Latest news with #NVIDIAGB200NVL72
Yahoo
25-06-2025
- Business
- Yahoo
KDDI and HPE Join Forces to Launch AI Data Center Operations by Early 2026
HPE's industry-leading direct liquid cooling technologies enable NVIDIA Blackwell-accelerated AI infrastructure LAS VEGAS, June 25, 2025--(BUSINESS WIRE)--HPE Discover 2025 – HPE (NYSE: HPE) and KDDI Corporation today announced they are collaborating to open the Osaka Sakai Data Center by early 2026 to support startups and enterprises with NVIDIA AI infrastructure for developing AI applications and training large language models (LLMs). Through the collaboration, KDDI and HPE will deploy a rack-scale system featuring the NVIDIA GB200 NVL72 platform built by HPE, based on the latest NVIDIA Blackwell architecture, within the Osaka Sakai Data Center. The Osaka Sakai Data Center takes advantage of hybrid cooling technology, which combines air cooling and direct liquid cooling, to reduce the facility's environmental impact. Additionally, KDDI and HPE will jointly promote services delivered from the Osaka Sakai Data Center to accelerate the prevalence and adoption of AI solutions among businesses and consumers in Japan and globally. HPE supports AI sustainability with liquid cooling expertise The rapid advancement of AI technology has created a pressing need for large-scale, high-performance AI infrastructure. To address this demand, KDDI is building an AI data center in Sakai City within the Osaka Prefecture of Japan, to support accelerated development of trillion parameter generative AI models. The Osaka Sakai Data Center will support AI-related business in Japan and globally, serving organizations and individuals developing generative AI models or leveraging the system's low-latency inferencing capabilities. KDDI plans to offer cloud-based AI computing services to organizations through WAKONX, its business platform for the AI era. The NVIDIA GB200 NVL72 by HPE is a rack-scale system – inclusive of NVIDIA accelerated computing, NVIDIA networking, NVIDIA software – designed to enable large and complex AI clusters that are optimized for energy efficiency and performance through advanced direct liquid cooling. The rack-scale system is built by HPE, that has extensive global experience in building large AI clusters and five decades of liquid cooling expertise, uniquely positions the company to help KDDI quickly deploy. HPE also offers an extensive infrastructure support system for complex liquid-cooled environments. Equipped with NVIDIA-accelerated networking, including NVIDIA Quantum-2 InfiniBand, NVIDIA Spectrum-X Ethernet, and NVIDIA BlueField-3 DPUs, the system delivers high-performance network connectivity for diverse AI workloads. Customers can also run the NVIDIA AI Enterprise platform on the KDDI infrastructure to accelerate development and deployment. "Our collaboration with KDDI marks a pivotal milestone in supporting Japan's AI innovation, delivering powerful computing capabilities that will enable smarter solutions, contributing to greater productivity, and further advancing technological leadership," said Antonio Neri, president and CEO of HPE. "The Osaka Sakai Data Center will benefit from HPE's industry-leading cooling expertise, which powers high-performance AI systems while significantly reducing environmental impact. We look forward to partnering with KDDI on their bold vision to unlock new possibilities for customers on their AI journeys." "We are pleased to embark on the upcoming deployment of a high-performance GPU infrastructure at our Osaka-Sakai Data Center through our collaboration with HPE," said Hiromichi Matsuda, President and CEO of KDDI. "HPE's deep expertise in supercomputing and advanced cooling technologies will be instrumental in driving the evolution of next-generation AI data centers. Together with a passionate partner like HPE, we are excited to take on the challenge of shaping a sustainable future where we coexist with AI." KDDI and HPE will continue to strengthen their collaboration to advance industry leading AI infrastructure and deliver innovative services—while enhancing energy efficiency. About HPE HPE (NYSE: HPE) is a leader in essential enterprise technology, bringing together the power of AI, cloud, and networking to help organizations achieve more. As pioneers of possibility, our innovation and expertise advance the way people live and work. We empower our customers across industries to optimize operational performance, transform data into foresight, and maximize their impact. Unlock your boldest ambitions with HPE. Discover more at About KDDI KDDI is a telecommunication service provider in Japan, offering multitude of services to