Core Insights - Hyperscale Data, Inc. announced a strengthened collaboration with a leading Silicon Valley cloud services provider through its subsidiary Alliance Cloud Services, following the successful deployment of NVIDIA GPUs at its Michigan facility [1][2][3] - The deployment has validated ACS's capability to provide AI and HPC infrastructure for enterprise clients, establishing the Michigan facility as a trusted destination for GPU-driven workloads [2][3] - The company aims to expand ACS's capacity to meet the growing demand for AI solutions, positioning itself as a premier partner for advanced AI applications [3][4] Company Overview - Hyperscale Data operates through its subsidiary Sentinum, which manages a data center for digital asset mining and colocation services, targeting the emerging AI ecosystem [6] - The company is also involved in acquiring undervalued businesses and disruptive technologies through its other subsidiary, Ault Capital Group, Inc. [6] - A divestiture of ACG is expected in the first quarter of 2026, which will allow Hyperscale Data to focus on data center operations and digital asset holdings [7][8] Market Position - The demand for AI computing is surging, prompting Hyperscale Data and ACS to broaden their infrastructure and deepen strategic partnerships to support enterprise AI innovation [4] - By leveraging NVIDIA's GPU technology and advanced power infrastructure, ACS is well-positioned to cater to the needs of enterprise and cloud providers globally [3]

Group 1 - Google Cloud is projected to increase its revenue by at least $58 billion over the next two years, highlighting its critical role in Alphabet Inc.'s future [1] - Approximately 55% of the $106 billion backlog is expected to convert into revenue in the next two years, excluding new contracts or clients [2] - The annual revenue run rate for Google Cloud has already exceeded $50 billion, as reported during the July earnings call [2] Group 2 - Google Cloud saw a 28% quarter-over-quarter increase in new customers, with nine of the ten largest AI labs, including OpenAI and Anthropic, as clients [3] - Despite accounting for only 14% of Alphabet's revenue last quarter, Google Cloud is one of the fastest-growing divisions within the company [4] - Google Cloud's growth has been outpacing Microsoft's Azure in recent quarters, indicating its rising competitiveness in the cloud market [5] Group 3 - Alphabet is preparing to launch Google Cloud Universal Ledger (GCUL) in 2026, aiming to enter the blockchain finance space and compete with Ripple Labs' XRP Ledger [6] - Google Cloud is expanding partnerships to enhance next-generation in-car experiences, which is expected to further drive growth and revenue [7] Group 4 - Alphabet holds a momentum rating of 86.12% and a growth rating of 79.21%, reflecting strong historical earnings and revenue expansion [8]

Google Cloud's CEO Thomas Kurian said the company was capturing new customers faster because it has product differentiation due to years of work in AI. The Alphabet unit (NASDAQ:GOOG) (NASDAQ:GOOGL) is also deepening its relationship with existing ...

Market Position - Alibaba Group Holding captured over 35.8% of China's artificial intelligence cloud services market in the first half of the year, surpassing its three closest rivals combined [1][2] - ByteDance's Volcano Engine ranked second with a 14.8% market share, followed by Huawei Cloud at 13.1%, Tencent Cloud at 7%, and Baidu Cloud at 6.1% [2] Market Growth Forecast - The Chinese market for AI cloud services is expected to more than double by 2025, reaching 51.8 billion yuan (approximately US$7.3 billion), up from 20.83 billion yuan in 2024 [3] - From 2025 to 2030, the sector is projected to grow at an annual rate of 26.8% [3] Company Investments and Developments - Alibaba is heavily investing in AI and cloud infrastructure, focusing on "full-stack AI capabilities," including the Qwen family of large language models and various cloud services [5][6] - The company reported a revenue of 33.4 billion yuan for the June quarter, marking a 26% increase year-over-year, making Alibaba Cloud the fastest-growing unit within the group [7] - Capital investment in AI and cloud infrastructure reached 38.6 billion yuan in the three months to June, totaling over 100 billion yuan across the past four quarters [8]

Key Points Nvidia and Palantir are top AI stocks on the market, but this little-known AI company outpaced their returns in 2025. Customers are rushing to rent this company's GPU-powered cloud infrastructure to run their AI workloads. The remarkable revenue growth that this company is likely to deliver could send its shares higher in the future. 10 stocks we like better than Nebius Group › Nvidia and Palantir Technologies are among the leading companies in their respective niches in the artificial ...

