Key Takeaways UIS launched three AI cloud solutions to boost operations and integrate AI into core enterprise systems. The company faces rising competition from MSFT's Copilot and PLTR's AIP in the agentic AI space. UIS expects 2026 EPS to grow 120.7% and trades at a low 0.15x forward P/S, signaling strong upside potential.With the current market rapidly shifting its focus toward AI solutions for seamless and more efficient business operations, Unisys Corporation (UIS) is stepping up its game in this cont ...

Investment Rating - The industry investment rating is "Outperform the Market - A" [9] Core Insights - The overseas AI computing sector has experienced a significant rebound, driven by five key factors reflecting optimism in the industry, increasing downstream application demand, supply from upstream chip manufacturers, confidence from major players, and infrastructure investment [7][22] - Major cloud providers in North America reported a total capital expenditure (Capex) of $71.9 billion in Q1 2025, a 62% year-on-year increase, indicating a strong consensus on AI as a key industry trend [3][18] - The rapid growth in token usage, with Google's monthly average token calls projected to increase from 9.7 trillion in April 2024 to 480 trillion in April 2025, signifies a surge in demand for computing power, particularly in AI applications [4][19] - Broadcom, a leader in ASIC chips, reported quarterly revenue exceeding $15 billion, with AI business revenue surpassing $4.4 billion, reflecting a 46% year-on-year growth, as demand for low-cost ASIC chips rises [5][20] - NVIDIA's CEO emphasized the strong and sustained demand for AI, marking the beginning of a decade-long infrastructure buildout, with the company's stock reaching a historic high of $160.98 and a market cap exceeding $3.92 trillion [6][21] Summary by Sections Capex - North American cloud giants reported a total Capex of $71.9 billion in Q1 2025, up 62% year-on-year, with optimistic forecasts for continued investment in AI infrastructure [3][18] Token - Microsoft's Azure AI infrastructure processed over 100 trillion tokens in Q1 2025, a fivefold increase year-on-year, while Google's token usage is expected to grow 50 times within a year, indicating a rapid increase in demand for AI computing power [4][19] ASIC - Broadcom's ASIC chip revenue reached over $4.4 billion, a 46% increase year-on-year, as the demand for AI applications shifts towards more cost-effective ASIC solutions [5][20] NVIDIA - NVIDIA's stock hit a record high, with the CEO highlighting the ongoing strong demand for AI and the company's strategic roadmap for product updates, reinforcing its leadership in the AI computing sector [6][21] Stargate - OpenAI and Oracle announced a significant expansion of their Stargate AI computing infrastructure project, with an initial investment of $100 billion, aiming to enhance AI infrastructure in the U.S. [7][22]

Nvidia (NVDA -2.87%) and Microsoft (MSFT -1.02%) shares have advanced 18% year to date, while the S&P 500 (^GSPC -0.11%) has gained 6% as of June 30. Some Wall Street analysts expect that momentum to carry the companies to a major milestone in the coming months. Specifically, both could achieve market values of $5 trillion before the end of 2026.William Stein at Truist Financial recently set Nvidia with a target price of $210 per share. That implies 33% upside from its current share price of $158. It also i ...

Kobbie Mainoo of Manchester United during the Premier League match between Manchester United FC and Aston Villa FC at Old Trafford on May 25, 2025 in Manchester, England. The English Premier League is bringing artificial intelligence to the soccer pitch through a new partnership with Microsoft. Terms of the agreement were not disclosed. "This partnership will help us engage with fans in new ways — from personalized content to real-time match insights," Richard Masters, English Premier League CEO, said in a ...

Key Takeaways INTC is exiting its automotive business and laying off 15-20% of its global workforce to reduce expenses. The job cuts impact over 100 roles at HQ, including senior engineers and tech leads in CPU and GPU design. Intel aims to streamline operations and bolster research and development for its core IDM 2.0 manufacturing.Intel Corporation (INTC) is reportedly winding up its automotive architecture business and laying off a significant number of employees as part of its broader restructuring pr ...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：当公众的目光都聚焦在AI模型迭代时，一场真正的革命已悄然发生：全球企业级AI推理用量正呈指数级飙升，其商业变现能力远超预期。本文用 硬核数据揭示这场静默爆发的产业质变。文章来自编译。 很长时间以来，大多数AI服务（尤其是推理API）的使用量与收入的增长都极其迅猛。SemiAnalysis的Dylan Patel指出，这些API对企业来说利润非常高—— 毛利率有时候高达75%甚至更高。这在搞AI的人当中是众所周知的一个公开事实，但在新模型发布与功能炒作此起彼伏的喧嚣当中，广大公众反而可能忽视 了这一点。 我认为向普通用户提供订阅服务也是盈利的，但重度用户很可能会成为AI公司的成本负担，再加上训练尖端模型还需要明显的资本支出。尽管如此，即便 模型保持不变，其使用量也在呈指数级增长，而且其中很大一部分都在盈利范围内。 早在今年上半年我们看到整个行业取得诸多惊人进展之前，AI使用的极端（某些情况下是指数级）增长就已经发生了。推理模型将推理答案从几百个token 扩展到有时数万个token，这会让使用量图走势限 ...

整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和价 值 分 析。 A I 快 报 1.6月27日，理想汽车发布全新组织架构调整和人事任命 ：原"研发与供应群组"和"销售与服务群 组"整合并入新成立的"智能汽车群组"，对理想汽车智能汽车业务的战略到经营闭环负责；总裁马 东辉将担任智能汽车群组的负责人，向董事长兼CEO李想汇报。李想仍将负责汽车业务相关的产 品线、产品部、品牌、战略等团队，并将更多精力投入AI领域。 2.Meta挖走了OpenAI顶级研究员Trapit Bansal，加入其新成立的部门AI超级智能部门，负责 推理模型的研发。 OpenAI发言人Kayla Wood证实了Bansal已离职的消息，并且领英页面也显示他已经离开了 OpenAI。Trapit Bansal自2022年起就在OpenAI工作，是该公司强化学习的关键推动者，并 且 是OpenAI首个AI推理模型o1的基础贡 献者之一。 6 月 26 日，Meta 证实从 OpenAI 苏黎世研发中 ...

[Music] Hello everybody. Uh my name is Ima. I'm a program man uh product manager at Microsoft.It's a pleasure to talk to you today about Foundry local which enables developers to easily build up crossplatform applications powered by local AI. So let's get started. Uh the first question is if the cloud AI is so powerful why do we need local AI.So here are four key reasons based on our conversations and observations with our customers. So first of all, how does cloud AI work in environments with low network b ...

In the age of autonomous AI agents, ensuring their safety and reliability is paramount. But how can we proactively uncover vulnerabilities before they impact real-world scenarios? Enter Azure AI Evaluation SDK’s Red Teaming Agent—a cutting-edge tool designed to rigorously challenge your AI agents, exposing hidden risks and unexpected behaviors. This session will guide you through the powerful capabilities of Azure’s Red Teaming Agent, demonstrating how it simulates adversarial scenarios, stress-tests agenti ...

As AI agents transition from experimental assistants to critical components of enterprise workflows, reliably evaluating their performance becomes essential. But how do you systematically measure an AI agent’s capabilities, contextual understanding, and accuracy across diverse scenarios? In this talk, we'll dive deep into the Azure AI Evaluation SDK, an innovative tool designed to rigorously assess agentic applications. Learn how to create powerful evaluations using structured test plans, scenarios, and adv ...