individual customers through its "au", "UQ mobile" and "povo" brands, and to corporate customers through its "KDDI BUSINESS" brand. In May 2022, KDDI had stated "KDDI VISION 2030: The creation of a society in which anyone can make their dreams a reality, by enhancing the power to connect". Under this vision, KDDI is promoting its business strategy in the Mid-Term Management Strategy (FY2022–FY2025), defined as the "Satellite Growth Strategy". With a focus on 5G communications, data-driven practices, and generative AI, KDDI will accelerate business growth by providing value-added services in the growth areas of DX, finance, energy, and life transformation (LX) which encompasses five areas of future growth (Mobility, Sports/Entertainment, Web3/Metaverse, Healthcare, and Space). Placing "sustainability management" at the core, KDDI will aim to achieve the sustainable growth of society and the enhancement of corporate value together with our partners, by harnessing the "Satellite Growth Strategy" and strengthening the management base. View source version on Contacts Media Contact: Eri Sign in to access your portfolio
Business Wire
25-06-2025
- Business
- Business Wire
KDDI and HPE Join Forces to Launch AI Data Center Operations by Early 2026
LAS VEGAS--(BUSINESS WIRE)-- HPE Discover 2025 – HPE (NYSE: HPE) and KDDI Corporation today announced they are collaborating to open the Osaka Sakai Data Center by early 2026 to support startups and enterprises with NVIDIA AI infrastructure for developing AI applications and training large language models (LLMs). Through the collaboration, KDDI and HPE will deploy a rack-scale system featuring the NVIDIA GB200 NVL72 platform built by HPE, based on the latest NVIDIA Blackwell architecture, within the Osaka Sakai Data Center. The Osaka Sakai Data Center takes advantage of hybrid cooling technology, which combines air cooling and direct liquid cooling, to reduce the facility's environmental impact. Additionally, KDDI and HPE will jointly promote services delivered from the Osaka Sakai Data Center to accelerate the prevalence and adoption of AI solutions among businesses and consumers in Japan and globally. HPE supports AI sustainability with liquid cooling expertise The rapid advancement of AI technology has created a pressing need for large-scale, high-performance AI infrastructure. To address this demand, KDDI is building an AI data center in Sakai City within the Osaka Prefecture of Japan, to support accelerated development of trillion parameter generative AI models. The Osaka Sakai Data Center will support AI-related business in Japan and globally, serving organizations and individuals developing generative AI models or leveraging the system's low-latency inferencing capabilities. KDDI plans to offer cloud-based AI computing services to organizations through WAKONX, its business platform for the AI era. The NVIDIA GB200 NVL72 by HPE is a rack-scale system – inclusive of NVIDIA accelerated computing, NVIDIA networking, NVIDIA software – designed to enable large and complex AI clusters that are optimized for energy efficiency and performance through advanced direct liquid cooling. The rack-scale system is built by HPE, that has extensive global experience in building large AI clusters and five decades of liquid cooling expertise, uniquely positions the company to help KDDI quickly deploy. HPE also offers an extensive infrastructure support system for complex liquid-cooled environments. Equipped with NVIDIA-accelerated networking, including NVIDIA Quantum-2 InfiniBand, NVIDIA Spectrum-X Ethernet, and NVIDIA BlueField-3 DPUs, the system delivers high-performance network connectivity for diverse AI workloads. Customers can also run the NVIDIA AI Enterprise platform on the KDDI infrastructure to accelerate development and deployment. 'Our collaboration with KDDI marks a pivotal milestone in supporting Japan's AI innovation, delivering powerful computing capabilities that will enable smarter solutions, contributing to greater productivity, and further advancing technological leadership,' said Antonio Neri, president and CEO of HPE. 'The Osaka Sakai Data Center will benefit from HPE's industry-leading cooling expertise, which powers high-performance AI systems while significantly reducing environmental impact. We look forward to partnering with KDDI on their bold vision to unlock new possibilities for customers on their AI journeys.' 'We are pleased to embark on the upcoming deployment of a high-performance GPU infrastructure at our Osaka-Sakai Data Center through our collaboration with HPE,' said Hiromichi Matsuda, President and CEO of KDDI. 