Core Insights - OVHcloud reported organic revenue growth of 6.0% in Q1 FY2026, confirming its annual guidance and indicating positive free cash flow generation [3][12]. Revenue by Product Segment - Total revenue for Q1 FY2026 reached €275.3 million, up from €263.5 million in Q1 FY2025, reflecting a 6.0% year-over-year growth on a like-for-like basis [2][29]. - Private Cloud revenue was €167.2 million, a 4.0% increase year-over-year [7][8]. - Public Cloud revenue grew significantly by 15.8% to €58.2 million, driven by new customer acquisitions and upselling strategies [8][9]. - Web Cloud segment revenue increased by 2.3% to €49.8 million [8][9]. Revenue by Region - Revenue from France was €133.9 million, up 5.1% year-over-year, accounting for 48% of total revenue [9][30]. - Revenue from other European countries (excluding France) was €79.3 million, reflecting a 4.1% increase [10][30]. - The Rest of the World generated €62.1 million, marking a 10.5% growth, primarily due to the expansion of Public Cloud services in the United States [11][30]. Strategic Developments - OVHcloud signed contracts with high-security clients, including LCH, and is expanding its cloud regions in Europe, with a new site in Berlin set to open in early 2027 [4][13]. - The company is enhancing its AI capabilities through a partnership with SambaNova, focusing on improving AI inference performance [4][17]. - OVHcloud's supply chain redesign initiated in 2025 is allowing for consistent service delivery while maintaining financial discipline [5][6]. Financial Outlook - The company confirmed its FY2026 targets, including organic revenue growth of 5% to 7%, an adjusted EBITDA margin above FY2025, and capital expenditures representing 30% to 32% of revenue [15][12].

Core Insights - Nebius Group's stock experienced a decline of 11% in December, primarily influenced by Oracle's disappointing earnings report, which raised concerns about the neocloud sector's momentum [2][3][5] - Following Oracle's report, Nebius saw a significant drop of 19% within a week, reflecting broader market reactions to the AI infrastructure sector's challenges [6][7] - Despite the downturn, Nebius rebounded after positive earnings from Micron, indicating ongoing investor confidence in the AI market [8] Company Performance - Nebius has been volatile throughout the year, with its business model involving GPU purchases and rentals posing inherent risks due to chip depreciation and debt from expansion efforts [5] - The company is currently unprofitable but is experiencing rapid growth, which is critical for its future stock performance [5][10] Market Outlook - As of early January 2026, Nebius's stock has increased by 15%, buoyed by positive sentiment from Nvidia's CEO and various upgrades for key AI stocks [9] - Analysts have identified Nebius as a top pick for 2026, with a price target of $211, suggesting potential for the stock to double [9] - Continued strong growth will be essential for Nebius to maintain upward momentum, while it is likely to be influenced by overall investor sentiment in the AI sector [10]

转自：贵州日报 本报讯 1月6日，省委常委、市委书记胡忠雄在深圳与华为技术有限公司常务董事、华为云董事长张平 安举行座谈，就深化战略合作进行交流。 座谈中，双方分别介绍合作事宜推进情况，充分交换意见，并达成系列共识。双方认为，近年来，贵阳 贵安与华为技术有限公司有力有序有效推进各领域务实合作，取得的成效值得肯定，双方合作的前景十 分广阔。 华为高级副总裁杨瑞凯、华为云计算公司副总裁吕阳明、华为技术有限公司贵州业务总经理李文亮，贵 阳贵安领导刘本立、王嶒参加。 华为技术有限公司有关负责人，贵州电子科技职业学院、贵阳贵安有关部门负责人参加。 （贵阳日报融媒体记者 代晓龙） （《胡忠雄在深圳与华为技术有限公司常务董事、 华为云董事长张平安举行座谈》由贵阳日报为您提 供，转载请注明来源，未经书面授权许可，不得转载或镜像。） 双方强调，"十五五"时期，将深入学习贯彻党的二十届四中全会精神和习近平总书记关于发展数字经济 的重要论述，紧扣贵州省与华为技术有限公司签订的战略合作协议，聚焦地方所需、企业所能，进一步 完善沟通交流、工作推进机制，积极推动更多新项目、好项目在贵阳贵安布局，持续巩固好、拓展 好"一朵云、两个基地、三 ...

Key Points Amazon spending on capital expenditures is cutting into its free cash flow. However, the investment in data centers and AI architecture could help it have a tremendous 2026. 10 stocks we like better than Amazon › Artificial intelligence (AI) continues to be a major driver in the stock market -- AI stocks were among the best performers in 2025, and they started 2026 strong as investors anticipate extended gains in the field. I'm among those who believe in the AI story. And despite globa ...

