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VAST Data Introduces End-to-End Fully Accelerated AI Data Stack with NVIDIA
Globenewswire· 2026-02-25 18:30
Remote-First-Company | VAST Forward | SALT LAKE CITY, UT, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Today at VAST Forward 2026, VAST Data, the AI Operating System company, announced an end-to-end, fully CUDA accelerated AI data stack, delivered through an expanded collaboration with NVIDIA. With the VAST AI Operating System now running directly on NVIDIA-powered servers, customers can eliminate data bottlenecks across the AI pipeline and deliver ingestion, retrieval, analytics, and inference in a single unified pla ...
Hedge Fund and Insider Trading News: David Tepper, Bill Ackman, Philippe Laffont, Schonfeld Strategic Advisors, Jain Global, Brevan Howard, First Financial Bankshares Inc (FFIN), Figma Inc (FIG), and
Insider Monkey· 2026-02-25 17:58
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Profitmind Raises $9 Million Series A Led by Accenture Ventures to Scale an AI Platform for Retail Decision-Making
Businesswire· 2026-02-25 17:08
Group 1 - Profitmind announced a $9 million Series A financing round [1] - The financing was led by Accenture Ventures [1]
White House to host Big Tech in pledge to rein in power costs
Yahoo Finance· 2026-02-25 17:06
Group 1 - The White House is planning to host major data center and AI companies, including Microsoft, Anthropic, and Meta Platforms, to formalize a deal aimed at shielding consumers from rising electricity costs [1][4] - The initiative is part of a broader agenda introduced by President Trump, which includes requiring technology firms to build their own power plants to support the growing demand from data centers and AI infrastructure [2][4] - Microsoft has already made commitments to invest in new electricity generation and efficiency measures, reflecting a proactive approach to mitigate the impact of data centers on electricity prices [3] Group 2 - The expansion of data centers, essential for AI technologies, has led to local and state protests due to concerns over rising electricity bills and pollution associated with these developments [5]
C3.ai Faces Big Questions After Two Straight Revenue Declines Demand a Reversal
247Wallst· 2026-02-25 17:04
Core Insights - C3.ai has reported two consecutive quarters of year-over-year revenue decline, raising concerns about its ability to convert bookings into revenue growth [1] - Despite a 89% increase in Federal bookings, the company's Q2 gross profit fell by 47% year-over-year, and operating expenses reached 190% of revenue [1] - C3.ai's stock has decreased by 61.8% over the past year, reflecting market skepticism about its growth prospects [1] Revenue Performance - In Q4 FY2025, C3.ai achieved $108.7 million in revenue, a 25.5% increase year-over-year, but this was followed by a decline in Q1 FY2026 to $70.26 million and Q2 to $75.1 million, representing a 20.4% year-over-year decline [1] - The company reported a net loss of $105 million in Q2, following a loss of $117 million in Q1, indicating significant financial strain [1] - Management has guided Q3 revenue expectations to a range of $72 million to $80 million, suggesting stagnation rather than growth [1] Market Sentiment - C3.ai's stock has already priced in significant doubt, with a year-to-date decline of 25.5% and a 32% drop since the Q2 earnings report in December [1] - The market is focused on whether C3.ai can demonstrate year-over-year revenue growth, as this will be a critical indicator of the company's ability to capitalize on enterprise AI demand [1] - A failure to show revenue growth for a third consecutive quarter could lead to increased concerns about the company's financial viability [1]
688191,重大资产重组终止
Xin Lang Cai Jing· 2026-02-25 15:53
智洋创新(688191)筹划中的重大资产重组事项,火速终止。 2月25日,智洋创新公告终止重大资产重组,股票将于2月26日开市起复牌。此时距离公司2月3日晚间披 露重大资产重组公告,仅过去10个交易日。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 688191 | 智洋创新 | A 股 复牌 | | | 2026/2/25 | 2026/2/26 | 2月3日晚,智洋创新公告,公司正在筹划以发行人民币普通股股票、定向发行可转换公司债券(如 有)、支付现金(如有)等方式,购买深圳市灵明光子科技有限公司(以下简称"灵明光子")控制权, 同时拟募集配套资金。 经初步测算,此次交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组,且预计构成 关联交易,但不会导致公司控制权发生变更。 灵明光子披露的公司机构股东包括上汽集团、小米、OPPO、欧菲光以及中信产业基金、真格基金、基 石资本等。 2026年2月3日,智洋创新已经与灵明科技(珠海市)合伙企业(有限合 ...
