OFC 50 : Nvidia Copper Interconnection - SEMI VISION 02/07/2025, 16:04 OFC 50 : Nvidia Copper Interconnection Original Articles by SemiVision Research (Nvidia) SEMI VISION APR 08, 2025 · PAID Share OFC : Nvidia Copper Interconnection If you would like to explore the silicon photonics roadmaps of TSMC and NVIDIA in greater depth, please refer to our previously published articles for more detailed analysis and insights. How TSMC's Silicon Photonics Could Impact NVIDIA's Future 2025 GTC Review: The Silicon Pho ...

嘉宾：亚马逊全球副总裁、亚马逊云科技大中华区总裁 储瑞松 "AI的发展已经来到一个拐点，我们正处在Agentic AI爆发的前夜。" 文 丨 新浪科技 周文猛 "AI Agent只是单一的某个智能体，Agentic AI 才能比较清楚地描述我们的现状。" 期数：No.76 "今年亚马逊资本支出，将主要用于云和AI基础设施建设。" "在大环境的不确定性下，出海选择对的云要考虑业务策略灵活性。" …… 这一系列的观点，是亚马逊全球副总裁、亚马逊云科技大中华区总裁储瑞松在与新浪科技《科创100 人》独家沟通中，对当前AI发展及企业出海的洞见。 在国内热衷于谈论AI Agent的当下，作为亚马逊云科技大中华区一把手的他却有着更多的克制与理性， 认为Agentic AI 才更能够描述我们当前所处的AI发展环境。 但克制的背后，2025年亚马逊将投资1000亿美元用于云和AI基础设施建设的豪气，也在用实际行动， 为其带领的亚马逊云科技在中国乃至于全球市场发展提供着充足的弹药。 伴随大模型能力的快速提升和使用成本急剧下降，被模型上下文协议（MCP）极大简化了交互及协作 难度的智能体将如何重塑生产力？而储瑞松带领的亚马逊云科 ...

Double-digit monthly growth of Pearson's Generative AI Foundations Certification since launching in October 2024, attracting learners globally. HOBOKEN, N.J., June 30, 2025 /PRNewswire/ -- As the pace of technological change accelerates and agentic AI widens the skills gap, Pearson (FTSE: PSON.L), the world's lifelong learning company, today announced the continued expansion of its AI learning content portfolio to reach more K-12, higher education, professional, and enterprise learners. This announcement fo ...

Core Insights - IBM's stock has reached all-time highs, driven by strong retail investor interest and trading volume, raising questions about the sustainability of this momentum [1] - The recent rally is attributed to IBM's successful execution of its core strategy focused on making AI practical for large enterprises, particularly through its watsonx platform [2][3] - The company's generative AI business has exceeded $5 billion, indicating strong customer demand, supported by strategic acquisitions like HashiCorp for automation and security tools [3][4] Financial Performance - IBM's Q1 2025 earnings report surpassed analyst estimates, demonstrating the positive impact of its strategic initiatives on financial results [4] - The stock's trailing P/E ratio is around 50, but the forward P/E ratio is more moderate at 27, reflecting market expectations of future AI-driven earnings growth [6] - IBM's dividend has been increased for the 30th consecutive year, with 43% of cash flow covering the dividend, indicating sustainability [7] Market Reaction - Analysts are responding positively to IBM's strategic execution, with the stock receiving a consensus rating of Moderate Buy and price targets raised by firms like Wedbush and Bank of America to $325 and $320 respectively [11] - Over the past year, IBM shares have gained approximately 69%, with a year-to-date increase of over 32%, including a notable 10-day winning streak in June [11] Future Outlook - Investors should monitor key metrics such as revenue growth in new software segments, free cash flow strength, and updates on the HashiCorp integration in future earnings calls to confirm the breakout [8] - The combination of price momentum, analyst upgrades, and solid AI execution suggests that IBM's rally may represent the early phase of a significant and sustained breakout [9][10]

