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 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
Kyokuyo, Mitsui Matsushima Holdings, etc. (Part 1)
<1301>Kyokuyo Sumitomo Mitsui Trust Bank Co., Ltd. Stock Ownership Ratio 5.46% → 5.45% Reporting Obligation Date 2024/04/15 <1491 >Chugai Mining Co., Ltd. Rakuten Securities Co., Ltd. Stock Ownership Ratio -% → 6.34% Reporting Obligation Date 2024/04/15 <1491 >Chugai Mining Co., Ltd. SBI Securities Stock Holding Ratio -% → 7.74% Reporting Obligation Date 2024/04/15 <151
Front market for high stop and low stop stocks
■Stop High <1730>Aso Home Creat <2349>NID <3648>AGS<3905>Data Section <4179>GNEXT <4761>Sakura KCS <5979>Kanesou ■Stop Low <2936>Base Food <3558>Jade Group <7388>FP Partner※Includes Temporary Stop High/Low (indicative value)
Hedge funds are paying attention to Apple
[Generative AI] It is reported that JPMorgan analysts pointed out that US Apple is attracting the interest of hedge fund investors. It is reported that expectations are being placed on upgrades related to iPhone AI. The company seems to be looking for partners like Google to add AI functions to iPhones. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PK
Competition for US AI talent is overheated
[Generative AI] Against the backdrop of the artificial intelligence (AI) boom, it is reported that the competition for human resources acquisition in Silicon Valley in the United States continues to heat up. Technology companies are presenting rewards of 1 million dollars (about 150 million yen) per year and are speeding up vesting of stock rewards. Also, it is reported that there is a movement to pull out engineers for each team they belong to. <6702>Fujitsu <7046>TDSE<4011>Headwaters <39
Chinese IT giant Baidu changes its political and technical direction
[Generative AI] It is reported that Baidu (Baidu) is discussing how Apple will use the company's AI technology within China. While rivals are stumbling due to regulations and political obstacles, it is reported that Baidu may have finally found a way to outsmart them, and it is reported that the artificial intelligence (AI) boom may change that. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3
Nippon Information Devt 9-Mos Net Y1.46B Vs Net Y1.54B
Nippon Information Development Co. Ltd. (2349.TO) Japan Nine Months Ended December 31 GROUP 2023 2022 Revenue Y16.09 bln Y14.61 bln Operating Profit
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