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猛哭了——甲骨文
小熊跑的快· 2025-09-10 23:34
已经好过年没见过几千亿美金 大公司 一晚上干40%+ 。 全球都瞪大眼睛看。 再三确定,自己不是瞎了?昨晚一度逼近一万亿美金市值。又不是 十几亿美金的小垃圾。震撼! 昨天盘后26%,夜盘交易也27%。 开盘高开高走一度到43%。 昨天一听完 电话会议,就判定它拉开新篇章了,要给北美洲算力强行续命,果然不负众望。 但纳斯达克指数表现很差,因为亚马逊-3.3%。拼苹果-3.2%。正好也是ai 渗透慢的两家(他们可能掉队了)。 接下来就看甲骨文兑现它的 业绩了 ( 海内外投资者 和分析师目前也拆不出它三个月新增的3000亿美金新订单从何组成(除了openai 甲骨文 软银 搞得星际之门 实在没啥了,特朗普说政府 没出钱,但是7月它宣布先建立一个很小的数据中心)我自己翻了所有的相关调研纪要和公告,发觉纯商业企业公司 可能组成不了 3000亿新订单,ceo 披 露的单四季度可能增加630亿美金,这个我们拆解的出来,靠实际的商业企业(openai+亚太两家大互联网+北美客户),实现概率很高。 但一个季度增加 3000多亿美金,就看openai 融资了。最近估值5000亿美金了,应该又融资了。就按照现有的全球云体量,金额上 ...
让 AI 云帮客户赚钱,云厂商的下一个赛点
晚点LatePost· 2025-08-29 16:18
Core Viewpoint - The article emphasizes the transition of cloud computing from cost reduction and efficiency enhancement to directly creating value through AI integration, highlighting the importance of AI capabilities in driving business growth and innovation [3][5][10]. Group 1: AI Integration and Business Impact - A report from MIT indicates that 95% of companies attempting to use AI have not seen commercial returns, but the remaining 5% have generated significant value, with some startups achieving revenues of $20 million within a year by focusing on specific business pain points [3]. - Baidu's intelligent cloud has supported 65% of central enterprises and 80% of systemically important banks, showcasing its extensive reach and impact in various industries [5]. - Baidu's AI capabilities are being transformed into revenue-generating tools for enterprises, with AI new business revenue expected to exceed 10 billion yuan by Q2 2025 [14]. Group 2: Cloud Computing Evolution - The cloud computing landscape is shifting from resource leasing to supporting AI capabilities for training, deployment, and invocation, marking a new phase in cloud competition [17]. - Baidu's cloud strategy has evolved from "cloud intelligence integration" to "intelligent priority," focusing on redefining how enterprises utilize cloud services starting from AI [7][10]. - The competition among cloud providers is now centered on engineering capabilities, scene adaptation, and system integration rather than just model capabilities [8]. Group 3: Technological Advancements and Offerings - Baidu has upgraded its AI computing platform to version 5.0 and its Qianfan platform to version 4.0, enhancing multi-model high-concurrency scheduling and integrating various capabilities for enterprise services [10]. - The company has developed a digital employee and compliance analysis tools, aiming to standardize AI applications across industries [10]. - Baidu's self-developed Kunlun AI chips and training platforms provide a competitive edge in terms of cost efficiency and scheduling capabilities [8][9]. Group 4: Market Position and Future Outlook - Baidu holds a leading position in China's AI public cloud service market with nearly 25% market share and 15% share in the large model platform market [14]. - The company aims to convert complex AI capabilities into practical business solutions, addressing the dual challenges of finding new growth curves and ensuring secure development space in a competitive global landscape [18][19]. - Baidu's strategy includes comprehensive self-research across infrastructure, model frameworks, and engineering platforms to reduce reliance on external ecosystems [19].
杭州行感悟
小熊跑的快· 2025-07-13 08:26
Core Viewpoint - The article emphasizes the growing importance of Alibaba Cloud as a key highlight for Alibaba Group, especially in light of declining performance in its e-commerce segment, particularly Taobao [4][5]. Group 1: Alibaba's Current Challenges - Taobao's contribution to a service company’s revenue has decreased from over 85% four years ago to 50% currently, indicating a loss of market share to competitors like Douyin, Pinduoduo, and Xiaohongshu [4]. - Consumer dissatisfaction with Taobao's return policies and shipping fees has led to a decline in user engagement, with some families completely uninstalling the app [4]. Group 2: Alibaba Cloud's Potential - Alibaba Cloud is recognized as the only bright spot for Alibaba, attracting attention from capital markets due to its significant scale and capabilities [5]. - Alibaba Cloud ranks as the fourth largest globally and the largest in China, benefiting from economies of scale that allow it to offer competitive pricing for services like GPU leasing [6]. Group 3: AI and Cloud Adoption - The rise of AI is expected to drive a second wave of cloud adoption among enterprise customers, as many companies will seek cost-effective cloud computing solutions due to the increasing complexity of AI infrastructure [7]. - The low cloud adoption rate in China is attributed to concerns over data security and the affordability of traditional servers, but the demand for AI capabilities is likely to push more companies towards cloud solutions [6][7]. Group 4: Future Trends in AI and Cloud - The article suggests a shift towards open-source models combined with public cloud architectures, as companies become more cautious about using closed-source APIs, particularly in sensitive sectors like biotechnology [8]. - Major tech companies, including Google, are at a crossroads regarding their reliance on either open-source models or cloud services for revenue generation, indicating a broader industry trend [9]. Group 5: Alibaba Cloud's Strategy - Alibaba Cloud's internal structure promotes a straightforward approach to business development, allowing for efficient expansion while maintaining a balance between openness and conservatism compared to competitors like Tencent Cloud and Volcano [10]. - Confidence in Alibaba Cloud's future prospects remains strong, suggesting a belief in its ability to navigate the evolving market landscape [11].
亚马逊云现场一手
小熊跑的快· 2025-06-20 08:13
Group 1 - The release of Claude 3.7 and 4 has positioned it as a strong competitor to OpenAI's O1 series models, with daily token usage nearly equalizing [1] - There is a clear division in the model ecosystem, with AWS not promoting OpenAI's GPT series and Google Cloud supporting Claude while avoiding GPT series [2] - Trainium 2 can currently support a 60,000 card cluster, and its promotion is aggressive, while Inferentia has not seen updates for a long time, with Trainium 3 expected by year-end [3] Group 2 - Amazon is recognized as the largest and most reliable cloud provider based on CPU computing, continuously reducing costs [4] - There are three layers for application development: GPU-based SageMaker, integrated platform for basic model API calls called Bedrock, and a high-level user interface referred to as Q [4]