7 July 2025 | 10:31AM HKT GC Tech: Time Interconnect (1729.HK): High-speed cable and Servers ODM; China Cloud Capex to drive growth ahead We talked to Time Interconnect (1729.HK, Not Covered) management recently. Time Interconnect provides customized copper and optical fiber cable, along with servers ODM. Overall, management remains positive on the company's revenue growth in 2025E driven by (1) rising AI demand to drive adoption of high-speed cable products, where the company benefits from offering compreh ...

Meanwhile, Core Weeave dropping for a second day in a row after announcing its buying data center provider Core Scientific. The company getting a slew of downgrades today as analysts worry about near-term overhang. City putting the AI cloud infrastructure company on a 90-day downside catalyst watch.The analyst behind that call, Tyler Radkkey, joins us here on Fast Now. Tyler, great to have you with us. Nice to see you again.Um, this all has to do with lockups. So, it's sort of a a technical alert. Can you w ...

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: How CoreWeave's Neocloud Business Model Works,’ in partnership with @blockspacepod!Today on The Mining Pod, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers.Explore CoreWeave’s neocloud business model, GPU economics vs bitcoin mining profitability, and what ...

Vertical Integration Strategy - The company believes vertical integration is crucial for delivering optimal solutions to large clients and sophisticated consumers of infrastructure [2][3] - The acquisition of Core Scientific is viewed as a move down the stack, integrating physical data centers and power requirements [4] - Vertical integration provides more physical control over building and delivering infrastructure, which is valuable in a dynamic market [6] - The company tried to acquire Core Scientific for approximately 1 billion USD last year, indicating a long-standing interest in integration [7] - Vertical integration enables efficient and effective scaling to remain relevant in the cloud revolution [13][20] Margin and Profitability - The company anticipates margin accretion from in-sourcing infrastructure components [6] - Acquiring Core Scientific is expected to be margin accretive as it internalizes hosting contracts [9] - The company disagrees with assessments suggesting the acquisition will not be margin accretive [5][10] Market Demand and Growth - The market is experiencing a generational shift in the scale and type of infrastructure needed [2] - Demand for infrastructure to support AI is voracious, evidenced by a nearly 12 billion USD contract and a 30 billion USD contract [15] - The company is broadening its client base beyond Microsoft, including a second hyperscaler [16] - The company aims to position itself to deliver infrastructure faster and at a larger scale [16] Challenges and Bottlenecks - Integrating two companies is always challenging [14] - Extending capacity to deliver infrastructure is also enormously challenging [14] - Energy is identified as a bottleneck [14]

Key Takeaways Microsoft presents compelling 2025 investment opportunity despite 11.76x P/S premium valuation. MSFT AI business reached $13 billion annual revenue run rate with explosive 175% growth year-over-year. Azure market share expanded to 20-25% globally while gaining ground on AWS 29% market leadership.Microsoft (MSFT) presents a compelling investment opportunity for 2025 despite its premium 11.76x P/S valuation, which exceeds the Zacks Computer-Software industry average of 9.8 times, driven by exp ...

Data privacy regulations, communication barriers and geopolitical risks are casting a shadow on the Zacks Outsourcing industry. Quality control issues and loss of control are other headwinds. However, the need to cut down costs, the onset of remote work, the rising focus on cybersecurity awareness, and the surge in trends such as AI and ML are the key drivers.Investors can consider Barrett Business Services, Inc. (BBSI) , The Brink's Company, Inc. (BCO) , and Capgemini SE (CGEMY) from the Outsourcing market ...

When memory chip supplier Micron (NASDAQ: MU ) published its Q3 FY25 earnings results late last month, the company won some rave reviews from sell-side analysts , many of them impressed by the sustained momentum in Micron’s HBM memoryUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses o ...

Wall Street sentiment has turned bearish on artificial intelligence (AI) and cloud computing company CoreWeave (NASDAQ: CRWV), despite its standout performance since its IPO in late March.At the close of the last session, CoreWeave shares fell 3.33% to $159.70. The stock has soared 299% since its initial public offering, driven by surging investor interest and strong ties to Nvidia (NASDAQ: NVDA). CoreWeave one-day stock price chart. Source: Google FinanceYet, two major Wall Street firms have recently downg ...

Chase, any conspiracy always starts with like a threat a thread of of truth here. Can you explain the science. Like what is cloud seeding first off.And and how is it being used in Texas. Yeah. So So cloud seating is really this idea for farmers of like, hey, there's some moisture up there in the clouds.Is there a way that we can get it out of the clouds down here to the surface to help farmers. Because water vapor that's in the air needs something to grab onto which is often like smaller than the tip of a p ...

The UK is moving to ban employers from using non-disclosure agreements to muzzle workers who have been the victims of misconduct on the job https://t.co/izJMxVAskY ...