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Build a Prosperous F5.5G All-Optical Network Industry for New Growth in the AI Era

Build a Prosperous F5.5G All-Optical Network Industry for New Growth in the AI Era

Cision Canada19-06-2025
SHANGHAI, June 19, 2025 /CNW/ -- During MWC Shanghai 2025, the F5.5G All-Optical Industry Summit was successfully held. At the summit, the booming F5.5G industry was a key topic of discussion among the Information and Communication Technology Committee of the Ministry of Industry and Information Technology, China Academy of Information and Communications Technology, China Telecom, China Mobile, China Unicom, Maxis of Malaysia, and CTM. In particular, they shared the latest commercial practices of global carriers in 10 Gbps all-optical broadband as well as all-optical premium transmission.
In recent years, F5.5G all-optical networks have seen accelerated commercial deployment. In optical access, more than 70 carriers worldwide have launched 10 Gbps packages, and the large-scale commercial use of 10 Gbps all-optical broadband has paved the way for new AItoH services. In optical transmission, more than 240 networks, each operating at 400G, have been deployed worldwide. Meanwhile, the industry is exploring the construction of 1 ms latency metro networks for ensuring that end users can quickly access computing power over the cloud, enabling AItoB application innovation.
With AI poised to become the core driving force of the global digital economy and reshape life and production, global carriers are also actively embracing AI. In particular, frontrunners are transforming from connection service providers to connection + computing + application service providers. Li Peng, Huawei's Senior Vice President and President of ICT Sales & Service said in his speech, "Homes and enterprises will become the most valuable scenarios in carriers' AI strategic transformation. Huawei hopes to work with the industry to promote the development of F5.5G all-optical networks, support deep cloud-intelligence-network-device collaboration, and drive the application of AI to households and industries, achieving win-win growth in the AI era."
In the AI era, the key to the growth of carriers' home broadband services is to provide end users with new values and sense of worthiness. Bob Chen, President of Huawei Optical Business Product Line, shared Huawei's latest innovations in F5.5G all-optical networks from four dimensions. He pointed out that, "To fully improve the sense of worthiness for home broadband users, and make bandwidth upgrades visible, differentiated experience assurance sensible, new home devices attainable, and new services more popular, Huawei has continuously innovated to help carriers build four-in-one high-value packages and provide users with ultimate AI application experiences."
Huawei's solution is upgraded in bandwidth upgrade, differentiated experience, new terminals, and rich home applications. The 50G PON solution supports upgrade to ultra-gigabit and 10 Gigabit. Besides, Huawei improves the end-to-end network capabilities to provide high-value users with differentiated experience assurance. In addition, Huawei's new terminal — AI home hub — as a smart home hub for users and offers rich intelligent applications based on home AI interaction entry. Meanwhile, Huawei and carriers are jointly exploring the construction of 1 ms latency all-optical metro networks, allowing users to access cloud computing resources and AI applications through deterministic low-latency networks.
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Net Zero Now Clears Key Milestone on 320-Acre Energy Campus, Accelerating Alberta's Low-Carbon Data Center Infrastructure Build Out
Net Zero Now Clears Key Milestone on 320-Acre Energy Campus, Accelerating Alberta's Low-Carbon Data Center Infrastructure Build Out

Cision Canada

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  • Cision Canada

Net Zero Now Clears Key Milestone on 320-Acre Energy Campus, Accelerating Alberta's Low-Carbon Data Center Infrastructure Build Out

