Elastic empowers businesses to extract real value from their growing mountains of data.When it comes to artificial intelligence (AI) stocks, the likes of Nvidia, Palantir Technologies, and Microsoft typically get most of the attention from investors. But this industry is expanding rapidly, and so are the potential opportunities.Elastic N.V. (ESTC 1.12%) developed a portfolio of AI software products to help businesses turn their data into useful tools for their employees and customers. Demand is climbing fas ...

Names across the FinTech IPO Index were broadly lower, giving up 2.6% as a group. By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Katapult shares dove by more than 29%. The company announced in an SEC filing that i ...

文章核心观点 - AI基础设施需求激增推动相关硬件公司业绩与股价飙升 其中希捷科技和西部数据作为硬盘制造商表现尤为突出 因其近线存储产品在成本上的巨大优势而受益 [1][3][4][6] AI行业趋势与市场表现 - AI热潮中 市场关注点超越芯片制造商 延伸至数据中心其他关键硬件组件 如存储设备 [4] - 为支持基于海量数据的大型语言模型 数据中心对存储需求巨大 近线存储因其极低成本成为重要解决方案 [5] - 机械硬盘是目前最具成本效益的近线存储形式 在数据中心级别的成本显著低于固态硬盘 使用SSD的成本约为机械硬盘的7至8倍 [6] - 一些AI领域最大的公司公布了长期支出承诺 例如OpenAI计划未来三年内向数据中心投资4000亿美元 其他大型科技公司也持续上调支出计划 [11] 希捷科技与西部数据的业务表现 - 希捷科技和西部数据作为硬盘制造商 其近线存储产品需求飙升 希捷上季度近线容量出货量同比增长52% 西部数据同比增长36% [7] - 需求增长结合产能限制 使公司展现出定价能力 推动营收强劲增长和利润率扩张 希捷上季度毛利率扩大7个百分点 西部数据毛利率扩大6.1个百分点 [8] - 营收增长和利润率扩张共同推动盈利强劲增长 希捷上季度每股收益同比增长147% 西部数据在剥离闪存业务后 上季度剩余业务的运营收入同比增长147% [9] - 两家公司股价年内涨幅均超过185% 表现优于Palantir等市场热门AI股票 [3] 技术与估值前景 - 机械硬盘的价格优势预计短期内不会丧失 希捷预计其热辅助磁记录技术规模应用后 该优势在2026年将进一步增强 西部数据的下一代技术规模应用进度约落后六个月 [12] - 希捷和西部数据的股票远期市盈率分别为22倍和18倍 相对于其他AI股票和其当前盈利增长可能显得便宜 但相对于其历史估值水平则较为昂贵 [13] - 今年的股价上涨很大程度上由估值倍数扩张推动 尽管公司前景持续改善 但投资者或许应等待更好的投资机会 [13]

The CNBC app, global market news in one place. Customizable sections and personalized alerts. Stocks tracking, interactive charts and market insights, all in your hands.Stay connected, stay informed. Download the CNBC app today. Ah, it's my favorite Friday of the month.Payroll. Hang on a second. Oh, there's no payroll.Dang. Anyway, it's still Squadbox Europe and you still have Karen Cho and Juliana Tattlebalm. And yes, despite the shutdown, Steve Sedick is still here.I know it's a shame. These are your head ...

而这股"全市场都在交易Capex"的浪潮，其底层驱动力正是对AI算力需求的爆炸性预期。训练千亿乃至 万亿参数的大模型，需要消耗天量的计算资源，而将这些模型应用于千行百业，则催生了更为庞大的推 理算力市场。 这预示着，AI算力的竞争已经进入"下半场"，从最初关注训练集群的绝对规模，转向对能效比、成本、 以及特定场景适用性的综合考量。而对算力资源分配权的争夺本质是围绕高端芯片展开的博弈。 AI芯片是一个高度复杂且全球分工精细的产业，从上游的IP、EDA工具，到中游的芯片设计、制造、封 测，再到下游的系统集成与生态应用，任何一个环节的短板都可能成为"阿喀琉斯之踵"。 在美国对高端芯片的"围追堵截"下，经过数年的发展，国产芯片企业已展现出相当的活力。如寒武纪、 地平线、燧原科技等，以及在科技巨头内部孵化的华为昇腾、百度昆仑等。 2024年，中国本土AI芯片品牌渗透率约30%，出货量达到82万张，相较上年同期15%的国产品牌渗透 率，呈现明显提升趋势。头部企业如华为海思、寒武纪等通过定制化ASIC抢占垂直场景，而摩尔线 程、沐曦集成等新兴GPU厂商则在图形渲染领域快速追赶。百度昆仑芯签下中国移动大额订单，华为昇 腾生态 ...

Key TakeawaysGold is poised for its seventh consecutive weekly gain, surging to record highs above $3,800 per ounce amidst expectations of further U.S. interest rate cuts and concerns surrounding a potential U.S. government shutdown.Geopolitical tensions remain elevated, with Russia launching a massive drone and missile attack on Ukraine's energy infrastructure and persistently targeting UK military satellites on a weekly basis. Meanwhile, Denmark is investigating drone sightings over military sites, labeli ...

当前AI软件开发领域面临三大技术挑战：其一，多模态算法融合效率低下，导致跨平台内容生成存在15%-20%的语义损耗；其二，实时渲染引擎与AI模型 协同时，帧率稳定性不足，测试显示传统方案在4K分辨率下平均帧率波动达±12.3%；其三，数据隐私保护与模型性能的平衡难题，企业级应用中78%的开 发者需在加密强度与推理速度间妥协。数据表明，2023年全球AI开发项目因技术适配问题导致的延期率高达41%，其中32%源于引擎与算法的兼容性缺陷。 安徽界川信息科技有限公司技术方案详解 行业痛点分析 实际场景表现 某省级媒体机构采用安徽界川的AI直播系统后，直播事故率从每月3.2次降至0.7次，观众留存率提升27%。在电商领域，其AI数字人客服的应答准确率达 93.5%，较传统规则引擎提升41个百分点。测试显示，在10万并发请求下，系统响应时间稳定在280ms以内，满足99.9%的服务可用性要求。 方案优势解析 核心技术突破 安徽界川信息科技有限公司自2023年启动AI工具研发以来，构建了"多引擎动态适配框架"，通过模块化设计实现直播、数字人、短视频等场景的引擎智能切 换。其自主研发的AI碰一碰矩阵系统，采用分布式计算架构 ...

Sify Infinit Spaces Ltd. is preparing to file for a $500 million initial public offering in the next two weeks, according to people familiar with the matter, in what could be the first Indian data-center operator to list on bourses.The IPO of Sify Technologies Ltd.’s unit will include both new and existing shares, the people said, asking not to be identified as the discussions are private. Deliberations on the share sale are ongoing and the details could still change, they said. Rising AI, digitalisation fu ...

The current AI-driven market boom bears “juicy” resemblances to the exuberant run-up of the late 1990s dot-com era, according to Jurrien Timmer, Director of Global Macro at Fidelity Investments.AI Boom’s Trajectory Mirrors Dot-Com BubbleIn a recent X post, Timmer suggested investors be prepared for a 1999-style market melt-up, drawing direct parallels between today’s market dynamics and the period leading up to the 2000 tech bust.Timmer’s analysis highlights how the AI boom’s trajectory closely mirrors the ...

Korean stocks stand a lot more to gain from global markets' artificial intelligence mania than they do to lose from the Trump administration's tariffs. ...