Latest news with #cloudinfrastructure
Yahoo
3 days ago
- Business
- Yahoo
Amazon.com (NasdaqGS:AMZN) Expands Cloud Partnership With Veeva To Support Life Sciences
recently expanded its partnership with Veeva Systems, highlighting its commitment to cloud infrastructure and AI-driven customer engagement solutions. Over the last quarter, Amazon's share price increased by 10%, reflecting positive investor sentiment potentially influenced by such innovations. The growth in Amazon's earnings, with Q1 2025 revenue rising to $155.67 billion, also underscores its strong performance. Recent expansions in delivery services and AWS's global reach, including investments in Asia Pacific and North Carolina, further reinforced investor confidence. This aligns with the broader market's upward trend, which saw a 12% rise over the past year. Buy, Hold or Sell View our complete analysis and fair value estimate and you decide. Uncover the next big thing with financially sound penny stocks that balance risk and reward. recent partnership expansion with Veeva Systems underscores its alignment with cloud infrastructure and AI solutions, potentially enhancing long-term revenue streams. Over the past three years, Amazon's total shareholder returns, including share price and dividends, reached 99.60%. This substantial growth offers a broader perspective on Amazon's market position beyond the immediate 10% share price increase in the recent quarter. While the NasdaqGS:AMZN stock underperformed the US Market over a one-year period, its long-term performance remains strong, highlighting its resilience and growth trajectory. The recent developments are likely to positively influence Amazon's revenue and earnings forecasts. The adoption of AI technologies and fulfillment improvements may reduce costs and enhance margins, potentially driving revenue growth in AWS and advertising services. This aligns with analysts' projections of annual revenue growth of 8.9% and improving profit margins over the next few years. The share price increase brings Amazon closer to its consensus price target of US$239.33, narrowing the gap and suggesting that the market may be reflecting increased confidence in future earnings potential. Investors should consider how these factors align with their expectations as the consensus price target represents a 22.7% premium over the current share price, indicating room for potential growth. Examine earnings growth report to understand how analysts expect it to perform. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:AMZN. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ 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
Zawya
3 days ago
- Business
- Zawya
Policloud - The pioneering, next-gen sovereign cloud infrastructure - raises €7.5mln
Rapidly growing company, led by serial entrepreneur, David Gurlé, completes seed round - led by Global Ventures, a leading VC firm in MENA - with participation from Inria, OneRagtime, Mi8, and business angels $800 billion cloud market, growing at 20% a year - amid accelerated demand for AI – is ripe for a European solution to lessen dependence on U.S. Cloud providers Cannes, France – PoliCloud (the 'Company'), the rapidly-growing provider and developer of next-gen, sovereign, High Performance Computing (HPC) cloud infrastructure, announces its €7.5 million seed fundraise. The funding was led by Global Ventures, a leading VC firm in MENA, with participation from MI8 Limited, a Hong Kong multi-family office; OneRagtime, a Paris-based venture capital firm; Inria, France's National Institute for Research in Digital Science and Technology; and other private investors. The proceeds will be used to hire the operating team and grow its business globally with a focus on public entities in Europe. PoliCloud provides state-of-the-art distributed cloud infrastructure for secure storage and HPC. The Company's solution is eco-responsible, affordable, abundant, and secure; meets the sovereignty needs of enterprises, public administrations and local SMEs; is at the edge because of its unique capabilities of providing decentralization of computing through its partnership with Hivenet, the distributed cloud leader and owner of the market's largest contributor community. PoliCloud is responding to demand following relentless (c. 20% annually) global cloud growth. Accelerated demand for AI requires affordable and scalable computing power, and the market is ripe for a Europe-led solution to lessen dependence on U.S. cloud providers, who currently dominate the $800 billion market. David Gurlé, Founder of PoliCloud, said: 'PoliCloud is meeting a critical market demand for sovereign cloud infrastructure that is not only secure and abundant but also eco-responsible. Our unique edge computing capabilities deliver significant benefits to both public and private sector users. 