AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced...][More Releases From This Source]## Explore[Computer & Electronics][Computer Hardware][Computer Hardware][Cloud Computing/Internet of Things][News Releases in Similar Topics]---- -- Supermicro Introduces Industry's Highest Density AMD EPYC™ 4005 Series MicroBlade® for Cloud, Edge, and SaaS Workloads [Accessibility Statement] Skip Navigation- Up to 40 server nodes in a 6U enclosure- Optimized for specialized compute including e-commerce and cybersecu ...

The chip maker enjoyed a boost from its partnership with Meta Platforms, and now it's helping lift Nutanix. ...

此外，Nutanix宣布与AMD达成一项多年合作协议，共同开发开放式人工智能基础设施平台。AMD将以 每股36.26美元的价格投资1.5亿美元购买Nutanix股票，并出资至多1亿美元用于联合工程和市场推广计 划。(格隆汇) 格隆汇2月26日｜信息技术基础设施软件企业Nutanix(NTNX.US)盘前涨超18%，报45.44美元。 消息面上，Nutanix公布第二财季业绩，营收同比增长10%至7.228亿美元，超过市场普遍预期的7.1035 亿美元；调整后每股收益为0.56美元，亦高于分析师预期的0.44美元。 ...

Nvidia Corp. failed to impress investors with its latest forecast, signaling that concerns about an overheated AI economy will continue to dog the company.Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. Though the average Wall Street estimate was $72.8 billion, some analysts had projected numbers approaching $80 billion, according to data compiled by Bloomberg.After a remarkable run of sales growth, which turned Nvidia into the world’s most valuable company ...

Core Insights - Nutanix is collaborating with AMD to enhance its hyperconverged infrastructure offerings, particularly focusing on storage solutions aimed at AI customers who prefer flexible ecosystems [1] Company Summary - Nutanix specializes in hyperconverged infrastructure, which integrates storage, computing, and networking into a single solution [1] - The partnership with AMD is a strategic move to cater to the growing demand from AI customers for adaptable and versatile infrastructure [1]

隔夜全球资本市场迎来普涨行情，欧美股市全线走高，科技股成为上涨核心驱动力，贵金属、大宗商品同步异动。而美股盘后算力龙头英伟达发布的超预期 财报，更是进一步点燃市场情绪，成为当日全球市场的绝对焦点。 当地时间2月25日，美股三大指数全线收涨，连续两个交易日携手上行。Wind数据显示，截至收盘，道琼斯工业指数涨0.63%，报 49482.15点；纳斯达克指 数涨1.26%，报23152.08点；标普500指数涨0.81%，报6946.13点。欧洲市场同步走强，截至收盘，法国CAC40指数涨0.47%，英国富时100指数涨1.18%，德 国DAX指数涨0.76%。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普5( | | 49482.15 | 23152.08 | 6946. | | +307.65 +0.63% +288.40 +1.26% +56.06 + | | | | 中国金龙 | 纳指100期货 | 标普500 | | 7545.55 | 25344.25 | 6954 .! | | -35.49 -0.47% -37.75 -0.15% | | - ...

Advanced Micro Devices, Inc.’s (NASDAQ:AMD) new 6GW graphics processing unit (GPU) deal with Meta Platforms Inc (NASDAQ:META) is drawing mixed reactions on Wall Street, with JPMorgan and Goldman Sachs staying cautious while BofA Securities leans bullish on the long-term earnings upside.Ratings And Targets Up FrontJP Morgan analyst Harlan Sur maintained a Neutral rating on AMD.Goldman Sachs analyst James Schneider reiterated a Neutral rating on AMD and raised the price forecast to $240 (up from $210 prior).B ...

Core Viewpoint - Nvidia forecasts first-quarter revenue of $78 billion, exceeding analysts' estimates of $72.60 billion, driven by strong demand for AI processors from Big Tech [2][3] Group 1: Financial Performance - Nvidia reported January-quarter sales of $68.13 billion, surpassing estimates of $66.21 billion, with adjusted profits of $1.62 per share compared to estimates of $1.53 [5] - The company anticipates first-quarter revenue to be within a range of $78 billion, plus or minus 2% [2] Group 2: Market Demand and Investment - Big Tech companies are expected to spend at least $630 billion on data center infrastructure in 2026, with a significant portion allocated for AI processors [3] - There is a relentless push from businesses and governments to develop advanced AI technology, indicating robust demand for Nvidia's AI chips [3] Group 3: Competitive Landscape - Nvidia faces emerging competition from AMD, which plans to launch a new flagship AI server and has secured deals with Nvidia's key customers [4] - Google is also becoming a significant competitor by providing its in-house chips to companies like Anthropic and is in discussions to supply Meta [4] Group 4: Regulatory and Operational Considerations - Nvidia's current revenue forecast does not include sales of data center chips to China, which were previously restricted due to U.S. export curbs [6] - CEO Jensen Huang expressed hope for the approval to sell Nvidia's H200 AI chip in China, with licensing discussions ongoing [7] Group 5: Compensation Strategy - Nvidia plans to include stock-based compensation expenses in its non-GAAP financial measures, diverging from broader industry trends, to attract and retain top AI talent [8]

Group 1: Warner Bros. Discovery and Paramount Negotiations - Warner Bros. Discovery is evaluating a proposal from Paramount, which may lead to a superior offer, following a seven-day negotiation period [2][3] - Paramount has made significant concessions to address Warner Bros. board's concerns, indicating progress in negotiations [3] - The final decision on whether the proposal is deemed superior is still pending, with some details needing clarification [2][3] Group 2: PayPal and Stripe Acquisition Talks - PayPal is being considered as a potential acquisition target, with Stripe showing preliminary interest in acquiring parts or all of the company [5][6] - PayPal's market value has significantly decreased, losing half of its value over the past year, which has led to discussions about its future [5][6] - The potential acquisition reflects broader trends in the M&A market, indicating a shift in what deals are considered possible under current regulatory environments [8] Group 3: AI Infrastructure and Investment Opportunities - The AI boom is driving significant investment in infrastructure, with estimates suggesting $3 trillion will be needed by 2030 for data centers and related businesses [47] - NVIDIA is expected to report $60 billion in revenue from data centers, reflecting a 70% year-over-year growth, highlighting the explosive growth in this sector [48] - The semiconductor industry is projected to reach $1 trillion in revenue for the first time, with a 26% surge expected in 2026 [49] Group 4: CoreWeave and AMD Deals - CoreWeave is seeking to raise $0.5 billion to finance its growth in AI infrastructure, indicating a strong demand for data center capabilities [12] - Meta is engaging in a significant deal with AMD, which could yield tens of billions in potential revenues, emphasizing the importance of partnerships in the AI space [13][14] - Meta's agreement allows it to purchase up to 160 million shares of AMD, ensuring its position in the competitive AI infrastructure market [14] Group 5: AI Disruption and Market Adaptation - AI is expected to cause significant disruptions across various sectors, with companies needing to adapt to rapid changes in technology and workforce dynamics [20][22] - The deployment of AI agents is anticipated to increase productivity, but it raises concerns about job displacement and the need for workforce retraining [41][43] - Companies are encouraged to focus on strong balance sheets and cost-cutting measures to prepare for potential market disruptions [89]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...