'HPE's deep expertise in supercomputing and advanced cooling technologies will be instrumental in driving the evolution of next-generation AI data centers. Together with a passionate partner like HPE, we are excited to take on the challenge of shaping a sustainable future where we coexist with AI.' KDDI and HPE will continue to strengthen their collaboration to advance industry leading AI infrastructure and deliver innovative services—while enhancing energy efficiency. About HPE HPE (NYSE: HPE) is a leader in essential enterprise technology, bringing together the power of AI, cloud, and networking to help organizations achieve more. As pioneers of possibility, our innovation and expertise advance the way people live and work. We empower our customers across industries to optimize operational performance, transform data into foresight, and maximize their impact. Unlock your boldest ambitions with HPE. Discover more at About KDDI KDDI is a telecommunication service provider in Japan, offering multitude of services to individual customers through its 'au', 'UQ mobile' and 'povo' brands, and to corporate customers through its 'KDDI BUSINESS' brand. In May 2022, KDDI had stated 'KDDI VISION 2030: The creation of a society in which anyone can make their dreams a reality, by enhancing the power to connect'. Under this vision, KDDI is promoting its business strategy in the Mid-Term Management Strategy (FY2022–FY2025), defined as the 'Satellite Growth Strategy'. With a focus on 5G communications, data-driven practices, and generative AI, KDDI will accelerate business growth by providing value-added services in the growth areas of DX, finance, energy, and life transformation (LX) which encompasses five areas of future growth (Mobility, Sports/Entertainment, Web3/Metaverse, Healthcare, and Space). Placing "sustainability management" at the core, KDDI will aim to achieve the sustainable growth of society and the enhancement of corporate value together with our partners, by harnessing the 'Satellite Growth Strategy' and strengthening the management base.
Yahoo
25-06-2025
- Business
- Yahoo
CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Bet?
CoreWeave CRWV and Microsoft Corporation MSFT both offer cloud infrastructure services for AI workloads. CoreWeave provides GPU-accelerated infrastructure for AI. Its cloud platform has been developed to scale, support and accelerate GenAI. Microsoft is both a major customer of CRWV and a competitor through Azure's AI services. So, if an investor wants to make a smart buy in the AI infrastructure space, which stock stands out? Let us delve a little deeper into the companies' strengths and weaknesses to see which is the better stock pick. CRWV works with NVIDIA Corporation NVDA to implement the latter's GPU technologies at scale. CoreWeave was one of the first cloud providers to deliver NVIDIA H100, H200 and GH200 clusters into production for AI workloads. The company's cloud services are also optimized for NVIDIA GB200 NVL72 rack-scale systems. CoreWeave now has a data center network with 33 data centers across the United States and Europe, supported by 420 megawatts of active power. CRWV is witnessing explosive revenue growth on strong AI demand. In the last earnings call, management highlighted that AI is forecasted to have a global economic impact of $20 trillion by 2030, while the total addressable market is anticipated to increase to $400 billion by 2028. In the last reported quarter, revenues of $981.6 million beat the Zacks Consensus Estimate by 15.2% and jumped 420% year over year. Apart from scaling capacity and getting adequate financing for infrastructure, CRWV is also expanding its go-to-market capabilities. Moreover, the buyout of the Weights and Biases acquisition has added 1,400 AI labs and enterprises as clients for CoreWeave. CRWV's strong backlog of $25.9 billion underscores its growing market share. This includes a strategic partnership with OpenAI for about $11.9 billion, while adding several new enterprise customers and a hyperscaler client. It has signed expansion agreements with many customers, including a $4 billion expansion with a big AI-enterprise customer. CRWV added that the $4 billion expansion agreement signed with a big AI client will be reflected in revenue backlog beginning in the current quarter. Nonetheless, the competitive landscape is the biggest concern. Also, higher capex can be a concern if revenues do not keep up the required pace to sustain such high capital intensity. CRWV expects capex to be between $20 billion and $23 billion for 2025 due to accelerated investment in the platform to meet customer demand. The company now guides interest expense to remain elevated, at $260-$300 million