So did Amazon manage to solidify its prowess when it comes to vertical integration, cloud and ship offering. Well, they seem to be doing a really excellent job of that. And what's interesting about what Matt just said is they're going to let customer demand drive, you know, how they build out these different capabilities for AI applications, which tells us that there are going to be different models, purpose to different types of workloads.So everybody's thinking, oh, and this is the market dominant player ...

Core Viewpoint - The Invesco QQQ Trust is positioned as a strong long-term investment opportunity, capitalizing on the growth of the cloud and AI markets, which are expected to expand significantly in the coming years [1][2][11]. Market Growth - The global cloud computing market is projected to grow by 218%, from $752.4 billion in 2024 to $2.39 trillion in 2030, driven by advancements in artificial intelligence [2]. Investment Options - Investing in a diversified ETF like the Invesco QQQ Trust is suggested as a safer way to gain exposure to leading cloud and AI stocks, including major players like Alphabet [3][11]. - The Invesco QQQ Trust has outperformed the S&P 500, increasing by over 440% in the past decade compared to the S&P 500's less than 230% rise [3][7]. ETF Composition - QQQ tracks the Nasdaq-100 index, which includes the 100 largest non-financial companies in the Nasdaq Composite. Its top holdings include Nvidia, Apple, Microsoft, Alphabet, Broadcom, Amazon, Tesla, and Meta, which are all key players in the cloud and AI sectors [4][6]. Performance Metrics - The QQQ Trust has a current price of $623.34, with a market cap of $0 billion and a trading volume of 33 million [5][6]. - The eight largest holdings account for over half of the total value of the Nasdaq-100 and QQQ, contributing to its strong performance relative to other ETFs [7]. Expense Ratios - QQQ has an expense ratio of 0.2%, which is higher than the Vanguard S&P 500 ETF's 0.03% and the average of 0.14% for passively managed ETFs. This is due to its original structure as a unit investment trust [8][9]. - Invesco is in the process of converting QQQ into an open-ended ETF, aiming to reduce its expense ratio to 0.18% [10]. Long-term Outlook - For investors anticipating significant growth in cloud infrastructure and AI markets, investing in QQQ or its lower-cost counterpart QQQM is recommended, despite potential short-term volatility [11].

Hi, I'm Sean, group product manager here at Google Cloud, focusing on our storage solutions, and I just wrapped up a session at DDN's booth here at SC25. We're talking about our new managed luster offering that's available for a variety of HBC and AI workloads. We talked about the ecosystem that Google Cloud brings for the HBC environments and includes optimized server hardware including new machine like H4D specifically designed for high performance computing workloads.We also have cluster toolkit to autom ...

It has been about a month since the last earnings report for ADTRAN Holdings (ADTN) . Shares have added about 2.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is ADTRAN Holdings due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.ADTRAN Misses Q3 Earnings Estimates, Beats on ...

Core Insights - Rackspace Technology has been recognized as a Leader in four quadrants of the 2025 ISG Provider Lens AWS Ecosystem Partners Report for the U.S., including AWS Professional Services, AWS Managed Services, AWS Enterprise Data Modernization and AI Services, and AWS SAP Workloads [1][4][9] - In Germany, Rackspace has also been identified as a Leader in two quadrants: AWS Professional Services and AWS Managed Services [1][4] Company Performance - The 2025 ISG Provider Lens AWS Ecosystem Partners Report evaluates AWS-focused service providers on their capabilities in delivering end-to-end AWS services, including migration, modernization, AI-driven innovation, and SAP workload management [2] - Rackspace Technology utilizes its proprietary Foundry for AI by Rackspace (FAIR™), RITA, and ICE assets to drive business outcomes across clients' cloud lifecycle through workload-aware migration, application modernization, cloud-native data services, and AI industrialization [3] Industry Recognition - The recognition as a Leader across multiple quadrants highlights Rackspace Technology's expertise in delivering comprehensive AWS professional and managed services that facilitate AI-led transformation at scale [4] - Rackspace Technology boasts over 2,700 AWS certifications globally and holds 19 AWS competencies, including Generative AI [4]

