Core Viewpoint - NVIDIA's CEO Jensen Huang downplayed competition from AMD, emphasizing the fundamental differences between the two companies and highlighting NVIDIA's evolution into a computing platform company rather than just a hardware manufacturer [1][2]. Company Differentiation - Huang stated that while both companies produce similar products, they operate fundamentally differently, with NVIDIA focusing on a broader computing platform [2]. - NVIDIA has developed extensive ecosystems and software solutions that support its hardware, which Huang believes gives it a competitive edge over AMD's hardware-centric approach [3][5]. AI Infrastructure Development - NVIDIA is involved in building large-scale AI infrastructure, with Huang noting that their systems can span "a thousand acres" and operate at hundreds of megawatts to gigawatts [4]. - OpenAI has recently entered into significant partnerships with both NVIDIA and AMD, including a $100 billion deal with NVIDIA to deploy 10 gigawatts of computing systems starting in the second half of 2026 [6]. Market Reactions and Skepticism - Analysts and investors have expressed skepticism about the recent deals, with concerns that they are more announcements than actual implementations, emphasizing the importance of execution in the competitive landscape [7]. - Criticism has also been directed at AMD for issuing stock warrants to OpenAI in exchange for purchase orders, raising questions about the financial implications of such deals [8]. Stock Performance - NVIDIA's stock experienced a slight decline of 0.25% to close at $185.04, but showed a pre-market increase of 0.37%, indicating a generally favorable outlook among investors [9].

So another day, another deal that this time Nvidia seems to be in keeping with that. What do we know. According to our own reporting, this obviously is a Bloomberg scoop.Yeah, it's a Bloomberg scoop and it's been very well read today as well. So it tells you there's a lot of interest. Again, to your point, we've just seen deal after deal after deal being struck in the ai infrastructure space in particular.But what we've got from sources here is that so xAI we knew that were looking to do some fund raising. ...

Core Insights - POET Technologies Inc. shares have seen significant price increases, closing at $7.88 and rising to $8.50 in after-hours trading, marking a 23.51% increase during the regular session and a 7.87% increase in after-hours [1][2]. Group 1: Investment and Financial Performance - The company completed a non-brokered private placement, raising $75 million in gross proceeds, which is the largest single investment in its history [2]. - A total of 13,636,364 common shares were issued at a price of $5.50 per unit, along with warrants [2]. - The company's market capitalization is currently at $715.01 million, with a share price increase of 77.48% over the last 12 months [5]. Group 2: Use of Proceeds and Strategic Plans - The net proceeds from the investment will be used for corporate development, including potential acquisitions, expanding research and development, and accelerating the light source business [3]. - The warrants issued are priced at CAD 9.78 ($7) per share and can be exercised until October 7, 2030 [3]. Group 3: Management Commentary and Market Position - Dr. Suresh Venkatesan, Executive Chairman and CEO, highlighted the growth of AI infrastructure as a significant opportunity for POET, which is well-prepared to scale its growth ambitions [4]. - The company has over $150 million in cash and no significant debt, positioning it favorably in the market for advanced AI hardware solutions [4]. - POET's stock performance has reached its highest point in the past year, indicating strong momentum in the market [4][5].

Advanced Micro Devices has a number of AI infrastructure partners that could be set to benefit from its deal with OpenAI, according to analysts. https://t.co/hOyFNj7v1G ...

So, let's make sense of the story and talk about what it may or may not mean. Joining us on set, our friend Simma Modi. Brian, thank you.It's great to be back. And a big story today. We saw Oracle move as much as 5% on this report from the information that alleges that Oracle's cloud margins, which is tied to the buildout of AI infrastructure, will be lower than what Wall Street is currently predicting.And that's due to uh the cost of buying Nvidia chips, the capital intensive nature of building out data ce ...

Core Insights - Astera Labs (ALAB) shares have surged 146.4% in the past three months, significantly outperforming the broader Zacks Computer & Technology sector's rise of 15% and the Zacks Internet - Software industry's growth of 1.3% [1] - The strong performance of ALAB stock is attributed to its robust and diversified product portfolio and an expanding partner base, which have significantly contributed to its revenue growth [1] Product Performance - Strong demand for ALAB's Aries, Taurus, and Scorpio product lines has been notable, collectively contributing about 10% of total sales in Q2 2025 [2] - The Scorpio P-Series switches entered volume production in Q2 2025, becoming the fastest-growing product line in the company's history and accounting for over 10% of total revenues [2] - ALAB is rapidly expanding its portfolio to meet the growing demands of AI infrastructure and connectivity solutions, with a notable demand for its PCIe solutions [5][7] Partner Collaborations - Astera Labs has a rich partner base that includes top chipmakers such as NVIDIA, AMD, Micron Technology, and Intel, enhancing its market position [8] - In Q2 2025, ALAB expanded its collaboration with NVIDIA to advance the NVLink Fusion ecosystem, providing hyperscalers with more options for high-performance networks [10] Financial Guidance - For Q3 2025, Astera Labs expects revenues between $203 million and $210 million, with earnings projected between 38 cents and 39 cents per share [11] - The Zacks Consensus Estimate for Q3 2025 revenues is pegged at $206.73 million, indicating a year-over-year increase of 82.80% [12] Competitive Landscape - Despite its expanding portfolio and strong partner base, ALAB faces stiff competition from industry players like Marvell Technology and Broadcom, which are also making significant strides in the PCIe retimers market [9][13] - Marvell Technology is innovating in the PCIe market with advanced solutions, while Broadcom is enhancing its offerings with a new PCIe Gen 6 portfolio [14][15] Valuation Metrics - Astera Labs' stock is trading at a premium, with a forward 12-month Price/Sales ratio of 38.90X, significantly higher than the Computer & Technology sector's 6.94X [16]

