智通财经APP获悉，Canalys最新数据显示，2025年第一季度，中国内地在云基础设施服务上的支出达到116亿美元，同比增长16%。AI相 关需求已成为推动企业向云端迁移的主要动力。为把握这一增长机遇，云厂商正积极加大对AI基础设施和模型研发的投资。为弥合AI大 模型能力与实际业务需求之间的差距，厂商正采取多种战略路径，包括开源AI模型、拓展合作伙伴生态、推出AI智能体开发平台等。 在其最新发布的《企业AI合同数据库》中，Omdia记录了多项中国内地企业与云厂商之间的新合作案例，企业正通过部署预训练的即用 型模型及相关服务，加速其AI落地进程。2025年第一季度，阿里云在中国内地云服务市场中占据33%的份额，华为云为18%，腾讯云为 10%。 2025年第一季度，中国内地云基础设施服务市场持续加速发展。随着企业加快AI部署，云服务市场的潜力正不断释放。AI大模型对算力 的巨大需求，正在显著推动企业对基于云的GPU资源的依赖。 客户对AI的旺盛需求正在重塑云计算的应用方式。Canalys高级总监 Rachel Brindley 表示："AI正在全方位推动企业加速上云。一方面， 原本依赖本地数据中心的组织，正将 ...

Canalys （现并入Omdia） 将云基础设施服务定义为由第三方提供商托管，并通过互联网向用户提供的以下服务总和：裸金 属即服务（ BMaaS ）、基础设施即服务（ IaaS ）、平台即服务（ PaaS ）、容器即服务（ CaaS ）以及无服务器（ Serverless ）服务。 Canalys Canalys（现并入Omdia）是全球领先的科技市场独立分析机构，以渠道为核心 。致力于引导客户 展望科技行业的未来，并协助客户打造具有创新思维的商业模式。25年来，我们一直为全球科技厂商提高全球高度及本地视 角的市场分析及定制解决方案，我们的分析师作为各自领域的专家，把市场知识和客户要求相结合，为其打造定制化的研究 产品。 我们的研究涵盖新兴技术、企业技术、移动技术和智能技术。 渠道的深度理解是我们工作的基 石。我们通过专业的报告、数据和预测，为客户提供战略决策支持。同时，我们论坛和Candefero在线社区为渠道伙伴提供 了宝贵的互动与反馈平台。我们始终以高精度及高质量的数据、创新的技术运用和优质的客户服务为立足之本，赢得客户的 信任与认可。 Canalys （现并入 Omdia ）的最新数据， 2025 ...

PRESS RELEASE REGULATED INFORMATION: ONGOING Shares concerned: Carbios (ISIN code: FR0011648716)Market concerned: Euronext Growth Paris Clermont-Ferrand (France), 08 July 2025 (18:00 CEST). CARBIOS, (Euronext Growth Paris: ALCRB), a pioneer in the development and industrialization of biological technologies to reinvent the life cycle of plastic and textiles, reports today about the liquidity contract entrusted to Natixis ODDO BHF. As of June 30, 2025, the following assets appeared on the liquidity account ...

Key Takeaways RH projects 99.6% EPS growth in fiscal 2025, fueled by global openings and product platform expansion. WSM's fiscal 2025 EPS is expected to decline 3% despite gains in e-commerce and B2B segments. RH trades at a discount to WSM, offering stronger growth potential amid uncertain housing demand.The United States’ home-furnishing market is currently facing a setback due to reduced consumer confidence fueled by a still-high mortgage rate scenario, lingering inflation risks and rising concerns re ...

本文来自微信公众号：APPSO （ID：appsolution），作者：APPSO，题图来自：AI生成 没人喜欢被白嫖，整个互联网都一样。 就在昨天，互联网基础设施巨头 Cloudflare 宣布了一项新举措：默认拦截所有未经许可的 AI 网络爬虫（crawler）对网站内容的抓取。换言之，AI 公司想 要抓取网页数据训练模型，必须先征得网站所有者的同意，否则将被挡在门外。 这一系列举措无疑在业界引起震动——对于需要全网搜刮数据的大模型开发厂商来说，免费任吃、数据不要钱的好日子，或许没几天可过了。 从 7 月初开始，每一个新接入 Cloudflare 的站点都会被询问是否允许 AI 爬虫访问，其默认设置为拒绝，这等于给网站赋予了一键封禁 AI 抓取的权力。同 时，Cloudflare 还推出了"按次付费爬取"的新模式，网站出版商可以选择向 AI 爬虫收取抓取内容的费用。 版权的战争打了这么久，凭什么这家公司一出声，就变成大事了？ 因为这是Cloudfare，这是真正的互联网"保安"。 验证码变形记：Cloudflare如何拦住AI爬虫 要理解 Cloudflare 此举的意义，先得弄清它究竟在做什么。 传统的 ...

