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Oracle, a U.S. company, hits record high since going public.
In the cloud computing sector, US-based Oracle announced its results for the period from March to May on the 11th, indicating that its order growth exceeded financial estimates and its efforts to expand market share were gaining momentum. The stock price hit a new high since listing on the NY market on the 12th. Oracle also announced partnerships with OpenAI, Microsoft, and Alphabet's Google in the cloud sector. <1447> ITbook <2158> FRONTIER
US Microsoft announces PC equipped with generative AI
[Generative AI] Microsoft in the US announced that it has developed a personal computer specialized in generative AI (artificial intelligence). It has been reported that AI processing performance is up to 20 times higher than before using high-performance semiconductors mounted on terminals, and image generation software runs at high speed in addition to instantaneous translation. Also, it seems that some functions can be used even when communication is not connected. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PKSH
Nippon Information Devt Sees FY Net Y1.89B
Nippon Information Development Co. Ltd. also released the following forecasts: GROUP 1st Half To Year Ending Sep 2024 Mar 2025 Revenue Y11.50 b
Nippon Information Development: Summary of Financial Results for the Fiscal Year Ending March 31, 2024 [Japanese GAAP] (Consolidated)
Apple is developing AI semiconductors for data centers
[Generative AI] It is reported that Apple is working on the development of semiconductors designed in-house to run artificial intelligence (AI) software on data center servers. It is reported that there is a possibility that it will bring about an important advantage in AI competition. According to multiple stakeholders, the project for servers is called “Project ACDC” internally, and it seems that they are working on it by gathering all the strength of engineers. <6702>Fujitsu <704
Fund Inflow into Emerging US AI [Today's Shopping Theme]
[AI] Investors trying to follow the successful examples of US semiconductor giant NVIDIA and US Microsoft in the stock market have invested record levels of capital into AI start-ups, and have created dozens of companies with a valuation value of 1 billion dollars in the past year. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PKSHA Technology<8031>Mitsui & Co. <4819>de
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