Latest news with #AIInfrastructure
Yahoo
2 days ago
- Business
- Yahoo
Crusoe Introduces Crusoe Spark: Modular AI Data Centers for Scalable Edge Computing
SPARKS, Nev., June 26, 2025 (GLOBE NEWSWIRE) -- Crusoe, the industry's first vertically integrated AI infrastructure provider, today announced the launch of Crusoe Spark™, a turnkey, prefabricated modular AI factory designed to bring powerful, low-latency AI compute to the network's edge. These AI-optimized modular data centers integrate all necessary infrastructure—including power, cooling, remote monitoring, fire suppression, and racks that support the latest GPUs—into a single, portable unit. Crusoe Spark enables rapid deployments with diverse power sources for on-prem AI, edge inference, AI capacity expansion needs, with units delivered as fast as three months. AI at the edge is transforming industries by enabling real-time decision-making and intelligence directly where data is generated, without the latency and bandwidth limitations of a remote cloud system. This capability is critical for applications including autonomous vehicles needing instant reactions, real-time patient monitoring in healthcare, predictive maintenance in manufacturing, and smart city infrastructure optimizing traffic flow and public safety. This rapidly expanding market is driven by the explosive growth of IoT devices and the demand for immediate, localized AI insights. Crusoe's leadership in AI infrastructure is built upon its deep experience in hyperscale development and energy infrastructure, including its 1.2-gigawatt site in Abilene, Texas. Crusoe Spark extends this expertise to solve the critical challenge of deploying powerful AI compute closer to where data is generated and decisions are made. With over 400 modular units already deployed globally, operating in some of the harshest conditions, Crusoe brings proven reliability to the edge. 'As AI becomes ubiquitous in everyday life, it needs infrastructure solutions to match its diverse needs. This means gigawatt scale AI factories in some cases and low latency inference at the edge in others. We're excited to announce the launch of Crusoe Spark, enabling the rapid deployment of AI everywhere you need it,' said Chase Lochmiller, CEO and co-founder of Crusoe. 'These highly efficient and mobile data centers are designed for high density clusters of GPU's to be deployed on-prem, at the edge or anywhere else you want easily accessible intelligent infrastructure. The modular and ruggedized design enables us to efficiently scale to meet your needs, even in the most challenging environments.' The announcement follows Crusoe's announcement of its strategic partnership with Redwood Materials to deliver scalable, renewable, and rapidly deployable power solutions for AI factories. About CrusoeCrusoe is on a mission to align the future of computing with the future of the climate. Crusoe provides a reliable, scalable, cost-effective, and environmentally friendly solution for AI infrastructure by harnessing large-scale clean energy, building AI-optimized data centers, and empowering builders to reach their AI potential. Crusoe is empowering the AI revolution. Media ContactStephanie SchlegelOffleash for CrusoeCrusoe@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Tahawul Tech
3 days ago
- Business
- Tahawul Tech
'AI is only as good as the infrastructure and data behind it.' Antonio Neri, CEO of HPE
HPE has announced new solutions to supercharge the creation, adoption and management of AI factories across the entire AI lifecycle and for every type of organization at their annual HPE Discover event in Las Vegas. HPE is expanding its NVIDIA AI Computing by HPE portfolio of AI factory solutions with NVIDIA Blackwell GPUs, including new composable solutions optimized for service providers, model builders and sovereign entities, as well as the next generation of HPE Private Cloud AI, the turnkey AI factory for enterprises. The integrated end-to-end solutions and services for AI factories remove the complexity of customers having to compile a full AI tech stack on their own when building a modern AI-ready data center. 'Generative, agentic and physical AI have the potential to transform global productivity and create lasting societal change, but AI is only as good as the infrastructure and data behind it. Organizations need the data, intelligence and vision to capture the AI opportunity and this makes getting the right IT foundation essential,' said Antonio Neri, president and CEO, at HPE. 'HPE and NVIDIA are delivering the most comprehensive approach, joining industry-leading AI infrastructure and services to enable organizations to realize their ambitions and deliver sustainable business value.' 