Group 1 - The company is implementing a "equipment + service" platform development strategy, with a high market share in CMP equipment and successful acceptance of multiple thinning machines and low-energy high-current ion implantation equipment [1][3] - The company plans to expand its wafer regeneration capacity to 600,000 pieces per month, benefiting significantly from the accelerated expansion trend of wafer fabs [1][3] Group 2 - The CMP equipment Universal-H300 has received bulk repeat orders and has achieved large-scale shipments, while specialized CMP equipment for third-generation semiconductor customers has been successfully developed and sent for client verification [1] - The thinning equipment covers various process customers, with the 12-inch ultra-precision wafer thinning machine Versatile-GP300 achieving multiple acceptances to meet customer mass production needs [2] - The company has established a series of cleaning equipment layouts covering large wafers and compound semiconductors, with the HSC-S1300 and HSC-F3400 cleaning equipment successfully verified and sold [2] Group 3 - The company has become a professional foundry for wafer regeneration with Fab equipment and process technology services, currently achieving a wafer regeneration capacity of approximately 200,000 pieces per month [2] - The company plans to build a wafer regeneration expansion project in Kunshan, Jiangsu Province, with a total planned capacity expansion of 400,000 pieces per month, and the first phase of construction capacity is expected to be 200,000 pieces per month with an investment not exceeding 500 million RMB [2] Group 4 - Revenue projections for the company are estimated at 4.503 billion, 5.860 billion, and 7.360 billion RMB for the years 2025 to 2027, with net profits of 1.290 billion, 1.682 billion, and 2.121 billion RMB respectively [3]

CALHOUN, Ga., June 26, 2025 (GLOBE NEWSWIRE) -- In conjunction with Mohawk Industries’ (NYSE: MHK) Second Quarter 2025 earnings release on Thursday, July 24, 2025, you are invited to listen to the conference call that will be broadcast live on Friday, July 25, 2025, at 11:00 am ET. What:Mohawk Industries’ Second Quarter Earnings Call When:July 25, 2025 11:00 am ET Where:www.mohawkind.com Select “Investors” tab ...

Group 1 - The core objective is to focus on the '1+2+4+N' target task system to promote high-quality development and efficient governance in Zhoukou, aiming to contribute significantly to the construction of a national regional central port city [1][2] - The city plans to accelerate the development of a strong advanced manufacturing industry by nurturing strategic emerging industries such as biodegradable materials, biomedicine, and intelligent components, while upgrading traditional industries like textiles and special steel [1] - Zhoukou aims to enhance the digital transformation of enterprises, focusing on increasing the intelligence, sustainability, and profitability of the manufacturing sector through a structured approach [1] Group 2 - The construction of a port-type national logistics hub is prioritized, with a focus on developing the Zhoukou Port small collection operation area and dedicated railway lines to enhance modern, professional, and intelligent inland shipping [2] - The city intends to promote cultural prosperity by leveraging its status as a national historical and cultural city, aiming to develop a cultural tourism industry as a pillar of the local economy [2]

外媒确认，苹果已经在 iOS 18.6 上设置了与第二代 AirTag 的兼容性。这意味着 AirTag 2 不需要 iOS 26更新。 【环球网科技综合报道】6月25日消息，据科技媒体9to5Mac报道，苹果公司计划在今年秋季新品发布会上推出第二代 AirTag追踪器，时间节点大概率定于9月，与iPhone 17系列同步亮相。这一消息经多个独立渠道验证，也是苹果自2021年 发布初代AirTag以来，时隔四年首次对该产品线进行重大更新。 彭博社知名记者马克·古尔曼（Mark Gurman）曾于2024年11月透露，苹果原计划在2025年5月或6月发布新一代AirTag， 但因"技术调整与供应链问题"推迟至秋季。消息源Kosutami亦于今年2月在社交平台X（原Twitter）上确认，苹果已将发 布时间表调整至第三季度。此次9to5Mac的报道进一步坐实了这一延期后的时间节点。 尽管苹果尚未官方披露第二代AirTag的细节，但多方爆料指出，其核心升级将围绕以下方向：超宽带（UWB）技术强 化：或采用iPhone 15系列同款的第二代U1芯片，提升室内定位精度至厘米级，并支持更远距离的"精确查找"功能；续航 能 ...

Your next guest warned you about a red-hot stock a few months ago, but only if you listened. And then on Monday, Hims and Hers crashed, tanking 30% after Novo Nordisk accused the company of deceptive marketing. Hims and Hers, of course, denies it.You guys talked about it in the one:00 show, Kelly. But let's find out what Herb Greenberg may have seen that others didn't. Herb, of course, a CNBC contributor.He raised a red flag on Hims back in February and he joins us now on the the Herb hotline as we're now g ...