CALGARY, AB, July 4, 2025 /CNW/ - Net Zero Now Ltd. ("Net Zero") is pleased to announce the completion of environmental studies on its first energy campus in Alberta, a 320-acre site specifically selected to meet the infrastructure requirements and locational preferences of both electricity generation and data centers. With data centers applying for 16,229MW of load capacity from the electricity grid in Alberta, and the Alberta Electric System Operator (AESO) imposing an interim large load connection limit of 1,200MW, Net Zero's energy campus is solving the most critical constraint in Canada's fastest-growing data center market: access to electricity where data centers want to operate. "As the AESO's large-load interconnection queue grew exponentially, we recognized the need for a fundamentally different approach to powering these large loads," said Scott Martin, Head of Energy at Net Zero. "We're giving hyperscale operators the ability to directly connect through a co-located energy campus, or contract with our energy campus virtually through the electricity grid in order to bring their own generation online and serve a pre-existing site." The 320-acre energy campus provides a speed-to-market and low-cost electricity supply solution that includes 400MW of base load electricity generation, power quality services, backup supply, and an accompanying data center campus, the renderings of which are pictured above. In addition to the focus on achieving a net zero carbon emission electricity supply, Net Zero will deploy net zero building techniques to reduce the embodied and operational carbon footprint of its data center structures which include: advanced insulation systems, sustainable materials, and energy-efficient construction practices. "While Alberta is not currently ranked as a top-tier global data center market, we expect that will change in the near future as investors and operators look at the favourable electricity cost, tax environment, and foreign exchange rate that comes with doing business in Alberta," said Logan Downing, Head of Carbon Strategy at Net Zero. "Many data center operators are reluctant to enter a new market due to a lack of electricity supply, local contacts, or regulatory experience. We provide fully-permitted construction-ready energy campuses that enable speed-to-market, low-cost electricity supply, and a best-in-class carbon intensity to accelerate Alberta's position in the rapidly growing AI industry." Net Zero's energy campuses will bring more electricity supply online to help keep electricity costs low for all Albertans and Alberta-based businesses, while also contributing new property tax revenue and jobs to the communities. Net Zero is pleased to see how the Alberta government has positioned itself as an attractive location for data centers by creating a stable political environment, focusing on reducing red tape, and creating pathways to establish meaningful connections with the communities and First Nations. As a result, Net Zero is also evaluating additional strategic sites across Alberta to meet the growing electricity demand from data center operators. Net Zero Now is building the infrastructure backbone of Canada's digital future. Our energy campuses enable the co-location of electricity generation and compute load, accelerating access to shovel-ready projects with low-cost electricity and net zero carbon emissions at strategic locations in Alberta.

Prediction: 3 Magnificent Stocks That'll Be Worth More Than Palantir by 2028
Prediction: 3 Magnificent Stocks That'll Be Worth More Than Palantir by 2028

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Prediction: 3 Magnificent Stocks That'll Be Worth More Than Palantir by 2028

