Qualys (QLYS) FY Conference August 12, 2025 08:30 AM ET Speaker0Everyone, thanks for joining. I'm Kingsley Crane. I'm a software analyst here at Canaccord. With me, we have the Qualys team. We have CEO, Sumedh Thakkar, and CFO, Jimmy Kim.Thanks for being here.Speaker1Thank you.Speaker2Thank you.Speaker0So let's kick it off. Let's start with the recent quarter. You reported strong results last week. What were the key takeaways for you in terms of customer activity, product traction, macro signals?Speaker1Yea ...

Core Insights - Castellum, Inc. has entered into a reseller agreement with Quarrio Corporation to provide TrustworthyAI™, an agentic AI platform designed for the federal government [1][3] - The partnership aims to enhance decision-making processes within government organizations by leveraging Quarrio's AI capabilities [2][3] Company Overview - Castellum, Inc. specializes in cybersecurity, electronic warfare, and software engineering services, primarily focused on the federal government [4] - Quarrio Corporation offers a deterministic multi-agent AI platform that provides real-time access to accurate information from various data sources, facilitating informed decision-making [3] Strategic Implications - The collaboration is expected to improve the efficiency of government operations by utilizing AI for information retrieval and KPI monitoring [2][3] - Castellum's CEO expressed optimism about the partnership, highlighting the potential for enhanced insights from the vast amounts of data generated by government entities [2]

Echoing something @karpathy recently said, it does frustrate me how a lot of AI development is trying to be as "agentic" as possible, when actually creating *more* paths for human input both creates a better output (now for quite a while going forward) and is better for safety. ...

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 从DeepSeek R1到Kimi K2，从Qwen到GLM，国产开源模型不仅在Hugging Face热度榜等榜单上频频霸榜，更在推理能力、长文本处理、 多模态理解等关键指标上持续刷新纪录。 性能飞跃的背后是参数规模的急剧膨胀，当前主流开源模型的参数量已经突破万亿大关，DeepSeek-R1、Kimi-K2等模型动辄需要数TB的显 存空间。 更重要的是，随着Agentic AI（代理式人工智能）成为新范式，多模型协同和复杂推理链带来 计算与通信需求的爆炸式增长 。 面对这一挑战，浪潮信息发布了面向万亿参数大模型的超节点AI服务器 "元脑SD200" 。 并且在实际测试中，其64卡整机推理性能实现了超线性扩展，是真正意义上的算力聚合突破。 64张卡，1个超节点 元脑SD200将64张卡融合成一个 统一内存、统一编址的超节点 ，把"整机域"的边界重新划定在了多主机之上。 它 以3D Mesh开放架构为骨架，底层由自研的Open Fabric Switch贯通 ，将分散在多台主机里的本土GPU拉进同一个高速互连域。 在这个统一域里，通过 远端GPU虚拟映射技 ...

One trend is becoming clear as we move throughout the Q2 earnings season: investors are seeking safety, but they're doing so by jumping into blue-chip large-cap stocks like Meta ( META ) and Microsoft (With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. ...

北京时间8月8日凌晨，OpenAI发布了它们最新一代的GPT模型——GPT-5。 | | GPT-5 | Gemini 2.5 | Grok | Claude 4.1 | | --- | --- | --- | --- | --- | | | (high) | Pro | 4 | Opus | | AIME '25 (no tools) | 94.6% | 93.8% | 90.5% | 94.1% | | FrontierMath (with python tool | 26.3% | 27.1% | 24.0% | 25.8% | | only) | | | | | | GPQA diamond (no tools) | 85.7% | 86.1% | 83.2% | 85.9% | | HLE[1] (no tools) | 24.8% | 23.5% | 21.1% | 24.2% | | HMMT 2025 (no tools) | 93.3% | 92.9% | 89.7% | 93.0% | GPT-5以个位数优势领先竞争对手 这种合成数据的新应用，让前一代先进模型生成高质量数据，让后 ...

GoDaddy (GDDY) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Company ParticipantsChristie Masoner - VP & Head - IRAman Bhutani - CEO & DirectorMark McCaffrey - Chief Financial OfficerWillow Miller - Equity Research AssociateJosh Beck - Managing DirectorYgal Arounian - Director - Internet Equity ResearchAlex Lavigne - Equity Research AssociateNaved Khan - Managing DirectorElizabeth Porter - Executive Director - Equity ResearchJohn Byun - SVPConference Call ParticipantsTrevor Young - Director & Senior Int ...

Veritone (VERI) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Good day, and welcome to the Veritone Inc. Second Quarter twenty twenty five Financial Results Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded.I would now like to turn the conference over to Kate Goldsmith. Please go ahead.Speaker1Thank you and good afternoon. After the market closed today, Veritone issued ...

GoDaddy (GDDY) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Welcome to GoDaddy's second quarter twenty twenty five earnings call. Thank you for joining us. I'm Kristi Masoner, VP of Investor Relations. And with me today are Aman Bhutani, Chief Executive Officer and Mark McCaffrey, Chief Financial Officer. Following prepared remarks, we will open up the call for your questions.If you'd like to ask a question on today's call, please use the raise hand feature in the webinar to be added to the que ...

Remily delivered strong Q2 result on the top and bottom lines.Shares of Remitly Global (RELY 14.27%) were among the winners today after the digital remittance specialist delivered better-than-expected results in its second-quarter earnings report. The company continued to report brisk growth in the quarter and raised its full-year guidance.As of 12:36 p.m. ET on Thursday, the stock was up 15.8% on the news. Remitly impresses againRemitly reported 34% revenue growth to $411.9 million, well ahead of expectati ...