Core Insights - Sanmina (SAMN) shares experienced an 8% decline during Tuesday's market session after a significant 23% increase on Monday, which was linked to an AI infrastructure deal between Advanced Micro Devices (AMD) and OpenAI [2] - The company is currently in the process of acquiring AMD's ZT Systems, indicating a strategic move to enhance its capabilities in the AI sector [2]

Core Insights - Nebius Group N.V. (NBIS) is aggressively scaling to meet the rising demand for AI compute, positioning itself as a significant player in the global AI infrastructure market. The company has reported more than a doubling of revenues from the first quarter and has achieved EBITDA positivity in its core AI infrastructure business ahead of projections. The rapid expansion of data centers is crucial to Nebius' growth strategy [1][11]. Expansion Plans - By the end of this year, Nebius expects to secure 220 megawatts (MW) of connected power for GPU deployment, with major data centers in New Jersey and Finland. Two additional greenfield data center projects in the US are nearing completion, indicating the company's commitment to scaling aggressively to meet AI compute demand. Overall, Nebius aims to secure over 1 gigawatt (GW) of power by the end of 2026 [2][11]. - The company plans to launch its first major GPU cluster facility in the UK, located just outside London, expected to come online in early Q4. This facility marks a significant milestone in Nebius' global expansion, with the anticipation of being the first provider to deliver Nvidia's B300 GPUs to the UK market [3]. Strategic Partnerships - Nebius has closed a deal with Microsoft Corporation (MSFT) worth $17.4 billion, which involves providing dedicated GPU capacity from a new data center in Vineland, NJ, starting later this year through 2031 [4]. Market Position and Competitors - Nebius is building a global footprint with capacity in the United States, Europe, and the Middle East. In June, the company launched NVIDIA GB200 capacity in Europe and deployed Blackwell Ultra GPUs in the UK. By Q1 2025, Nebius plans to add three new regions, including a strategic data center in Israel [5]. - The company expects a sharp increase in sales by year-end due to the market entry of Blackwell GPUs and significant ramp-up in data center capacity. Consequently, Nebius has updated its year-end annualized run rate (ARR) guidance from the previous range of $700 million–$1 billion to a new range of $900 million–$1.1 billion [6]. Financial Performance - Shares of Nebius have surged 351% year to date, significantly outperforming the Internet – Software and Services industry's growth of 43.1% [12]. - In terms of valuation, NBIS shares are trading at a price/book ratio of 7.8X, compared to the industry's ratio of 4.66X [13]. - The Zacks Consensus Estimate for NBIS' 2025 earnings has seen an upward revision over the past 30 days [14].

Core Insights - CoreWeave (CRWV) is positioned to benefit from a significant partnership with Meta Platforms (META), which involves supplying cloud computing capacity worth up to $14.2 billion through December 14, 2031, with potential for expansion through 2032 [1][10] - The recent expansion of the contract with OpenAI, now totaling $22.4 billion, further enhances CRWV's revenue visibility and validates its AI infrastructure capabilities [2][10] - Collaboration with NVIDIA optimizes CRWV's cloud services, integrating advanced systems for improved performance and reliability [3] Competitive Landscape - Nebius (NBIS) is emerging as a strong competitor, experiencing a 625% year-over-year revenue growth to $105.1 million in Q2 2025, driven by demand for AI cloud infrastructure [6] - NBIS has secured a $17.4 billion deal with Microsoft, which could increase to $19.4 billion, highlighting the competitive pressure in the AI infrastructure market [7][10] - Microsoft continues to dominate the AI-cloud infrastructure space, with significant capital expenditures planned and a massive backlog of $368 billion across its cloud services [8][9] Financial Performance - CoreWeave's shares have increased by 43.1% over the past month, contrasting with a 2% decline in the Internet Software industry [11] - The Price/Book ratio for CRWV stands at 24.61X, significantly higher than the industry average of 6.62X, indicating a premium valuation [13] - The Zacks Consensus Estimate for CRWV's earnings for 2025 has been revised downwards over the past 60 days, reflecting potential challenges ahead [14]

Our CMO @SamPearton spoke at @tech_talia in Rome on Saturday, alongside leaders from @animocabrands, @nebiusai and top VCs, government representatives, and founders from around the world, exploring the future of AI infrastructure, identity, and trust. https://t.co/EfIoV0wlll ...