in the current quarter. CoreWeave's 77% of total revenues in 2024 came from the top two customers. This intense customer concentration is a major risk, especially if the client migrates, the revenue impact could be material. Apart from this evolving trade policy, macro uncertainty and volatility remain additional headwinds. Microsoft is one of the dominant names in the AI infrastructure space with its Azure platform, which also boasts a global data center coverage. Azure's increased availability in more than 60 announced regions globally is further strengthening the company's competitive position in the cloud computing market. Microsoft is investing aggressively in AI infrastructure, including building its own custom AI chips like Azure Maia and Azure Cobalt. In the last reported quarter, the company spent $21.4 billion on capex. It paid $16.7 billion for PP&E. MSFT highlighted that nearly half of the cloud and AI-related spend was on long-lived assets that will support monetization over the next 15 years and more. The remainder focused on servers (CPUs and GPUs) to fulfill rising AI demand, including a $315 billion customer backlog. Looking ahead to fiscal 2026, capex will grow at a slower rate than fiscal 2025, with a higher share of short-lived assets. Microsoft is the exclusive cloud provider to OpenAI, with all workloads hosted on the Azure platform. Its exclusive partnership with OpenAI gives Azure cloud priority access to leading AI models like GPT-4 Turbo, and DALL·E 3. MSFT is also embedding OpenAI's models directly into its services like Copilot, Azure and Bing. This vertical integration is aimed at creating cross-selling opportunities, allowing Microsoft to monetize AI across the stack. Another interesting development is Microsoft's NLWeb project which aims to turn websites into AI-powered applications. This open-source approach could drive adoption of Microsoft's underlying AI infrastructure while creating network effects that benefit the Azure platform. Microsoft projects revenues between $28.75 billion and $29.05 billion for the fourth quarter of fiscal 2025 for Intelligent Cloud, while for Azure, it expects revenue growth at constant currency between 34% and 35%. In Enterprise Services, revenues are forecasted to grow in mid-to-high single digits. Nonetheless, the competitive landscape remains a concern. In the past month, CRWV has skyrocketed 69% while MSFT is up 8%. Image Source: Zacks Investment Research MSFT currently carries a Zacks Rank #3 (Hold) while CoreWeave has a Zacks Rank #4 (Sell). In terms of Zacks Rank, MSFT appears to be the better pick at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 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 Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report CoreWeave Inc. (CRWV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
12-06-2025
- Business
- Yahoo
Super Micro Unleashes 30+ Nvidia Blackwell AI Systems Across Europe
June 12 - Super Micro Computer (NASDAQ:SMCI) has rolled out over 30 new enterprise AI solutions in Europe built on Nvidia's (NASDAQ:NVDA) Blackwell chip architecture, aiming to speed up deployment of AI infrastructure across the region. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The expanded portfolio includes systems powered by the air- and liquid-cooled NVIDIA HGX B200, liquid-cooled NVIDIA GB200 NVL72, and RTX PRO 6000 Blackwell Server Edition GPUs. The systems are designed to support enterprise-grade AI factories across varied environments, from data centers to edge networks. Supermicro said its latest offerings are optimized to deliver faster deployment timelines and energy-efficient performance through its advanced liquid cooling systems and integration with Nvidia technologies. The company has begun taking orders for the new GPU-based systems, which are available in multiple configurations to accommodate a broad range of enterprise needs. CEO Charles Liang said Supermicro's early access to Nvidia's Blackwell architecture and its global manufacturing capacity position it well to support rising demand for AI infrastructure in the region. Based on the one year price targets offered by 15 analysts, the average target price for Super Micro Computer Inc is $40.00 with a high estimate of $70.00 and a low estimate of $15.00. The average target implies a downside of -7.44% from the current price of $43.21. Based on GuruFocus estimates, the estimated GF Value for Super Micro Computer Inc in one year is $68.35, suggesting a upside of +58.18% from the current price of $43.21. This article first appeared on GuruFocus.
Yahoo
12-06-2025
- Business
- Yahoo
CoreWeave Stock Skyrockets 137% in a Month: Hold or Fold?
