Workflow
storage
icon
Search documents
PSTG, TierPoint Unveil Imaging Storage-as-a-Service for Healthcare
ZACKS· 2025-06-24 15:36
Key Takeaways Pure Storage, Inc.'s (PSTG) all-flash technology was leveraged by TierPoint to launch a cutting-edge Imaging Storage-as-a-Service solution designed specifically for the healthcare sector. The offering is designed to tackle the growing challenges associated with medical imaging data, ranging from rising storage costs and performance limitations to stringent security requirements. This innovative solution integrates Pure Storage's high-performance infrastructure with TierPoint's HIPAA- compliant ...
3 Storage Devices Stocks to Focus on From a Prospering Industry
ZACKS· 2025-06-24 15:01
Industry Overview - The Zacks Computer-Storage Devices industry is expected to experience robust growth due to factors such as digital transformation, edge computing, AI workloads, and enterprise cloud adoption [1] - The increasing demand for secure storage solutions driven by rising cyberattacks will further enhance the need for sophisticated data storage [1] - Major players in the industry include Western Digital Corporation (WDC), NetApp, Inc. (NTAP), and Teradata Corporation (TDC) [1] Trends Impacting the Industry - The rapid proliferation of AI is reshaping the tech landscape, leading to increased demand for high-speed, high-capacity, and low-latency storage solutions [3] - Traditional storage architectures are being replaced by NVMe-based SSDs and software-defined storage to meet the data throughput required by AI applications [3] - Cloud storage technologies are evolving, with companies leveraging AI and machine learning to optimize storage solutions and manage increasing data complexity [4] Market Conditions - Worldwide IT spending is projected to reach $5.61 trillion in 2025, reflecting a 9.8% increase from 2024, with the Devices segment expected to grow by 10.4% [5] - Despite positive IT spending forecasts, escalating trade tensions and macroeconomic uncertainties pose challenges to the industry [5] - The Zacks Computer-Storage Devices industry has underperformed the S&P 500, declining 32.4% over the past year compared to the S&P 500's gain of 9.7% [10] Company Highlights - **Western Digital (WDC)**: Focused on cloud end-markets, WDC is addressing supply chain challenges and expects strong data center demand to drive sales. The company has secured long-term deals through mid-2026 [17][18] - **Teradata (TDC)**: TDC's innovations in AI and hybrid cloud are gaining traction, with partnerships with major cloud service providers enhancing its offerings. The company has launched the Enterprise Vector Store to support AI applications [21][22] - **NetApp (NTAP)**: NTAP is experiencing increased demand for its all-flash arrays and expects to capture more market share. The company reported five-fold year-over-year growth in its AI business for the fiscal fourth quarter of 2025 [27][29]
Chevron (CVX) Earnings Call Presentation
2025-06-24 11:47
Chevron 2025 Investor Presentation May 6, 2025 © 2025 Chevron Cautionary statement and additional information CAUTIONARY STATEMENTS RELEVANT TO FORWARD-LOOKING INFORMATION FOR THE PURPOSE OF "SAFE HARBOR" PROVISIONS OF THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995 AND OTHER IMPORTANT LEGAL DISCLAIMERS This presentation contains forward-looking images and statements relating to Chevron's operations, assets, and strategy that are based on management's current expectations, estimates, and projections ab ...
海外主要户储市场及TOP20厂家出货量分析
起点锂电· 2025-06-23 10:39
户储产品消费领先的国家 / 区域是欧洲、美国、乌克兰、日本、澳洲、非洲、中东、东盟、俄罗斯。欧洲仍是市场占比最大,最成熟的市场, 但是由于电价下降,增速明显下滑, 2024 年增速较快的市场是:美国、乌克兰、澳洲、南非、 尼日利亚 、巴西等国家。 SPIR 预测, 2030 年全球户用储能市场将达到 180Gwh ,相比 2024 年增长 547% 。 倒计时18天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题: 换电之城 智慧两轮 主办单位: 起点锂电、起点钠电、起点两轮车及换电 活动时间: 2025年7月10-11日 活动地点: 深圳宝安登喜路国际酒店 近日,全球新能源产业研究机构 -- 起点研究院 SPIR 和海外储能研究联合发布了《 2025 全球户用储能行业研究白皮书》, SPIR 数据显 示, 2024 年全球户用储能出货规模为 27.8Gwh ,同比增长 19% 。 2021-2030年全球户用储能市场规模:Gwh 数量来源:起点研究院 SPIR,海外储能研究院,2025.6 备注: 户用场景指家庭住宅储能系统,不含工商业及公共事业项目 2024年全球户用储能市场区域分 ...