'The time is right for a new European solution that reduces reliance on US cloud providers and offers affordable, scalable computing power, especially as AI adoption accelerates. We are grateful to Global Ventures and all our investors for their support as we enter this exciting phase of expansion.' PoliCloud is a solution addressing market imperfections. Current cloud expansion suffers from high usage costs and dependence on hyperscalers - such as Google or Amazon - whose models use massive, single, centralized data facilities with high implementation costs and challenging environmental conditions. In contrast, PoliCloud has multiple competitive advantages, including: Unlimited and flexible computing power, provided by federating with the Grid. By y/e 2025, it will have >1,000+ GPUs and by y/e 2026 >20,000+ GPUs; Computing resources are delivered to where they are needed and empower local communities; Small footprint and energy needs; Rapid time to market, with flexibility and adaptability; Capex and Opex offset by sharing unused capacity; and More resilient, higher performance, and more scalable by design PoliCloud's operating model combines its hardware and infrastructure with Hivenet's distributed storage and computing software. PoliCloud designs, builds, and operates its own computers and micro-data centers, with proprietary and optimized design, to ensure low-cost, high-performance storage and computing on state-of-the-art hardware. For example, cities such as Cannes, France, purchase, host, and supply PoliClouds with electricity and fiber connection, and offer the available capacity to its ecosystem of startups in their incubator. Enterprises, such as Data Factory, provide HPC infrastructure to their customers in the US. The result is reliable and scalable cloud storage for public and private users. PoliCloud was launched in February 2025 at the World Artificial Intelligence Cannes Festival (WAICF) with support from the five cities of the Alpes-Maritimes. The Company also benefits from a positive market context and political environment, as well as buoyant early trading. Having already sold four PoliClouds in three months, with a projected €6+ million in revenue by year-end 2025, the Company is already cash flow positive. The current cloud computing market is worth $800 billion and is projected to reach $2 trillion by 2030, according to Goldman Sachs Research. Profitability pressure is shifting the market to frugality, and there is a need for cost-effective GPU-based computing, such as HPC for rapid rendering graphics. SMEs are rapidly growing and adopting AI, catalysing a major market need for computing power that requires fulfillment. France's public investment bank, Bpifrance, also considers the development of distributed computer technology as a deep-tech initiative. Simon Sharp, Senior Partner of Global Ventures, commented: 'Global Ventures is delighted to lead PoliCloud's seed fund raise and work again with David and his talented management team, following their track record of successful delivery in Hivenet. We seek visionary entrepreneurs whose products have clear market demand and global potential – all of which apply to PoliCloud. Their distributed data centers have multiple competitive advantages: delivering next-gen, sovereign computing resources where they are needed; with more resilience; faster performance; greater security; while being cheaper to build and maintain. The exponential growth in AI demand and the need for reliable, scalable computing power means the Company's future is a very bright one.' Stephanie Hospital, Founder & CEO of OneRagtime, said: 'As an early investor and believer in David and Hivenet; and being very aware of how cloud technology has opened up horizons of innovation, but also comes with challenges of costs, security and environmental impact, OneRagtime is excited to invest in PoliCloud. The company is uniquely positioned to provide decentralized, unlimited computing power – affordably, securely and in an eco-responsible way – for which substantial demand exists.' Bruno Sportisse, CEO of Inria, commented: "Inria Participations is delighted to become an investor in Policloud, as it is a logical extension of Inria's existing strategic partnership with Hivenet. Inria and PoliCloud share the same philosophy of a decentralized path to the cloud, for secure, distributed computing, but where resources can also be shared according to need. Achieving this goal is of strategic importance for France and its digital sovereignty." Guillaume Dhamelincourt, Managing Director of Mi8, said: 'The opportunity to invest in PoliCloud was compelling for Mi8, as the world embraces AI and rapidly adjusts its demand for computing power. The multiple use cases for PoliClouds, such as SMEs - but also public enterprises who want to stay mindful of their IT strategy's impact- is an attractive market environment and we look forward to PoliCloud's future growth with great confidence.' About PoliCloud PoliCloud is a decentralized cloud built for cities, enterprises, and public institutions that refuse to hand their data to hyperscalers. Each unit arrives as a container-sized module that runs compute and storage locally while linking to a wider network. Sovereignty — Data remains under local regulation, free from foreign interference. Security — End-to-end encryption and live intrusion protection keep workloads safe and always on. Sustainability — Air-cooled design cuts energy use and eliminates water waste, offering a cloud that respects the planet. Scalability — Snap in new modules when you need extra power; the fabric pools capacity automatically for AI, research, and everyday services. About Hivenet Hivenet is a distributed cloud platform that replaces traditional data centers with crowdsourced infrastructure. People use Hivenet to back up files, run computing tasks, and send large files—powered entirely by idle devices across the globe. It's fast, fair, and radically more sustainable than the status quo. No extraction. No vendor lock-in. Just cloud services that actually live up to the name.
