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Will AI's Diversification Beyond Oil & Gas Fuel Its Next Growth Phase?
ZACKS· 2025-08-19 14:10
Core Insights - C3.ai, Inc. is experiencing significant growth in non-oil and gas sectors, with a 48% year-over-year increase in fiscal 2025 revenues, indicating a shift towards diversification as a key driver for enterprise AI adoption [1][9] Industry Expansion - In the manufacturing sector, C3.ai is enhancing its presence with clients like US Steel and Rolls-Royce, focusing on applications such as predictive maintenance and energy optimization, which are yielding measurable efficiency improvements [2] - The public sector is emerging as a vital area for growth, with state and local government revenues more than doubling in fiscal 2025, supported by 71 new agreements across 24 states, showcasing the platform's adaptability [3] - Life sciences are identified as a promising growth area, with major companies like GSK and Sanofi adopting C3.ai's solutions to improve clinical workflows and research data utilization [4] Strategic Alliances - C3.ai has renewed its strategic alliance with Baker Hughes through 2028, which has generated over $0.5 billion in revenues, reinforcing its oil and gas foundation while emphasizing the importance of diversification across 19 industries for long-term growth [5][6] Competitive Landscape - Competitors like Snowflake Inc. and Palantir Technologies Inc. are also expanding into AI-driven applications, with Snowflake reporting that nearly 90% of its top customers are engaging with AI and ML workloads, and Palantir securing a $10 billion agreement with the U.S. Army [7][8]
AITX's RAD-G Announces Security-Centric Proprietary 'ChatGPT-Like' Vision-Language Model for Security Industry Applications
Newsfile· 2025-08-19 14:07
Detroit, Michigan--(Newsfile Corp. - August 19, 2025) - Artificial Intelligence Technology Solutions, Inc. (OTCID: AITX) (the "Company"), a global leader in AI-driven security and productivity solutions for enterprise clients, along with its wholly owned subsidiary Robotic Assistance Devices Group, Inc. (RAD-G) (collectively, the "Companies"), today announced the development of a proprietary Vision-Language Model (VLM) purpose-built for security applications. Unlike off-the-shelf models such as ChatGPT, Cl ...
Open AI vs. Anthropic
Who do you worry more about, Open AAI or Anthropic. What we're betting on is to be the gateway for humans, right. And be the best user experience for AI.And so far, OpenAI is doing that better than Tropic. So I see them as a more serious competitor in 12 months. ...
Nexxen International (NEXN) FY Conference Transcript
2025-08-19 14:00
Summary of Nexon Conference Call Company Overview - **Company**: Nexon - **Industry**: Ad Tech - **Focus**: Both supply side and demand side of advertising - **Valuation**: Close to four times forward EBITDA [2][3] Core Insights and Arguments - **Transformational Activity**: Nexon has undergone significant changes, including a rebranding and a series of acquisitions to enhance its product suite [3][4] - **End-to-End Strategy**: Nexon aims to provide a unified platform for advertisers and publishers, reducing intermediaries and enhancing efficiency [9][10] - **Data Importance**: Emphasis on data as a critical component for targeting and campaign performance, with a focus on audience identification [6][9] - **AI Integration**: Nexon is developing AI tools to automate campaign management and improve operational efficiency [17][19][26] Key Developments - **Acquisitions**: Nexon has acquired several companies, including Tremor Video DSP, RhythmOne, Unruly, and Amobi, to create a comprehensive ad tech platform [4][5] - **Nexon Data Platform**: This platform allows advertisers and publishers to onboard their data, providing insights and audience targeting capabilities [14][15] - **Partnership with VEDA**: A partnership with Hisense to leverage ACR data for connected TV advertising, enhancing targeting and measurement capabilities [45][46] Financial Performance and Outlook - **Q2 Earnings**: Nexon expects a contribution ex TAC of around $380 million, up approximately 11%, with EBITDA growth of around 9% to $125 million [66][72] - **Growth Strategy**: Aiming for a medium-term target of 10% CXT contribution ex TAC growth and adjusted EBITDA margins in the 40% range [72][74] - **Capital Allocation**: Shift from share repurchase to potential acquisitions, with a focus on smaller, strategic M&A opportunities [76][80] Additional Insights - **Market Positioning**: Nexon is positioning itself to compete with major players like Google and Facebook by offering integrated solutions for both advertisers and publishers [12][13] - **AI as a Competitive Advantage**: The integration of AI across its platform is seen as a differentiator that enhances customer experience and operational efficiency [25][35] - **Customer Trust in AI**: Building customer confidence in AI tools is crucial for achieving full automation in campaign management [31][32] Conclusion Nexon is strategically positioned in the ad tech industry with a focus on data integration, AI capabilities, and a comprehensive end-to-end platform. The company is optimistic about its growth trajectory and is exploring new avenues for expansion through acquisitions and partnerships.
New Fluke Networks Data Center Kits Deliver Future Ready Equipment to Help Prevent Outages and Fiber Failures
Globenewswire· 2025-08-19 13:56
Data center technicians now have the tools to manage rising network complexity and minimize downtime in hyperscale and enterprise data centers Versiv Data Center Kits The Versiv Data Center Kits are designed to keep data centers up and running by identifying copper and fiber network connectivity issues Everett, Washington, Aug. 19, 2025 (GLOBE NEWSWIRE) -- Fluke Networks today announced the launch of its Versiv Data Center Kits that are designed to keep data centers up and running by identifying copper ...
Nvidia says it's evaluating a 'variety of products' after report of new AI China chip
CNBC· 2025-08-19 13:54
Nvidia said Tuesday that it is evaluating several products following a report that the company is working on a new artificial intelligence chip for China that is more powerful than the currently available H20.The new product, tentatively called the B30A, is expected to be based on Nvidia's Blackwell chip architecture, Reuters reported, citing people familiar with the company's plans. Nvidia hopes to deliver sample units to Chinese clients for testing as soon as next month, according to Reuters."We evaluate ...
X @s4mmy
s4mmy· 2025-08-19 13:53
RT s4mmy (@S4mmyEth)'Smart Money' is buying the dip on your AI coins:i) Fartcoin is once again leading as the "Stink Index" pumps 5% on an otherwise market downturn.Is the leading indicator hinting at what's to come?ii) Rekt buyers coming in strong as the token pulls back in line with the broader market.Maybe @osf_rekt pinging TradFi on the Bloomberg Terminal is paying off?The rekt drinks have been organically featured in widely watched movie Skits and the #1 entertainment and hip-hop community with 5.4mm f ...
X @Raoul Pal
Raoul Pal· 2025-08-19 13:50
Im incredibly proud and blessed to have managed to complete a ultra-rare chronological quadtych of @VanArman 's ground breaking work. The series shows the progression of the robots ability to create intepretations of human faces using AI. It is a time capsule of tech + art. https://t.co/VtOVih5bFq ...
X @Forbes
Forbes· 2025-08-19 13:50
This One ChatGPT Prompt Writes Viral LinkedIn Posts From Scratch https://t.co/hIGgy6LEW5 https://t.co/hIGgy6LEW5 ...
X @Forbes
Forbes· 2025-08-19 13:41
At Meta, a chaotic culture and lack of vision have led to brain drain, with rivals saying its AI talent is lackluster. But Zuckerberg’s frenzied hiring spree hasn’t stopped the departures.https://t.co/CGN67y95Rz https://t.co/swIDbUXqTH ...