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Huang: Nvidia, Mistral to Build Sizeable Cloud Together
Bloomberg Television· 2025-06-11 11:35
We have a great partnership here that we're announcing today. A young company. A CEO I really like.And he's trying to build a European AI company. The name of the company is Mistral. Today.Today, we're announcing that we're going to build an AI cloud together here to deliver their models, as well as deliver AI applications for the ecosystem of other AI startups so that they can use them as role models or any model that they like. And so, Mistral and us, we're going to be partnering to build a very sizable A ...
禾盛新材:拟2.5亿元投资ARM服务器处理器芯片熠知电子
news flash· 2025-06-11 10:31
Group 1 - The company He Sheng New Materials plans to invest 250 million yuan in Yizhi Electronics, acquiring a 10% stake post-investment [1] - Yizhi Electronics is one of the few companies in China that has commercially launched ARM server processor chips, with its TF7000 series achieving advanced performance levels domestically [1] - The products of Yizhi Electronics are designed to cover multiple scenarios including artificial intelligence, cloud computing, and edge computing, integrating top AI algorithms and advanced process technologies [1] Group 2 - Yizhi Electronics is a core enterprise in the domestic CPU sector, focusing on the ARM architecture and providing industry application solutions through its intelligent hardware platform [1]
5 Cybersecurity Stocks You Can Buy and Hold for the Next Decade
The Motley Fool· 2025-06-11 10:00
Industry Overview - The cybersecurity market is experiencing significant growth, projected to increase from $215 billion last year to $697 billion by 2035, reflecting an annualized growth rate of 11.3% over the next decade [2] - The typical data breach can cost companies approximately $4.9 million in damages, highlighting the critical importance of cybersecurity in today's digital landscape [1] Company Highlights - **Palo Alto Networks** specializes in firewall technology and has expanded into cloud security and AI integration, with analysts estimating a long-term earnings growth of 20% annually as security spending increases [5][6] - **CrowdStrike Holdings** is recognized for its endpoint security and has developed a comprehensive security platform, achieving $4.4 billion in annual recurring revenue, with a price-to-sales ratio of 28, indicating strong growth potential [8][9] - **Cloudflare** operates one of the largest content delivery networks and mitigates DDoS threats, boasting over 250,000 paying customers and positioning itself in edge computing for future technologies like autonomous vehicles [10][11] - **SentinelOne** utilizes AI for autonomous threat detection and competes directly with CrowdStrike, currently valued at a price-to-sales ratio of 6.7, suggesting potential long-term upside despite being smaller and not yet profitable [12][13] - **Microsoft** is a major player in the cybersecurity space, integrating security products into its Windows operating system and benefiting from its diverse exposure to AI, cloud computing, and enterprise software, making it a solid investment in the tech sector [14][15]
Elis: Disclosure of the number of shares forming the capital and of the total number of voting rights as of 31 05 2025
Globenewswire· 2025-06-11 08:41
DECLARATION DU NOMBRE D’ACTIONS COMPOSANT LE CAPITALET DU NOMBRE TOTAL DE DROITS DE VOTE AU 31 MAI 2025 Article L. 233-8-II du Code de CommerceArticle 223-16 du Règlement général de l’AMF Nombre d’actions composant le capital social236 664 445Nombre de droits de vote théoriques281 450 493Nombre de droits de vote exerçables278 459 967 Cette déclaration est en ligne sur le site internet d’Elis www.elis.com DISCLOSURE OF THE NUMBER OF SHARES FORMING THE CAPITALAND OF THE TOTAL NUMBER OF VOTING RIGHTS AS OF 31 ...