Core Insights - Centrilogic has achieved all six Microsoft AI Cloud Partner Program solution designations, highlighting its expertise in delivering AI and cloud solutions for business modernization and growth [1][2][3] Company Achievements - Achieving all six designations places Centrilogic in an elite group of less than 1% of Microsoft partners globally, emphasizing its competitive position in the market [2] - The six partner program designations enable Centrilogic to assist organizations in accelerating digital transformation through Microsoft services and technologies [2][4] Strategic Alignment - Centrilogic's alignment with Microsoft's vision for the "Frontier Firm" focuses on integrating human ingenuity with AI to enhance agility and automate processes [4] - The company collaborates with clients to assess AI readiness, identify use cases, and deploy AI-first solutions for competitive advantage [4] Expertise and Experience - With over 20 years of IT transformation experience, Centrilogic has supported over 700 mid-market and enterprise customers globally, backed by a team of over 150 Microsoft-certified professionals [5][6] - The team includes 3 Microsoft MVPs and holds 3 Advanced Specializations, showcasing its depth of knowledge and capability [5] Service Offerings - Centrilogic provides end-to-end digital solutions that help organizations leverage technology as a business-driving asset, with a focus on resilience and innovation [6]

Company Overview - Digital Realty Trust, Inc. (DLR) is a global real estate investment trust (REIT) focused on owning, developing, and operating data centers, providing colocation and interconnection services for cloud providers, enterprises, and tech companies [1] - The company operates over 300 facilities across more than 50 metropolitan areas worldwide, supporting the infrastructure needed for cloud computing, AI, 5G, and data-intensive services [1] - DLR has a market capitalization of $53.7 billion, classifying it as a large-cap stock and highlighting its size and influence in the REIT-specialty industry [1] Financial Performance - In Q3, DLR reported total operating revenue of $1.6 billion, reflecting a year-over-year growth of 10.2%, which exceeded estimates by 3.9% [4] - Core Funds From Operations (FFO) increased by 13.2% to $1.89, surpassing analysts' expectations of $1.78 [4] - The company raised its fiscal 2025 core FFO per-share guidance to a range of $7.32 to $7.38, indicating positive future performance [4] Stock Performance - DLR's shares have declined 19.4% from its 52-week high of $194.22, reached on November 29, 2024 [2] - Over the past three months, DLR shares have decreased by 4%, underperforming the Nasdaq Composite, which rose by 10% during the same period [2] - In the last 52 weeks, DLR has dropped 18.6%, while the Nasdaq Composite has increased by 20.7% [3] - Year-to-date, DLR shares are down 17.8%, compared to a 21.3% surge in the Nasdaq Composite [3] - DLR has been trading below its 50-day and 200-day moving averages since the end of October, confirming a bearish trend [3] Competitive Position - DLR has outperformed its rival, Equinix, Inc. (EQIX), which has seen a decline of 24.6% over the past 52 weeks and 22.9% year-to-date [5]

华龙证券指出，我们认为，太空算力产业奇点临近，算力竞争有望开辟"新角逐场"。另外，随着AI技术 应用的广泛普及与硬件性能的持续迭代形成良性循环，全球AI产业进入共振期。 云计算ETF天弘（517390，场外C类019170）深度追踪中证沪港深云计算产业指数，独享A股与港股两 大市场的投资便利，一键网罗沪、港、深三地最具竞争力的云计算核心资产。 消息面上，据DeepSeek官微，12月1日，DeepSeek发布两个正式版模型：DeepSeek-V3.2和DeepSeek- V3.2-Speciale。DeepSeek-V3.2强化Agent能力，官方网页端、App和API均已更新为正式版DeepSeek- V3.2。Speciale版本目前仅以临时API服务形式开放，以供社区评测与研究。 据央视新闻，国内首个光量子计算机制造工厂11月24日正式在广东深圳南山区落成。该工厂11月24日正 式进入到小批量生产阶段，总面积约5000平方米，集研发、制造、测试于一体，用于实现光量子计算机 的工程化、标准化和规模化生产。 12月2日，A股市场全天震荡调整，深成指、创业板指一度双双跌超1%。截至当天收盘，中证计算机主 题指 ...

You're kind of bucking a trend that we've been talking about throughout the year in the context of I actually on premise kind of in back when is being run at the edge going the other way from on prem, relying heavily on AWB. The rationale. Well, we are we are actually users of air.We are not like some of these Al-Alam companies that are creating and training their own models, although we have trained models in the past but at a much smaller scale. So for us investing in infrastructure and building out data ...

The basic point with train him three and you've moved quickly to bring it to the real world is cost, performance, efficiency over the prior generation, but also over NVIDIA GPUs over Google to use is I think what people are trying to understand is that Rampart I was talking about when real world customers use it beyond this anchor customer of anthropic, which relies on it currently. Yeah, well look we're quite excited about them and and training three particular is as you mentioned, excited to get it in the ...