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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.
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.
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mloon : Kaninia
Ultratech : blah blah they're already putting articles out on him lifting it again probably