Valued at $21.2 billion, Twilio (TWLO) is a cloud communications and customer engagement platform that enables businesses to connect with their customers across different channels using software rather than traditional telecom networks. Twilio stock rose 30.4% last year, outperforming the S&P 500 Index ($SPX) gain of 16.6%. With improving margins and growing traction in high-value products, Twilio might be finally positioned for a meaningful turnaround in 2026. www.barchart.com Twilio Seems Ready for a 2 ...

Core Insights - Nebius Group N.V. (NBIS) is set to deploy the NVIDIA Rubin platform across its AI Cloud and Token Factory in the second half of 2026, positioning itself as a leader in next-generation AI technology [1][8] - The Vera Rubin NVL72 platform is designed for complex workloads, optimizing cost per token for extensive inference chains, and will support Nebius' enterprise-ready inference platform [2][8] - Nebius aims for an annual recurring revenue (ARR) of $7–$9 billion by the end of 2026, driven by strong demand and capacity expansion, despite facing challenges from power constraints and competition [4] Technology and Infrastructure - The Rubin platform complements existing NVIDIA GB200 and Grace Blackwell Ultra NVL72 capacities, ensuring optimal performance for various AI workloads [3] - Nebius AI Cloud 3.1 integrates enhanced GPU management and security features, addressing the growing challenges of GPU availability and capacity planning [3] Competitive Landscape - Competitors like CoreWeave are also deploying NVIDIA Rubin in 2026, leveraging significant partnerships with NVIDIA to enhance their AI cloud capabilities [5] - Amazon is expanding its AWS infrastructure significantly, which includes doubling its capacity by 2027, thereby intensifying competition in the AI cloud space [6] Financial Performance - Nebius shares have increased by 217.8% over the past year, outperforming the Internet – Software and Services industry, which grew by 32.2% [7] - Despite strong performance, Nebius is considered overvalued with a Price/Book ratio of 5.25X compared to the industry average of 4.01X [10] Earnings Estimates - The Zacks Consensus Estimate for NBIS' 2025 earnings has been revised downward, indicating potential challenges ahead [12]

Core Viewpoint - The company is acquiring a 54% controlling stake in Yunbianyun Technology (Shanghai) Co., Ltd. through a cash transaction totaling 83.3 million yuan, which is a strategic move to enhance its competitive advantage and future growth potential in the AI-driven cloud-network integration and edge intelligence sectors [1][2]. Group 1 - The company plans to acquire 34% of Yunbianyun's equity from its shareholders, along with an additional 20% voting rights through the purchase of minority stakes [1]. - Yunbianyun, established on January 2, 2024, focuses on cloud-network integration and aims to develop next-generation intelligent network solutions [1]. - The acquisition will allow the company to integrate Yunbianyun's technological expertise in AI-driven cloud-network integration and edge intelligence, enhancing its capabilities in intelligent networking, proactive security, and edge computing [2]. Group 2 - Yunbianyun has developed a product matrix centered around "intelligent connectivity" and "edge intelligence," including key products like intelligent SD-WAN and AI-enhanced SASE security access [2]. - The company's solutions are widely applied in various industries, including retail and smart manufacturing, addressing critical scenarios such as multi-branch intelligent networking and predictive maintenance for industrial equipment [2]. - The total valuation of Yunbianyun's equity before the transaction is set at 245 million yuan, with the transfer price for the 35% stake being 85.75 million yuan [2].

If you've got $5,000 sitting on the sidelines, three tech names stand out as compelling long-term buys. Each is positioned to capture explosive growth from artificial intelligence: through dominant GPU sales, a critical shortage of memory chips that power AI, and cloud platform and search monetisation engines. Why these three? The structural AI Boom Copy link to section The AI revolution isn't a fleeting cycle; it's reshaping computing infrastructure for a decade or more. Hyperscalers (Amazon, Microsoft, Go ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--DoiT, a global leader in enterprise-grade FinOps and CloudOps solutions, today announced the acquisition of SELECT, a data optimization company purpose-built to help organizations gain visibility and control over data platform spend, starting with Snowflake. The acquisition represents a strategic milestone within DoiT's previously announced $250 million AI investment strategy and builds on recent acquisitions, including LiveDiagrams, PerfectScale and CloudW. ...

Core Insights - Twilio (TWLO) is experiencing rapid growth due to increased adoption of its Cloud services in the enterprise sector [1] - The company is making significant progress in improving its operating income profitability [1] - Trends in customer acquisition and net retention are showing continuous improvement [1]