Strategic leadership additions position company to unlock growth and speed customer successSAN ANTONIO, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ: RXT), a leading end-to-end hybrid, multicloud, and AI solutions company, today announced the appointment of Lata Varghese as Senior Vice President of Business Transformation and Phani Kishore Burre, as Senior Vice President of Services and Delivery for the Public Cloud business unit. Lata Varghese brings extensive leadership experience in te ...

Investment Plans - Google plans to invest $40 billion in Texas by 2027, focusing on scaling its cloud and AI infrastructure [1] - The investment will include new data center campuses in Armstrong and Haskell Counties, along with power purchase agreements adding over 6.2 gigawatts of new energy generation to the Texas grid [1][2] Energy Initiatives - The Haskell County site will feature a data center and a solar and battery storage facility [2] - Google is launching a $30 million Energy Impact Fund to accelerate energy initiatives and support local energy efficiency projects [2] Workforce Development - To meet technical workforce needs, Google is supporting the electrical training ALLIANCE to train current electrical workers and over 1,700 apprentices in Texas by 2030 [3] - This initiative aims to more than double the projected pipeline of new electricians in the state [3] International Expansion - Google Cloud has launched its first sovereign cloud hub in Munich, Germany, to assist European organizations with data sovereignty and regulatory requirements [4] - The company announced a €5.5 billion ($6.3 billion) investment program in Germany for 2026–2029 to expand its data center infrastructure and office space [4][5]

CoreWeave reported solid third-quarter financial results. Revenue increased 134% to $1.3 billion amid strong demand for AI infrastructure. The company's GAAP loss improved to $0.22 per diluted share, better than $1.82 per diluted share in the previous year. And cash from operations more than doubled to $1.7 billion. Yet, the stock has fallen 27% since the report because the company lowered full-year revenue guidance.Research company SemiAnalysis recently recognized CoreWeave as the technology leader in AI s ...

"加入Cognizant，意味着我们将为客户和员工开辟全新的机遇。"3Cloud首席执行官Mike Rocco表示， "我们在推动企业AI就绪方面拥有共同的愿景，双方在云服务、应用程序创新与数据领域强强联合，将 助力客户在全球范围内充分释放Azure的无限潜能。我们期待携手共绘智能商业的未来蓝图。" "Microsoft Azure是AI转型的首选平台，Cognizant将通过收购3Cloud来打造Azure生态系统中最具实力与 资质的合作伙伴之一。"Microsoft商业业务首席执行官Judson Althoff表示， "我们对此次收购为双方客 户带来的潜力感到振奋——借助Azure与AI的强大能力，他们将能够在大规模范围内推动业务创新。" 来源：美通社 新泽西州蒂内克2025年11月16日 /美通社/ -- Cognizant（NASDAQ：CTSH）已签署收购3Cloud的最终协 议。3Cloud是全球最大的独立Microsoft Azure服务提供商之一，也是Azure专属AI赋能解决方案的全球 领先企业。此次收购将引入3Cloud在数据与AI、应用程序创新及企业客户云平台方面的先进能力，从而 进一步 ...

Core Insights - Focusing on technology giants with durable competitive advantages is a strategic investment approach in the current market environment [1] - Amazon's recent $38 billion partnership with OpenAI positions it prominently in the AI cloud sector [1] Cloud Infrastructure Leadership - AWS holds a 29% share of the global cloud infrastructure market, surpassing Azure's 20% and Google Cloud's 13% [4] - In Q3 2025, AWS generated $33 billion in revenue, reflecting a 20.2% year-over-year growth, the fastest since 2022 [6] - AWS's operating income increased by 9.6% year-over-year to $11.4 billion, resulting in an operating margin of over 34% [6] - AWS has an annualized run rate of $132 billion and a backlog of $200 billion, indicating strong revenue visibility [7] AI Capacity - Amazon has added over 3.8 gigawatts of data center power capacity in the past year, with plans to double this by 2027 [9] - The company expects to add at least one additional gigawatt of power capacity in Q4 2025 [9] Custom Silicon Advantage - Amazon's custom chips, Trainium and Inferentia, provide superior price-performance compared to other AI chips [11] - Trainium2 has become a multibillion-dollar business, with a 150% quarter-over-quarter revenue growth in Q3 [11] - The company plans to expand its AI compute cluster to 1 million Trainium2 chips by the end of 2025 [11] - Trainium2 is positioned as 30% to 40% better in price-performance than many GPU options, with Trainium3 expected to deliver 40% better performance than Trainium2 [12] Complete AI Stack - AWS offers platform services like SageMaker and Bedrock, enabling clients to build and deploy custom AI models [14] - The introduction of open-source capabilities like Strands and infrastructure building blocks like AgentCore supports the development of agentic AI [15] Competitive Position - AWS's rapid capacity expansion, custom silicon development, and focus on AI platform services indicate its growing momentum in the AI cloud race [16] - Despite competitors like Microsoft and Alphabet growing faster, AWS is well-positioned to be a significant player in the AI cloud boom [16]

