This achievement continues CoreWeave's legacy of delivering first-to-market access to the world's most advanced AI infrastructure demanded by the world's leading AI labs and enterprises. This initial deployment of NVIDIA GB300s expands on CoreWeave's existing Blackwell fleet, which also includes the NVIDIA HGX B200 and the NVIDIA GB200 NVL72 system. Last year, CoreWeave was among the first to offer NVIDIA H200 GPUs and was the first AI cloud provider to make NVIDIA GB200 NVL72 systems generally available. I ...

Core Insights - Dell Technologies (DELL) and Nutanix (NTNX) are significant players in the cloud infrastructure and hyperconverged infrastructure (HCI) market, with both companies positioned to benefit from the increasing adoption of hybrid cloud solutions [1][2] Dell Technologies - Dell's Infrastructure Solutions Group (ISG) revenues, which include cloud offerings, increased by 12% year over year to $10.31 billion in Q1 FY26 [3][9] - The company is expanding its cloud services through partnerships and infrastructure solutions, including a recent collaboration with Singapore's Institute of Technical Education to launch a hybrid cloud VDI Center [4] - Dell is experiencing strong demand for AI-optimized servers, particularly the PowerEdge XE9680L, driven by digital transformation and interest in generative AI applications [5][9] - Despite a challenging macroeconomic environment, Dell's innovation in AI infrastructure and positive earnings outlook support its long-term strength, with a Zacks Consensus Estimate for fiscal 2026 earnings at $9.44 per share, indicating a 15.97% year-over-year increase [15][16] Nutanix - Nutanix offers software-defined HCI solutions that support multi-hypervisor and multi-cloud environments, gaining traction as a cost-effective alternative for customers [6] - The company added 620 customers in Q3 FY25, bringing its total client count to 27,490, demonstrating strong recurring revenue momentum [7][9] - Nutanix expanded its portfolio with new solutions like Cloud Native AOS and Nutanix Kubernetes Platform, as well as launching Nutanix Enterprise AI to support modern applications [8] - The Zacks Consensus Estimate for Nutanix's fiscal 2025 earnings is $1.74 per share, reflecting a 32.82% year-over-year increase, although its high valuation may limit near-term upside [15][17] Stock Performance and Valuation - Year-to-date, DELL shares have appreciated by 5.7%, while NTNX shares have increased by 22.9%, with Nutanix's outperformance attributed to its expanding partnerships and clientele [10] - DELL shares are currently trading at a forward Price/Sales ratio of 0.77X, indicating a cheaper valuation compared to NTNX's 6.97X, which is considered overvalued [13] - DELL holds a Zacks Rank of 1 (Strong Buy), while NTNX has a Zacks Rank of 2 (Buy), suggesting a stronger investment case for Dell [19]

Core Insights - CoreWeave, Inc. (CRWV) is launching advanced offerings tailored for AI model training and inference, positioning itself as a competitive player in the Infrastructure-as-a-Service market with a projected global economic impact of $20 trillion from AI by 2030 and a total addressable market (TAM) of $400 billion by 2028 [1] Product Development - The company has introduced three new AI cloud software products aimed at accelerating AI development processes, marking its first software release since acquiring Weights & Biases in May 2025 [2][8] - New products include Mission Control Integration for rapid training issue resolution, W&B Inference for testing open-source AI models, and Weave Online Evaluations for real-time performance feedback [2] Technological Advancements - CRWV has rapidly adopted cutting-edge technology, being the first to deploy NVIDIA's H100 and H200 GPUs at scale and to offer GB200 NVL72 instances, which has positively impacted its revenue [3] - The introduction of next-gen AI Object Storage, combined with Kubernetes services, provides a comprehensive production-level setup for AI customers from the outset [3] Strategic Focus - The company is concentrating on four main areas: scaling capacity, financing infrastructure, enhancing platform differentiation, and expanding market reach [4] - CoreWeave is expanding its global presence to tap into new markets and strengthen existing customer relationships [4] Competitive Landscape - Microsoft (MSFT) is a major competitor in AI infrastructure, leveraging its Azure platform and significant investments in OpenAI to enhance its market position [5] - Nebius Group N.V. (NBIS) is also emerging as a specialized AI infrastructure provider, focusing on large-scale GPU clusters and cloud platforms, supported by its partnership with NVIDIA [6] Financial Performance - CoreWeave's stock has surged by 334.2% year-to-date, significantly outperforming the Internet Software industry's growth of 13.1% [7] - The company trades at a forward price-to-sales ratio of 10.31X, which is higher than the industry average of 5.68 [9]

