Core Insights - The launch of the world's first commercial mobile service on 5G Core SaaS by Citymesh, powered by Nokia and AWS, signifies a transformative shift in telecommunications network deployment and scalability [2][6][8] SaaS Model Benefits - The software-as-a-service model allows telecommunications providers to reduce upfront capital investment and operational complexity, enabling flexible, subscription-based services [3][9] - It offers catalog-based service creation, on-demand network capabilities, and rapid feature deployment with predictable cost control through subscription pricing [3][9] Citymesh's Implementation - Citymesh utilizes Nokia's Core SaaS for Business on AWS's global cloud infrastructure to serve various sectors, including enterprises, airports, hospitals, and transportation [4][6] - The solution enables Citymesh to create customized service plans without extensive telecommunications engineering or ongoing integration work [4][6] Scalability and Security - The AWS global cloud infrastructure provides scalability to manage unpredictable demand spikes without requiring upfront infrastructure investments [5][9] - The platform ensures telecommunications-grade availability and meets stringent security requirements [5][9] Industry Impact - The introduction of telecom SaaS represents a paradigm shift in the telecommunications industry, allowing providers to subscribe to services as needed and scale their operations with demand [8][9] - This collaboration between Citymesh, Nokia, and AWS demonstrates how cloud-native infrastructure can simplify advanced connectivity for telecommunications providers [8][9]

Market Analysis by covering: Cadence Design Systems Inc, Amazon.com Inc, Arista Networks, Vertiv Holdings Co. Read 's Market Analysis on Investing.com ...

Core Insights - Quantum computing is approaching a significant breakthrough, with expectations for commercial viability by the end of the decade, particularly in data centers [3][4][10] - Major players like Microsoft, Google, and Amazon are heavily investing in quantum technology, with Microsoft recently unveiling its Majorana 1 quantum computing chip [6][8] - Governments are also increasing investments, with China leading at nearly $18 billion, followed by the EU, indicating a global push towards quantum technology [8] Industry Developments - The implementation of quantum systems is projected between 2028 and 2032, with some analysts suggesting significant advancements as early as 2027 [9][10] - Quantum computers could solve complex problems much faster than classical supercomputers, with potential to perform calculations in 200 seconds that would take conventional machines 10,000 years [11] - Quantum technology may reduce energy demands in data centers, potentially requiring only a fraction of the energy currently used [12][14] Integration Challenges - The integration of quantum systems into existing data center environments will require new infrastructure and industry standards [21][22] - There is a shortage of skilled talent to effectively implement quantum technology in data centers, which could hinder progress [22] - The transition to quantum computing will not completely displace classical computing but will create a hybrid environment where both technologies coexist [18][19] Market Activity - There has been a surge in mergers and acquisitions aimed at enhancing quantum capabilities and controlling supply chains, indicating a strategic positioning within the quantum space [24] - Investment in data center infrastructure is deemed essential for supporting technological advancements over the next decade [23]

Remitly Global Inc. (NASDAQ:RELY) surged 20.87% in after-hours trading to $16.45 Wednesday after reporting fourth-quarter and annual results ending Dec. 31, 2025, and announcing a CEO transition.Q4 2025 Marks Strongest Quarter on RecordThe Washington-based digital financial services company said fourth-quarter revenue rose 26% year over year to $442.2 million, while adjusted earnings before interest, taxes, depreciation, and amortization increased 98% to $88.6 million.Remitly Global reported net income of $ ...

Core Viewpoint - The artificial intelligence (AI) boom is thriving, as evidenced by the latest earnings reports from major tech companies like Amazon and Alphabet, which indicate strong growth in their cloud computing segments driven by AI investments [1][2][3]. Company Summaries Amazon - Amazon's Q4 sales increased by 14% year over year to $213.4 billion, with its cloud computing segment, Amazon Web Services (AWS), reporting a 24% revenue growth to $35.6 billion, marking the fastest growth in 13 quarters [5][7]. - The company also saw broad-based financial momentum, with advertising revenue rising 23% to $21.3 billion, subscription services revenue increasing 14% to $13.1 billion, third-party seller services revenue up 11% to $52.8 billion, and online stores revenue climbing 10% to $83.0 billion [8]. - Amazon anticipates a strong long-term return on invested capital from approximately $200 billion in capital expenditures by 2026 [9]. Alphabet - Alphabet's Q4 revenue grew by 18% year over year, with its cloud computing segment, Google Cloud, experiencing a significant 48% revenue increase, up from 34% growth in Q3 [11]. - Despite its faster growth, Alphabet's business is more concentrated in advertising, with over 72% of its total Q4 revenue of about $114 billion coming from this segment [11]. - Alphabet's cloud business, while smaller in overall revenue contribution, is growing at a much faster rate compared to Amazon's, and the company benefits from higher-margin revenue streams [12]. Investment Considerations - Both Amazon and Alphabet are similarly valued, with Amazon's price-to-earnings ratio at 28.6 and Alphabet's at 28.1, making Alphabet a potentially higher-reward option due to its faster growth rate in cloud computing [14]. - Investors with a lower risk tolerance may prefer Amazon due to its more established business model, while those seeking higher returns might lean towards Alphabet [14].

