12 月 10 日，观测云2025 可观测日·深圳站成功举办。来自云计算、AI、运维与工程领域的行业专家、企业技术负 责人齐聚深圳，在一个下午的深度交流中，共同探讨 AI 时代下，可观测性的进化方向与落地路径。 它不是一场"单向输出"的技术论坛，而是一场关于未来技术体系的集体对话。 01 开场致辞：观测云如何在 AI 时代走在前面 大会伊始，由观测云业务 VP 蔡文瑜带来开场致辞，系统回顾了观测云在 2025 年取得的关键进展，并阐述了观测 云面向 2026 的核心判断与发展方向。 过去三年里，观测云完成了 3 次大版本发布、100+ 次产品迭代，逐步搭建起一套完整、稳定、可持续演进的可观 测性平台；同时，累计沉淀了超过 45 万字的技术文档库，让每一位开发者都能用得明白。 目前，观测云已在全球部署 10+ 节点，服务 8 万+ 全球活跃用户账号，并获得 1000+ 付费商业用户的持续使用与 信任。 面向 2026，观测云将持续围绕更智能的分析能力、更工程化的落地方式，以及更开放的生态集成，推动可观测性 真正成为企业在 AI 时代应对复杂系统的底层支撑。在蔡文瑜看来，AI 正在重塑整个技术体系的运行方式。 A ...

城市智能化转型战略 - 华为云在内蒙古乌兰察布举办城市峰会2025，主题为“引领智能升级 共建美好AI CITY”，聚焦人工智能驱动城市转型，探讨以“Token驱动”为核心引擎，加速建设“Token之都”[1] - 全球城市发展驱动力正从“数据驱动”加速转向“Token驱动”[3] - 乌兰察布提出打造“Token之都”的战略构想，契合国家“人工智能+”行动方向，并与华为云“AI CITY”战略高度协同[8] 政府规划与政策支持 - 内蒙古自治区政务服务与数据管理局副局长刘钧毅指出，乌兰察布是自治区数字经济发展的重要增长极，峰会旨在推动城市智能化转型与发展新质生产力[3] - 刘钧毅提出四点希望：共筑“AI CITY”新基座、共拓“数实融合”新空间、共育“数字人才”新生态、共创“协同发展”新格局[3] - 峰会期间，乌兰察布市政府与华为云签署深化全面合作协议，并联合发布《2025年乌兰察布市智慧城市AI+场景应用清单》[15] - 面向全区启动“内蒙古AI先锋计划”，聚焦智能制造、智慧园区、数字政务等重点场景，通过培训赋能、场景诊断、专属云资源支持及联合品牌推广等举措，加速AI技术规模化落地[15] AI CITY技术架构与理念 - 国家信息中心信息化和产业发展部主任单志广指出，AI CITY通过“大模型+知识库”重构传统信息系统，打造新型架构[5] - 该架构包括“1个分布式智能底座、2个保障体系、3套AI工程平台、4类运营机制、M类数据与N类模型资产、X个创新应用”，旨在构建具备自感知、自适应、自学习、自决策能力的城市智能体[5] 乌兰察布算力产业基础建设 - 乌兰察布将算力产业作为数字经济“头号工程”，自2013年与华为共建首个数据中心以来，已签约53家企业共落地67个数据中心，总投资超2600亿元[9] - 签约标准机架超200万架，算力规模超12万P，且智算占比超90%[9] - 目前已承接北京地区超6万P的大模型训练算力业务，成为享誉全国的“‘东数西算’标杆”[9] - 依托低至5毫秒的京乌网络时延、PUE低至1.1的绿色冷源系统以及超65%的绿电使用比例，乌兰察布具备优越的基础设施条件[11] 华为云赋能与合作深化 - 华为专家强调，当前产业竞争已从“算力规模”转向“智能效能”，企业亟需能够解决实际业务问题的AI Token服务[12] - 华为云将持续加大在AI与算力领域的投入，依托昇腾AI云服务、AI数据中心及Token服务能力，助力乌兰察布打造安全可靠的AI CITY底座[12] - 双方合作不断深化，包括：政务服务“一网通办”、新一代昇腾AI云服务上线、超算渲染基地达成“万核渲一图”的效率突破、汽车专区为智能驾驶提供合规算力支撑、共建数字智能产业学院、联合组建“草原云谷数字智能产教联合体”[12] AI技术应用场景落地 - 工业领域：鄂尔多斯市数投工业互联网有限公司基于“三统一”原则和“云边协同、边用边学”运行体系的工业互联网平台，正打造区域智能化能力中心[13] - 环保治理：天津天融环境科技发展有限公司基于华为盘古科学计算大模型的AIP解决方案，融合高质量数据集与智控无人机，实现大气与水污染治理的分钟级响应闭环[14] - 政务服务：深圳今日人才信息科技有限公司基于华为云打造的DinTal数智员工2.0系统，已有70名AI政务数智员工在深圳福田区“上岗”，与人类员工高效协同[14]