Key Points Artificial intelligence (AI) has been Wall Street's most-followed trend since late 2022. In spite of its sustainable moat, Palantir Technologies is butting heads with historical headwinds that have a flawless track record of weighing down even the highest-flying companies. As Palantir stock comes back to Earth, three phenomenal businesses have the necessary catalysts to leapfrog it in the valuation department. Since late 2022, no investment trend has been hotter on Wall Street than the evolution of artificial intelligence (AI). Allowing AI-empowered software and systems to make split-second decisions and grow more efficient at their tasks over time is a game-changing technology that offers utility in most industries around the globe. In Sizing the Prize, the analysts at PwC pegged AI's worldwide addressable market at a whopping $15.7 trillion come 2030. Even if this estimate is only remotely in the ballpark, it would lead to a long list of companies benefiting from the rise of AI. Semiconductor giant Nvidia is often viewed as the face of the AI revolution. It's become the largest public company as a result of insatiable enterprise demand for its Hopper (H100) and successor Blackwell graphics processing units. But an argument can be made that AI-driven data-mining specialist Palantir Technologies (NASDAQ: PLTR) is now Wall Street's favorite AI stock. Since the start of 2023, shares of Palantir have soared by 1,940% and it's become one of the most-influential tech companies, with a market cap of more than $300 billion. But this doesn't mean other influential businesses won't surpass its valuation in the years to come Palantir's ascent to the top of the AI pedestal may be short-lived On one hand, Palantir does offer a sustainable moat. The company's Gotham and Foundry platforms aren't replicable at scale by any other companies, which means Palantir doesn't have to worry about having its clients stolen by other businesses. Further, Gotham is known for landing multiyear government contracts, and Foundry is an enterprise-based subscription model, which suggests the company's operating cash flow is highly predictable. However, Palantir is butting heads with historical headwinds that have a flawless track record of eventually weighing down even the most high-flying companies. For example, every next-big-thing trend for three decades, including the advent of the internet, has endured a bubble-bursting event early in its expansion. Investors frequently overestimate the early innings utility and adoption of game-changing technologies, and artificial intelligence likely isn't an exception. While Palantir's multiyear government contracts and subscriptions would buoy near-term sales, negative investor sentiment would likely weigh on its stock. The other issue for Palantir is its valuation. Whereas megacap companies on the leading edge of next-big-thing trends have historically topped out at price-to-sales (P/S) ratios of 30 to 43 over the last three decades, Palantir's P/S ratio is pushing above 104, as of this writing on July 1. This isn't sustainable and suggests that Palantir's market cap will plunge in the coming years. As Palantir stock (presumably) comes back to Earth, three magnificent growth and/or value stocks will have the opportunity to leapfrog it by 2028. Pfizer: current market cap of $142 billion The first amazing business that's only growing stronger and has all the tools necessary to become a more valuable company than Palantir over the next three years is pharmaceutical behemoth Pfizer (NYSE: PFE). What's odd about Pfizer stock recently hitting a 13-year low is that it's been punished for its own success. With combined sales of Pfizer's COVID-19 drugs plummeting from north of $56 billion in 2022 to $11 billion in 2024, recency bias has weighed down its shares. But if investors widen their lens and look at Pfizer's product portfolio since this decade began, it's a completely different story. When 2020 ended, Pfizer didn't have any sales from its COVID-19 franchise and full-year revenue came in at $41.9 billion. When 2024 came to a close, Pfizer had $11 billion in COVID-19 sales and $63.6 billion in product sales. That's 52% growth in net sales spanning just four years for a mature pharmaceutical company. Pfizer's oncology segment is a more specific reason its valuation can head higher. The $43 billion acquisition of cancer-drug developer Seagen in December 2023 vastly expands Pfizer's cancer-drug pipeline, as well as enhances its pricing power. Management has also previously pointed out that cost synergies from the combination will bolster the company's margins in the years following the deal. With the assumption that cancer screening tools continue to improve and access to medical care expands worldwide, Pfizer should have no trouble delivering for its patient shareholders over the next three years, if not well beyond. PayPal Holdings: current market cap of $73 billion Despite Palantir being worth more than four times as much as fintech giant PayPal Holdings (NASDAQ: PYPL), as of July 1, the latter offers a far more attractive risk-versus-reward profile over the coming three years. Even with competition in the digital payment space picking up, PayPal continues to be in the driver's seat for a technology that offers sustained double-digit growth potential. Developed and emerging markets shifting away from traditional cash payments to digital infrastructures affords PayPal and its peers a seemingly limitless ceiling. With few exceptions, PayPal's key performance indicators have been moving in the right direction since this decade began. Total payment volume (TPV) has surged from a reported $936 billion in 2020 to an annual run rate of $1.67 trillion, based on PayPal's first-quarter TPV. What's more, active customers are considerably more engaged, with the average number of payments over the trailing-12-month period climbing from 40.9 in 2020 to 59.4, as of the end of March 2025. This is a recipe for gross margin expansion. Innovation is another key puzzle piece for PayPal to eventually leapfrog Palantir in the valuation department. The potential to further monetize buy now, pay later solutions, as well as leverage AI to personalize its platforms for users, are just some of the ways innovation can reaccelerate PayPal's organic growth. The company's valuation also provides a launching point for its stock. Whereas Palantir is trading at a nosebleed P/S ratio of 104, PayPal has a forward price-to-earnings ratio of just 13, along with a storied history of blowing past its own conservative expectations. Intuitive Surgical: current market cap of $193 billion The third magnificent stock that can surpass Palantir's market cap by 2028 is robotic-assisted surgical systems developer Intuitive Surgical (NASDAQ: ISRG). The beauty of healthcare stocks (this includes Pfizer) is that they're highly defensive. Regardless of what's happening with the U.S. economy and stock market, people still come down with ailments and require medical care. Steady demand for everything from prescription medicine to medical devices and surgical procedures ensures that companies like Intuitive Surgical can deliver predictable growth year after year. On a more company-specific basis, Intuitive Surgical holds the lion's share of the robotic-assisted surgical market. Including the 367 da Vinci systems placed during the first quarter, it's now installed 10,189 systems since this century began. No other surgical device company is remotely close to this figure. What's more, buyers and lessees of da Vinci systems have typically invested a lot of surgical training time and money into these systems. In short, purchasers tend to remain clients for a very long time. But the best thing about Intuitive Surgical is, arguably, its revenue breakdown. Throughout the 2000s, selling its high-priced but mediocre-margin da Vinci surgical system accounted for the bulk of its revenue. Nowadays, selling instruments and accessories with each procedure, along with servicing its systems, accounts for a majority of full-year revenue. These are considerably higher margin categories, which has led to earnings growth (often) outpacing sales growth. Intuitive Surgical should see its market cap climb as the general use case of the da Vinci surgical system is expanded over time. Should you invest $1,000 in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $692,914!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $963,866!* Now, it's worth noting Stock Advisor 's total average return is1,049% — a market-crushing outperformance compared to179%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Sean Williams has positions in PayPal and Pfizer. The Motley Fool has positions in and recommends Intuitive Surgical, Nvidia, Palantir Technologies, PayPal, and Pfizer. The Motley Fool recommends the following options: long January 2027 $42.50 calls on PayPal and short June 2025 $77.50 calls on PayPal. The Motley Fool has a disclosure policy.

