Core Insights - Guardant Health has launched the Single Namespace Working Group (SNS), a 34-member consortium aimed at creating an open standard for exabyte-scale data interoperability [1][2][4] - The consortium includes notable founding members such as NetApp, Seagate, IBM, and Genentech, and has been working for 18 months to develop a unified standard for managing massive datasets [3][4] - The initiative will transition to the OASIS standards body to establish the new standard, which will enhance scalability, interoperability, and efficiency for data access [4][5] Group Composition - The SNS consists of leading technology suppliers, end users, and service providers, including major national laboratories and organizations like Lawrence Livermore National Laboratory [3][5] - Additional members include companies such as Hammerspace, Weka, and Starfish Storage, contributing to a diverse cross-industry collaboration [5] Objectives and Benefits - The primary goal of the SNS is to facilitate seamless access to and collaboration with distributed data, which is crucial for accelerating insights in healthcare and life sciences [2][4] - The standard aims to enable AI-ready infrastructure, allowing researchers and clinicians to work together more effectively, leading to faster diagnoses and improved patient care [4][5] Future Plans - Draft specifications for the new standard are expected to be published in early 2026, with public discussions planned at the Supercomputing 2025 conference [6]

Core Viewpoint - Kyocera Corporation will showcase its innovative technologies at CES 2026, focusing on underwater IoT, AI imaging technology, and autonomous driving sensors, highlighting advancements in connected mobility and marine communication [1][2][3]. Group 1: Underwater Wireless Optical Communication (UWOC) - Kyocera's UWOC technology enables high-speed, high-capacity data transmission underwater, minimizing optical attenuation and enhancing marine surveys with Autonomous Underwater Vehicles (AUVs) [3][4]. - The technology supports real-time transmission of high-definition video and sensor data, improving structural inspections and scientific research [3]. - Kyocera will demonstrate a transmission capacity of 5Gbps, positioning itself as a leader in underwater IoT solutions [4]. Group 2: AI Imaging Technology - The company has developed a Triple Lens AI-Based High-Resolution Depth Sensor that accurately measures distances for small objects (as small as 0.30mm) and challenging targets [5]. - This technology enhances applications in factory measurements and medical environments, improving operational efficiency and addressing labor shortages [5]. - The AI imaging system allows for better recognition accuracy compared to conventional products, showcasing its advanced capabilities at CES [5]. Group 3: Autonomous Driving Sensors - Kyocera's high-resolution millimeter-wave sensor detects minute object vibrations, enabling 4D sensing for autonomous driving applications [5]. - The sensor utilizes proprietary substrate material technology and unique algorithms to provide precise spatial information, balancing privacy and safety [5]. - Anticipated applications include healthcare monitoring and structural surveillance, demonstrating the versatility of the technology [5]. Group 4: Additional Innovations - The OPTINITY module integrates electrical and optical technologies, doubling the bandwidth for AI and autonomous driving applications, allowing for faster and more energy-efficient data exchange [6]. - Kyocera's Phased Array Antenna Module (PAAM) enhances security applications by generating multiple simultaneous beams for improved situational awareness [6]. - The Cotopat system, a real-time speech recognition tool, facilitates communication and eliminates language barriers, marking its first exhibition in the US [6]. Group 5: Company Overview - Kyocera Corporation, founded in 1959, has evolved into a leading supplier of industrial and automotive components, with consolidated sales revenue of approximately US$13.5 billion for the year ended March 31, 2025 [8]. - The company is recognized on Forbes' 2025 "Global 2000" list and has been named among "The World's 100 Most Sustainably Managed Companies" by The Wall Street Journal [8].

Core Insights - Teradata's stock surged 26.5% following a strong Q3 earnings report, exceeding analyst expectations for both earnings and revenue [1] - The company reported adjusted earnings of $0.72 per share on revenue of $416 million, surpassing forecasts of $0.54 per share and $406.3 million in revenue [1][3] - Despite the positive adjusted earnings, GAAP earnings were only $0.42 per share, although this represented a 27% year-over-year increase [3] Financial Performance - Free cash flow for the quarter increased to $88 million, indicating strong cash generation [3][4] - Revenue of $416 million, while better than expected, was down 5% year-over-year, and recurring revenue decreased by 2% [3] - Management provided guidance indicating a potential revenue decline of 2% to 4% year-over-year, with recurring revenue expected to fall by 1% to 3% [5] Future Outlook - Teradata's management anticipates GAAP profit for the full year to be between $1.22 and $1.26 per share, with free cash flow projected between $260 million and $280 million [6] - The current stock price of $26 results in a P/E ratio of approximately 21 and a price-to-free-cash-flow ratio of about 9.2, suggesting the stock remains undervalued [6]

