Core Insights - Cisco Systems and Dell Technologies are leading providers of AI-powered enterprise infrastructure solutions [2][3] - The demand for AI infrastructure is driving significant growth in both companies, with Cisco securing over $1 billion in AI infrastructure orders and Dell shipping $1.8 billion in AI servers in Q1 [9][13] - IDC projects AI infrastructure spending to exceed $200 billion by 2028, with a significant portion allocated to servers with embedded accelerators [4] Company Performance - Cisco's stock has appreciated 16.2% year to date, while Dell's shares have increased by 11% [5] - Cisco's security business is thriving, with strong demand for its security solutions and a growing customer base [11][12] - Dell's PowerEdge XE9680L AI-optimized server is in high demand, contributing to a healthy backlog of $14.4 billion [13] Market Trends - Global IT spending is forecasted to reach $5.61 trillion by 2025, with data center systems expected to grow by 23.2% [4] - Enterprises with large-scale hyperscale data centers will account for over 70% of spending on AI-optimized servers by 2025 [4] Valuation and Investment Appeal - Dell Technologies is considered undervalued with a Price/Sales ratio of 0.81X compared to Cisco's 4.61X [18] - Dell holds a Zacks Rank 1 (Strong Buy), while Cisco has a Zacks Rank 3 (Hold), indicating a stronger investment appeal for Dell [21][22]

Key Takeaways CSCO stock is up 17% YTD and nearing its 52-week high of $69.78. Cisco secured $1B in AI infrastructure orders early and expanded its NVIDIA and ServiceNow partnerships. Security demand boosts CSCO with new solutions and Splunk integration, though valuation concerns persist.Cisco Systems (CSCO) shares closed at $69.27 on Wednesday, slightly lower than the 52-week high of $69.78, which it hit on June 30. Year to date (YTD), CSCO shares have appreciated 17%, beating the Zacks Computer & Techno ...

然而，要训练和评价这样的模型，过去一直缺少公开可用的 大规模数据集和细粒度评测基准 ，限制了 S2V 技术的快速突破。 想让 AI 能 「看着你的自拍就生成一致且自然的短视频 」 吗？这就是 Subject-to-Video（S2V）生成 要解决 的问题：让视频生成不仅对齐文本，还能准确保留指定人物或物体的特征，让生成的视频既 「像 」 又 「自然 」 。这一能力对于短视频生成、虚拟人、AI 剪辑等都有巨大意义。 为此， 北大团队推出了全新的开源套件 OpenS2V-Nexus ，专为 S2V 生成打造： OpenS2V-Eval： 全球首个面向主体一致性、自然度和文本对齐的 S2V 细粒度评测基准，让不同模型在 主体一致性上真正可比。 OpenS2V-5M： 全球首个公开的 500 万条高质量 720P 人物文本视频三元组数据集 ，覆盖真实和合成数 据，帮助研究者快速训练更强大的生成模型。 北大团队还在 18 个代表性 S2V 模型上进行了系统评测，首次揭示了目前主流模型在保持主体一致性和自然 度方面的真实能力差距。 通过 OpenS2V-Nexus，未来做 AI 视频生成不再盲人摸象，让训练更高效、评测更 ...

Inmarsat Maritime’s fully managed service has found ready audience among shipping companies seeking power of multiple networks with convenience of single providerCARLSBAD, Calif., July 01, 2025 (GLOBE NEWSWIRE) -- Inmarsat Maritime, a Viasat company, has announced that orders for NexusWave have exceeded 1,000-vessels. Following months of rigorous development and testing, the service has gained incredible momentum in its first six months on the market with global customers adopting NexusWave for their fleets ...