Core Viewpoint - CoreWeave is experiencing rapid revenue growth exceeding 100%, driven by high demand for AI computing capacity [1][2][4] Company Growth - CoreWeave's growth is attributed to AI hyperscalers outsourcing computing needs, allowing for cost reduction and flexibility [3] - The company has secured significant contracts, including a $14 billion deal with Meta Platforms [3] - Despite concerns about slowing growth, CoreWeave continues to double its revenue each quarter, a rare achievement [6] Financial Performance - CoreWeave's revenue backlog has reached $55.6 billion, with approximately 40% expected to be utilized in the next 24 months, indicating strong future revenue potential [12] - The company anticipates generating about $11 billion in revenue over the next 12 months and $5.1 billion for 2025, showcasing ongoing impressive growth [12] Profitability Concerns - CoreWeave is currently unprofitable, raising concerns about its cash flow and the sustainability of its business model [9][11] - The company relies heavily on Nvidia GPUs, which have a short lifespan of one to three years, complicating profitability [8][11] - There is a critical need for CoreWeave to become cash-flow-positive to support its growth and capital expenditures [11][13] Investment Perspective - Current sentiment suggests that CoreWeave may not be an attractive investment due to its unprofitability and cash burn, but it could be considered if it achieves profitability while maintaining growth [13] - Comparatively, companies like Nvidia are viewed as better investments due to their stable asset sales and lack of depreciation concerns [14]

Key TakeawaysGoogle (GOOGL) is set to invest a staggering $40 billion in Texas by 2027 to bolster its cloud and AI data center infrastructure, marking a significant commitment to the burgeoning tech sectors.Geopolitical tensions are rising as President Donald Trump approves a bill allowing tariffs of up to 500% on countries continuing trade with Russia, including major partners like India and China.Gold prices are experiencing volatility, inching higher to $4,091.89 per ounce as investors focus on upcoming ...

Core Viewpoint - The AI boom is a long-term trend with significant growth potential, and current market dips present buying opportunities for top AI stocks. Group 1: Nvidia - Nvidia is a leading AI investment, with its GPUs becoming the industry standard and $300 billion in orders for AI computing chips over the next five quarters [2][5]. - Despite perceptions of being overvalued, Nvidia's growth rate makes it undervalued, as indicated by its PEG ratio being under 1 [3][5]. Group 2: Taiwan Semiconductor - Taiwan Semiconductor is crucial in the AI arms race, manufacturing chips for companies like Nvidia, and is addressing energy consumption issues in AI computing [6][8]. - TSMC's new chip technology reduces power consumption by 25% to 30% at the same speed, which could drive significant growth for the company [9]. Group 3: Alphabet - Alphabet has emerged as a leader in the AI boom, with its core business thriving and a 16% year-over-year revenue increase in Q3, alongside a 33% rise in net income [10][12]. - The success of Google Cloud, which rents out computing capacity, positions Alphabet well for future profitability in the AI trend [12]. Group 4: Amazon - Amazon has a strong core business and a growing cloud computing segment, with AWS being the market leader [13][14]. - AWS experienced a 20% year-over-year revenue increase in Q3, indicating a reacceleration of growth and enhancing Amazon's relevance in the AI space [15][16].

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Core Viewpoint - CoreWeave's stock has cooled off despite strong Q3 revenue growth, attributed to delays affecting its full-year guidance [1][4] Company Overview - CoreWeave is a neocloud company focused on AI workloads, leveraging a close relationship with Nvidia for access to advanced GPUs [2] - The company provides high-speed networking, storage, and managed software services [2] Financial Performance - In Q3, CoreWeave's revenue more than doubled from $583.9 million to $1.36 billion, surpassing analyst expectations of $1.29 billion [3] - The company lowered its full-year revenue guidance to $5.05 billion - $5.15 billion from a previous range of $5.15 billion - $5.35 billion due to a data center delay [4] - Operating cash flow for the quarter was strong at $1.69 billion, up from $641.2 million year-over-year, but free cash flow was negative at $1.6 billion due to nearly $3.3 billion in capital expenditures [6] Capital Expenditures and Financial Position - CoreWeave plans to more than double its capital expenditures next year [5] - The company ended the quarter with $1.9 billion in unrestricted cash and investments, alongside $14 billion in debt [6] Market Position and Competitive Landscape - CoreWeave's rapid revenue growth raises questions about the sustainability of its business model and the useful life of its AI hardware investments [7] - Compared to larger cloud players like Amazon, Microsoft, and Alphabet, CoreWeave faces more significant risks due to its scale and asset management [8] - Competitors like Alphabet and Amazon have developed custom AI chips, which may provide them with a competitive edge [9]