整理 | 褚杏娟 当地时间 6 月 23 日，在北美开源峰会上，Linux 基金会宣布与亚马逊云科技 (AWS)、思科、谷歌、 微软、Salesforce、SAP 和 ServiceNow 共同成立 Agent2Agent（A2A）项目。该项目将由 Linux 基 金会托管，初始捐赠内容是谷歌开发 A2A 协议规范、相关 SDK 以及开发工具。 A2A 协议是谷歌在今年 4 月份推出的一项开放标准，支持不同 AI 智能体之间的通信与协作，打破目 前限制人工智能潜力的"孤岛化"问题。谷歌联合 Salesforce、Atlassian、LangChain 等共同开发了该 协议，目标是为不同厂商、不同框架的智能体建立一个通用的互操作标准。目前已有超过 100 家企 业支持该协议。 谷歌方面表示，A2A 项目将在 Linux 基金会中立治理模式下进行，这将确保该关键组件始终保持厂 商中立、社区驱动。此举旨在通过一个强大开放的协作框架、知识产权管理机制与长期托管体系，加 速 A2A 协议的开发与普及。 捐赠给基金会其实也是谷歌的"基本操作"，比如其在 2015 年将最初开发的 Kubernetes 捐赠给了 CNCF， ...

Core Insights - Broadcom has announced the general availability of VMware Cloud Foundation (VCF) 9.0, a modern private cloud platform that integrates agility and scalability of public cloud with the security and cost benefits of on-premises environments [1][2] - VCF 9.0 supports a unified operating model for various applications, including traditional, modern, and AI workloads, enhancing innovation and operational efficiency for enterprises [2][4] Product Features - VCF 9.0 introduces a single unified platform that simplifies deployment and operations, allowing enterprises to focus on higher-value projects rather than maintaining infrastructure [2][3] - The platform features a new architecture that streamlines the experience for building, operating, and securing private clouds across various environments [4][5] - A unified interface for cloud administrators enhances operational efficiency, enabling scalable fleet management and centralized identity management [5][6] Cost Management - VCF 9.0 provides superior cost transparency and predictability compared to public cloud, offering comprehensive insights into total cost of ownership (TCO) [8] - Built-in analytics facilitate predictive cost modeling and automated resource optimization, helping organizations manage cloud spending effectively [8] Security and Compliance - The platform is designed to ensure data sovereignty and security, featuring a new SecOps dashboard for monitoring compliance and security controls [9] - VCF 9.0 supports the latest confidential computing technologies, allowing organizations to deploy secure workloads across diverse infrastructures [9] Customer Outcomes - Customers report significant operational improvements, such as a 70% reduction in IT manual tasks through automation and a 25-30% decrease in power consumption and costs due to increased server performance [2][10] - The platform enables faster deployment of applications and security patches, enhancing overall business resilience [2][10] Advanced Services - VCF 9.0 includes advanced services that accelerate innovation in private cloud environments, providing tools similar to those available in public cloud [11] - New solutions such as VMware Private AI Foundation and VMware Live Recovery enhance capabilities for AI workloads and disaster recovery [13][14] Partner Ecosystem - Broadcom collaborates with partners like AMD, Microsoft, and Intel to enhance the performance and security of VCF 9.0, ensuring it meets the evolving needs of enterprises [12][14]

Key Takeaways ERIC unveils Ericsson On-Demand, a SaaS core network solution built with Google Cloud. The platform enables CSPs to launch full networks in minutes and scale with zero upfront costs. Main features include AI-driven automation, real-time scaling and telecom-grade cloud reliability.Ericsson (ERIC) has unveiled Ericsson On-Demand, an innovative solution that delivers core network services through a true software-as-a-service (SaaS) model. Designed in collaboration with Google Cloud, this platfo ...

"中国和香港地区已经成为云原生领域发展最早和最强大的全球生态系统之一，从开源贡献来看，达到106.86万次贡献，其中对Kubernetes开源项目达到32.74 万次贡献，数量均排名全球第二。我们的生态中，就有44个成员来自中国和香港地区。" 6月10日-11日，全球云原生计算领域峰会KubeCon+CloudNativeCon China 2025在香港举办。在活动间隙，云原生计算基金会（CNCF）首席技术官Chris Aniszczyk接受智通财经等媒体采访时表示。 作为全球最大的开源开发者大会之一，KubeCon+CloudNativeCon由CNCF和Linux基金会联合主办，往届曾在西雅图、柏林、伦敦等科技重镇举办。今年是 该峰会第二次在香港举行，这一选址也释放出中国及香港地区在云原生领域地位提升的信号。 云原生（Cloud Native）概念在2015年提出，根据CNCF的定义，云原生技术有利于各组织在公有云、私有云和混合云等新型动态环境中，构建和运行可弹性 扩展的应用，其代表技术包括容器、服务网格、微服务、不可变基础实施和声明式API。 Chris Aniszczyk指出，最早期，许多关键的开源 ...

