Featured Tech Stocks represent leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. These firms are market leaders, significantly affecting the tech sector and broader economy.
S Innovation --- A strong IT company in implementing Salesforce.
Sharing Innovations <4178> is a company that develops systems and offers cloud integration. The company is a group company of Orchestra Holdings <6533>, with a shareholding ratio of 71.5% (as of December 31, 2024) and is a consolidated subsidiary. It has particular strengths in the introduction of Salesforce, and in 2021, there were approximately 500 Salesforce-certified partners in Japan.
Qualcomm is reportedly suing Arm secretly in the United States, Europe, and South Korea, claiming unfair business practices.
① Qualcomm has filed a lawsuit against Arm with the regulators in the EU, USA, and South Korea, accusing Arm of unfair business practices; ② Arm has denied this accusation, stating that Qualcomm's actions are intended to divert public and governmental attention and exploit regulatory pressure for its own gain; ③ Previously, Qualcomm had a legal dispute with Arm in Delaware, USA, and pointed out that Arm is seeking personal profits by using monopolistic market tactics.
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Is Wall Street "agreeing to short together"? Barclays: The current AI computing power seems sufficient to meet the demand.
Barclays pointed out that by 2025, the AI Industry will have enough computing power to support between 1.5 billion and 22 billion AI Agents. The AI Industry needs to shift from 'meaningless benchmark tests' to the practical deployment of Agent products, with low inference costs being key to profitability, and open-source models will reduce costs. Although it seems that computing power is sufficient, there is still a gap in dedicated computing power for efficient and low-cost Agent products.
Demand is surging! OpenAI is reportedly expected to double its revenue this year and double it again next year.
According to informed sources, OpenAI expects its revenue to reach 12.7 billion dollars in 2025, doubling last year's revenue of 3.7 billion dollars; the company plans to increase revenue by more than double again next year, reaching 29.4 billion dollars, and expects to achieve positive cash flow by 2029 with annual revenue exceeding 125 billion dollars.