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ByteDance, Alibaba, And Tencent Order $16 Billion Worth Of Nvidia's H20 Chips As Demand Surges For DeepSeek's Low-Cost AI Models: Report
WeChat fully "opens the floodgates."
Tencent's e-commerce makes a strong breakthrough.
Ilgloom --- strengthening the commerce support business from maintaining marketing support revenue, aiming for a long-term revenue target of 10 billion yen.
Ilgloom <3690> operates in two segments: commerce support business, which includes the e-commerce site building platform "EC-CUBE" (accounting for 39% of revenue in the first quarter of the fiscal year ending September 2025), and marketing DX support business, which includes the advertising effectiveness measurement platform "Ad Ebis" (accounting for 61% of revenue in the same period). The commerce support business involves the development and provision of the open platform "EC-CUBE" for building e-commerce sites, and last year's M&A.
Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
Japan's shift to AI is urgent [Today's GAINIANBANKUAI theme]
Japan has contributed to the foundational building of the global AI competition that is currently underway, but it has been reported that it is falling behind in the development and implementation of Generative AI. It is predicted that Generative AI will become a market worth 1 trillion dollars (approximately 149 trillion yen) based on most Indicators. Between 2019 and 2023, 182 foundational AI models have been announced from the USA and 30 from China, but there have been none from Japan. Due to the decreasing and aging labor population, companies need to boldly adopt next-generation Technology.
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.