Amazon's AWS division builds critical infrastructure for the AI boom.The artificial intelligence (AI) revolution is well under way. According to most estimates, the AI market is expected to grow in value by 30% or more per year for the next decade. As with any boom, however, it can be difficult to tell which businesses will ultimately benefit. This Amazon division is an AI powerhouseFew laypeople think of Amazon (AMZN 1.04%) as an AI stock. Most don't view it as an infrastructure stock, either. But most of ...

This Nvidia favorite saw revenue triple in the recent quarter.You may not think of Nvidia (NVDA 1.46%) from an investor's point of view. After all, it's not a financial services company or an individual. It's a chip designer focused on artificial intelligence (AI) products and services. This business has helped the company grow earnings in the double and triple digits to record levels in the billions of dollars.So Nvidia has shown that it can be a powerful tech player... but it's also demonstrated that it c ...

Core Insights - Tiger Global Management's billionaire boss, Chase Coleman, has made significant changes to his investment portfolio, notably reducing his stake in CrowdStrike Holdings while increasing his investment in Amazon, a leader in multiple industries [1][16]. Group 1: CrowdStrike Holdings - Chase Coleman reduced Tiger Global's stake in CrowdStrike from over 6.55 million shares to just 900,000 shares by the third quarter of 2022, and further sold 400,000 shares in the second quarter of 2025 [5][9]. - CrowdStrike's Falcon security platform utilizes AI and machine learning, enhancing its ability to respond to threats, and has maintained customer loyalty despite premium pricing [6][8]. - As of September 5, CrowdStrike shares were valued at approximately 24 times trailing-12-month sales and 87 times forward-year earnings, raising concerns about the sustainability of its premium valuation [12][13]. Group 2: Amazon - Amazon has become a significant focus for Tiger Global, with Coleman increasing his stake by 62% during the June-ended quarter of 2025, making it a top-four holding for the fund [17]. - Amazon Web Services (AWS) is a key driver of growth, accounting for 32% of global market share and expected to grow significantly due to aggressive AI integration [19][20]. - Despite representing less than 19% of net sales, AWS contributes nearly 58% of Amazon's operating income, highlighting its importance to the company's financial health [20].

Core Viewpoint - The Computer ETF (159998) and Cloud Computing ETF (517390) have shown significant growth in recent months, driven by strong performance in the AI and computing sectors, supported by favorable government policies and industry developments [6][8]. Group 1: Performance Metrics - As of September 9, 2025, the Computer ETF (159998) has increased by 12.10 billion in scale over the past year and has seen a growth of 6.70 million shares this year [6]. - The Cloud Computing ETF (517390) has achieved a cumulative increase of 20.44% in the past month, ranking first among comparable funds [6]. - The Cloud Computing ETF (517390) has experienced a scale growth of 3.88 million in the last three months, also ranking first among comparable funds [6]. Group 2: Fund Flows - The Cloud Computing ETF (517390) has recorded a net inflow of 635.56 million, with a total of 6029.64 million net inflow over the last ten trading days [7]. - The Computer ETF (159998) covers a broad range of sectors, including AI software and hardware, providing comprehensive exposure to the technology landscape [7]. Group 3: Industry Developments - Recent government initiatives, such as the "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry," aim to boost the growth of the computer and communication sectors, targeting an average growth rate of around 7% [8]. - The launch of the first domestic AI computing open architecture by Zhongke Shuguang and over 20 industry partners highlights the rapid advancements in AI technology [8]. Group 4: Market Outlook - Analysts from Jianghai Securities and Galaxy Securities express optimism about the future of AI applications, predicting significant growth in the AI market, with expectations of reaching a market size of 3.68 trillion by 2034 [9].

It took Oracle (ORCL) 17 years to get back to the all-time highs it booked in the 2000 Dot-com Bubble. But in a single evening, it's minting the entirety of the fortune it took over a decade to earn back. The cloud giant reported earnings Tuesday evening, narrowly missing on both the top and bottom line. Revenue grew 12% year-over-year to $14.9 billion, led higher by rapid growth in cloud infrastructure revenue (+55% YoY to $3.3 billion) and cloud revenue (+28% YoY to $7.2 billion). Non-GAAP earnings per ...