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Qualstar to Present at the 2025 Gateway Conference on September 3rd
Globenewswire· 2025-08-26 12:30
IRVINE, Calif., Aug. 26, 2025 (GLOBE NEWSWIRE) -- Qualstar Corporation (OTC: Markets: QBK), a leading manufacturer of data storage solutions and high-efficiency power supplies, is confirmed to present at the 2025 Gateway Conference, which is being held September 3-4, at the Four Seasons Hotel in San Francisco, CA. Qualstar CEO Steven N. Bronson is scheduled to present on Wednesday, September 3, at 2:30 pm Pacific Time (PT). The presentation will be webcast live and available for replay here. In addition to ...
FOXA Gears Up to Report Q4 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-01 17:26
Core Insights - Fox Corporation (FOXA) is scheduled to report its fourth-quarter fiscal 2025 results on August 5, with earnings estimated at $1.01 per share, reflecting a 12.22% increase year-over-year, and revenues projected at $3.11 billion, indicating a 0.48% growth from the previous year [1][9]. Group 1: Recent Performance - The company has consistently exceeded the Zacks Consensus Estimate in the last four quarters, with an average surprise of 25.94% [2]. - In the third quarter, Fox reported revenues of $4.37 billion, a 27% increase year-over-year, primarily driven by Super Bowl LIX advertising and digital growth at Tubi [3][9]. Group 2: Strategic Developments - Positive developments include the launch of Fox One, a direct-to-consumer streaming service, and the introduction of the AI-driven OneFOX media platform, enhancing digital advertising capabilities [4]. - Tubi added eight million new users on Super Bowl day and achieved 35% year-over-year revenue growth in the third quarter [4]. Group 3: Challenges Ahead - The upcoming quarter may face challenges due to the absence of a Super Bowl broadcast, making year-over-year advertising comparisons difficult [6][9]. - In the third quarter, net income attributable to Fox stockholders decreased to $346 million from $666 million in the prior year, attributed to higher sports programming costs and content investments [6].
华为昇腾产业链
是说芯语· 2025-05-17 14:08
Core Viewpoint - The article discusses the growth and investment opportunities in the AI computing center market in China, particularly focusing on the Huawei Ascend ecosystem and its associated companies across four key areas: complete machines, power supply, cooling, and connectivity [2]. Group 1: Complete Machines - The newly added computing power in 2024 is expected to reach approximately 20,000 PFlops, with the investment scale of China's intelligent computing center market projected to reach 288.6 billion yuan by 2028. In 2023, the market size was 87.9 billion yuan, showing a year-on-year growth of over 90% [3]. - As of August 2024, there are over 300 intelligent computing center projects in China, with a total announced computing power exceeding 500,000 PFlops. About one-third of these projects are planned to have a computing power greater than 500 PFlops, mainly funded by government or telecom operators [3]. Group 2: Power Supply - AI servers utilize three power supply methods: external cabinets, racks, and trays. The power supply unit (PSU) converts high-voltage AC from the grid to 48V DC, which is then further converted to 12V for CPUs and 0.8V for GPUs [15]. - The GB200 NVL72 cabinet is equipped with 48 5.5kW PSUs, providing a total power of 132kW. The increasing power demand in AI servers is expected to expand the AI power supply market [16][21]. Group 3: Cooling - The power consumption of single cabinets has increased from 4-6 kW in traditional computing centers to 20-40 kW or higher in intelligent computing centers. Liquid cooling technology is becoming the preferred choice due to its efficiency and low energy consumption [27]. - The market size for liquid cooling data centers in China was 8.63 billion yuan in 2023, with a growth rate of 26.2%, expected to reach 18.01 billion yuan by 2026 [29]. Group 4: Connectivity - Backplane connectors are crucial for high-performance servers and communication devices, supporting high-speed data transmission and ensuring signal integrity [38]. - The Chinese communication connector market is projected to grow at a compound annual growth rate of 30%-35%, with expectations to exceed 60 billion yuan by 2025, where AI-related connectors will account for over 70% of the market [40].