Core Insights - Amazon has shown significant resilience and growth potential, with a stock surge of 30.9% over the past three months, outperforming the broader Zacks Retail-Wholesale sector and the S&P 500 [1] Cloud Infrastructure Market - AWS, Microsoft Azure, and Google Cloud collectively hold a 63% share of total enterprise spending on cloud infrastructure services in Q1 2025, with AWS leading at 29.1% market share [2] - AWS generated $29.3 billion in revenue in Q1, reflecting a year-over-year growth of 16.9%, and has an annualized run rate of $117 billion [7][9] - AWS maintains a substantial backlog of $189 billion, indicating strong revenue visibility and sustained demand for cloud services [8] AI Initiatives - Amazon's AI business has achieved a multi-billion-dollar annual run rate with triple-digit growth, positioning the company favorably in the generative AI landscape [11] - Recent developments in AWS, including the introduction of AI-powered tools and infrastructure investments, demonstrate Amazon's commitment to AI leadership [12][13] Financial Performance - Amazon's Q1 net income increased by 64.4% year-over-year to $17.1 billion, with operating income rising 20.2% to $18.4 billion, reflecting effective operational scaling [15] - The company has a robust balance sheet with $66.2 billion in cash and equivalents, providing financial flexibility for continued investments [16] Future Projections - The Zacks Consensus Estimate for Amazon's 2025 net sales is $694.49 billion, indicating an 8.86% growth from the previous year [17] - Current valuation metrics suggest that Amazon's stock may be fully valued, with a forward 12-month price-to-sales ratio of 3.25X, above the industry average [18] Investment Outlook - Current shareholders are advised to maintain their positions as AWS and AI initiatives are expected to drive continued business transformation and growth potential [21]

编辑｜冬梅 美国当地时间 6 月 26 日，Anthropic 刚刚升级了一项重要工具 A rtifacts ，让构建交互式 AI 工具变 得更加轻松。这项功能对于普通用户来说意义非凡，因为无需任何编程技能。 这标志着 Claude 聊天机器人正式向实用工具平台转型。 这家总部位于旧金山的人工智能公司去年 8 月首次发布了 Artifacts。该功能允许 Claude 用户创建小 型 AI 编程应用程序供自己使用。 自推出以来， 数百万用户已经创建了超过五亿个"作品" ——从生产力工具到教育游戏。如今， Anthropic 正在简化 Artifacts 的分享。同时，它也让使用该功能开发的应用程序更加强大。 据 Anthropic 团队成员介绍，最初，Artifacts 的功能是用来生成网站。 据 Anthropic 研发团队成员介绍，去年 3 月份的时候，他想看看最新的模型在生成网站方面有多厉 害。他一直以来的做法是把大模型生成的网站复制粘贴到编辑器里，然后保存文件，再在浏览器里打 开文件。但他注意到整个这样来回的过程特别花时间，所以希望它能直接在屏幕上渲染出来。于是这 位研发人员做了个很简陋的并排界面。 ...

转自：新华财经 思科2025生态创新峰会27日在上海举办。本次峰会以"开启AI新视界"为主题，汇聚众多行业领袖、技术先锋与生态伙伴， 共同探讨AI如何推动商业创新与生态体系构建。 当前，企业正面临在保障安全的前提下加快应用AI、释放投资价值的挑战。为助力企业紧抓机遇，思科在峰会上发布多个 安全网络解决方案，帮助企业灵活应对 AI 时代的转型需求，加速迈向智能未来。此外，思科还公布了其最新的企业网络研 究成果，旨在基于全球及中国市场洞察，打造面向AI时代的安全生态系统。 上海市人工智能行业协会秘书长钟俊浩在致辞中表示，当前，人工智能技术正以惊人的速度重塑各行各业，推动产业变革 与创新，需要强化创新能力培育，完善产业生态体系建设，以及筑牢技术安全屏障。 根据最新发布的《思科2025企业网络研究》（Cisco 2025 Networking Research），当前，企业网络正经历一场重大的架构变 革。随着AI助手、智能代理和数据驱动型工作负载重塑工作方式，网络流量变得更快、更动态、对延迟更敏感，整体也更 为复杂。基于对中国企业的调研，多重信号表明网络架构正加速转型。 思科在本次峰会发布多项全新产品及功能升级，助力 ...

