AT&T has focused its strategy on connectivity through 5G wireless and fiber broadband. CFO Pascal Desroches and CEO John Stankey explain fiber’s advantage over legacy copper networks, and how the combination of fiber and 5G is more cost-efficient. Tune into this episode of Chief Future Officer tomorrow at 9:30 pm ET ...

Key Takeaways Revenue growth stalls under 5% and earnings go negative for key provider of content delivery networks (CDNs). Potential may still exist for AKAM to thrive in burgeoning AI economy if they develop new growth drivers.Akamai Technologies ((AKAM) is the $11.5 billion provider of content delivery networks (CDNs) and cloud infrastructure services.The company’s solutions accelerate and improve the delivery of content over the Internet, enabling faster response to requests for web pages, streaming of ...

Investment Rating - The industry investment rating is "In-Line" [6]. Core Insights - The report emphasizes the need for the U.S. to enhance its manufacturing capabilities, particularly in robotics and autonomous vehicles, drawing parallels to the G.I. Bill of 1944 which supported workforce integration for veterans [3][4]. - China's manufacturing dominance, with a 29% share of global manufacturing compared to the U.S.'s 17% as of 2023, serves as both a wake-up call and a model for the U.S. to follow [4]. - The report highlights the importance of attracting and retaining skilled talent in the automotive sector, especially as companies like General Motors and Ford transition towards AI-enabled robotics [11]. Summary by Sections Historical Context - The G.I. Bill provided various benefits to veterans, establishing a foundation for workforce integration that continues to influence employment programs today [3]. - The Lincoln Technical Institute was founded in 1946 to help veterans transition their military skills into civilian careers, including automotive training [4]. Current Manufacturing Landscape - U.S. manufacturing as a percentage of GDP has declined from 28% in 1948 to less than 10% today, indicating a significant shift in the industry [4]. - The report notes that the U.S. must revitalize national policies to develop human talent necessary for the future of manufacturing, particularly in the physical AI economy [12]. Implications for Major Automakers - General Motors and Ford face challenges in attracting new talent as they evolve towards AI and robotics, with competition from tech companies intensifying [11]. - The experience of GM and Ford in China over the past four decades may provide valuable insights as the industry progresses [11]. Industry Ratings - The report includes specific ratings for various companies within the automotive sector, with notable mentions such as: - Ford Motor Company: Equal-weight [75] - General Motors Company: Equal-weight [75] - Tesla Inc: Overweight [75]

Core Insights - NVIDIA's earnings call highlighted strong demand for GPUs, significant revenue growth from AI factories, and challenges related to the China market [1][2][17] GPU Demand - NVIDIA delivered 1,500 GB200 architectures in April and projects at least 5,000 units for Q2, with potential for over 10,000 units, indicating strong investor sentiment [3][5] - Major hyperscalers are deploying nearly 1,000 NVL 72 racks weekly, translating to 72,000 Blackwell GPUs, with Microsoft leading the charge [4][8] AI Factories - Datacenter revenue grew by 73%, driven by AI factory build-outs, with nearly 100 NVIDIA-powered AI factories launching this quarter, doubling from last year [6][16] - The average number of GPUs per AI factory has also doubled, showcasing increasing demand for NVIDIA's infrastructure [16] China Predicament - Jensen Huang emphasized the importance of the $50 billion AI market in China, arguing that U.S. export controls may hinder American technology leadership [17][18] - The U.S. policy may inadvertently strengthen Chinese chipmakers and innovation, as China continues to develop its AI capabilities independently [19][20] Future Outlook - NVIDIA is projected to achieve $500 billion in annual revenues over the next five years, with a compound annual growth rate of 38%, positioning it for potential $1 trillion sales by the 2030s [22][23]

Lumen Technologies (LUMN) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Jim Breen - Senior VP - IRKate Johnson - President and CEOChris Stansbury - EVP and CFONick Del Deo - Managing DirectorFrank Louthan - Managing Director Conference Call Participants Michael Rollins - AnalystBatya Levi - Managing Director - Communications, Media & Infrastructure AnalystJim Schneider - Senior Equity AnalystGregory Williams - AnalystJonathan Chaplin - Lead Analyst Operator Greetings, and welcome to th ...

Lumen Technologies (LUMN) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Jim Breen - Senior VP - IRKate Johnson - President and CEOChris Stansbury - EVP and CFONick Del Deo - Managing DirectorFrank Louthan - Managing Director Conference Call Participants Michael Rollins - AnalystBatya Levi - Managing Director - Communications, Media & Infrastructure AnalystJim Schneider - Senior Equity AnalystGregory Williams - AnalystJonathan Chaplin - Lead Analyst Operator Greetings, and welcome to th ...