'We are entering a new industrial era — one defined by the ability to generate intelligence at scale,' said Jensen Huang, founder and CEO of NVIDIA. 'Together, HPE and NVIDIA are delivering full-stack AI factory infrastructure to drive this transformation, empowering enterprises to harness their data and accelerate innovation with unprecedented speed and precision.' HPE speeds AI factory time to value with next-generation HPE Private Cloud AI The signature offering in the NVIDIA AI Computing by HPE portfolio, Private Cloud AI is a fully integrated turnkey AI factory offering with NVIDIA accelerated computing, networking and software. Private Cloud AI will provide: HPE expands AI factory portfolio with new validated solutions built on industry-leading innovation New AI factory solutions combine the latest AI innovations and expertise from HPE, including five decades of industry-leading liquid cooling and HPE Morpheus Enterprise Software for a unified control plane. Unlike most competing solutions, these validated, end-to-end composable solutions are modular, full tech stacks integrated ahead of time for the customer, speeding time to value. Using AI to Observe AI: HPE OpsRamp Software provides full-stack observability across Private Cloud AI and new AI factory solutions. HPE OpsRamp is also now a validated observability solution for the NVIDIA Enterprise AI Factory. HPE OpsRamp Software provides full-stack observability across Private Cloud AI and new AI factory solutions. HPE OpsRamp is also now a validated observability solution for the NVIDIA Enterprise AI Factory. New AI factory at scale is designed for organizations operating at large scale such as service providers and model builders. HPE offers HPE ProLiant Compute XD, NVIDIA AI Enterprise software and blueprints, air- and liquid-cooling technologies and a full range of advisory and professional services. is designed for organizations operating at large scale such as service providers and model builders. HPE offers HPE ProLiant Compute XD, NVIDIA AI Enterprise software and blueprints, air- and liquid-cooling technologies and a full range of advisory and professional services. New AI factory for sovereigns is for nations, governments and public sector organizations and offers additional specialized capabilities such as air-gapped management and solutions and services that enable data, technological and operational sovereignty. By leveraging the NVIDIA Enterprise AI Factory validated design, AI factory solutions from HPE can be deployed using the latest NVIDIA accelerated computing, NVIDIA Spectrum-X Ethernet networking, NVIDIA BlueField-3 DPUs, and NVIDIA AI Enterprise software to ensure high performance, robust security, efficient storage acceleration, and scalable infrastructure for the next era of AI. HPE Compute XD690 joins NVIDIA AI Computing by HPE portfolio New HPE Compute XD690 supports eight NVIDIA Blackwell Ultra GPUs and reflects HPE's continued commitment to be a time-to-market leader with NVIDIA's latest innovations in accelerated computing for AI. HPE Performance Cluster Manager delivers fully integrated systems management and advanced infrastructure monitoring and alerting across large, complex AI environments that scale thousands of nodes. HPE Alletra Storage MP X10000 fuels AI factories, agents and use cases with AI-ready data To ensure AI factories and applications are continuously fueled with AI-ready unstructured data, HPE Alletra Storage MP X10000 will support Model Context Protocol (MCP) servers. Integrating MCP with the X10000's built-in data intelligence accelerates data pipelines and enables AI factories, applications, and agents to process and act on intelligent unstructured data. Additionally, the X10000 supports the NVIDIA AI Data Platform reference design and offers an SDK to streamline unstructured data pipelines for ingestion, inferencing, training and continuous learning Unleash AI adds 26 new partners, enabling HPE to support more than 75 AI use cases Through new Unleash AI ecosystem partners, the latest NVIDIA AI Blueprints and internal professional services, HPE delivers more than 75 AI use cases to customers. The Unleash AI partner ecosystem now features software solutions for agentic AI, sovereign AI, smart cities, industrial and manufacturing applications, data governance and privacy, responsible AI, video analytics, responsible AI, security and cybersecurity. HPE Private Cloud AI and Accenture AI Refinery simplify agentic AI for financial services HPE and Accenture are collaborating to create agentic AI solutions for financial