图右是英伟达首席研究科学家Banghua Zhu 英伟达、Meta等硅谷科技大厂真的"杀疯了"，亲自挖华人AI大牛，投入更大资源希望保持AI公司领先 地位。 6月29日消息，英伟达创始人兼CEO黄仁勋近期亲自将两位华人AI大牛——95后的清华大学校友、华盛 顿大学助理教授Banghua Zhu（朱邦华），以及清华校友、加州大学伯克利分校华人教授Jiantao Jiao （焦剑涛）纳入麾下。 朱邦华和焦剑涛二人曾联合创办AI公司Nexusflow，投资方包括硅谷Fusion Fund等机构。如今，朱邦华 将加入英伟达Star Nemotron团队，担任英伟达首席研究科学家。 与此同时，今晨The Information报道，Meta已经成功挖走4名OpenAI的顶尖华人AI学者，包括OpenAI 多模态后训练研究负责人Shuchao Bi（毕树超）、OpenAI感知技术研究负责人Jiahui Yu（余家辉）、 OpenAI研究科学家Hongyu Ren（任泓宇）、OpenAI研究科学家Shengjia Zhao（赵晟佳）。 OpenAI的一名华人员工@clu.cheng似乎已经在X平台上证实了这一消息。他表示， ...

梦晨 发自 凹非寺 量子位 | 公众号 QbitAI 与此同时，Nexusflow的CTO Jian Zhang （同样是清华校友）也成为英伟达应用研究总监。 但Nexusflow这家公司到底何去何从还没有正式消息。 贾扬清LeptonAI之后，又一家华人AI创业公司卖身英伟达。 黄仁勋亲自出马招募了Nexusflow的几位联合创始人： △ 左：焦剑涛，右：朱邦华 后续Nexusflow的早期投资者证实，公司已被英伟达收购。 Nexusflow如何搭上英伟达这条线或许有迹可循。 另一位联创UC伯克利教授 Kurt Keutzer 在2025年参与了英伟达与学术界合作的项目 Efficient AI ，致力于开发和优化GPU加速的高效AI 计算。 焦剑涛 ，前Nexusflow CEO，UC伯克利副教授，斯坦福博士毕业，清华2011年本科特奖得主。加入英伟达任研究总监及杰出科学家 （Distinguished Scientist） 朱邦华 ，前Nexusflow联创，将加入华盛顿大学任助理教授，UC伯克利毕业，本科也来自清华。加入英伟达任Principal Research Scientist Kurt Keu ...

Core Insights - Cisco Systems (CSCO) is expanding its AI portfolio for data centers with new solutions, including the Unified Nexus Dashboard and Cisco Intelligent Packet Flow, while leveraging its collaboration with NVIDIA to enhance its AI infrastructure capabilities [1][9][10] - Cisco has secured over $1 billion in AI infrastructure orders for fiscal 2025, indicating strong demand and growth potential [1][8] - The company's security revenues surged by 54% year-over-year in Q3, reflecting robust demand for its security solutions [3][12] AI Portfolio Expansion - The Unified Nexus Dashboard will consolidate services across various networks into a single interface, set to be released in July 2025 [2] - Cisco Intelligent Packet Flow utilizes real-time telemetry for proactive issue detection, available from June 10 [2] - New 400G BiDi optics are expected to launch in the second half of 2025, further enhancing Cisco's data center offerings [2] Financial Performance - Total product orders increased by 20% year-over-year, with networking product orders growing by double digits [3] - Cisco's guidance for fiscal 2025 anticipates revenues between $56.5 billion and $56.7 billion, an increase from previous estimates [13] - The Zacks Consensus Estimate for fiscal 2025 revenues is $56.59 billion, indicating a year-over-year growth of 5.18% [14] Stock Performance - Cisco shares have appreciated by 8.4% year-to-date, although this is below the Zacks Computer & Technology sector's return of 14.3% [4] - The stock is currently trading at a premium, with a forward price/sales ratio of 4.32, higher than the industry average [15] Strategic Collaborations - The partnership with NVIDIA aims to create AI-ready data center networks, enhancing Cisco's security and infrastructure capabilities [9][10] - Cisco's integration of its solutions with NVIDIA's technology is expected to simplify and secure AI infrastructure deployment [9][10] Security Business Growth - Cisco's security business is experiencing significant growth, with strong demand for solutions like Secure Access and Hypershield [12] - The introduction of Agentic AI across security and collaboration platforms is a key strategy for improving customer experience [11]

