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.

Fisco Japan20minutes ago

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.

wallstreetcn21:32 ET

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.

cls.cn21:05 ET

After another major sell-off by Microsoft, this stock will become the "AI computing power benchmark" with its IPO on Friday.

Following Microsoft's withdrawal of part of its cooperation commitments, TD Cowen Inc 7.75% Senior Notes Due 15/06/33 Usd25's report has once again put pressure on CoreWeave's IPO prospects. Microsoft's withdrawal from the large Datacenter project has raised concerns about an "oversupply of AI computing clusters," while Microsoft and NVIDIA are CoreWeave's main clients, and the market is closely watching CoreWeave's subsequent IPO performance.

wallstreetcn20:53 ET

What exactly did the report that slashed AI computing power stocks say?

TD Cowen found through channel surveys that cancellations and delays of Microsoft Datacenter leases are more common than expected, abandoning new Datacenter projects that consume a total of 2GW of power in the US and Europe, attributing this to an oversupply of Computer clusters. However, Google and Meta quickly filled the gap, and the overall demand for Datacenters is still growing year-on-year. Meanwhile, the supercomputing architecture is transitioning to higher density, leading to a short-term slowdown in equipment Orders, which presents challenges for equipment suppliers.

wallstreetcn20:27 ET

What is the reason behind Microsoft being the first to cut capital expenditures amidst the significant decline of the Industry Chain?

Behind Microsoft's temporary "contraction" is a mismatch in supply and demand and financial considerations. When there are changes in short-term demand patterns or Hardware selection, adjustments to external leasing or new construction speeds are necessary to maintain healthy ROIC (Return on Invested Capital). Microsoft's initial "contraction" does not indicate an overall downturn in the Industry; on the contrary, Meta and Google continue to maintain rapid expansion during this phase.

wallstreetcn20:16 ET