香港已成为全球云原生开源重要贡献者
Xin Lang Cai Jing· 2025-06-11 06:27
Core Insights - China and Hong Kong have emerged as one of the earliest and strongest ecosystems in the cloud-native field, with a total of 1.0686 million open-source contributions, ranking second globally, including 327,400 contributions to the Kubernetes project [1] - The KubeCon+CloudNativeCon China 2025 summit, held in Hong Kong, signals the growing importance of the region in the cloud-native landscape [1] - The cloud-native concept, defined by CNCF, facilitates the construction and operation of scalable applications in dynamic environments such as public, private, and hybrid clouds [1] Group 1: Ecosystem Growth - CNCF's 2024 annual report indicates over 140 new members joined last year, bringing the total to over 200 projects and 728 members, with more than 270,000 contributors from 189 countries [4] - Key open-source projects from China, such as Volcano, Dragonfly, KubeEdge, and OpenYurt, demonstrate significant capabilities in edge computing, container scheduling, and distributed processing [2] Group 2: Industry Applications - Major cloud service providers like Tencent Cloud, Huawei, Alibaba Cloud, and Baidu Intelligent Cloud are members of the ecosystem, contributing to advancements in distributed consensus mechanisms within Kubernetes [5] - Hong Kong's financial institutions are core adopters of cloud computing technology, with platforms like the new IPO settlement platform FINI and HKEX Synapse enhancing digital transaction processes [5] Group 3: AI Integration - Cloud-native computing technologies are expected to bring systemic innovations to the AI industry, with local deployments by major companies supporting digitalization needs in Hong Kong [6] - The Hong Kong government views cloud computing and cloud-native technologies as key foundations for smart city development, promoting their application in e-government, smart transportation, and healthcare [8] Group 4: Open Source Impact - The economic value of open source is highlighted, with a study indicating that the cost of acquiring all necessary open-source software for technology creation could reach $9 trillion [6] - The success of open-source projects relies on user participation and a structured approach that is friendly to new contributors [8]
“Building Fast Isn’t Enough Anymore”
20VC with Harry Stebbings· 2025-06-11 05:00
Competitive Landscape - The time to clone a company has drastically reduced from approximately 1 year 25 years ago to 6-9 months 15 years ago [1] - Currently, the time to clone a company can be as short as 10 days [2] - Many new products lack significant differentiation or added value compared to existing solutions [2]
摩根士丹利:云半导体-转向积极布局的时机
摩根· 2025-06-11 02:16
June 9, 2025 08:05 AM GMT Greater China Semiconductors | Asia Pacific Cloud semis: time to turn constructive With a potential cloud capex trough in 4Q/1Q26 and US tariff impact being priced in, we think it's time to turn positive from a top-down perspective. Rising inference demand to sustain CPU and non-standard AI server demand, on top of AI server rack ramp up. Upgrade Aspeed to OW and raise Montage PT. Key Takeaways Reversing our thesis on cloud semis: We took a more neutral view on cloud semi stocks in ...
Datadog Launches Internal Developer Portal to Give Engineering Teams Autonomy and Help Them Ship Production-Ready Code Quickly
Newsfile· 2025-06-10 20:05
Core Insights - Datadog has launched its Internal Developer Portal (IDP), the first developer portal built on live observability data, aimed at enhancing the autonomy of engineering teams and accelerating the delivery of production-ready code [1][6]. Group 1: Product Features - The IDP allows developers to ship software quickly while adhering to production standards, utilizing real-time performance data and service ownership information [3][5]. - It includes a Software Catalog that provides a live record of software performance and ownership, automatically synced with telemetry data [4]. - Self-Service Actions enable developers to perform tasks independently using pre-built templates, ensuring compliance with internal requirements [4]. - Scorecards track compliance with various standards, including reliability and security, allowing platform engineers to monitor performance across teams [4]. - Engineering Reports offer visibility into software delivery performance and compliance, tailored for different roles within the organization [4]. Group 2: Operational Efficiency - The IDP enhances incident response by centralizing engineering knowledge, allowing engineers to focus on resolving issues rather than searching for information [4]. - It integrates observed and declared system states, providing real-time visibility into system changes and facilitating collaboration among developers [5]. - The platform supports faster investigations by allowing on-call engineers to access critical information hands-free through a Voice Interface [5]. Group 3: Market Context - Datadog's IDP addresses the growing complexity faced by engineering teams, who must navigate an expanding set of requirements while maintaining code reliability and compliance [2]. - The launch of IDP coincides with Datadog's annual conference, DASH, where additional features in AI Observability and Log Management were also announced [6].
eXp Realty Dominates 2025 RealTrends Rankings With 757 Agents and Teams Honored
GlobeNewswire News Room· 2025-06-10 19:00
BELLINGHAM, Wash., June 10, 2025 (GLOBE NEWSWIRE) -- eXp Realty®, “the most agent-centric real estate brokerage on the planet™” and the core subsidiary of eXp World Holdings, Inc. (Nasdaq: EXPI), today announced that a record-breaking 757 of its agents and teams have been named among the top real estate professionals in the country, according to the 2025 RealTrends Verified America’s Best List. With fewer than 0.1% of agents qualifying nationwide, inclusion in the RealTrends rankings is a rare achievement ...
2 Network Software Stocks to Watch From a Prospering Industry
ZACKS· 2025-06-10 17:31
The Zacks Communication-Network Software industry players like A10 Networks (ATEN) and Ondas (ONDS) are gaining from the ongoing digitalization efforts, including a shift to cloud computing and the rapid deployment of 5G-based networks. The strong demand for network security benefits industry participants, as a secure environment is required to run cloud-based applications. Industry players are leveraging artificial intelligence (AI) and machine learning to develop security solutions, thereby providing bett ...