/R E P E A T -- MEDIA ADVISORY - The SQDC to Extend the Opening Hours of Some Stores/ Français
/R E P E A T -- MEDIA ADVISORY - The SQDC to Extend the Opening Hours of Some Stores/ Français

Cision Canada

time2 hours ago

  • Cision Canada

/R E P E A T -- MEDIA ADVISORY - The SQDC to Extend the Opening Hours of Some Stores/ Français

MONTRÉAL, July 2, 2025 /CNW/ - The Société québécoise du cannabis invites media representatives to attend an update on its project to extend the opening hours of some stores, part of its effort to fight the illegal market as the company opens a new store in the Vieux-Montréal district. Date: Friday, July 4, 2025 Time: 9:30 a.m. Address: 84, rue Saint-Paul Est, Montréal Company representatives at the event: Suzanne Bergeron, President and Chief Executive Officer; Alexander Bove, Director, Real Estate; Jean-François Dulac-Lemelin, Senior Vice-President, Customer Experience; Théogène Morin, Regional Director; Mario Quattrociocche, Manager, Vieux-Montréal store; and Alban Troja, Director, Evolution and Performance, Customer Experience. Please note that interviews will be possible in French and English, microphone stands may be useful (no audio mult box) and parking is difficult in the area. About the Société québécoise du cannabis (SQDC) The SQDC is a government corporation mandated to distribute and sell cannabis in Québec with a focus on protecting customers' health and safety. The company is committed to offering quality products and informing and advising consumers on how to minimize the health impacts of cannabis. The goal is to shrink the illegal cannabis market in Québec. The declared dividend equal to the company's net income is transferred to the Fonds de lutte contre les dépendances, a fund managed by the Ministère des Finances du Québec, and reinvested primarily in cannabis-related education, prevention efforts and research. For more information, visit

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