如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容编译自mobileworldlive。 据 报 道 ， 埃 隆 · 马 斯 克 旗 下 的 SpaceX 正 在 与 合 作 伙 伴 合 作 ， 将 芯 片 嵌 入 智 能 手 机 中 ， 以 支 持 Starlink 直接到设备 (D2D) 服务，该系统将通过从 EchoStar 购买的无线频谱来实现。 据彭博社报道，SpaceX 总裁兼首席运营官格温·肖特韦尔 (Gwynne Shotwell) 昨天（9 月 16 日） 在巴黎举行的一次太空会议上透露，该公司正在与芯片公司合作。 马斯克最近解释说，制造商需要大约两年的时间来修改他们的芯片以适应 AWS-4 频谱，同时还需 要时间来建造可以使用它的卫星。 T-Mobile US 正在向 SpaceX 的 Starlink 卫星提供其 PCS G-block，该块目前用于该运营商的 T- Satellite 短信服务。 马斯克并未排除其他移动运营商在与 T-Mobile 的协议到期后获得 Starlink 卫星的使用权并提供类 似服务的可能性。 然而，自从 SpaceX 本月早些时候达成购买 EchoS ...

Core Insights - Alibaba's shares increased following reports that it secured a significant customer for its AI chips, specifically China Unicom [1][2] - China Unicom will utilize Alibaba's AI accelerators as part of a new data center project, which will also incorporate chips from other domestic companies [3] - The partnership highlights China's push to enhance the use of domestic semiconductors for AI amid uncertainties regarding Nvidia's access to the Chinese market [3][4] Company Developments - Alibaba's computing power will be integrated into China Unicom's new data center project, which is located in Qinghai province [3][5] - The collaboration was revealed through a CCTV report showcasing a billboard related to China Unicom's Sanjiangyuan data center [5] - Alibaba is recognized as a leading player in AI and cloud computing in China, with ongoing development of its own AI models and new AI chips [4]

Nokia CorporationStock Exchange Release17 September 2025 at 13:00 EESTNokia announces changes to its leadership team and the creation of Technology and AI and Corporate Development Organizations Nokia announces the creation of two new teams, a Technology and AI Organization (TAO) and a Corporate Development Organization (CDO) to strengthen the company’s capabilities in technology innovation, bring better support to business development and create more focused organizations. Pallavi Mahajan to join Nokia a ...

来源：IT时报 2025中国电信云计算研究院博士夏令营（上海站）活动侧记 作者／ IT时报记者 郝俊慧 编辑／ 钱立富 孙妍 上海的九月，秋意未浓，却迎来更甚于夏日的"秋老虎"。 9月5日早上8点多，气温已飙升至31摄氏度。中国电信首席科学家、云计算研究院院长吴杰早早赶到上海电信博物馆，等待14名博士生的到来。 国内的人才大战正如这天气一般"炙热"。华为、字节、腾讯、阿里巴巴……互联网大厂纷纷开出百万甚至更高年薪，向国内顶尖高校的优秀毕业 生抛出"橄榄枝"。 年轻的中国电信云计算研究院，同样求贤若渴。这些参加中国电信云计算研究院博士夏令营（上海站）的博士生，来自复旦大学、上海交通大 学、南京大学、中国科学技术大学、华中科技大学等国内顶尖高校，是吴杰与他的同事从1000多份简历中精心挑选而出，名副其实的"百里挑 一"。 9点10分，大巴车稳稳停在上海电信博物馆门前，一群年轻人走近这家"不按常理出牌"的央企研究院。 历史的起跑线 最清晰的未来，往往只有站在历史的起跑线上才能望得见。 转型的逻辑 然而，中国电信并不满足于此。 2024年底发布的《云计算研究白皮书》列出两张图表：一张是全球头部云厂商三年来在全球14个 ...

凤凰网科技讯 9月17日，中国国际信息通信展将于9月24日至26日举行。华为确认参展，主题为"加速迈 向智能世界"，计划展示其在5G-A、F5G-A、人工智能、专线+X及自动驾驶网络（ADN）等领域的技 术进展与解决方案。 9月15日，凤凰网科技等媒体采访了华为中国地区部多位业务负责人。系统性阐述了华为在5G-A、F5G- A、AI与智算等领域的布局与思考。 华为中国地区部副总裁黄雒蒙坦言，过去四年行业变化巨大。"AI自转、大模型、AI Agent已成为日常 话题，连接与计算正在以前所未有的速度改变社会。" 他表示，华为此次参展的核心逻辑，是展示AI进入个人、家庭与行业后所催生的新业务与体验，尤其 是运营商如何借助5G-A与AI实现网络架构与业务形态的双重变革。 据华为中国运营商Marketing部部长梁策介绍，截至目前，全国5G-A套餐用户已突破3000万，支持5G-A 的终端数量超过1亿部，全国已有300个城市部署5G-A网络。"5G-A产业已进入成熟期，正在从'可 用'向'好用''愿用'迈进。" 他指出，5G-A带来的不仅是速率提升，更是体验经营的可能。"差倍速"和"Logo2.0"成为两大亮点。所 谓 ...

