Core Insights - Nebius Group's shares nearly doubled in the first half of 2025, rising 99.7% through June 30 [1] - The company is a rebranded version of Yandex, which divested its Russian assets and relocated to Amsterdam after the Ukraine invasion [2] - Nebius is positioned as a start-up with significant cash reserves and ongoing projects, showing explosive growth and optimism for becoming a major player in AI [3] Financial Performance - In Q1 2025, Nebius reported a remarkable revenue growth of 385% and a 684% increase in annualized recurring revenue (ARR), reaching $249 million [8] - Operating costs grew by 96% during the same period, indicating margin expansion alongside revenue growth [8] - The company aims to achieve between $750 million and $1 billion in ARR by the end of 2025, supported by strong initial guidance [8] Strategic Investments - Nebius made a majority investment in Toloka, an expert data provider for AI companies, highlighting the importance of quality data in AI development [9] - Toloka is backed by notable investors, including Jeff Bezos' venture company, indicating confidence in its value [9] Market Position and Growth Potential - Nebius raised $700 million in a private placement led by Nvidia, positioning itself as a key player in the neocloud space [4] - The company benefits from early access to Nvidia's latest GPUs, enhancing its competitive edge in AI infrastructure [5] - Despite trading at about 20 times this year's revenue estimates, if Nebius meets its ARR guidance, the valuation could adjust to a more reasonable 10 times forward ARR [11] Analyst Sentiment - Following a strong endorsement from Arete Research, Nebius' stock surged over 50% in June, with a price target set at $84, indicating significant upside potential [10] - The execution and embedded value of Nebius' AI clusters are viewed positively, especially amid a shortage of Nvidia GPUs [10]

Core Companies in AI - Nvidia and Palantir Technologies have demonstrated significant strengths in artificial intelligence, leading to substantial earnings growth and stock performance [1][2] - CoreWeave, a new entrant in the market, has emerged as a potential AI powerhouse, outperforming both Nvidia and Palantir with a remarkable 300% stock increase in the first half of 2025 [2][4] CoreWeave's Business Model - CoreWeave generates most of its revenue by renting access to over 250,000 Nvidia GPUs, specializing in AI workloads [4][6] - Nvidia holds a 7% stake in CoreWeave and facilitated the launch of its latest GPUs, indicating a strong partnership [6] Financial Performance - CoreWeave's first-quarter earnings report showed a revenue increase of over 400% year over year, reflecting strong demand for Nvidia's chips [7] - The company's technology and infrastructure expenses surged by more than 500% to approximately $500 million in the first quarter, indicating high capital investment needs [10] Market Trends - The demand for GPUs is expected to grow as more organizations apply AI to real-world problems, particularly in the area of inferencing, which requires significant processing power [8] - CoreWeave's cloud servers are anticipated to have a busy future, driven by ongoing demand for AI capabilities [8] Strategic Moves - CoreWeave plans to acquire Core Scientific, which will eliminate $10 billion in future lease payments, although the stock fell due to concerns about share dilution from the all-stock deal valued at $9 billion [12] - The acquisition is seen as a strategic move to enhance operational efficiency and reduce costs in the long term [12] Investment Considerations - For cautious or value investors, exploring other opportunities may be advisable, while aggressive investors may find it a good time to invest in CoreWeave due to its access to Nvidia's latest GPUs and potential for long-term gains [13]

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: CoreWeave / Core Scientific’s $9B Deal, IREN’s Blackwell Buy, Bit Digital’s ETH Treasury,’ in partnership with @blockspacepod!Today on The Mining Pod, Ben Harper from Luxor Technology joins to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN’s $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. ...

Group 1 - The NAND Flash market has seen significant improvement in supply-demand balance due to production cuts and inventory reduction in the first half of 2025, with expectations of a 5% to 10% increase in average contract prices for the third quarter [1] - The client SSD market is expected to grow by 3% to 8% in the third quarter, driven by better-than-expected inventory reduction by OEM/ODM, a wave of upgrades due to Windows 10 support cessation, and demand from new CPU launches [1][2] - The enterprise SSD demand is anticipated to continue growing in the third quarter, supported by increasing orders from North American general server demand and strong orders from first-tier Chinese customers, with contract prices expected to rise by 5% to 10% [2] Group 2 - The mobile device segment, particularly eMMC, is expected to see flat demand in the third quarter due to previously satisfied consumer needs and reduced purchasing power, with contract prices projected to increase by 0% to 5% [2] - UFS market demand remains uncertain, with supply limited due to a focus on high-margin products, leading to a forecasted contract price increase of 0% to 5% in the third quarter [2] - The overall NAND Flash output is declining, and manufacturers are prioritizing high-margin products, which is expected to result in wafer prices increasing by 8% to 13% in the third quarter [3]

SYDNEY, July 07, 2025 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (together with its subsidiaries, “IREN” or “the Company”), today published its monthly update for June 2025. June Highlights Record monthly revenue and hardware profit350 EH/s mid-year target achievedAI Cloud expanded with ~2.4k Blackwell GPUs$550m convertible notes offering oversubscribedUS domestic issuer status transition completeCustomer and financing workstreams progressing across AI verticals Key MetricsJun 25May 25Bitcoin Mining ...

