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Circus --- Launching a new business, comprehensive support for corporate DX through the integration of generative AI and "Microsoft Power Platform".
Sakurace <5029> announced on the 24th that it will start a new business utilizing generative AI technology and the "Microsoft Power Platform" to comprehensively support companies' digital transformation (DX). This business will provide comprehensive solutions to rapidly achieve operational efficiency and value creation through the optimization of enterprise architecture. This initiative aims to accelerate digital transformation (DX) for companies.
Dongbei Securities: Initiates a "Buy" rating on EDIANYUN as signs of a turnaround in IT service performance are starting to emerge.
Northeast Securities released a research report stating that it has initiated coverage on EDIANYUN (02416) with a "Buy" rating. The firm expects that during this economic cycle, an increasing number of small and medium-sized enterprises will enhance their risk resistance by leasing equipment from office equipment suppliers. The company's performance is expected to continue growing, with projected revenues of 1.336/1.604/2.13 billion yuan and net income of 0.047/0.148/0.267 billion yuan for 2024-2026. The main points of the report are as follows: the company provides on-demand office IT integrated solutions and other services through cloud-based office.
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
Canalys: In the third quarter, PC shipments in the USA increased by 7% year-on-year, reaching 17.9 million units.
According to Canalys, in the third quarter of 2024, PC shipments in the USA (excluding tablets) rose by 7% year-on-year, reaching 17.9 million units.
Microsoft Invested Nearly $14 Billion In OpenAI But Now Its Reducing Its Dependence On The ChatGPT-Parent: Report
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
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Apple is intensifying the development of AI Chips, which may completely end the decades-long unpleasant relationship with NVIDIA.
Apple is intensifying the development of its own AI Chip to reduce reliance on third-party developers, which could ultimately lead to the complete end of its already unpleasant cooperation with NVIDIA that has lasted for decades. In November 2020, Apple announced the launch of its self-designed chip M1 specifically for Mac computers, effectively severing ties with Intel. Now, Apple seems to be preparing to reduce its dependence on another third-party developer, NVIDIA. Currently, Apple is still cooperating with NVIDIA to support many features behind Apple Intelligence. However, interestingly, Apple is not
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In the past, Technology companies often focused on their core Business, but now, these boundaries are gradually becoming blurred. Giants like OpenAI, NVIDIA, Google, and Amazon are increasing their investments in AI Chips, Cloud Computing, and large models, attempting to create a complete AI ecosystem.
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