AI-FAN：涵盖AI-OLT、AI-FTTO、AI智家宝等系列创新产品，采用领先的NPU与CPU融合等创新技术为家庭终端提供内置算力，使其从联接网关升级 为AI服务入口，能够精准感知并识别具体应用，为高价值用户提供差异化体验保障，同时实现家宽质量问题的主动预防和家宽投诉自动处理；AI-FAN也具 备端边云算网协同能力，保障各种性能要求的AI服务体验，加速家庭和企业智能应用变现。 华为光产品线副总裁金志国详细介绍了AI-OTN和AI-FAN系列产品的九大创新技术，他表示："光产业已迈入新一轮代际演进周期，华为基于光器件、 光系统、光算法等领域的技术创新，发布全面集成AI能力的创新产品和解决方案，加速AI走向千家万户，千行万业，携手全行业开启AI新时代。" 会上，陈帮华发布了光智共融战略，并详细阐述了华为对光产业的价值与发展路径的深入思考："以光赋能AI演进，光网络从网络联接升级为统一的AI 入口，结合云以及端到端网络能力升级，为家庭和企业用户提供丰富的智能应用，并构建弹性超宽、超高可靠的差异化网络承载能力，支撑'一点接入、随 取随用'的算力协同；同时，以AI重构光未来，让设备具备内置算力和智能感知能力，基于丰 ...

未来十年十大技术趋势 《智能世界2035》报告展望了未来十年十大技术趋势。 趋势一：AGI（通用人工智能）将是未来十年最具变革性的驱动力量，但仍需克服诸多核心挑战，方能 实现AGI奇点突破。因此，走向物理世界是AGI形成的必由之路。 趋势二：随着大模型的发展，AI智能体将从执行工具演进为决策伙伴，驱动产业变革。 趋势三：开发模式迎来变革，人机协同编程成为主流。人类将更专注于顶层设计和创新思考，而把繁琐 的编码执行工作，交给高效的AI来完成。 趋势四：交互方式正从图形界面转向自然语言，并向着融合人类五感的多模态交互演进。用户通过语 音、手势等方式与数字世界互动，获得深度沉浸的体验。 趋势五：手机App正从独立的功能实体，转变为由AI智能体驱动的服务节点。用户只需给出指令，AI智 能体将调用相关服务节点，为用户提供极致体验。 9月16日，华为发布《智能世界2035》系列报告，展望了未来十年的关键技术趋势以及这些技术对教 育、医疗、金融、制造、电力等行业带来的改变和影响。 华为认为，AGI（通用人工智能）将是未来十年最具变革性的驱动力量。华为还预测，2035年全社会的 算力总量将增长10万倍。 趋势八：2035年数 ...

The Straits Times Index (SGX: ^STI) is up around 14.7% year to date (YTD), reflecting heightened investors’ optimism.However, some of its constituents are piggybacking off strong performances, while others find themselves at crucial crossroads. Today, we shine the spotlight on four blue-chip stocks.Share prices are as of 12 September 2025. DBS: Can its Outperformance Continue? DBS Group Holdings Ltd (SGX: D05) is up 17.8% YTD.The local bank reported solid results for second quarter of 2025 (2Q 2025):  Total ...

Cogent Communications Conference Call Summary Company Overview - **Company**: Cogent Communications Holdings Inc. (NasdaqGS:CCOI) - **Date of Conference**: September 16, 2025 Key Points Industry and Market Outlook - **End Markets**: The company operates in three segments: enterprise, corporate, and net-centric business [3][4] - **Enterprise Business**: - Acquired from T-Mobile, this segment has seen a compounded decline of 10.6% per year over the last three years, which accelerated to nearly 20% post-acquisition due to purging unprofitable products [6] - Currently stabilizing at zero margin with a negative growth rate of 1-2% [6] - Targeting a return to a 20% margin over the next two years [6] - **Corporate and Net-Centric Business**: - Corporate segment grew at over 11% annually from 2005 to 2020, fell to -9% during the pandemic, and has since rebounded to 3-4% growth [7] - The net-centric segment generates 97% of traffic, growing at 8-9% after a pandemic peak of 26% [7] - Combined legacy segments are growing at mid-single digits (~5%) with 100 basis points of margin expansion annually [7] Financial Performance and Investments - **Sprint Acquisition**: - Acquired for $700 million over 54 months, with a net present value of $244 million in payments due from T-Mobile [8] - The acquisition included 19,000 route miles of intercity fiber and 1,200 route miles of metropolitan fiber [9] - **Data Center Expansion**: - Converted 125 sites into data centers, expanding from 55 to 180 facilities, totaling approximately 2 million square feet and 212 megawatts of power [11] - 24 facilities earmarked for divestiture, with ongoing negotiations for sale or lease [18] Growth Strategy and Market Share - **Wavelength Services**: - Targeting a 25% market share in a $2 billion addressable market, with a current revenue run rate of $36 million annually [10][14] - Competing against Lumen and Zayo, with a focus on intercity segments [14] - Competitive advantages include a larger footprint, faster provisioning, unique physical routes, and lower pricing [15][16] Capital Allocation and Future Outlook - **Capital Expenditure**: - Anticipated capital spending of $100 million annually, with $40 million in principal payments on capital leases [21] - Plans to use proceeds from divestitures for stock buybacks, dividends, or reducing leverage [19][20] Challenges and Market Conditions - **Corporate Business Growth**: - The corporate segment has seen a significant increase in vacancy rates from 6% to over 18% [22] - Current growth rate is stagnant at 3-4%, with a slow recovery from pandemic impacts [23] Additional Insights - **Cost Reduction**: - Ongoing efforts to reduce $20 million in annual expenses from the acquired Sprint business, expected to complete by the end of 2026 [21] - **Market Position**: - Cogent's credibility as the world's largest transfer provider supports its competitive positioning in the market [16] This summary encapsulates the key insights from the Cogent Communications conference call, highlighting the company's current performance, strategic initiatives, and market challenges.

It's time for the big three. We've got three stocks, three charts, and three trades for you, Rick Ducat, of course, joining us to take us through those charts. And here to take us through today's picks and those trades, Jessica Insk, the director of investor research at stockbrokers.com. It's great to have you both with us today. Jessica, we'll start with you.Just a big picture thought on the market and its performance this week as we head into that allimportant decision tomorrow from the Fed. Yeah, absolut ...