CoreWeave, Inc. CRWV stock has gained 136.6% in the past month and closed last session at $149.70, jumping more than threefold from its initial opening price of $39. It has outperformed the 5.4% growth of the Zacks Internet Software industry and the 2.8% increase of the S&P 500 composite. The broader Computer and Technology sector has risen 5.2% over the same time frame. Image Source: Zacks Investment Research The company has outpaced its peers like Nebius Group N.V. NBIS, Microsoft MSFT and Amazon AMZN. Nebius, Microsoft and Amazon shares have gained 43.4%, 5.2% and 0.9%, respectively, in the same time frame. After the massive surge, investors are likely to contemplate what to do next, whether it is time to take profits or continue holding CRWV. The increasing demand for AI cloud platforms, including integrated software and infrastructure, bodes well for CRWV. The company highlighted that AI is forecasted to have a global economic impact of $20 trillion by 2030, while the total addressable market is anticipated to increase to $400 billion by 2028. In the last reported quarter, revenues of $981.6 million beat the Zacks Consensus Estimate by 15.2% and jumped 420% year over year. Management inked a strategic partnership with OpenAI for about $11.9 billion, while adding several new enterprise customers and a hyperscaler client. It has signed expansion agreements with many customers, including a $4 billion expansion with a big AI-enterprise customer. CRWV added that the $4 billion expansion agreement signed with a big AI client will be reflected in revenue backlog beginning in the current quarter. CoreWeave now boasts a growing data center network with 33 data centers across the United States and Europe, supported by 420 megawatts of active power. Moreover, the buyout of the Weights and Biases acquisition has added 1,400 AI labs and enterprises as clients for CoreWeave. CRWV also works with NVIDIA Corporation to implement the latter's GPU technologies at scale. CoreWeave was one of the first cloud providers to deliver NVIDIA H100, H200, and GH200 clusters into production for AI workloads. The company's cloud services are also optimized for NVIDIA GB200 NVL72 rack-scale systems. Driven by healthy momentum, CRWV expects full-year 2025 revenues to be between $4.9 billion and $5.1 billion. Adjusted operating income is forecasted to be between $800 million and $830 million. For the second quarter, CRWV projects revenues to be between $1.06 billion and $1.1 billion. Adjusted operating income is forecasted to be between $140 million and $170 million. CoreWeave faces tough competition in the AI cloud infrastructure space, which boasts behemoths like Amazon and Microsoft and other players like Nebius. Amazon Web Services and Microsoft's Azure cloud platform together dominate more than half of the cloud infrastructure services market. CRWV expects capex to be between $20 billion and $23 billion for 2025 due to accelerated investment in the platform to meet customer demand. The company anticipates stock-based compensation to remain slightly higher in 2025 for the grants issued pertaining to the IPO. Higher capex can be a concern if revenues do not keep up the required pace to sustain such high capital intensity, especially in a macro environment where AI demand cycles could fluctuate due to competitive pricing and regulatory changes. High interest expenses could weigh on profitability. In the first quarter, interest expense came in at $264 million, topping expectations. This was attributed to changes in vendor payment terms. The company now guides interest expense to remain elevated, at $260-$300 million in the current quarter. Higher interest expenses can exert pressure on the adjusted net income and potentially affect free cash flow generation. CoreWeave's 77% of total revenues in 2024 came from the top two customers. This intense customer concentration is a major risk, especially if the client migrates, the revenue impact could be material. Apart from this evolving trade policy, macro uncertainty and volatility remain additional headwinds. CRWV currently carries a Zacks Rank #3 (Hold), which indicates that existing investors can hold the stock as its growth prospects remain intact. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Staying invested in CRWV stock appears prudent for now due to its strong revenue growth prospects amid surging demand for AI-focused cloud infrastructure. Strategic partnerships with major players like OpenAI and NVIDIA bode well. The company's massive $259 billion revenue backlog and expanding data center footprint position it well for sustained growth. While near-term headwinds such as elevated capital expenditures and customer concentration pose risks, CRWV's specialized AI-optimized platform provides a distinct competitive advantage. However, intensifying competition from tech giants remains a key concern. 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 Microsoft Corporation (MSFT) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report CoreWeave Inc. (CRWV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
