Key Takeaways Credo unveiled 224G PAM4 IP on TSMC's N3, doubling speeds over 112G PAM4.CRDO's Bluebird DSP delivers 224Gbps per lane under 20W for AI data centers.The firm sees around 120% revenue growth in fiscal 2026 despite macro challenges.Credo Technology Group Holding Ltd ((CRDO) recently introduced its 224G PAM4 SerDes Intellectual Property (IP), fabricated on TSMC’s industry-leading N3 technology. The move to 224G PAM4 per lane data transmission is a significant step. It provides the networking back ...

纳斯达克与AWS合作 - 纳斯达克Calypso资本市场和财资基础设施现可通过AWS云部署 金融机构无需维护平台底层基础设施 [1][2][3] - 该解决方案由AWS作为完全托管服务提供 纳斯达克管理底层基础设施 实现更快部署并确保始终运行最新版本 [2][3] - 纳斯达克Calypso提供单一环境 集成交易、风险、保证金、抵押品工作流和数据分析功能 [3] 行业技术转型 - 云托管服务日益成为关键任务平台首选模式 合作推动行业向云架构转型 [4] - 解决金融机构面临的技术悖论：需快速创新技术栈同时维护传统基础设施支持关键操作 [6][7] - 部署后提供更敏捷、弹性且面向未来的基础设施 消除传统架构障碍并支持创新与监管变化 [4][6] 市场扩展与投资 - 加密货币交易所Gemini成为纳斯达克Calypso分销商 纳斯达克同意购买5000万美元Gemini A类普通股 [5] - 合作使纳斯达克客户获得加密资产托管和质押能力 [5] - AWS持续扩张数据中心 今年在墨西哥开设集群 并在智利、新西兰、沙特和台湾建设新设施 [7] - AWS计划在佐治亚州投资至少110亿美元扩展基础设施 支持云计算和人工智能 [7]

Jabil (NYSE:JBL) Q4 2025 Earnings Call September 25, 2025 08:30 AM ET Company ParticipantsFred McCoy - EVP of OperationsGreg Hebard - CFOAndy Priestley - EVP of Connected Living and Digital CommerceSteve Borges - EVP of Regulated IndustriesSteven Fox - Founder and CEOMike Dastoor - CEOMatt Crowley - EVP of Intelligent InfrastructureRuplu Bhattacharya - DirectorAdam Berry - SVP of Investor Relations and Corporate AffairsFrank McKay - Chief Supply Chain and Procurement OfficerConference Call ParticipantsMelis ...

Key Takeaways Comfort Systems USA gains from booming AI-driven demand for precision cooling solutions. MasTec benefits from AI data center growth, electrification, and reshoring megatrends. GE Aerospace and Howmet Aerospace see strong defense demand and rising commercial travel.The artificial intelligence (AI)-driven, astonishing bull run of 2023 and 2024 has continued into 2025. The AI frenzy looks rock solid as hyperscalers are increasingly opting for data center installations to support the massive growt ...

Earnings Presentation Q4 Fiscal 2025 September 25, 2025 1 Q4FY25Performance TotalRevenues $17.6B Geographic Markets* 4.5% increase in local currency and 7 % in USD $8.8B 5% Americas $6.2B EMEA 3% 6% $2.6B Asia Pacific Industry Groups Revenues and Growth in Local Currency Communications, Media& Technology 5%$3.0B Revenuesand Growth in Local Currency 9% increase Excludes business optimization impact of $0.78 and $0.13 per share in Q4 FY25 and Q4 FY24, respectively. On a GAAP basis, EPS decreased 15%. Operatin ...

BREAKING: Futures Fall As Many Hot Stocks Continue Slide Accenture (ACN) stock rose early Thursday after the global technology services firm edged by fiscal fourth- quarter earnings estimates while its fiscal 2026 sales outlook came in light as many analysts expected. Accenture earnings for the quarter ended Aug. 31 rose 9% to $3.03 per share on an adjusted basis, said the Dublin-based consulting firm. Including acquisitions, revenue increased 7% to $17.6 billion, amid lower U.S. federal government spending ...

Accessibility StatementSkip Navigation Enhancements to the Pure Storage Platform ensure data is accessible wherever it's needed with workload coverage expansion into the cloud NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Pure//Accelerate --Â Pure Storage® (NYSE: PSTG), the IT pioneer that delivers the world's most advanced data storage technology and services, today announced enhancements to the Pure Storage Platform that make it easier for organizations to make full use of what AI can offer, streamlining workf ...

招商国际指出，近期云栖大会召开等产业消息进一步印证了中国AI及云行业相关需求持续起量的趋 势，行业发展呈现出模型能力持续提升、基础设施能力持续优化、应用生态逐步繁荣的态势。持续看好 阿里云营收增速季环比持续加速的趋势，并建议持续关注中国互联网及软件板块的中长期投资价值。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 云计算ETF沪港深（517390）紧密跟踪中证沪港深云计算产业指数（931470.CSI），同时布局港股的互 联网企业，A股算力企业和A股的计算机龙头。Wind数据显示，该指数前十大重仓股包括腾讯控股、中 际旭创、新易盛、中科曙光等。此外该ETF还配有场外联接基金（A类：019171/C类：019170）。 消息面上，据工信部消息，近日工业和信息化部、国家发展改革委印发《工业园区高质量发展指引》， 其中指出，加强新型信息基础设施建设应用。推进5G、千兆光网、IPv6、移动物联网等园区网络基础 设施部署，推动工业互联网进园区。支持适度建设或有效利用数据存储与计算基础设施，加强园区内算 力资源统筹调度。鼓励有条件的园区打造人工智能、云计算等新技术设 ...

AI及相关板块市场表现 - AI、算力、数据中心、云计算等板块活跃走强 创业板人工智能ETF富国盘中涨幅达4.15% 通信设备ETF盘中涨幅达3.92% [1] - 创业板人工智能ETF富国成分股昆仑万维涨超11% 新易盛涨超8% [1] 阿里云全球基建与投入计划 - 阿里云宣布新一轮全球基建计划 首次在巴西、法国、荷兰设立云计算地域节点 扩建墨西哥、日本等多地现有数据中心 [1] - 阿里巴巴推进三年3800亿元AI基建计划 将持续追加投入 [1] - 阿里云远期目标显示 2032年全球数据中心能耗规模将较2022年提升10倍 以支撑超级人工智能（ASI）发展需求 [1] 创业板人工智能ETF产品特性 - 创业板人工智能ETF富国跟踪创业板人工智能指数 实行20CM涨跌幅限制 [2] - 该指数精选50家创业板企业 业务涵盖存算和网络设备、数据和软件服务、场景应用等人工智能相关领域 实现"硬件+软件+应用"AI全产业链覆盖 [2] - 指数重点布局通信设备和光模块龙头企业 无股票账户投资者可通过联接基金关注机会 [2]

The $100 billion partnership between Nvidia and OpenAI, announced Monday, represents – for now – the latest mega-deal reshaping the AI infrastructure landscape. The agreement involves non-voting shares tied to massive chip purchases and enough computing power for more than 5 million U.S. households, deepening the relationship between two of AI’s most powerful players.Meanwhile, Google Cloud is placing a different bet entirely. While the industry’s biggest players cement ever-tighter partnerships, Google is ...