Core Insights - IREN Limited has announced the purchase of 2,400 next-generation NVIDIA Blackwell B200 and B300 GPUs for approximately $130 million, fully funded from existing cash, while also exploring financing options for AI Cloud Services growth [1][2][4] - The new GPUs will be installed at IREN's Prince George, BC campus, increasing the total fleet to around 4,300 NVIDIA GPUs, with the capacity to host over 20,000 Blackwell GPUs due to 50MW of dedicated power [2][3] - The Blackwell architecture enhances performance and efficiency, positioning IREN as a leading cloud provider in a supply-constrained market, with rising demand from AI-native enterprises and cloud operators [3][4] Company Positioning - IREN's vertically integrated platform, supported by 2,910 MW of grid-connected power, allows for flexible, end-to-end solutions across the AI infrastructure stack, including powered shells and fully managed cloud services [4][9] - The investment in Blackwell GPUs is expected to yield attractive risk-adjusted returns and support ongoing discussions in IREN's AI Data Center business [4][5] - IREN operates in renewable-rich regions and focuses on high-performance computing solutions, including AI Cloud Services and Bitcoin mining, leveraging 100% renewable energy [9][10]

该公司还推出了全新版本的HPE Compute XD690：全新高性能AI服务器机型配备8个英伟达最新款且性 能最为强大的 Blackwell Ultra架构服务器AI GPU——即NVIDIA Blackwell Ultra GPU模块。 其他重要的新发布产品包括： HPE Alletra Storage MP X10000 高性能AI存储系统 智通财经APP获悉，聚焦于AI基础设施与混合云平台的慧与科技(HPE.US)当地时间周二在其年度 HPE Discover 大会上发布多项重要产品公告，其中重点包括进一步深化与"AI芯片霸主"英伟达(NVDA.US)的 长期AI算力合作伙伴关系。 私有云更新方面，慧与科技已经对其私有云服务进行了升级迭代，现已具备隔离墙管理功能，并且推出 了新一代的ProLiant Compute Gen12 服务器，该新一代服务器搭载 NVIDIA RTX PRO 6000 Blackwell GPU，RTX PRO 6000系列乃英伟达面向工作站领域规格最激进的高性能GPU显卡产品。 黄仁勋直言二者在打造"全栈 AI 工厂基础设施"，帮助企业"以空前速度和精度"释放数据价值。英伟 ...

Key Takeaways NBIS deepens its NVIDIA alliance to deliver next-gen AI infrastructure in global markets. The company launched GB200 Grace Blackwell Superchip access for enterprise clients in Europe. NBIS deployed Blackwell Ultra GPUs in the U.K. to boost AI adoption across sectors, including public services.In a major stride toward AI dominance, Nebius Group N.V. (NBIS) deepens its partnership with NVIDIA (NVDA) , aiming to deliver next-generation AI infrastructure across global markets. NBIS reported 385% ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 techradar，谢谢 。 AMD 在 AI 性能主导地位的竞争中仍然落后于 Nvidia。 AMD最近在人工智能领域的举措都围绕战略收购，旨在加强其在主要由Nvidia主导的市场中的地 位。 其中包括收购 Brium、Silo AI、Nod.ai以及 Untether AI 的工程团队，每个收购都旨在增强 AMD 的 AI 软件、推理优化和芯片设计能力。 目标很明确：缩小 AMD Instinct GPU 和 Nvidia Blackwell 系列之间的性能和生态系统差距。 竞争激烈的生态系统中的精明收购 AMD 将收购 Brium 描述为增强其 AI 软件能力的关键一步。 该公司表示："Brium 带来了先进的软件功能，增强了我们在整个堆栈中提供高度优化的 AI 解决方 案的能力。" Brium 的优势在于编译器技术和端到端 AI 推理优化，这些领域对于实现更好的开箱即用性能以及使 AMD 的软件堆栈减少对特定硬件配置的依赖至关重要。 虽然这是一个强有力的技术案例，但它也表明 AMD 在 AI 软件生态系统中仍在追赶，而不是领先。 Briu ...

公众号记得加星标⭐️，第一时间看推送不会错过。 该公司表示："Brium 带来了先进的软件功能，增强了我们在整个堆栈中提供高度优化的 AI 解决方 案的能力。" 来源：内容来自 techradar，谢谢 。 AMD 在 AI 性能主导地位的竞争中仍然落后于 Nvidia。 AMD最近在人工智能领域的举措都围绕战略收购，旨在加强其在主要由Nvidia主导的市场中的地 位。 其中包括收购 Brium、Silo AI、Nod.ai以及 Untether AI 的工程团队，每个收购都旨在增强 AMD 的 AI 软件、推理优化和芯片设计能力。 目标很明确：缩小 AMD Instinct GPU 和 Nvidia Blackwell 系列之间的性能和生态系统差距。 竞争激烈的生态系统中的精明收购 AMD 将收购 Brium 描述为增强其 AI 软件能力的关键一步。 AMD 正在积极招募人才，以弥补 Instinct 和 Blackwell GPU 性能差距 Brium 的编译器专业知识可以帮助 AMD 加速推理，而无需依赖特定于硬件的依赖 Untether AI 团队加入 AMD，但现有客户却得不到产品支持 Brium ...