SAN JOSE, Calif., June 09, 2025 (GLOBE NEWSWIRE) -- Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced that it will host a webinar to discuss the cloud native capabilities of the Nutanix Cloud Platform, including Nutanix Kubernetes Platform, Nutanix Data Services for Kubernetes and Nutanix Enterprise AI. Speakers will include:Thomas Cornely, SVP, Product ManagementDan Ciruli, Sr. Director, Product Management No financial information will be discussed during the event. Dat ...

行业简报 算力调度平台规模化发展 Deepseek带动算力需求井喷， 算力调度平台成最优解 企业标签：百度、华为、硅基流动 AI变革行业创新发展 China Large Model Industry 中国ビッグモデル産業 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另 行标明出处者除外）。未经头豹研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改 编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究院保留采取法律措施、追究相关人员责任的权利。头豹 研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名称之外的其他分支机构 ，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另 行标明出处者除外）。未经头豹研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改 编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究院保留采取法律措施、追究相关人员责任的权利。 ...

Financial Data and Key Metrics Changes - The company reported quarterly revenue of $639 million, exceeding the guided range of $620 million to $630 million, representing a year-over-year growth rate of 22% [14][15] - Annual Recurring Revenue (ARR) at the end of Q3 was $2.14 billion, reflecting an 18% year-over-year growth [15][18] - Non-GAAP gross margin in Q3 was 88.2%, and non-GAAP operating margin was 21.5%, higher than the guided range of 17% to 18% [16][18] - Non-GAAP net income in Q3 was $125 million, translating to a fully diluted EPS of $0.42 per share [17][18] - Free cash flow in Q3 was $203 million, representing a free cash flow margin of 32% [18] Business Line Data and Key Metrics Changes - The company experienced strong new logo growth across all customer segments, with significant wins in large organizations modernizing their IT infrastructure [9][10] - The average contract duration increased to 3.1 years, slightly higher than expectations [16] - The net dollar-based retention rate (NRR) at the end of Q3 was 110%, remaining flat quarter-over-quarter [16] Market Data and Key Metrics Changes - The company noted strong demand for its solutions, particularly in the federal business, despite longer deal cycles due to changes in the federal government [26][27] - The company is optimistic about opportunities in the federal sector, focusing on modernization and total cost of ownership (TCO) improvements [26] Company Strategy and Development Direction - The company aims to become the leading platform for running applications and managing data anywhere, focusing on hybrid multi-cloud capabilities and partnerships [12][13] - Recent partnerships with Dell and Pure Storage are expected to enhance the company's offerings and market reach [12][63] - The company is expanding its cloud platform to support Google Cloud and announced new solutions to enable modern applications [12][13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a dynamic macro environment affecting deal cycles and customer engagement but remains optimistic about continued demand for their solutions [25][26] - The company expects to continue adding new customers while noting that Q4 presents a tough year-over-year comparison for new logo additions [21] - Management raised full-year guidance across all metrics, reflecting confidence in sustained growth and profitability [22][20] Other Important Information - The company repurchased $38 million worth of common stock during Q3 and used approximately $65 million to retire shares related to employee tax liabilities [19] - The updated guidance for fiscal year 2025 includes revenue of $2.52 billion to $2.53 billion, representing a year-over-year growth of approximately 17.5% [20] Q&A Session Summary Question: Can you walk us through the linearity seen throughout the quarter? - Management noted that while linearity can vary, they have not seen significant changes in deal cycles, although some variability exists in the federal business [30][31] Question: What is the delta between NCIC and the core standard NCI license? - The NCIC offering includes the platform minus the storage, and early customer feedback has been positive [39] Question: What is driving the increase in operating margin guidance? - The increase is attributed to timing of hiring and expected productivity improvements, along with prudent investments in areas with anticipated returns [41][45] Question: How did the renewals business perform versus land and expand? - The company saw strong new logo growth and solid renewals in Q3, with a greater mix of larger deals in the pipeline [78][79] Question: What is the pricing environment like? - The pricing environment has been stable, with no significant changes noted, and the company continues to see traction in new customer acquisitions [74][75] Question: How is the company addressing the competitive landscape, particularly with VMware? - The company is gaining traction with new customers, many of whom are adopting their hypervisor, and is optimistic about opportunities arising from VMware's changes [72][74]