Amazon Web Services (AWS), the cloud unit of Amazon.com, Inc. (NASDAQ:AMZN), and German software maker SAP SE ADS (NYSE:SAP) said on Wednesday they will offer SAP Sovereign Cloud services on AWS’s planned European Sovereign Cloud, backed by a 7.8 billion euros (approximately $9.16 billion) investment from Amazon. AWS and SAP, partners for over 16 years, are expanding their collaboration to help European customers meet their digital sovereignty needs and drive AI innovation, thereby accelerating digital tra ...

SEATTLE & WALLDORF--(BUSINESS WIRE)--Amazon Web Services (AWS), an Amazon.com company (NASDAQ: AMZN), and SAP SE (NYSE: SAP) today unveiled plans to make SAP Sovereign Cloud capabilities available on the AWS European Sovereign Cloud, a new, independent cloud for Europe backed by a planned €7.8 billion investment from Amazon. The collaboration builds on the companies' longstanding partnership and SAP's comprehensive new approach to digital sovereignty and AI innovation. SAP Sovereign Cloud capab. ...

LONDON--(BUSINESS WIRE)--CoreWeave, Inc. (NASDAQ: CRWV) the AI Hyperscalerâ"¢, today announced the next £1.5 billion phase of its investment in AI data centre capacity and operations in the United Kingdom, bringing the total investment in the country to £2.5 billion. The investment is designed to power the next wave of AI innovation by building facilities that prioritise sustainability and environmental responsibility. The announcement took place during a State Visit by President Donald J. Trump. ...

核心观点 - SAP SE宣布推出全面的数字主权和AI创新方法 通过扩展SAP Sovereign Cloud产品组合 为欧洲客户提供全面的技术栈 包括SAP云基础设施和本地主权云 旨在确保安全、合规和可扩展的创新 支持欧洲的技术韧性和战略自主 [1] 产品与服务 - SAP Sovereign Cloud产品组合新增部署模型 提供跨基础设施、平台和软件的控制 满足特定监管和运营需求 [3] - SAP云基础设施是基础设施即服务(IaaS)平台 采用开源技术开发运营 所有数据存储在欧盟内以确保符合欧洲数据保护法规 [8] - SAP主权云本地版在客户自有或选定的数据中心内提供SAP运营的基础设施 实现最高级别的数据、运营、技术和法律主权 同时保持SAP云创新和架构 [8] - 在德国提供Delos Cloud 支持公共部门的灵活快速转型 满足国家特定主权要求 [8] 战略与投资 - 公司长期投资超过200亿欧元 将数字主权作为战略优先事项 通过更安全、本地化和符合法规的云解决方案支持欧洲数字自主 [4] - 该投资针对公共部门和高度监管行业 反映公司支持欧洲数字自主的决心 [4] 技术与创新 - 客户通过SAP主权云不仅获得基础设施控制 还能释放SAP云解决方案的全部潜力 包括在主权环境中运行SAP Business Suite 并受益于持续创新周期 如SAP业务技术平台和嵌入式SAP业务AI功能 [5] - 该产品帮助客户更安全、本地化地创新 同时不牺牲转型速度或深度 [5] 市场与客户 - 产品目前已在多个国家可用 未来将大幅增加 由数百名本地化交付专家和广泛认证支持 [6] - 提供全栈主权 涵盖数据、运营、技术和法律维度 使客户能够保持控制、满足监管要求并自信创新 [6] - 产品为所有市场和行业提供全方位的云创新和AI能力 包括公共部门和受监管环境 同时确保这些进步在主框架内并按客户自身条款交付 [2]

中美地缘政治紧张局势 - 中美地缘政治紧张持续加深 表现为持续进行的关税谈判以及近期围绕先进半导体技术准入的监管摩擦 [1] - 这种紧张局势对更广泛的中国科技行业构成关键压制因素 [1] 阿里巴巴股票表现 - 尽管面临不确定的经营环境 阿里巴巴股票仍展现出韧性 [1]

股价表现 - 自上次覆盖以来 AMD股价上涨约55% [1] 分析师背景 - 分析师任职于系统性希腊银行 拥有风险管理商业分析经验 专业领域涵盖金融分析及风险管控 [1] - 持有雅典大学应用风险管理硕士学位 并完成ACA证书级别认证 [1] - 技术能力包括SQL Python和机器学习工具的数据分析 [1] - 职业经历涵盖安永 普华永道 Alpha银行及希腊国民银行 涉及审计 财务分析和贸易运营等领域 [1] 研究方法论 - 分析方法侧重于数据驱动分析和长期价值创造 [1] - 研究兴趣包括风险评估 财务建模和股票分析 [1] - 致力于将复杂财务数据转化为对投资者具操作性的见解 [1] 持仓披露 - 分析师通过股票持有 期权或其他衍生品对AMD和DELL持有多头仓位 [2] - 分析内容独立完成 未获得除Seeking Alpha外任何形式的报酬 [2] - 与所提及公司无商业关联 [2]

A Media Snippet accompanying this announcement is available by clicking on this link. About SEGG Media Corporation SEGG Media (Nasdaq: SEGG, LTRYW) is a global sports, entertainment and gaming group operating a portfolio of digital assets including Sports.com, Concerts.com and Lottery.com. Focused on immersive fan engagement, ethical gaming and AI-driven live experiences, SEGG Media is redefining how global audiences interact with the content they love. Forward-Looking Statements This press release contains ...

A Media Snippet accompanying this announcement is available by clicking on this link. FORT WORTH, Texas, Aug. 04, 2025 (GLOBE NEWSWIRE) -- SEGG Media Corporation (NASDAQ: SEGG, LTRYW) ("SEGG Media" or the "Company"), a leading technology company owning Sports.com, Concerts.com, and Lottery.com, today announced that Sports.com, a division of SEGG Media, launched its all-new website, unveiling an immersive sphere design built to supercharge fan engagement, unlock new revenue streams, and spearheading SEGG Med ...

| 7 & NEM Home | 11:42 AM COMME LA | | --- | --- | | AAPL | 108.00 + 1.02 | | MSFT | 11 0 1 46.95 + 0.90 | | GOOGL | 567.87 + 7.60 | | YHOO | 46.05 + 0.42 | | AMZN | 305.46 + 6.39 | | FENDERS YNDX | 28.62 + 0.80 | | OPEN 108.04 HOCH 108.04 107.21 LOW 44,64M NOC | Apple Inc. MKT CAP 633.4B 108.04 conv reded SEW LOW 70.51 WOLD WOL 68.79M | | ng 16.74 TOOLOGICA | VIELD 1.70% Market street | Prykhodov Listen below or on the go on Apple Podcasts and Spotify Apple (AAPL) expected to report 'good headline numbers' ...

阿里云国际合作伙伴生态建设投入 - 阿里云宣布未来一年将投入超4亿元专项支持国际合作伙伴生态建设 [1] - 投入资金将主要用于联合市场活动、激励返利机制及培训赋能 [1] - 目标为帮助合作伙伴拓展业务、提升能力，加快云和AI产品在全球市场的落地 [1]