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09.04.26 - 14:36
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Alibaba cloud growth forecast to accelerate with AI push, higher service charges: analysts (SCMP)
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Alibaba Group Holding's cloud and artificial intelligence unit is expected to remain a prime engine for the March quarter, with the growth rate forecast to accelerate as the company steps up AI monetisation and reshuffles its AI businesses, according to analysts.
Cloud revenue growth was projected to increase to around 40 per cent during the period, up from 36 per cent in the December quarter, analysts said.
The growth momentum was expected to be supported by “a robust surge in token usage”,......
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24.02.26 - 02:00
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Analysis: MediaTek’s long game in cloud silicon (Digitimes)
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MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud AI. MediaTek will no longer be just the IC design company heavily reliant on smartphones, consumer electronics, and wireless communication chips. Instead, it is transforming into an AI system solutions provider that works closely with the semiconductor supply chain, major cloud service providers (CSPs), and AI model developers in the cloud AI market. Its years of investment in high-performance computing (HPC) and related technologies are now beginning to pay off....
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12.02.26 - 11:01
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SAP-Aktienanleihe mit 7% Zins: Chance nach Cloud-Dämpfer? Anleiheanalyse (Anleihencheck)
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Gablitz (www.anleihencheck.de) - Die Experten vom "ZertifikateReport" stellen in ihrer aktuellen Ausgabe u.a. eine Aktienanleihe (ISIN DE000PK4C1C9/ WKN DU5QJZ) der BNP Paribas auf die SAP-Aktie (ISIN DE0007164600/ WKN 716460) vor.
Das größte europäische Software-Haus SAP habe mit den Ergebnissen für Q4/2025 ein gemischtes Bild geliefert: Während der bereinigte operative Gewinn im Schlussquartal um 21 Prozent auf 2,83 Mrd. [mehr]...
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21.10.25 - 22:01
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Analysis: AI Chips, Cloud and Robotaxis Offer Baidu a Second Act — at a Cost (Caixin)
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Once a dominant force in desktop-era search, Baidu Inc. has steadily receded from the spotlight during China's mobile internet boom, losing ground to Alibaba Group Holding Ltd. and Tencent Holdings Ltd. But a sharp stock rally this fall suggests the company is regaining investor interest amid an ambitious push into artificial intelligence.
... Read more...
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