➀ Oracle's share price surged 36% after reporting an 'astonishing quarter';

➁ RPO increased 359% to $455 billion, indicating strong future earnings;

➂ Oracle Cloud Infrastructure (OCI) expected to grow 77% to $18 billion this fiscal year.

➀ Two major submarine cables (SEA-ME-WE 4 and IMEWE) in the Red Sea were severed, causing latency spikes for Microsoft Azure users in South Asia and the Gulf;

➁ Microsoft rerouted traffic via longer paths, while repairs may take weeks due to geopolitical risks and scarce repair resources;

➂ This marks the second major cable disruption in the Red Sea since 2024, highlighting vulnerabilities in global Internet infrastructure.

➀ Cloud infrastructure service revenues reached $330 billion in 2024 and are projected to exceed $400 billion in 2025, driven by 25% year-over-year growth;

➁ Generative AI is a key growth driver, with the market expected to maintain over 20% annual growth for the next five years;

➂ AWS and Azure dominate the market, with Amazon accounting for 30% of global cloud revenue ($100+ billion annually) and generating $40 billion in operating profit in 2024.

➀ The global optical transport equipment market grew 14% year-over-year in Q2 2025, driven by demand for disaggregated WDM and data center interconnect (DCI) technologies;

➀ Disaggregated WDM sales surged nearly 35%, fueled by cloud providers’ investments and adoption of IPoDWDM-compatible ZR/ZR+ optics;

➂ Top vendors included Huawei, Ciena, and Nokia, with cloud providers contributing 60% of WDM system growth.

➀ Universität Bremen collaborates with ANEDO GmbH and SEGNO Industrie Automation to develop a modular edge-computing system combined with AI for real-time condition monitoring of mobile machinery in ports and construction;

➁ The system employs a cloud-based platform and transfer learning to analyze data, predict failures, and reduce reliance on extensive field data, improving cost efficiency;

➂ Enhanced data security measures with encryption and a user-friendly monitoring app aim to prevent unauthorized access and support industrial digitization.

➀ Microsoft is now accepting orders for the Windows 365 Link device;

➁ The device is designed to securely connect to Windows 365 in seconds;

➂ It offers a full stack solution with security features like TPM 2.0, secure boot, and BitLocker encryption.

➀ The complexity of semiconductor chip design has increased the demand for scalable cloud solutions in post-tapeout flow management.

➁ Cloud platforms offer dynamic scaling and cost-effective resource management.

➂ Strategic partnerships and cloud services like Siemens EDA and AWS are revolutionizing PTOF processes.

➀ Altair has announced Altair® HyperWorks® 2025, a new simulation and design platform that leverages AI, machine learning, and HPC to enhance engineering processes.

➁ The platform integrates AI-driven models, machine learning solvers, and automation features to accelerate design and testing without the need for physical prototypes.

➂ Altair HyperWorks 2025 also offers cloud-based and SaaS solutions to improve collaboration and scalability.

➀ Congatec is offering computer-on-modules with pre-installed module-to-cloud communication software for remote monitoring and control.

➁ The software, branded 'aReady.IOT', includes a central control dashboard.

➂ The software supports protocols like OPC UA, MQTT, and REST, and is available for various module types.

➀ Q3云基础设施支出同比增长115.3%，达到573亿美元，主要由GPU成本上升推动。

➁ 共享云基础设施支出增长136.5%，占总基础设施支出的62.4%。

➂ IDC预测2024年云基础设施支出将增长74.3%，而非云基础设施预计增长17.9%。

➀ Microchip Technology has developed a reference design for a Bluetooth Low Energy (BLE) gateway for thermostats, utilizing BLE 5.2 and Wi-Fi technologies.

➁ This design includes a PIC32CZ CA microcontroller-based gateway and RNBD451 BLE modules, supporting multi-node BLE connectivity and cloud-enabled monitoring.

➂ The design facilitates rapid prototyping and development, reducing costs and development time while supporting various use cases like smart home automation, healthcare monitoring, and industrial IoT applications.