicating market apprehension regarding the future of theatrical releases in light of the merger [5] - Regulatory scrutiny is anticipated, with discussions around whether the deal will create an overly powerful entity in the entertainment sector [6] Group 3: Other Industry Developments - Carvana has been added to the S&P 500, marking a significant turnaround from being one of the most heavily shorted stocks [4] - Yardeni Research has advised investors to reduce exposure to the "Magnificent Seven" technology giants, indicating a shift in market sentiment towards these stocks [4]
Confluent Stock Soars 28%. What's Moving the AI Data Company.
Barrons· 2025-12-08 11:08
Confluent is surging as IBM looks to acquire the data-infrastructure company, according to a report. ...
Why Confluent Shares Are Trading Higher By Around 32%; Here Are 20 Stocks Moving Premarket - Cemtrex (NASDAQ:CETX), Confluent (NASDAQ:CFLT)
Benzinga· 2025-12-08 10:26
Shares of Confluent Inc (NASDAQ:CFLT) rose sharply in pre-market trading.International Business Machines Corp (NYSE:IBM) is reportedly in advanced discussions to acquire data-infrastructure company Confluent for approximately $11 billion. IBM is close to finalizing a deal to buy Confluent, a company that provides technology for managing real-time data streams used in large artificial intelligence models, reported The Wall Street Journal on Sunday.Confluent shares jumped 31.8% to $30.49 in the pre-market tra ...
IBM Reportedly Nears $11 Billion Deal To Acquire Confluent, In Big Push Into Real-Time AI Data - Confluent (NASDAQ:CFLT), Salesforce (NYSE:CRM)
Benzinga· 2025-12-08 07:31
International Business Machines Corp (NYSE:IBM) is reportedly in advanced discussions to acquire data-infrastructure company Confluent Inc (NASDAQ:CFLT) for approximately $11 billion.IBM’s Business Restructuring Around AIIBM is close to finalizing a deal to buy Confluent, a company that provides technology for managing real-time data streams used in large artificial intelligence models, reported The Wall Street Journal on Sunday.If completed, the acquisition would mark IBM's most significant recent deal as ...
IBM in talks to buy Confluent for $11 billion amid AI push - report (IBM:NYSE)
Seeking Alpha· 2025-12-08 05:07
IBM (IBM) is in advanced negotiations to acquire Confluent (CFLT)— a data infrastructure company, for approximately $11 billion, the WSJ reported, citing people familiar with the matter. The deal could be announced as early as Monday, the report added. It ...
China’s Exports Rebound, IBM Nears $11 Billion Confluent Deal, Toyota Plans New Sports Car
Stock Market News· 2025-12-08 03:38
Trade Performance - China's exports rebounded by 5.9% year-over-year in November, surpassing expectations of 4.0% growth and reversing a 1.1% drop in October, contributing to a trade surplus of $111.68 billion [2][8] - Imports increased by 1.9% year-over-year in dollar terms, although this was below the estimated 3.0% growth [3] - Total goods imports and exports in yuan-denominated terms increased by 3.6% in the first 11 months of 2025, reaching 41.21 trillion yuan (approximately $5.82 trillion) [3] Technology Sector - International Business Machines (IBM) is in advanced talks to acquire Confluent (CFLT), a data infrastructure firm, for an estimated $11 billion [4][8] Automotive Industry - Toyota plans to unveil a new sports car in 2027, expected to have a price tag of approximately $240,000, potentially named the GR GT [5][8]
IBM nears roughly $11 billion deal for Confluent, WSJ reports
Reuters· 2025-12-08 03:12
Group 1 - IBM is in advanced talks to acquire Confluent for approximately $11 billion [1] - The acquisition is focused on enhancing IBM's data infrastructure capabilities [1] - The information is sourced from the Wall Street Journal, citing individuals familiar with the negotiations [1]
IBM Nears Roughly $11 Billion Deal for Confluent
WSJ· 2025-12-08 03:01
Core Insights - A potential deal for the data-infrastructure company is expected to be announced as early as Monday [1] Group 1 - The company is involved in the data-infrastructure sector, indicating a focus on technology and data management solutions [1]