National Post
4 days ago
- Business
- National Post
New Global Research From Vultr Shows Advanced AI Maturity Drives Significant Competitive Advantage
Article content WEST PALM BEACH, Fla. — Vultr, the world's largest privately-held cloud infrastructure company, today released its annual AI maturity report, Navigating the Path to AI Success. The new report examines how leading organizations are leveraging artificial intelligence (AI) to drive superior business outcomes. With 87–91% of enterprises already reporting that AI adoption has led to measurable improvements in customer satisfaction, revenue, and market share, the business case for accelerating AI maturity has never been stronger. Article content 'AI maturity is no longer a distant aspiration, but a present-day imperative for organizations seeking to lead in their industries,' said Kevin Cochrane, CMO of Vultr. 'Organizations at the most mature stage of AI are raising the bar for success and outpacing their less mature peers in financial performance, innovation, and operational efficiency.' Article content Commissioned by Vultr and conducted by S&P Global Market Intelligence, the study surveyed over 2,000 AI-savvy executives and decision-makers across 12 countries. Respondents represented industries such as healthcare, government, retail, manufacturing, financial services, telecom, energy, travel, hospitality, media, gaming, and entertainment. While all respondents were using AI to some extent, the study employed a three-stage model to characterize the level of AI maturity in the respondents' organizations: Operational, Accelerated, and Transformational. The report also presents a qualitative perspective on AI use by enterprises of varying sizes, based on in-depth interviews with AI decision-makers and practitioners. Article content Building on last year's inaugural report, which established the link between model diversity and AI maturity, this year's findings confirm that organizations are accelerating multi-model strategies to strengthen their competitive edge. Key findings from the report include: Article content AI maturity delivers measurable advantage: 81% of Transformational organizations report better or significantly better financial performance—25 points above Operational peers. Capital is following AI workloads: 63% of Transformational firms already put more than 41% of their IT budget in cloud, pushing the enterprise average cloud share toward 43 % in 2025. Leaders scale through diverse, open model portfolios: Transformational organizations run 29% more distinct models than Operational peers and have grown average model counts 24% YoY. Execution constraints: Hardware and data pipelines slow scale-up, with top blockers being GPU capacity/performance (55%), security & compliance (45%), and real-time inference limits such as compute (54%) and storage throughput (53%). A decisive pivot away from hyperscalers is underway: 30% of respondents plan to build new GenAI projects with neocloud providers vs. 18% with hyperscalers. Article content As AI becomes embedded across more business functions—projected to reach 80% penetration within the next two years—enterprises investing in open model portfolios are achieving higher model diversity and year-over-year growth in deployed models compared to their less mature peers. The shift toward multi-model strategies and away from reliance on a single cloud provider is empowering organizations to tailor AI deployments to their unique needs and regulatory environments, supporting greater flexibility, security, and innovation in enterprise AI deployments. Article content 'As competitive pressures mount, AI has become a clear differentiator,' Cochrane added. 'The data shows that a comprehensive, multi-model approach to AI, supported by strategic investment and open, secure ecosystems, delivers measurable business value. For enterprises, the message is clear: those who commit to advancing their AI capabilities now will unlock new levels of innovation, efficiency, and competitive advantage in the years ahead.' Article content Vultr is on a mission to make high-performance cloud infrastructure easy to use, affordable, and locally accessible for enterprises and AI innovators around the world. Vultr is trusted by hundreds of thousands of active customers across 185 countries for its flexible, scalable, global Cloud Compute, Cloud GPU, Bare Metal, and Cloud Storage solutions. Founded by David Aninowsky and self-funded for over a decade, Vultr has grown to become the world's largest privately held cloud infrastructure company. Article content Article content Article content Article content Article content Contacts Article content Media Contact Article content Article content
