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量化神話遇上風格反轉
量化私募在連續多年取得亮眼收益後，於7月遭遇大幅回撤，部分明星產品單月下跌超過20%。文章指出，規模膨脹與小市值、高波動、高成長風格暴露，可能放大策略在風格反轉時的損失。
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Tag: #cloud-partnership10 results
Ryanair Makes Gemini Enterprise Core to Its AI Strategy
Ryanair has signed a five-year data and AI partnership with Google Cloud covering Google Workspace and Google Cloud services for 35,000 employees. Gemini Enterprise will serve as the centrepiece of the airline’s AI strategy, with the deal supporting its target of reaching 300 million passengers.
AWS Launches OpenAI Models and Agent
AWS announced offerings of OpenAI models just one day after OpenAI ended its exclusive rights deal with Microsoft. The slate includes various OpenAI models and a new agent service. This move positions AWS as a key provider for OpenAI tech.
AWS Migrates DoD Workloads from Claude
AWS is assisting customers in migrating US Department of Defense-related workloads from Anthropic's technology to alternative models on its cloud. Non-DoD business scenarios can continue using Claude without issue. This was confirmed by an Amazon spokesperson.
Apple Eyes Google Servers for AI Siri
Apple has asked Google to set up servers for its Gemini-powered Siri upgrade that meets privacy requirements. This expands their January partnership where Gemini will power Apple Intelligence features. The move helps Apple catch up in AI by leaning more on Google's cloud tech.
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Stellantis Partners Microsoft on AI
Stellantis teams with Microsoft to deploy AI software in cars and operations. Aim is to enhance customer experience through AI acceleration.
Siemens-Alibaba Deepen AI Engineering Partnership
Siemens hosted RXD conference in Beijing, deepening ties with Alibaba Cloud for AI-advanced engineering. They integrate Siemens simulation tools with Alibaba's compute infrastructure for IaaS-based CAE services targeting China. Siemens also launched 26 new edge, automation, and control technologies for AI-driven industrial decisions.
CVS & Google Cloud Launch AI Health Platform
CVS Health is partnering with Google Cloud to launch Health100, an AI-powered platform designed as a one-stop destination for consumer healthcare. CVS Chief Experience & Technology Officer Tilak Mandadi states it empowers consumers to take ownership of their health.
DeepL-Amazon Deal Risks EU Translation Lead
Europe's AI translation industry warns that DeepL's partnership with Amazon threatens its reputation and global dominance in high-quality machine translation. EU firms lead professionally but fear Silicon Valley's infrastructure monopoly. The deal highlights tensions in AI adoption gaps.
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Wall Street Bulls Oracle, Investors Wary
Wall Street views Oracle as a screaming buy. Investors hesitate over its OpenAI relationship, heavy debt, and software business durability.