美东时间周三，美国三大股指全线收涨。 国际油价18日显著上涨。截至当天收盘，纽约商品交易所3月交货的轻质原油期货价格上涨2.86美元， 收于每桶65.19美元，涨幅为4.59%；4月交货的伦敦布伦特原油期货价格上涨2.93美元，收于每桶70.35 美元，涨幅为4.35%。 来源：@中新经纬 截至收盘，道指涨129.47点，涨幅0.26%；纳指涨175.25点，涨幅0.78%；标普500指数涨38.09点，涨幅 0.56%。 "七巨头"集体走高，亚马逊涨近2%，英伟达涨超1%，微软涨0.69%，脸书涨0.61%，谷歌涨0.43%，苹 果涨0.18%，特斯拉涨0.14%。 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a substantial shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent investors, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement, with potential benefits across various sectors such as healthcare and education [8]

人工智能革命驱动的数据中心建设热潮正在遭遇现实阻力。从电网容量、水资源到技术工人，再到与住 宅开发的土地争夺，这场由微软、Alphabet、Meta和亚马逊等科技巨头主导的基建狂潮面临多重制约， 执行风险正在上升，可能拖累市场对AI投资回报的乐观预期。 高盛分析师Brian Singer近期与微软数据中心高级开发团队前首席工程师Mark Monroe的对话揭示了三大 关键瓶颈：电力仍是最紧迫的近期制约因素，水资源压力迫使行业转向能耗更高的冷却技术，而技术工 人短缺可能成为下一个门槛。Monroe警告称，到2030年，美国需要新增超过50万名制造、建设、运维 和输配电工人才能满足数据中心电力需求。 与此同时，科技巨头正在美国多地以史无前例的价格抢购土地，直接挤压住宅开发。据华尔街日报报 道，亚马逊去年11月斥资7亿美元在弗吉尼亚州购入住宅开发商Stanley Martin数年前仅以5000多万美元 购得的部分地块。在北弗吉尼亚州，一度售价数万美元一英亩的农村土地如今报价超过300万美元，住 宅开发商根本无力竞争。 这场建设狂潮能否持续，关系到当前宏观叙事和科技股估值的核心假设——即数据中心投资能够转化为 可衡量 ...

交易员观望AI抛售潮动能 科技股和能源股成为18日美股上行两大推动力。美国"科技七巨头"盘中齐涨，领涨的英伟达和亚马逊均 一度涨近3%。得益于Meta同意未来几年部署数百万英伟达芯片的新协议，英伟达股价上涨近1.63%。 对于美股而言，短期内降息的概率似乎较低，因此很难成为助力。 经历了过去一段时间的人工智能（AI）板块抛售潮，美股本周逐渐企稳，在"总统日"后的两个交易日走 出"两连阳"。 截至当地时间2月18日收盘，标普500指数收涨38.09点，涨幅0.56%，报6881.31点；道琼斯工业平均指 数收涨129.47点，涨幅0.26%，报49662.66点；纳斯达克综合指数收涨175.251点，涨幅0.78%，报 22753.635点；纳斯达克100指数收涨197.272点，涨幅0.80%，报24898.868点。 据第一财经了解，尽管有华尔街投行认为AI抛售潮已经临近尾声，但部分投资机构仍将信将疑，年内 庞大的资本开支将大幅挤占科技巨头的自营现金流和回购分红比例，在英伟达公布财报之前，鲜少有交 易员愿意大幅抄底科技股。 尽管软件股抛售潮暂时告一段落，但市场对于超大规模云服务商（hyperscaler，主 ...

即便本周股价出现初步反弹，亚马逊在过去12个月内仍累计下跌9.2%，明显跑输同期上涨约13%的纳斯 达克综合指数。自2月5日公布财报以来，受盈利不及预期以及大规模AI资本开支计划引发市场担忧影 响，亚马逊股价又回落约7.5%。 投资者普遍担心，包括亚马逊在内的科技巨头正投入数千亿美元建设AI基础设施，但相关投资回报尚 未充分显现。公司预计，2026年资本开支将升至约2000亿美元，较2025年的1318亿美元大幅增长。与此 同时，亚马逊第四季度每股收益为1.95美元，略低于华尔街预期，也加剧了市场的谨慎情绪。 不过，正是这种对AI支出的焦虑，使亚马逊的估值出现明显回落。目前该股未来12个月的预期市盈率 约为25.8倍，显著低于其过去五年平均的48.1倍。摩根士丹利分析师、该行科技研究主管Brian Nowak在 周三的报告中提醒客户，亚马逊本身已拥有一个能够直接受益于资本开支扩张的强大业务，即亚马逊云 服务(AWS)。 Nowak表示，AWS是"被市场低估的生成式AI赢家"，并强调云计算服务需求正持续成为公司增长的重要 驱动力。管理层在2月5日的财报电话会上披露，截至目前，公司未履行的合同义务(订单积压)高达 ...