Core Insights - Thermo Fisher is acquiring Clario, a privately held data management company, for approximately $8.9 billion in cash and future payments, which will enhance its position in digital health and clinical trial research [1] Company Summary - The acquisition of Clario will strengthen Thermo Fisher's presence in the life sciences sector, particularly in the areas of digital health and clinical trial research [1]

Core Insights - EDB has been integrated into NVIDIA's AI Factory for Government, providing a framework for government agencies to deploy secure and scalable AI infrastructure [1][2] - EDB's research indicates that 95% of enterprises plan to establish their own AI and data platforms within three years, with those committed to sovereignty achieving up to 5x ROI [2][13] - The integration allows for mission-critical AI applications to be deployed flexibly across on-premises, cloud, or hybrid environments while ensuring high security and compliance standards [3][4] Company Overview - EDB Postgres AI (EDB PG AI) is positioned as the first open, enterprise-grade sovereign data and AI platform, designed to unify transactional, analytical, and AI workloads [8][13] - The platform is built on PostgreSQL, which is recognized as the world's leading database, and offers up to 99.999% availability along with hybrid management capabilities [8][14] - EDB is actively pursuing FedRAMP Authorization to enhance its compliance and security offerings for U.S. federal government customers [4][8] Technological Capabilities - EDB PG AI utilizes NVIDIA NeMo Retriever and NVIDIA NIM microservices to provide a secure and efficient pathway for production AI [4][6] - The platform supports a model-to-data architecture, allowing models to run locally while keeping data within sovereign environments [6][8] - Integration with NVIDIA NeMo Retriever enhances the efficiency of Retrieval-Augmented Generation (RAG) systems [6][8]

Core Insights - Zebra Technologies reported third-quarter results that exceeded Wall Street expectations, with sales rising 4.8% year over year to $1.32 billion and adjusted earnings per share of $3.88, surpassing the consensus of $3.73 [1] - Despite strong results, Zebra's stock fell by 15.8% due to concerns over the sustainability of future growth, particularly influenced by the recent acquisition of Elo Touch Solutions [1][2] Financial Performance - The company's sales growth of 4.8% was above the average analyst expectation of $1.31 billion, while adjusted earnings per share of $3.88 exceeded the consensus estimate [1] - The fourth-quarter guidance provided by management also surpassed current analyst views, but it heavily relies on the Elo acquisition, which adds $8 billion to Zebra's addressable market [2] Guidance Analysis - When excluding the expected $100 million in revenues from Elo, the year-over-year growth rate for the fourth quarter drops from 9.5% to just 1%, which is significantly below the Street's consensus estimate of 6.2% [3] - The guidance appears optimistic but is misleading as it incorporates contributions from the Elo acquisition, which may not be reflected in most analyst forecasts [2][3] Market Conditions - CEO Bill Burns indicated that the impact of tariffs on costs was minimal, adding only $8 million to the bottom line, but noted that a shaky economy is leading to reduced orders from clients facing budget constraints [6] - Some clients have accelerated their orders into the third quarter, resulting in a diminished order pipeline for the upcoming period [6] Demand Outlook - The company anticipates organic revenue growth of about 6% and organic earnings growth of 16% for the year, excluding the acquisition [7] - Overall, the demand outlook remains stable, but there is significant pressure on Zebra's order books, indicating potential challenges ahead [8]

Core Insights - Datavault AI Inc. has launched two innovative data unions: the Insurance Data Union and the Accounting Data Union, aimed at tokenizing anonymized data for monetization [1][2] - The company utilizes patented technologies to facilitate secure and scalable monetization of data assets, enhancing the financial yield and providing actionable intelligence [3][7] - The global insurance market is projected to reach $8 trillion by 2025, while the accounting services market is estimated at $650 billion, presenting significant opportunities for data monetization [4][5] Company Developments - Datavault AI's data unions allow independent insurance agents and brokers to monetize their data through a structured framework that includes cash payments for qualified assets [2][5] - The company’s patented solutions enable independent firms to convert data into U.S. currency using smart contracts, ensuring compliance and security [3][7] - The integration of title insurance with real estate tokenization is expected to create scalable value for major entities like Fannie Mae and Freddie Mac, enhancing liquidity and risk management in the housing market [6] Technological Innovations - The company’s smart contracts automate transactions within the data unions, ensuring instant and transparent payments, thus eliminating disputes over remuneration [5] - Datavault AI holds several patents that support its data monetization strategy, including those related to tax return preparation and targeted advertising networks [7] - The company’s cloud-based platform leverages high-performance computing and AI to provide comprehensive solutions across various industries, including fintech, healthcare, and real estate [8]

