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]

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% ...

Key Takeaways NBIS surged 57% in a month, driven by AI demand and stronger global infrastructure plans. Q1 revenues grew 385% year over year; April ARR hit $310M with 2025 guidance set at $750M-$1B. Nebius deepened ties with NVIDIA and expanded globally, but still projects negative adjusted EBITDA for 2025.Nebius Group N.V. (NBIS) shares have gained 57.3% over the past month, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry’s growth of 10.1% and 10.6%, ...

Fiscal Q3 2025 Results May 6, 2025 Better Faster Greener © 2025 Supermicro DISCLOSURES Cautionary Statement Regarding Forward Looking Statements Statements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements can be identified by the use of forward-looking terminology such as "anticipate," "believe," "continue," "co ...

Core Viewpoint - Nvidia has faced significant stock volatility in 2025, with a year-to-date decline of 15%, primarily due to concerns over potential demand reduction for its data center chips amid tariff implications [1][9] Group 1: Tariff Impact and Customer Spending - Although semiconductors are exempt from aggressive tariffs, Nvidia's customers may still experience increased costs, potentially leading to reduced capital expenditures [2] - Major customers like Meta, Microsoft, Alphabet, and Amazon have provided positive updates on their AI spending plans for 2025, indicating continued demand for Nvidia's chips [2][12] - Meta raised its 2025 capex forecast to $64 billion to $72 billion, Microsoft plans to spend around $80 billion, Alphabet maintains a $75 billion forecast, and Amazon is set to spend approximately $105 billion [12] Group 2: Nvidia's Technological Advancements - Nvidia's H100 GPU was the leading AI data center chip in 2023 and most of 2024, but has been succeeded by the more advanced Blackwell and Blackwell Ultra architectures, with the latter offering up to 50 times faster AI inference in specific configurations [4][6] - The upcoming Rubin GPUs, expected in 2026, are projected to deliver 3.3 times more compute performance, further enhancing Nvidia's position in the AI market [7] Group 3: Market Position and Future Growth - Nvidia generated $115.2 billion in data center revenue for fiscal 2025, marking a 142% increase from the previous year, with predictions of data center spending exceeding $1 trillion annually by 2028 [14] - Demand for Nvidia's chips currently exceeds supply, making it difficult for companies to cancel orders without risking a competitive disadvantage in AI [16] - Nvidia's stock is viewed as a buying opportunity, trading at a P/E ratio of 39, significantly lower than its 10-year average above 50 [11]

Core Insights - The AI infrastructure market is expected to exceed $200 billion in spending by 2028, with both Dell Technologies and Hewlett Packard Enterprise well-positioned to benefit from this growth opportunity [2] Dell Technologies - Dell Technologies is experiencing strong demand for its AI-optimized servers, particularly the PowerEdge XE9680L, driven by digital transformation and interest in generative AI applications [3] - In Q4 of fiscal 2025, Dell's AI-optimized server orders increased by $1.7 billion, with shipments totaling $2.1 billion and a backlog of $4.1 billion [5] - Dell's partnership with companies like NVIDIA and Microsoft is expanding, enhancing its AI capabilities and enterprise AI adoption [6] - Dell's shares are trading at a forward Price/Sales ratio of 0.5X, indicating a relatively low valuation [13] - The Zacks Consensus Estimate for Dell's fiscal 2026 earnings is $9.34 per share, reflecting a 14.74% year-over-year increase [15] Hewlett Packard Enterprise - Hewlett Packard is also benefiting from strong demand for its AI-optimized servers, with its server business growing 30% year-over-year to $4.3 billion in Q1 of fiscal 2025 [7] - The launch of HPE's ProLiant Gen 12 server platform is expected to improve performance and energy efficiency, potentially replacing multiple older server generations and reducing power consumption by at least 65% [8] - HPE's GreenLake cloud product has achieved significant growth, with annual recurring revenue surpassing $2 billion, a 46% increase year-over-year [9] - HPE's shares are trading at a forward Price/Sales ratio of 0.52X, slightly higher than Dell's [13] - The Zacks Consensus Estimate for HPE's fiscal 2025 earnings is $1.94 per share, indicating a 2.51% decline year-over-year [15] Stock Performance - Year-to-date, Dell's shares have decreased by 34.9%, while HPE's shares have dropped by 37.6%, largely due to broader market weaknesses and rising trade tensions [10] - Dell holds a Zacks Rank of 3 (Hold), making it a stronger pick compared to HPE, which has a Zacks Rank of 4 (Sell) [17]