The #Cloud100 Methodology: Making The Definitive List Of The World’s Top Private Cloud Companies https://t.co/kgL1J73Nll https://t.co/kgL1J73Nll ...

After a decade of tracking the top companies in cloud computing, one thing is certain: Artificial intelligence has taken over. #Cloud100 https://t.co/wnHdMkYViA ...

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers a range of services including market and security research, business valuation, and wealth management [1] - Its flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing global macro, fundamental, and quantitative strategies [1] - The firm's expertise is concentrated in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - The Vanguard Information Technology ETF (VGT) is positioned as a leading investment vehicle to capitalize on the AI revolution, with a low expense ratio of 0.09% [1][9] - The fund has outperformed the S&P 500 year-to-date, returning 12.1% compared to the S&P 500's 9.8% [2] - The fund's holdings include major players in the AI sector, with Nvidia, Microsoft, and Apple making up nearly half of its total assets [4] Fund Performance - As of September 1, the Vanguard Information Technology ETF has returned 12.1% year-to-date, outperforming the S&P 500 [2] - The fund has averaged a remarkable 22.4% annual return over the past decade, making it one of the best-performing ETFs globally [11] Holdings and Sector Exposure - The fund's largest holdings include Nvidia (18.2%), Microsoft (15.4%), and Apple (12.7%), reflecting concentrated exposure to key AI companies [4] - The fund encompasses 317 technology stocks, capturing the AI spillover effect across various sectors, including semiconductors, software, and hardware [5] Market Dynamics - The technology sector's dominance, representing over 30% of the S&P 500, is seen as a reflection of the ongoing AI transformation rather than a risk [6][7] - By focusing on technology, the fund avoids sectors being disrupted by AI, such as utilities and traditional banking [8] Investment Strategy - The Vanguard Information Technology ETF adopts a passive indexing approach, automatically rebalancing to include emerging AI leaders without requiring active management [9][10] - The fund is designed to capture the entire technology ecosystem that supports AI development, ensuring exposure to both current and future leaders in the space [13]

Group 1 - Oracle Corporation will release its first quarter fiscal year 2026 results on September 9, 2025, after the market closes [1] - A conference call and live webcast will be held at 4:00 p.m. Central Time to discuss the financial results [1] - The live webcast will be accessible on the Oracle Investor Relations website [1] Group 2 - Oracle provides integrated suites of applications and secure, autonomous infrastructure in the Oracle Cloud [2] - For more information about Oracle, the company can be visited at their official website [2]

Core Insights - Nokia has secured a contract with Extreme Broadband (EBB) and its subsidiary Open DC to enhance AI data centers in Malaysia, aligning with the National Cloud Computing Policy and catering to the banking and financial services sector [1] - The initiative will interconnect six Open DC facilities across Malaysia, providing a reliable and secure network to support EBB's vision of "Innovating Connectivity" [2] - A Memorandum of Understanding (MoU) has been signed between Nokia and EBB to collaborate on data center solutions and quantum-safe networks, focusing on AI and data center connectivity [3] Group 1: Contract and Collaboration - The contract aims to improve performance and security of Open DC's AI data centers, reinforcing EBB and Open DC's positions in Malaysia's digital infrastructure [1] - The deployment will utilize Nokia's advanced IP network solutions to connect six facilities, ensuring high reliability and security [2] - The MoU includes joint strategies for enterprise connectivity, multi-cloud integration, and DDoS protection, along with testing Nokia's Data Center Gateway and security solutions [3] Group 2: Technology and Infrastructure - Nokia's modernization efforts will leverage its Data Center Fabric, Data Center Gateway, and quantum-safe networking technologies, ensuring scalability and sustainability for Open DC [4] - The collaboration is expected to enhance Nokia's role in Malaysia's growing data center industry, providing unmatched reliability and efficiency [5] - Nokia's recent projects, such as upgrading Vortex Group's network in India, demonstrate its commitment to improving broadband speeds and connectivity [6] Group 3: Market Outlook - Nokia anticipates strong sales growth in the Network Infrastructure, Cloud, and Network Services segments by 2025, while expecting stable sales from Mobile Networks [8] - The company faces challenges from the cyclical nature of the telecommunications industry and competition in the wireless equipment market [8] - Currently, Nokia holds a Zacks Rank 4 (Sell), with its stock down 1.8% over the past year compared to a 27.9% growth in the Wireless Equipment industry [9]

The First Trust Cloud Computing ETF (SKYY) was launched on May 27, 2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Cloud Computing segment of the equity market.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Investor-friendly, sector ETFs provide many options to gain low risk and div ...