services and procurement with a new joint go-to-market offering that leverages the Accenture AI Refinery™ platform, which is built on NVIDIA AI Enterprise, and deployed on HPE Private Cloud AI. HPE is applying the solution within its finance organization, exploring uses across category and sourcing strategies, spend management, strategic relationship analysis and contract obligation management. Together, the companies aim to help spur AI adoption and digital innovation in one of the most tightly regulated industries. HPE Services accelerate and simplify AI journey to speed time to value HPE eases the burden of building and adopting AI factories and speeds time to value through new services that assist customers on their AI journey. The new services span designing, financing, building and securing AI factories from Day -1 to Day 2+ with a focus on operating efficiently and sustainably. The services also cover model development and migration, business benefit analysis, deployment, education, management, ongoing support and tech refreshes. HPE Financial Services enables enterprises to start their AI journey faster HPE Financial Services (HPEFS) offers a new program that helps enterprises begin their AI projects sooner with lower payments for Private Cloud AI for the first six months. HPEFS also offers a comprehensive suite of customizable financing and IT lifecycle services to help accelerate the move to AI, including a program that allows customers to use their current tech estate as a source of capital to fund additional AI projects. Availability
Yahoo
19-06-2025
- Business
- Yahoo
NVDA: Oppenheimer Sees Trillion-Dollar AI Opportunity for Nvidia
June 19 - Nvidia (NASDAQ:NVDA) could benefit from rising global interest in sovereign artificial intelligence systems, according to a recent client note from Oppenheimer, following CEO Jensen Huang's high-profile tour across Europe. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The firm said Nvidia is working closely with governments to help them build national AI infrastructure. Oppenheimer estimates the total addressable market for sovereign AI could reach $1.5 trillion, with Europe accounting for about $120 billion of that potential. Last week, Nvidia entered a new partnership with Deutsche Telekom to support Germany's push into sovereign AI. The deal aims to accelerate industrial use cases including robotics, simulation, and digital twins. Huang also announced a collaboration with the European Broadcasting Union during a keynote at the VivaTech conference in Paris. He later visited London for further engagements at London Tech Week, as Nvidia expands its sovereign AI strategy across key European markets. Shares of Nvidia have climbed around one-third since late April, as investors weigh the potential of sovereign AI alongside other growth drivers in its enterprise and data center businesses. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18-06-2025
- Business
- Yahoo
NBIS vs. AMZN: Which AI-Infra Stock Seems a Better Pick at the Moment?
Nebius Group N.V. NBIS is an upcoming player in the AI-infrastructure market, while Amazon AMZN is an established tech behemoth. NBIS is a GPU-focused cloud platform, while Amazon dominates the AI cloud space through Amazon Web Services or AWS, the world's leading cloud provider, integrating AI capabilities at scale. Per an IDC report, spending on AI infrastructure is expected to top $200 billion by 2028. This uptrend in spending benefits both Amazon and Nebius, but not equally. So, if an investor wants to make a smart buy in the AI infrastructure space, which stock stands out? Let's break down how each company is performing and which one looks like the better investment right now. Amsterdam-based Nebius is positioning itself as a specialized AI infrastructure company. NBIS also builds full-stack infrastructure for AI, like large-scale GPU clusters, cloud platforms, and tools and services for developers. Collaboration with Saturn Cloud and deeper NVIDIA integration boosts bodes well. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. NBIS stated that the increase was primarily due to some planned fourth-quarter spending shifting into the early first quarter. Nebius is focusing on building a global footprint, with capacity in the United States, Europe and the Middle East amid accelerating demand for its AI-infrastructure services. It added three new regions, including a strategic data center in Israel, in the last reported quarter. In June 2025, NBIS announced private placement of $1 billion in convertible notes to capitalize on the AI-infrastructure boom and drive-up revenue opportunities in 2026. It recently announced the general availability of NVIDIA GB200 Grace Blackwell Superchip capacity for its customers in Europe. NBIS plans to build a data-center infrastructure pipeline that can offer scalability to more than 1 gigawatt ('GW') of capacity. With 1 GW of power, NBIS expects significantly higher revenues beyond its current guidance. To gain a larger share of the AI cloud compute market, NBIS is focusing on technical enhancements that increase reliability and reduce downtime to boost customer retention. In the first quarter, Nebius significantly upgraded its AI cloud infrastructure through improvements to its Slurm-based cluster and its object storage capabilities. The upgraded storage system ensures that big data sets can be easily accessed and saved quickly during model training, directly lowering time-to-result for end users. NBIS successfully graduated multiple platform services like MLflow and JupyterLab Notebook from beta to general availability. Nebius expanded integrations with external AI platforms like Metaflow, D Stack and SkyPilot, enabling customers to migrate tools with nominal friction. Nebius remains confident in achieving its full-year ARR guidance of $750 million to $1 billion. For 2025, the company also reaffirmed its overall revenue guidance of $500 million to $700 million. Nonetheless, the intense competition from behemoths remains a concern, along with profitability Management reaffirmed that adjusted EBITDA will be negative for the full year 2025. Though it added that adjusted EBITDA will turn positive at 'some point in the second half of 2025.' While NBIS is an early-stage player, Amazon is one of the dominant names in the AI cloud infrastructure space with its AWS platform. AWS revenues surged 17% year-over-year in the first quarter of 2025, with an annualized revenue run rate pegged at $117 billion. AWS backlog reached $189 billion with a 4.1-year weighted average life, offering forward revenue visibility. In the last reported quarter, AWS signed new agreements with major companies, including Ericsson, Adobe, Uber Technologies, Nasdaq, Fujitsu and many others. Amazon highlighted that more than 85% of global IT spending is still on-premises, suggesting immense growth potential for AWS. More significantly, Amazon's AI business segment now operates at a multi-billion-dollar annual revenue run rate with triple-digit percentage growth year over year. Amazon's strategy focuses on custom silicon development, particularly its Trainium 2 chips, which offer 30-40% better price performance compared to GPU-based instances. The company has also expanded its AI model offerings through Amazon Bedrock and introduced services like Amazon Nova foundation models. AMZN has added the latest foundation models in Amazon Bedrock, including Anthropic's Claude 3.7 Sonnet, Meta's Llama 4 family of models, DeepSeek's R1 and Mistral AI's Pixtral Large. AMZN is ramping up investment to boost its AI market share. It recently announced it plans to invest up to $20 billion in Pennsylvania to expand its data center infrastructure for AI and cloud computing. Before that, it allocated $10 billion in investments to expand cloud computing infrastructure in North Carolina. However, capacity constraints pose a challenge. Amazon has indicated that AI demand currently outstrips available capacity, suggesting the company could drive higher revenues with additional infrastructure. The intense competition from Microsoft's Azure and Google Cloud is concerning. Heavy capex spend could strain margins if AI returns do not materialize. AMZN shares have gained 2.9% while NBIS' stock has appreciated 25.5%. Image Source: Zacks Investment Research Valuation-wise, both Amazon and Nebius are overvalued, as suggested by the Value Score of D and the Value Score of F, respectively. Image Source: Zacks Investment Research In terms of Price/Book, NBIS shares are trading at 3.52X, lower than AMZN's 7.36X. Analysts have significantly revised their earnings estimates downward for NBIS' bottom line for the current year. Image Source: Zacks Investment Research For AMZN, there is marginal upward revision. Image Source: Zacks Investment Research NBIS and AMZN currently carry a Zacks Rank #3 (Hold) each. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. NBIS is carving out a niche for itself in the AI infrastructure space, while AMZN is a force to be reckoned with. If investors are seeking an AI infrastructure stock with long-term growth potential, Amazon is a better pick. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
17-06-2025
- Business
- Globe and Mail
NBIS vs. AMZN: Which AI-Infra Stock Seems a Better Pick at the Moment?