Accelerating AI Storage with NVIDIA SpectrumX & DDN
DDN· 2025-06-20 11:24
working solutions. So, we're going to talk about um accelerating AI fabrics for storage. So, you know, AI, we we put a lot of effort into accelerating it and improving it uh GPUs, uh you know, from from the entire stack.And one of the things we find is that slow storage can slow down your AI training times. It'll slow down your uh your uh inference. Like even with things like rag uh there's a lot of work that's done to uh deal with the ingest phase where it's like it's kind of reading the material and so th ...
Watch These Renewable Energy & Battery Energy Stocks for Valuable Gains
ZACKS· 2025-06-18 13:51
An updated edition of the May 6, 2025 article.The global shift toward sustainability is transforming the energy landscape, with industries rapidly adopting renewable sources like solar and wind. However, their intermittent nature has highlighted the critical need for reliable energy storage. This has fueled growing interest in battery storage technologies, which store excess power generated during peak periods and release it when production dips, ensuring grid stability and consistent supply. As a result, d ...
Should You Buy Occidental Petroleum While It's Below $50?
The Motley Fool· 2025-06-18 09:17
Shares of Occidental Petroleum (OXY 1.47%) have dipped over the past year. They've fallen from a peak of more than $60 a share to less than $50. That's largely due to a decline in oil prices, which have fallen from over $80 a barrel to their recent level just above $70 per barrel. the roll-off of the associated capital spending. Meanwhile, the company expects to capture about $450 million in additional earnings in its midstream business as legacy contracts roll off and it reduces capital spending in that se ...
SLB Rolls Out Sequestri to Advance Industrial Decarbonization
ZACKS· 2025-06-17 13:10
Key Takeaways SLB launched Sequestri to offer end-to-end carbon storage solutions for industrial decarbonization. The suite integrates digital tools and hardware like CO2-resistant cement for reliable CCS performance. Sequestri supports the broader CCS vision of SLB, including its Saudi Arabia hub with Aramco and Linde.SLB (SLB) , an American oilfield services company, has rolled out a comprehensive suite of carbon storage solutions under its new Sequestri portfolio, reinforcing its push to accelerate ind ...
Eos Energy Successfully Closed $336M in Concurrent Offerings of Common Stock and Convertible Senior Notes, Strengthening its Balance Sheet and Creating Enhanced Financial Flexibility
Globenewswire· 2025-06-16 10:15
Core Insights - Eos Energy Enterprises, Inc. has successfully closed a $250 million offering of convertible senior notes due 2030, enhancing its financial flexibility to scale operations and meet global demand for long duration energy storage [1][2][3] - The company has strategically repurchased maturing debt and restructured its capital, resulting in approximately $400 million in savings over the terms of its debt [3][4] - Eos is expanding its manufacturing capabilities with a new state-of-the-art battery module manufacturing line expected to be operational in the first half of 2026, reflecting strong demand [7][8] Financial Position and Capital Structure - The recent capital raise was oversubscribed, indicating strong investor confidence in Eos' market potential and strategic plan [2] - Proceeds from the offerings were utilized to fully repurchase a $125.9 million convertible senior note due 2026, saving $8.3 million in interest [5] - The company reduced the interest rate on its Delayed Draw Term Loan (DDTL) from 15% to 7%, significantly lowering its cost of capital [5] Operational Momentum - Year-to-date, Eos has shipped more energy storage cubes than in all of 2024, with Q2 shipments exceeding Q1, showcasing strong manufacturing execution [8] - Eos is implementing automation enhancements to improve production efficiency, including the installation of its first bi-polar sub-assembly [7][9] Technological Advancements - Eos is advancing its Z3 energy storage system, achieving round trip efficiency above 80% and exceeding 90% for some longer duration applications [10][12] - The company's inline cube design has demonstrated significant cost efficiencies, with a recent project showing a 96% reduction in installation costs [11] Strategic Partnerships and Market Position - Eos has partnered with PA Consulting Group to quantify the value of its technology, demonstrating potential for 30-50% higher revenues over the life of a project compared to incumbent technologies [12] - The company is well-positioned to meet the growing demands for energy storage solutions, contributing to grid reliability and resilience in the evolving energy landscape [13]
Jefferies:存储周刊_是什么驱动存储需求
2025-06-16 03:16
USA | REITs Equity Research Storage Weekly: What Drives Storage Demand? Y/Y SS asking rents were down -1.8% on avg, a 60 bps deterioration from last week's -1.2%. On a Y/Y basis, PSA was up +4.5%, followed by EXR (+0.2%), LSI (-1.3%), and CUBE (-10.5%). This week, we share a few insights from the 2022 Storage Demand Study. Younger Users Fuel Demand: As of 2022, Gen-Z and Millennials are using self-storage at a 16% rate, well above the 11% national average (and Boomers at 5%), per the SSA's 2022 demand study ...