OpenAI与Anthropic毛利目标双双落空,非付费用户与算力成主要负担
Hua Er Jie Jian Wen· 2026-02-25 15:47
AI两大头部企业的盈利路径正面临严峻考验。 据The Information报道,OpenAI与Anthropic均未能达成各自设定的毛利率目标,推理成本的超预期增 长是主要拖累因素。这一财务压力在用户规模持续扩张的背景下尤为突出,引发外界对两家公司能否在 本十年末实现60%以上毛利率目标的质疑。 数据显示,OpenAI去年毛利率从40%降至33%,低于其自身预测的46%;Anthropic方面,毛利率从2024 年的负94%大幅改善,但预计2025年毛利率为40%,仍较此前目标低出10个百分点。两家公司目前均未 面临融资困境,但投资者对其商业模式的可持续性正给予更多审视。 推理成本失控,超出自身预测 OpenAI的毛利率压力还来自其庞大的非付费用户群体。据The Information,OpenAI每周活跃用户约达 9.1亿,其中付费用户占比仅约5%。去年,其总推理成本中近半数(约39亿美元)用于支撑非付费用 户,付费用户对应成本为45亿美元。 产品结构同样是一大因素。OpenAI去年推出的视频生成工具Sora对服务器算力的消耗远高于文本类查 询;其推理模型在计算答案时所需算力也高于传统大语言模型。此外,该 ...
SoundHound AI Stock Breaks Above 20-Day Moving Average. Should You Chase SOUN Here?
Yahoo Finance· 2026-02-25 15:36
SoundHound (SOUN) stock pushed notably higher on Feb. 24 after the voice artificial intelligence (AI) company debuted its “Sales Assist” AI agent at the Mobile World Congress (MWC) 2026. The post-announcement surge helped SOUN breach its 20-day moving average (MA), indicating that upward momentum will likely sustain in the near term. Despite this rally, however, SoundHound stock remains down roughly 30% versus its year-to-date high. More News from Barchart www.barchart.com Does Sales Assist Launch War ...
Wall Street Analysts See SoundHound AI (SOUN) as a Buy: Should You Invest?
ZACKS· 2026-02-25 15:30
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about SoundHound AI, Inc. (SOUN) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.SoundHound AI currently has an ...
Anthropic舍弃标志性安全护栏承诺 成AI行业最具戏剧性的政策转向之一
Xin Lang Cai Jing· 2026-02-25 15:03
该公司在2023年发布的《负责任扩展政策》中曾表示,将会推迟可能引发危险的AI的研发。但 Anthropic在周二发布的博客文章中,已经更新了规则,称如果公司认为自身相较竞争对手并不具备显 著领先优势,将不再这么做。 多年来一直以相较同行更为注重人工智能安全性的Anthropic PBC,如今已放松了对其"安全护栏"的承 诺。这是AI行业迄今最具戏剧性的政策转向之一,也折射出一批曾经专注于帮助人类的初创公司,正 将注意力转向利润与成功。 Anthropic在文中写道,"政策环境已转向优先考虑AI竞争力与经济增长,而在联邦层面,以安全为导向 的讨论尚未取得实质性的势头。" 这一调整颇令外界意外,因为在与OpenAI、Alphabet旗下谷歌以及埃隆·马斯克的xAI争夺这一被许多人 视为革命性新技术的主导权之际,Anthropic长期以来试图以安全立场将自身与同行区分开。Anthropic 首席执行官Dario Amodei曾在OpenAI任职,离开该公司的部分原因正是担忧OpenAI更为重视商业化和 速度,而非安全性。 两家公司如今都在推动最快于今年上市,以把握投资者对AI的热情。Anthropic近期获得3, ...