以下文章来源于新智元 ，作者新智元 新智元 . 智能+中国主平台，致力于推动中国从互联网+迈向智能+新纪元。重点关注人工智能、机器人等前沿领 域发展，关注人机融合、人工智能和机器人革命对人类社会与文明进化的影响，领航中国新智能时代。 来源 | 新智元 OpenAI未来想要做的，便是吞掉微软、谷歌的市场。 Information独家爆料称，OpenAI内部已筹划一年，计划在ChatGPT中植入「文档协作」与 「即时通讯」功能。 把ChatGPT打造为「超级智能的个人助理」。 O p e n A I 万 能 办 公 神 器 ， 微 软 谷 歌 危 了 ？ 对于所有ChatGPT用户来说，「文档协作」功能是一种自然的延伸。 这一计划表明，未来OpenAI可能还会开发文件存储等，能够让人与AI、人与人之间协同的功 能。 OpenAI这一步棋，直接向「金主爸爸」微软发起正面挑战，同时也将开辟与谷歌竞争的新战 线。 如今，谷歌搜索引擎部分流量，因用户转向ChatGPT严重流失。6月最新统计显示，仅ChatGPT 蚕食了全球79%流量份额。 在办公领域，微软Office和谷歌Workspace，已成为许多企业办公生产力的基 ...

OpenAI秘密设计协作工具，加速向企业级市场渗透，直接挑战微软Office和谷歌Workspace。 据媒体周二报道，OpenAI正在开发文档协作和聊天通讯功能，直接对标谷歌Workspace和微软Office套 件。 知情人士向媒体透露，该公司还开发了支持多用户在ChatGPT内沟通的软件。分析指出，这一协作功 能可能吸引更多企业用户，尤其是那些倾向于采购一站式生产力工具套件的企业。 这将直接挑战微软和谷歌在企业生产力市场的主导地位，同时可能削弱谷歌搜索引擎的市场份额。 "正面硬刚"微软和谷歌 可以料想到的是，一旦OpenAI正式推出协作功能，将直接冲击微软Office和谷歌Workspace的核心市 场。 企业通常偏好购买生产力应用套件，如微软Office和谷歌Workspace，而这些套件现在都包含类似 ChatGPT的AI助手功能。 OpenAI的入局可能打破现有格局，其协作工具和文件存储功能将使ChatGPT对企业客户更具吸引力， 尤其是在其已与Moderna和T-Mobile等公司达成团队或企业范围ChatGPT订阅合作的情况下。 据了解，OpenAI近期还推出了订阅折扣，引发微软销售团队的不满 ...

Hi, today we're going to talk about prompt engineering in Langmith. Langmith includes several useful features for optimizing and iterating on your LLM prompts. The first feature we'll be covering is called the prompt playground.The playground is accessible in the lefth hand navigation pane viewable here. However, you can also access the playground through any individual trace containing an LM call. Let's check out that second option using the application we built in our previous video, the explain like I'm ...

Key Takeaways CSCO's Q3 product revenues rose 15% to $10.37B, led by strong gains in Security and Observability segments. Product ARR climbed 8% as CSCO shifted toward software-based offerings and recurring revenue streams. CSCO secured over $1B in AI infrastructure orders, aided by its NVIDIA partnership and AI Canvas launch.Cisco Systems (CSCO) is expanding its lead in network security and intelligent infrastructure through an innovative portfolio. In the third quarter of fiscal 2025, the company report ...

OpenAI Canvas现支持下载，可以导出为PDF、docx或markdown。使用Canvas编写代码可以直接导出到 合适的文件类型(如.py、.js、.sql等)。 ...

Cisco Systems (CSCO) Update / Briefing June 11, 2025 11:00 AM ET Speaker0 Well, good morning, everybody, from San Diego. We want to welcome you all back to your streaming broadcast coming to you directly from the world of solutions here at Cisco Live twenty twenty five. So exciting. I'm Steve Moulter. On behalf of the entire Cisco TV team, we are really delighted to have you with us today. You know, from the moment this event kicked off, we have been experiencing the story of all of the unique, all of the d ...

Q1 Fiscal 2026 Earnings Results June 5, 2025 Braze Financial Highlights 1. Represents quarterly GAAP revenue multiplied by 4 YoY REVENUE GROWTH 2,342 CUSTOMERS IN OVER 75 COUNTRIES DOLLAR-BASED NET RETENTION 109% RATE 96% SUBSCRIPTION REVENUE $36M GAAP NET LOSS Data as of April 30, 2025 or the three months ended, as applicable $648M QUARTERLY REVENUE RUN RATE 1 20% 2 Forward Looking Statements and Disclaimer This presentation contains the following non-GAAP financial measures: non-GAAP gross profit and marg ...