Core Insights - Microsoft is expanding its Azure platform and AI services to meet the increasing demand for intelligent tools and automation [1][9] - The integration of the MU language model into Windows 11 is expected to enhance user interaction and drive Azure AI tool adoption [2][3][9] - The Intelligent Cloud segment generated $26.8 billion in revenues in Q3 FY2025, reflecting a 21% year-over-year increase, with AI services contributing significantly to growth [4] Azure and AI Services - Over 10,000 organizations utilized the Agent Service in Q3 FY2025, resulting in the creation of more than 1 million custom agents, a 130% increase quarter over quarter [1] - Microsoft processed over 100 trillion tokens in the same quarter, marking a fivefold increase year over year [1] - Azure and other cloud services grew by 33%, with AI services contributing 16 percentage points to this growth [4] Competitive Landscape - Microsoft faces strong competition in the agentic AI space from Amazon and Alphabet, both enhancing their AI capabilities [5][6] - Amazon's AWS is providing tools that facilitate the development of agentic AI, while Alphabet's Google Cloud is also advancing in this area [5][6] Financial Performance - Microsoft shares have increased by 17.7% year-to-date, outperforming the Zacks Computer – Software industry and the broader technology sector [7] - The forward 12-month Price/Sales ratio for Microsoft is 11.70X, compared to the industry's 9.59X, indicating a premium valuation [11] - The Zacks Consensus Estimate for Q4 FY2025 earnings is $3.35 per share, reflecting a 13.56% year-over-year growth [14]

TORONTO, June 25, 2025 (GLOBE NEWSWIRE) -- Optiva Inc. ("Optiva" or the "Company") (TSX:OPT), a leader in powering the telecom industry with cloud-native billing, charging and revenue management software on private and public clouds, today announced that Patrick DiPietro, Lee Matheson, Simon Parmar, Robert Stabile, Barry Symons, and Birgit Troy were elected to the Company's board of directors (the "Board") at the Company's annual meeting of holders of common shares held earlier today (the "Meeting"). In add ...

英伟达股价创历史新高，重夺全球市值第一宝座。 周三，英伟达股价大涨4.3%至154.31美元，再创历史新高，市值达到3.77万亿美元，超越微软成为全球市值最大的公司。这标志着这家芯片巨头 从年初的重挫中完全复苏，抹去了此前1.4万亿美元的市值损失。 这一涨势得益于黄仁勋在英伟达年度股东大会上的乐观表态。 会上，黄仁勋强调AI和机器人技术带来"数万亿美元机会"，并指出全球对"主权AI"的需求正在增长，英伟达正处于为期十年的AI基础设施建设浪 潮的起点。 黄仁勋在股东大会上透露，仅微软在近一个季度处理AI模型的请求量就比去年同期增加了五倍以上。此外，英伟达支持的CoreWeave等"neocloud （云端新秀）"AI公司股价自3月纳斯达克上市以来已上涨超300%，显示出AI长期增长前景的吸引力。 与此同时，作为英伟达的关键存储供应商，美光科技周三公布的季度收入达到创纪录的93亿美元，超出华尔街预期的89亿美元，并对AI需求增长 给出积极预测——这进一步佐证了AI硬件市场的强劲势头。 从低谷到巅峰，市值恢复1.42万亿美元 英伟达今年经历了戏剧性的股价波动。 今年年初，由于"DeepSeek冲击"引发市场对英伟达 ...

NEW YORK & LAS VEGAS, June 25, 2025 (GLOBE NEWSWIRE) -- Dataiku, the Universal AI Platform™, today announced it has joined the HPE Unleash AI partner program, bringing together enterprise-ready AI orchestration and trusted infrastructure to accelerate the deployment and adoption of generative and agentic AI. With this collaboration, organizations gain a clear path to move beyond experimentation and deliver production-ready AI with the required speed, confidence, and governance to meet corporate goals and st ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, ...

A recent report from Bank of America Securities (BofA) highlights a significant, yet currently underestimated, medium-term surge in software spending driven by AI agents.While the market has shown some caution due to an “underwhelming generative AI adoption or monetization cycle” so far, BofA believes that “agentic functionality” could be the key to unlocking substantial revenue.BofA’s “deep dive” into agentic AI suggests that spending on this technology could reach a staggering $155 billion by 2030. This e ...