Key Takeaways AMAT stock has surged 114% from its 52-week low, outperforming the broader industry.AMAT is benefiting from AI-driven demand in logic, DRAM and advanced packaging equipment.Applied Materials faces pressure from China's export limits and rising competition.Applied Materials (AMAT) stock’s 52-week low was recorded at $123.7 in early April 2025. Since then, AMAT stock has climbed 114.1%. In the past year, AMAT stock has surged 59.9%, outperforming the Zacks Electronics - Semiconductors industry’s ...

Welcome back to Market on Close. I'm Sam Bartis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks.We are watching shares of Applied Digital today after a rise coming off the back of the company closing a loan facility for AI data center development. So, George Phyllis is with us, senior markets correspondent to help get us across what the details are here and uh obviously this is why we're seeing a nice 10% pop here. George, talk us through uh this report.>> Yeah. Yeah, ...

St Jude's Mission and Goals - St Jude's mission is to advance cures and means of prevention for pediatric catastrophic diseases [3] - St Jude aims to save lives and improve the lives of children globally, focusing on areas with lower survival rates [6] - St Jude is in the business of knowledge discovery through research [5] Data Growth and Infrastructure - St Jude's storage utilization has doubled in the past four years, reaching 100 petabytes [13][14] - Bio image data is the fastest growing data source, increasing from 12% to 28% of research storage in the last four years [15] - The institution has expanded from three storage systems to eight to address different regulations and improve resilience [17] - A second data center with a live, asynchronously replicated copy of almost all data has been added for disaster recovery and business continuity [17][18] Future Focus Areas - St Jude anticipates doubling its data utilization again in the next four years and is exploring improved tiering strategies [20][21] - The institution is focused on improved sharing and collaboration tools for its global initiative [21][22] - St Jude is exploring the integration of quantum computing with its current systems [23] - The organization is addressing the challenges of balancing data accessibility for artificial intelligence with cost-effective tiering techniques [24][25]

The key to unlocking AI and high performance computing success is data. But as organizations globally raise their AI and HPC ambitions, they are learning that implementing the right data strategy is easier said than done. These challenges can prevent a proof of concept from translating into a successful production grade deployment.Many of the most pressing data related issues come down to some fundamental challenges within the storage infrastructure. Put simply, AI scale workloads require AI scale storage. ...

Core Viewpoint - Galaxy Digital's stock has surged nearly 13% following a positive analyst note from Citizens JMP, indicating strong market interest and potential growth in the company's diversified financial services, particularly in digital assets and high-performance computing [1][6]. Company Overview - Galaxy Digital is positioned as a diversified financial services company that bridges traditional finance with digital assets, focusing on areas such as asset management, staking, custody services, and tokenization technologies [3][4]. - The company is also venturing into high-performance computing (HPC), which is becoming increasingly relevant in the crypto sector, as many traditional crypto companies are hybridizing their operations [4][5]. Analyst Coverage and Price Target - Citizens JMP initiated coverage on Galaxy Digital with an "outperform" rating and set a price target of $60, which is significantly higher than the previous consensus high of $58 and the low of $26 set by Goldman Sachs [6][7]. - Goldman Sachs maintains a neutral rating with a price target of $26, indicating a divergence in analyst opinions regarding Galaxy Digital's strategy and market potential [7]. Revenue Drivers - Galaxy Digital reported $24 billion in digital asset trading flows, with operating revenues around $400 million and a net profit of $119 million, primarily from custody services and trading [10][11]. - The company's revenue generation is closely tied to the performance of Bitcoin and the evolving high-performance computing market, which presents both opportunities and challenges [8][12]. Market Context - The stock's performance is influenced by the overall crypto market, with Bitcoin prices down approximately 30% from their highs this year, creating volatility in revenue expectations [11][12]. - Analysts are observing the company's ability to capture market share in the high-performance computing space, which may be critical for its growth trajectory [12].

Sam has close to three decades of strategic business management experience, most recently serving as Qnity's Chief Strategy & Commercial Officer responsible for overseeing corporate strategy, commercial excellence and the company's key customer relationships. Prior to the launch of Qnity, Sam spent more than 25 years at DuPont where he held a range of significant leadership positions. Most notably, Sam served as vice president and general manager for DuPont's Industrial Solutions business in the Electronics ...

I'm the director for UFIT research computing and uh my team is sort of displayed there between the hyper computer system. Our function is to support AI and high performance computing from across the campus. So that's our our mission. That's what we spend all of our time.So let me briefly tell you the story. We started building Hypergr in 2012. We created a new data center and that's also when we really started our intense relationship with DDN.They've been with us all the way. The first version, first gener ...

