With a market capitalization of $10.9 billion, FactSet Research Systems Inc. (FDS) is a global financial data and analytics company that provides investment professionals with integrated market data, research, portfolio analytics, and workflow solutions. Founded in 1978 and headquartered in Connecticut, FactSet operates a subscription-based model with high client retention, serving asset managers, banks, hedge funds, and corporations worldwide. Companies worth $10 billion or more are typically classified ...

天眼查App显示，近日，九江昭璟科技有限公司成立，法定代表人为刘雨昊，注册资本10万人民币，经 营范围为一般项目：新材料技术研发，模具销售，塑料加工专用设备销售，云计算设备销售，人工智能 应用软件开发，人工智能理论与算法软件开发，五金产品研发，模具制造，塑料制品制造，塑料制品销 售，包装专用设备销售，玻璃纤维增强塑料制品销售，人工智能硬件销售，信息系统集成服务，智能机 器人销售，玩具制造，智能家庭消费设备销售，智能仪器仪表销售，人工智能双创服务平台，人工智能 通用应用系统，人工智能公共数据平台，人工智能基础资源与技术平台，数据处理和存储支持服务，互 联网数据服务，物联网设备销售，数据处理服务，大数据服务，物联网技术服务（除依法须经批准的项 目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，江西星珩科技有限公司成立，法定代表人为刘雨昊，注册资本10万人民币，经 营范围为一般项目：新材料技术研发，模具销售，塑料加工专用设备销售，云计算设备销售，人工智能 应用软件开发，人工智能理论与算法软件开发，五金产品研发，模具制造，塑料制品制造，塑料制品销 售，包装专用设备销售，玻璃纤维增强塑料制品销售，人工智能硬件销售，信息系统集成服务，智能机 器人销售，玩具制造，智能家庭消费设备销售，智能仪器仪表销售，人工智能双创服务平台，人工智能 通用应用系统，人工智能公共数据平台，人工智能基础资源与技术平台，数据处理和存储支持服务，互 联网数据服务，物联网设备销售，数据处理服务，大数据服务，物联网技术服务（除依法须经批准的项 目外，凭营业执照依法自主开展经营活动）。 ...

I don't think you can do AI unless you have flexibility on prem in the cloud and cloud the consumption and the utilization needs to be flexible. I have to be able to today. So you know DDN we're offering exa through Google. We have a onep offering with Google.Well if a customer wants to consume and it makes sense for them to consume on Google. If they want to consume through core wave so be it. If they want to do it on prem so be it.So the flexibility I think is very very important. uh and unlike the migrat ...

Broadcom's AI growth is impressive. But its latest profit margin message is a reality check for the stock's pricey valuation.Broadcom (AVGO +0.44%) shares have fallen about 18% from recent highs, with much of that decline coming when the semiconductor and data-center networking specialist reported fiscal fourth-quarter results and issued guidance for the current quarter.Interestingly, the drop was not sparked by weak sales. In fact, sales soared during the quarter. So what caused the stock to get hammered? ...

Microsoft (MSFT) stock has lagged several of its big-tech peers over the past three months, which comes as a surprise given the company’s consistently strong financial results over the past several quarters. The primary factor weighing on Microsoft shares is growing concern about its rapidly expanding capital expenditure (CapEx), particularly amid fears of an artificial intelligence (AI) bubble. During the first quarter of the current fiscal year, Microsoft spent $34.9 billion on CapEx, well above its ea ...

Core Insights - The artificial intelligence (AI) sector is poised for significant transformation driven by robust demand from various end markets, including hyperscale automation, robotics, healthcare, energy, materials, financials, and cybersecurity over the next five years [1] Company Summaries Applied Digital Corp. (APLD) - APLD is a U.S. designer and operator of high-performance data centers specifically for AI and blockchain workloads, with a Zacks Rank of 2 (Buy) [5][12] - The global AI market is projected to reach $500 billion by 2027, indicating strong long-term growth potential for APLD [5] - APLD's data centers are designed to meet the high power density and cooling requirements of AI applications, which positions the company favorably as demand from hyperscalers increases [6] - The company has secured multi-year leases at its Ellendale campus, expanding from 250 MW to 400 MW, with anticipated lease revenue of approximately $11 billion over 15 years [7] - APLD has reduced its build timelines from 24 months to 12-14 months and is currently developing multiple campuses with 700 MW under construction [9] - The company has an expected revenue growth rate of 30.4% and earnings growth rate of 61.3% for the current year, with significant upward revisions in earnings estimates over the past 60 days [12] Lumentum Holdings Inc. (LITE) - LITE specializes in optical and photonic technologies for telecommunications and data centers, holding a Zacks Rank of 1 (Strong Buy) [17] - The company is focused on developing photonic solutions for AI applications, particularly in data centers, with offerings that include high-speed transceivers and lasers [15] - LITE has seen a surge in demand due to its collaboration with NVIDIA Corp. in developing silicon photonics for networking switches [16] - The expected revenue growth rate for LITE is 56% and earnings growth rate is over 100% for the current year, with positive revisions in earnings estimates noted over the last 60 days [17]

December 15, 2025 09:00 PM GMT Greater China Semiconductors | Asia Pacific Getting tighter for cloud semis: We noted that AMD (covered by Joe Moore) sees an 18% CAGR for data center CPU demand in 2025-2030e (link), and Aspeed raised its server TAM growth projection to 6-8% over the next few years (link). To prepare for strong demand ahead, we believe top CSPs are trying to secure sufficient capacity for key cloud semis components into year-end, with LTA discussions even on logic components. Positive for clo ...

J P M O R G A N North America Equity Research 12 December 2025 Communications Infrastructure 2026 Outlook: Crucial Year for Hyperscale AI Capacity Delivery as AI Infrastructure Needs Evolve; Towers Poised for Growth, but EchoStar Uncertainty Remains The data center industry went into overdrive in 2025, with incremental capacity builds doubling from last year, and we look for even more supply to be brought online in 2026. This year, AI-focused companies have announced a wave of deals totaling tens of billion ...

AI已经能“上天下海”了？在今年的亚马逊云科技re:Invent大会现场，我们看到了用AI设计的“月球吸尘器”、优化海洋清理工作，甚至连垃圾桶都要AI一下。 在AI爆发的第三年，喧嚣渐退，“落地”成了主旋律。而我们通过这次逛展也发现，亚马逊云科技正在奏响一首宏大的“云端狂想曲”：不仅与英伟达深度绑定，打造GPU的“最佳栖息地”，更亮出性能大幅跃升的自研3nm芯片Trainium3；其模型家族Amazon Nova全面升级，以“全模态”和“性价比”组合拳扩展生态；更首创“开放训练模型”平台Amazon Nova Forge，并发布旨在攻克企业Agent部署“最后一公里”的Amazon Bedrock AgentCore。 这对整个算力市场意味着什么？企业究竟需要什么样的模型？企业部署Agent，最后一公里又卡在了哪？这期视频我们就来逛逛今年的亚马逊云科技re:Invent大会，除了AI上层的模型与硬件更新外，我们也体验了下如何给F1赛车换轮胎、在AI的指导下扔飞镖、伪球迷如何通过AI看懂NBA这些落地应用。 你会看到： 00:00 - 02:38 re:Invent大会现场探展，连垃圾桶都要AI一下 02:39 ...