Nebius Group N.V. NBIS is an upcoming player in the AI-infrastructure market, while Amazon AMZN is an established tech behemoth. NBIS is a GPU-focused cloud platform, while Amazon dominates the AI cloud space through Amazon Web Services or AWS, the world's leading cloud provider, integrating AI capabilities at scale. Per an IDC report, spending on AI infrastructure is expected to top $200 billion by 2028. This uptrend in spending benefits both Amazon and Nebius, but not equally. So, if an investor wants to make a smart buy in the AI infrastructure space, which stock stands out? Let's break down how each company is performing and which one looks like the better investment right now. Nebius: A Fast-Growing Pure-Play AI Infra Provider Amsterdam-based Nebius is positioning itself as a specialized AI infrastructure company. NBIS also builds full-stack infrastructure for AI, like large-scale GPU clusters, cloud platforms, and tools and services for developers. Collaboration with Saturn Cloud and deeper NVIDIA integration boosts bodes well. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. NBIS stated that the increase was primarily due to some planned fourth-quarter spending shifting into the early first quarter. Nebius is focusing on building a global footprint, with capacity in the United States, Europe and the Middle East amid accelerating demand for its AI-infrastructure services. It added three new regions, including a strategic data center in Israel, in the last reported quarter. In June 2025, NBIS announced private placement of $1 billion in convertible notes to capitalize on the AI-infrastructure boom and drive-up revenue opportunities in 2026. It recently announced the general availability of NVIDIA GB200 Grace Blackwell Superchip capacity for its customers in Europe. NBIS plans to build a data-center infrastructure pipeline that can offer scalability to more than 1 gigawatt ('GW') of capacity. With 1 GW of power, NBIS expects significantly higher revenues beyond its current guidance. To gain a larger share of the AI cloud compute market, NBIS is focusing on technical enhancements that increase reliability and reduce downtime to boost customer retention. In the first quarter, Nebius significantly upgraded its AI cloud infrastructure through improvements to its Slurm-based cluster and its object storage capabilities. The upgraded storage system ensures that big data sets can be easily accessed and saved quickly during model training, directly lowering time-to-result for end users. NBIS successfully graduated multiple platform services like MLflow and JupyterLab Notebook from beta to general availability. Nebius expanded integrations with external AI platforms like Metaflow, D Stack and SkyPilot, enabling customers to migrate tools with nominal friction. Nebius remains confident in achieving its full-year ARR guidance of $750 million to $1 billion. For 2025, the company also reaffirmed its overall revenue guidance of $500 million to $700 million. Nonetheless, the intense competition from behemoths remains a concern, along with profitability Management reaffirmed that adjusted EBITDA will be negative for the full year 2025. Though it added that adjusted EBITDA will turn positive at 'some point in the second half of 2025.' Amazon: Dominant Force With Its AWS Platform While NBIS is an early-stage player, Amazon is one of the dominant names in the AI cloud infrastructure space with its AWS platform. AWS revenues surged 17% year-over-year in the first quarter of 2025, with an annualized revenue run rate pegged at $117 billion. AWS backlog reached $189 billion with a 4.1-year weighted average life, offering forward revenue visibility. In the last reported quarter, AWS signed new agreements with major companies, including Ericsson, Adobe, Uber Technologies, Nasdaq, Fujitsu and many others. Amazon highlighted that more than 85% of global IT spending is still on-premises, suggesting immense growth potential for AWS. More significantly, Amazon's AI business segment now operates at a multi-billion-dollar annual revenue run rate with triple-digit percentage growth year over year. Amazon's strategy focuses on custom silicon development, particularly its Trainium 2 chips, which offer 30-40% better price performance compared to GPU-based instances. The company has also expanded its AI model offerings through Amazon Bedrock and introduced services like Amazon Nova foundation models. AMZN has added the latest foundation models in Amazon Bedrock, including Anthropic's Claude 3.7 Sonnet, Meta's Llama 4 family of models, DeepSeek's R1 and Mistral AI's Pixtral Large. AMZN is ramping up investment to boost its AI market share. It recently announced it plans to invest up to $20 billion in Pennsylvania to expand its data center infrastructure for AI and cloud computing. Before that, it allocated $10 billion in investments to expand cloud computing infrastructure in North Carolina. However, capacity constraints pose a challenge. Amazon has indicated that AI demand currently outstrips available capacity, suggesting the company could drive higher revenues with additional infrastructure. The intense competition from Microsoft's Azure and Google Cloud is concerning. Heavy capex spend could strain margins if AI returns do not materialize. NBIS Shares More Resilient Than AMZN AMZN shares have gained 2.9% while NBIS' stock has appreciated 25.5%. Valuation for AMZN & NBIS Valuation-wise, both Amazon and Nebius are overvalued, as suggested by the Value Score of D and the Value Score of F, respectively. In terms of Price/Book, NBIS shares are trading at 3.52X, lower than AMZN's 7.36X. How Do Zacks Estimates Compare for NBIS & AMZN? Analysts have significantly revised their earnings estimates downward for NBIS' bottom line for the current year. Image Source: Zacks Investment Research For AMZN, there is marginal upward revision. NBIS or AMZN: Which is a Better Pick? NBIS and AMZN currently carry a Zacks Rank #3 (Hold) each. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. NBIS is carving out a niche for itself in the AI infrastructure space, while AMZN is a force to be reckoned with. If investors are seeking an AI infrastructure stock with long-term growth potential, Amazon is a better pick. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Nebius Group N.V. (NBIS): Free Stock Analysis Report