AI Development & Application at Los Alamos National Laboratory - Los Alamos National Laboratory has been applying AI and ML for almost 70 years, evolving from early applications like Los Alamos chess to modern generative AI agents [2][3] - The laboratory is leveraging generative AI and agentic approaches to accelerate scientific discovery, particularly in areas like inertial confinement fusion (ICF) capsule design [4][5] - The laboratory emphasizes the importance of writing its own models and pushing the science of AI, while also recognizing the need for partnerships with commercial industry and academia [9][10] - Los Alamos National Laboratory is using AI to enhance its mission, including national security, by improving speed and efficiency in various tasks [8] Partnerships & Collaboration - Los Alamos National Laboratory actively seeks partnerships with commercial industry and academia to advance AI development and application [9][10] - The laboratory has established partnerships with the UC family of schools and frontier labs like OpenAI for collaborative research and development [12] - The laboratory emphasizes the importance of trust and shared responsibility in partnerships, particularly regarding the security and governance of AI tools and services [14][15] Governance & Security Considerations - The US government, including Los Alamos National Laboratory, is developing strategies and plans for AI implementation and governance, guided by OMB memorandums like M-25-21 and M-25-22 [15][26] - The laboratory highlights the critical need for robust cybersecurity measures, including compliance with standards like NIST 800-53 and FedRAMP, to protect sensitive data [21][22] - The laboratory emphasizes the importance of building AI systems with explanability, isolation, and governance in mind, particularly for applications with real-world impacts [31][32][35] - The laboratory requires software bills of materials and detailed information on open-source dependencies and patching plans from its service providers [36] Key Requirements for AI Service Providers - AI service providers should prioritize building for explanability to ensure transparency and accountability in decision-making [31] - AI service providers should build for isolation, considering deployment in environments with limited services, such as DoD Impact Level 5 [33][34] - AI service providers should build for governance, providing software bills of materials and detailed information on open-source dependencies and patching plans [35][36] - AI service providers should maintain speed in updating their federal offerings to align with commercial releases, addressing export compliance laws [37][38]

Hi, I'm Sean, group product manager here at Google Cloud, focusing on our storage solutions, and I just wrapped up a session at DDN's booth here at SC25. We're talking about our new managed luster offering that's available for a variety of HBC and AI workloads. We talked about the ecosystem that Google Cloud brings for the HBC environments and includes optimized server hardware including new machine like H4D specifically designed for high performance computing workloads.We also have cluster toolkit to autom ...

DDN's Core Focus - DDN positions itself as an enabler and accelerator of data-driven innovation across industries and use cases, akin to Nvidia's role in compute [5] - DDN emphasizes the importance of high-performance data, pivoting from high-performance computing to address the data needs of scientific discovery, business outcomes, and financial outcomes [3] - DDN aims to accelerate value and outcomes by feeding compute with data, irrespective of use case, whether it's in universities, government agencies, or organizations in various sectors [6] Challenges and Solutions - Organizations face challenges such as GPUs sitting idle (40%), power limitations, and fragmented hardware/software in AI data [10][11] - DDN claims to keep GPU utilization high (99% or even 999% in some cases), significantly lowering the cost per token (70% lower) and reducing power/cooling/data center footprint [11][12] - DDN addresses these challenges with solutions like Diate Core, AI Fasttrack, and AI Blueprint, designed to lower costs, accelerate AI adoption, and provide reference architectures for sovereign AI implementations [13][14][15] Product and Technology - Diate Core combines EXA and Infinia to provide a unified platform that lowers costs, accelerates checkpointing, and optimizes GPU utilization [13] - AI Fasttrack aims to simplify AI adoption for organizations seeking to achieve business, scientific, and financial outcomes [14] - DDN's architecture combines HPC scale, enterprise reliability, and AI-native speed [20] Partnerships and Ecosystem - DDN partners with cloud providers like Google (DDN WEP offering), OCI, and Corewave to enable distributed consumption and global enablement [8][9][19] - DDN collaborates with Nvidia, center, and Deloitte to develop and validate sovereign AI blueprints [19] - Nvidia is a partner and customer of DDN, with DDN technology deployed internally by Nvidia [8] Industry Applications - DDN solutions aim to deliver faster simulations and better fraud models for financial services, and faster screening for life sciences [23] - DDN enables AI factories to operate 24/7, ensuring continuous operation without interruption [24][25] - DDN optimizes its platform for specific industries and use cases, recognizing that requirements differ between financial services, academia, life sciences, and autonomous driving [28][29] Sovereign AI Blueprint - DDN is involved in large sovereign AI implementations globally, including in the US, Europe, Asia-Pacific, and the Middle East [15] - The sovereign AI blueprint provides a reference architecture for building successful AI implementations at high speed [15] - Yoda Shakti in India utilizes 8,000 B200 GPUs at 99% utilization with 40% power savings based on DDN's blueprint [19]