Core Insights - Cardinal Health is hosting an Investor Day to discuss growth strategies and long-term financial outlook [2][3] - The company emphasizes its strong foundation and significant future growth opportunities [3] Strategic Updates - Cardinal Health is focusing on expanding its Pharmaceutical and Specialty Solutions, particularly in Specialty and higher-margin businesses [4] - The Specialty Alliance platform will include the recently acquired GI Alliance and the new Urology Alliance [5] - The MSO platforms now support approximately 2,200 providers across 28 states [6] Biopharma Solutions - Continued investments in Biopharma Solutions are announced, with expansions into oncology and other therapeutic areas [7] - The Sonexus™ Access and Patient Support platform is expected to more than double its supported therapies by fiscal year 2028 [7] Pharmaceutical Distribution - The Consumer Health Logistics Center in Ohio is set to be fully operational by July 2025, aimed at increasing capacity and efficiency [8] - Plans for a new forward distribution center with advanced automation technology are underway [9] Financial Guidance - FY25 non-GAAP diluted EPS guidance is raised to $8.15 to $8.20, with preliminary FY26 guidance set at $9.10 to $9.30 [10][18] - Long-term targets for non-GAAP diluted EPS growth are set at 12% to 14% for FY26 to FY28 [20] Capital Deployment - The company plans to invest at least $600 million annually in capital expenditures and anticipates at least $750 million in share repurchases each year for the next three years [21]

Summary of Exact Sciences (EXAS) FY Conference Call - June 03, 2025 Company Overview - Exact Sciences is focused on cancer detection and prevention, particularly through its flagship product, Cologuard, which screens for colon cancer using stool samples [3][4][5] - The company aims to eradicate cancer by preventing it, detecting it earlier, and guiding treatment [5] Key Points and Arguments Business Model and Growth - Exact Sciences has invested over $1 billion into its technology platform, which is designed to serve consumers, patients, health systems, and payers [5] - The company expects to generate over $3 billion in revenue this year, with a focus on growing profitability [7] - Cologuard has significantly increased colon cancer screening rates from approximately 60% to over 72% in the population over 50 years old [9] - The company has screened 20 million people with Cologuard, which is protected for three years, contributing to double-digit revenue growth [9][10] Technology and Innovation - Exact Sciences has developed a technology platform called Exact Nexus, built on the Epic EMR system, which enhances billing efficiency and electronic ordering [15][16] - The company is launching three new products this year, including Cologuard Plus, OncoDetect, and CancerGuard, which aim to improve cancer detection rates [36][37][38] - Cologuard Plus has a sensitivity of 95% and a specificity of 94%, detecting 43% of precancerous polyps [25][26] Market Opportunity - There are 55 million people in the U.S. who are not up to date with colon cancer screening, representing a significant growth opportunity for Exact Sciences [24] - The company anticipates increasing the number of people tested annually from 4 million to at least 14 million [24] - The market for care gap programs, driven by payers and health systems, is expected to grow into a billion-dollar opportunity [31] Financial Performance - Exact Sciences has achieved a 16% growth rate over the past five years, with a projected 14% growth in its screening portfolio this year [46] - The company turned adjusted EBITDA positive two years ago and expects to double profitability within two years [47] - Gross margins are nearly 75%, with significant margin expansion expected from the launch of Cologuard Plus and general administrative optimization [48][49] Future Outlook - The company is positioned for sustainable growth through its innovative products and technology platform, with a long-term revenue objective of mid-teens growth and over 20% adjusted EBITDA [50] - Exact Sciences emphasizes the importance of early detection and intervention in reducing cancer mortality rates [51] Additional Important Information - The company has a strong focus on clinical evidence, with multiple publications in reputable journals supporting its products [13] - Exact Sciences is working with nine of the top ten payers to enhance screening rates, which is crucial for qualifying for Medicare Advantage and commercial bonuses [20] - The company is leveraging AI and machine learning to improve performance and guide treatment decisions [35]

nCino (NCNO) 2025 Conference June 03, 2025 09:40 AM ET Speaker0 Our next presentation comes from nCino. NCino is the leader in cloud based lending systems. To my immediate left is Sean Desmond, CEO Greg Orenstein, CFO. This is gonna be a fireside chat. If members of the audience have questions, you can email session2@rwbaird. I'll get those on the iPad. But maybe to begin, I'll ask for an intro to nCino and then overview of the investment case. Speaker1 Sure. Thanks for the time. We appreciate it. It's grea ...