Core Insights - Core Scientific, Inc. reported financial results for the fiscal third quarter of 2025, highlighting a total revenue of $81.1 million, a decrease from $95.4 million in the same period of 2024 [6] - The company is in the process of a merger with CoreWeave, which is expected to be an all-stock transaction, subject to stockholder approval [3][14] Financial Performance - Total revenue for Q3 2025 was $81.1 million, down 15% from $95.4 million in Q3 2024 [6] - Digital asset self-mining revenue decreased to $57.4 million from $68.1 million, primarily due to a 55% decrease in bitcoin mined, despite an 88% increase in the average bitcoin price [6] - Digital asset hosted mining revenue fell to $8.7 million from $16.9 million, attributed to a strategic shift towards high-density colocation services [6] - High-Density Colocation revenue increased to $15.0 million from $10.3 million, reflecting the expansion of colocation operations [6] - Gross profit improved to $3.9 million from a gross loss of $0.2 million in the prior year [6] - Net loss for the quarter was $146.7 million, significantly reduced from $455.3 million in Q3 2024, mainly due to lower non-cash fair value adjustments [6] - Adjusted EBITDA was $(2.4) million, compared to $10.1 million in the prior year, influenced by increased cash operating expenses and decreased total revenue [6] Capital Expenditures and Liquidity - Capital expenditures totaled $244.5 million, with $196.4 million funded by CoreWeave under existing colocation service agreements [6] - The company reported liquidity of $694.8 million, consisting of $453.4 million in cash and cash equivalents and $241.4 million in bitcoin as of September 30, 2025 [6] Merger Details - The merger with CoreWeave involves an exchange ratio of 0.1235, where each share of Core Scientific's common stock will be converted into shares of CoreWeave Class A common stock [3] - The transaction requires approval from a majority of Core Scientific's stockholders at a special meeting scheduled for October 30, 2025 [3][14] Company Overview - Core Scientific is a leader in digital infrastructure for high-density colocation services and digital asset mining, operating dedicated facilities for these services [5] - The company is transitioning most of its facilities to support artificial intelligence-related workloads and next-generation colocation services [5]

Core Insights - Palantir has entered a multi-year, multi-million-dollar strategic partnership with Lumen Technologies, with Lumen expected to invest over $200 million in Palantir's technology over several years [1][3] Partnership Details - The partnership will integrate Palantir's Foundry and Artificial Intelligence Platform (AIP) with Lumen's edge computing and broadband infrastructure [2] - Lumen aims to transform from a traditional telecom provider to a modern tech infrastructure company, leveraging Palantir's technology to enhance its operations and achieve significant cost reductions [3][4] Financial Impact - Lumen anticipates that the collaboration with Palantir will contribute to achieving $350 million in cost reductions by 2025, as part of a broader goal to reduce expenses by $1 billion by 2027 [3] - The partnership is seen as a material contributor to Lumen's financial strategy, with the company already ahead of its expense reduction plan [3] Broader Context - This partnership is part of Palantir's strategy to expand its reach, having formed 19 partnerships in various sectors including telecom, healthcare, and defense in the current year [5] - Lumen's CEO emphasized the importance of integrating AI into operations to empower businesses to innovate and grow [8]

模型的回归 有些想法是永恒的。 "数据模型"的概念——一种描述信息连接方式的结构化方式 。 已经存在了几十年。但长期以来，建模 一直默默地处于幕后。大多数团队专注于管道、分析或仪表板。 然而，随着组织越来越依赖数据，一些有趣的事情发生了： 该模型又回来了。 只是这一次，它并不存在于桌面上或孤立的文件中。 它存在于云端。它是共享的、协作的，并且与数据堆栈的每个部分深度连接——从 Snowflake 和 dbt 到 治理系统和 AI 辅助决策 。 这就是我们谈论 现代数据建模时的意思。 这不仅仅关乎表格和键。它关乎上下文、协作和信任——能够以一种每个人（从工程师到高管）都能理 解和依托的方式描述数据。 动态建模 过去，模型只是快照——漂亮的图表很快就会过时。 如今，它们已经成为了生命系统。 现代建模平台，例如 SqlDBM 、dbt 以及其他云原生领域的平台，都将模型视为共享工作区。团队可以 通过浏览器设计结构、注释含义、执行标准，并直接连接到生产数据库或版本控制系统。 你可以将其视为数据架构领域的"Google Docs 时刻"：人们实时协作，发表评论，合并更改，并立即看 到效果。这种从静态文档到实时协作的转变 ...