云服务巨头军备竞赛白热化。微软云年营收首破千亿美元，增速43%；但谷歌云以82%增速反超。谷歌凭借自研模型与芯片的完整生态，将运营利润率从20.7%大幅推高，凸显技术路径决定商业回报的差异。
苹果公布2026财年Q3财报，营收1094亿美元同比增16%，净利润298亿美元增27%。CEO库克最后一次出席分析师电话会议，宣布交接顺利，候任CEO特努斯将于9月1日上任。库克罕见警告内存与台积电供应链风险，但同时指出服务业务和中国市场存在挑战。
三星电子2026年Q2财报：在AI热潮下存储芯片量价齐升，营收171.5万亿韩元（同比+130%），营业利润89.5万亿韩元（同比+1813.8%），双创新高。半导体贡献超99%利润，HBM成绝对引擎，已连续三季破纪录。
微软纳德拉在财报会上称，将力推多模型架构，加大自研AI模型、智能体及安全产品投入，以降低对单一前沿AI实验室的依赖。财务方面，微软全年营收3318亿美元、净利1337亿美元，最新季度营收900亿美元、净利358亿美元，AI业务高速扩张背景下，公司仍保持全球云服务领先地位。
为销售、RevOps和GTM领导者提供数字AI工人，优化营收团队
Daylit利用AI为应收账款操作赋能，加速收款，提供营运资金解决方案。
专为餐厅打造的语音AI，可接听电话、接单、优化运营、增加营收。
Ground是主要用于Shopify品牌的AI引擎，可在自动驾驶模式下推动营收增长。
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