Austin, Dec. 17, 2025 (GLOBE NEWSWIRE) -- The Sovereign Cloud Market Size is valued at USD 111.41 Billion in 2025E and is expected to reach USD 941.10 Billion by 2033, growing at a CAGR of 30.58% during 2026-2033.     Growing needs for data sovereignty, regulatory compliance, and privacy protection are driving the rise of the sovereign cloud market. Organizations, particularly those in regulated industries, such as finance, healthcare, government, and defense, require cloud solutions as governments and regu ...

Why IPO when you can Series L? That’s the question Databricks is answering this week with the announcement that it’s raising more than $4 billion in its latest funding round. That puts its valuation at $134 billion — a 34% jump from a previous funding round over the summer. This one was led by Insight Partners, Fidelity Management & Research Company and J.P. Morgan Asset Management, with additional participation from Andreessen Horowitz. Gone are the days when startups fought for scraps in public market ...

OpenAI is in early-stage discussions to raise at least $10 billion from Amazon.com Inc., a move that could significantly deepen ties between the ChatGPT maker and the world's largest cloud-computing p... ...

This tech stock's AI-driven momentum is getting harder to ignore.Investors looking for a top stock idea with long-term exposure to AI (artificial intelligence) often start with the chipmakers. But the bigger opportunity may flow to the platforms that already sit on top of the internet's most valuable attention and data.That's why Alphabet (GOOGL 0.54%) (GOOG 0.51%) deserves a closer look today. The tech company is still best known for Google Search, YouTube, and its broader digital advertising franchise. Ye ...

The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon’s Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. Talks, however, are at a preliminary stage and terms could change, the person added.A deal would mark a win for Amazon’s fledgling semiconductor division. While Nvidia dominates the market for the powerful chips required to create AI platforms, developers such as Meta Platforms Inc. are starting to ...

Alibaba didn't stage a dramatic comeback in 2025, but it quietly changed the narrative.2025 marked an inflection year for Alibaba Group (BABA 0.53%). After several years defined by regulatory pressure, slowing growth, and investor skepticism, the company didn't suddenly return to its former dominance. But it did change direction in ways that matter for long-term investors.Instead of chasing short-term optics, Alibaba clarified its priorities. It leaned into cloud and artificial intelligence, stabilized its ...

Rivian's plan to ship an in-house autonomy chip is another sign that customers want options beyond Nvidia.Rivian's (RIVN 4.28%) Autonomy & AI Day last week put a wrinkle into the Nvidia (NVDA +0.99%) growth story.Rivian, which specializes in electric trucks and SUVs, said it plans to ship a new autonomy computer on its R2 vehicles starting at the end of 2026, built around an in-house chip designed to run its self-driving software.Rivian is not a major Nvidia customer, so this is not about lost revenue today ...

Alibaba spent 2025 resetting its strategy. In 2026, it needs to prove that the reset works.Alibaba Group (BABA 0.41%) ended 2025 in a much stronger position than it began. Its cloud and artificial intelligence (AI) segments gained real momentum, e-commerce stabilized after years of pressure, and the company clarified its ambition to become a broader technology and AI platform rather than just a commerce giant.But 2025 was a reset year, not a confirmation year. For long-term investors, the real test begins i ...