CAPITAL MARKETS DAY LONDON | SEPTEMBER 2, 2025 TODAY'S SPEAKERS Jalin Ketter CEO Dr. Peter Czurratis Vice President Metrology Dr. Jan Pfeiffer Vice President Research & Development 2 Carl Markus Groß CFO Dr. Udo Broich Vice President Material Solutions 12.45-14.00 | GET TOGETHER & LUNCH 09.00-09.15 | INTRODUCTION & OVERVIEW 09.15-10.00 | Strategy 11.30-12.00 | FINANCIALS 12.00-12.45 | Q&A 10.00-10.30 | COFFEE BREAK 10.30-11.30 | MARKETS AGENDA 3 COMPANY OVERVIEW 4 INTRODUCING: PVA TODAY A GLOBAL PROVIDER OF ...

Core Insights - Databricks has achieved a valuation exceeding $100 billion, positioning it as one of the highest-valued AI unicorns globally, drawing attention to its co-founder Ion Stoica's dual role in academia and industry [1][2] - Stoica has been instrumental in founding and managing several significant research labs at UC Berkeley, contributing to 118 research projects in big data, cloud computing, and AI [1][2] - Despite his commercial success, Stoica remains committed to education and research, continuing to teach undergraduate courses [2][29] Group 1: Entrepreneurial Ventures - Stoica has co-founded or incubated at least seven notable startups, including Databricks, Anyscale (valued at $1 billion), LMArena (valued at $600 million), and Conviva (valued at $300 million) [2][10] - Databricks, which emerged from the open-source project Spark, has raised a total of $20.8 billion and serves over 60% of Fortune 500 companies [10][12] - Conviva, founded in 2006, focuses on real-time video stream analysis and has raised $110 million across seven funding rounds [8][12] Group 2: Research Contributions - Stoica has played a key role in the establishment of three major labs at UC Berkeley, including the AMP lab, which produced influential open-source projects like Apache Spark and Alluxio [9][10] - The RISE lab, which Stoica helped create, has contributed over 41 open-source projects, with the distributed execution framework Ray being a notable success that led to the founding of Anyscale [19][20] - The Sky Computing Lab, established in 2022, has produced 52 projects, including the vLLM inference engine and the LMArena evaluation platform [24][25] Group 3: Funding and Sponsorship - Stoica has secured sponsorship from major companies like NVIDIA, Meta, and Google for his labs, allowing for extensive research funding [2][28] - His entrepreneurial ventures have also provided financial support for his research activities, with Stoica investing part of his personal wealth into lab operations [28][29] - The collaborative nature of his labs has attracted significant industry partnerships, enhancing the practical application of academic research [28][31] Group 4: Educational Impact - Stoica has mentored over 80 students, many of whom have gone on to work in academia or start their own companies, including several who are now at Databricks [29][31] - His commitment to education is evident as he continues to teach and guide students, emphasizing the importance of innovation and exploration in research [29][31] - Stoica's approach demonstrates the potential for academic research to translate into substantial commercial value, particularly in the AI sector [31]

如今，随着科学技术的迅猛发展，智能生活已经从定义迈向家家户户。其中，安防监控系统做为智能生活的重要 防御，正在悄然引起深入的安全改革。它以先进的技术与创新的应用，给人们的生活带来了前所未有的归属感和 便捷。 安防监控系统:智能生活的坚固护盾 安防监控系统一般由前端设备、传输设备、智能终端以及存放、控制与表明系统构成。前端设备里的高像素摄像 头如同敏感"眼睛"部署在家中、社区、公共场合等关键地区，对周围环境进行实时监测并记录。智能视频分析技 术授予这类视频分析技术 "眼睛" 聪慧，能准确识别行为障碍，追踪物件轨迹，进行人脸识别等，大大提升了管控 的效率和精度。 传输设备好像传送到各个阶段"神经"，依据同轴线、双绞线、光纤等成分，将前边收集的视频流迅速平稳地传送 到智能终端。智能终端处理信号，存储设备保存重要的监控数据，方便以后的查询和剖析。控制与表明系统用户 可以操作系统，并实时查看监控屏幕。 安防监控系统在智能生活中的许多场景应用 家中安全贴心保卫 控，尽早发觉校园欺凌、非法闯入等状况，确保师生安全。医院依据检测系统提升医院安全工作，保证医疗秩序 正常，给患者和医护人员给予安全医疗环境。 推动安全改革的关键因 ...