- We saw green shoots of recovery for Guangdong DC1 and DC2. Keppel DC REIT has submitted proposals to requests from several potential tenants, including hyperscalers and AI start-ups. Management focuses on working with Bluesea Development to execute the recovery roadmap to bring Guangdong DC1 and DC2 back on track.
- - Read this at SGinvestors.io -
Generative AI frenzy in China.
- Baidu, Alibaba and Tencent are technology giants developing generative artificial intelligence (AI) and large language models (LLM) in China. They have already launched their ChatGPT-like chatbot, including Baidu’s Ernie Bot, Alibaba’s Tongyi Qianwen and Tencent’s Yuanbao. China also has four newly minted generative AI unicorns in Zhipu AI, Moonshot AI, MiniMax and 01.ai.
- - Read this at SGinvestors.io -
Grooming home-grown AI chipmakers.
- Read more at SGinvestors.io.
Above is the excerpt from report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full report in PDF @ https://www.utrade.com.sg/.
Jonathan KOH CFA UOB Kay Hian Research | https://research.uobkayhian.com/ 2024-06-11
Previous report by UOB:
2024-04-22 Keppel DC REIT - Opportunistic Divestment That Strengthens Balance Sheet .
Price targets by 2 other brokers at Keppel DC REIT Target Prices.
Listing of research reports at Keppel DC REIT Analyst Reports.
Relevant links:
Keppel DC REIT Share Price History,
Keppel DC REIT Announcements,
Keppel DC REIT Dividends & Corporate Actions,
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