Yahoo
4 days ago
- Business
- Yahoo
Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Microsoft, Alphabet and Meta
Chicago, IL – June 25, 2025 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, CoreWeave CRWV, Microsoft MSFT, Alphabet GOOGL and Meta Platforms META. Backed by Nvidia, CoreWeave stock has skyrocketed more than +300% since launching its IPO in late March, as investor confidence has swooned for the AI cloud infrastructure company. To that point, CoreWeave stock is trading over $170 a share, having an asking price that tops Nvidia shares at around $146. This certainly begs the question of whether the hype for CoreWeave stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia. Reshaping the AI infrastructure landscape, CoreWeave has become Nvidia's top GPU cloud partner, ahead of traditional hyperscalers like Microsoft and Alphabet. Having expertise in cutting-edge cloud services optimized for AI workloads, CoreWeave gained early access to Nvidia's high-performance GPUs, including the much-coveted Blackwell chips. Furthermore, CoreWeave has helped Nvidia's much sought-after AI chips build massive AI clusters that broke MLPerf training records, a widely recognized benchmarking suite designed to measure the performance of machine learning hardware, software, and services. It's noteworthy that MLPerf Inference evaluates how quickly and efficiently systems can make predictions using trained models in real-world scenarios like object detection, medical imaging, and generative AI usage. Thanks to its successful partnership with Nvidia, CoreWeave has attracted major clients including OpenAI, Meta Platforms and Microsoft. Notably, Microsoft accounted for 62% of CoreWeave's revenue in 2024. Being CoreWeave's major GPU supplier and an early investor, it's safe to say that Nvidia has earned significant revenue from the partnership and the appreciation of its equity stake of over 24 million CRWV shares. Pinpointing the market's high sentiment for CoreWeave and alluding to lucrative earnings potential is the company's rapid top-line expansion. CoreWeave's total sales are expected to skyrocket 164% this year to $5.02 billion compared to $1.9 billion in 2024. Zacks' projections call for CoreWeave's sales to soar another 127% next year to $11.41 billion. Attributed to the AI boom, this type of growth has warranted investors to pull CoreWeave into Nvidia's stratosphere, as Nvidia's top line has expanded over 680% in the last five years from sales of $16.67 billion in its fiscal 2021 to $130.5 billion last year. Nvidia's sales are currently projected to increase 51% in its current fiscal year 2026 and are projected to leap another 25% in FY27 to $247.24 billion. Although CoreWeave is not expected to be profitable yet after being founded in 2017, it's still imperative to pay attention to the trend of earnings estimate revisions (EPS). Unfortunately, EPS revisions for fiscal 2025 are noticeably down over the last 60 days from estimates that called for an adjusted loss of -$0.37 a share to -$1.30. More concerning, CoreWeave's FY26 EPS estimates have dipped to -$0.17 a share from projections that called for the company to break even two months ago. As for Nvidia, EPS estimates for its FY26 and FY27 are nicely up in the last 30 days, rising 1% and 3% respectively. Known for efficient operational performance, Nvidia's annual earnings are now slated to spike 42% in its FY26 and are projected to climb another 32% in FY27 to $5.60 per share. CoreWeave and Nvidia have built a powerhouse AI partnership that should benefit and complement each other for the foreseeable future. That said, the rally in CoreWeave stock does look overdone considering the decline in EPS revisions, making it an ideal time to take profits in CRWV. For now, Nvidia appears to be the better AI investment, with the obvious reasons being its track record of efficiency and productivity. Plus, the trend of rising EPS estimates for NVDA is not overwhelming but does allude to the notion that investors could still be rewarded for holding the chip giant's stock, although there may still be better buying opportunities ahead. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. 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 Alphabet Inc. (GOOGL) : Free Stock Analysis Report Meta Platforms, Inc. (META) : Free Stock Analysis Report CoreWeave Inc. (CRWV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
Globe and Mail
4 days ago
- Business
- Globe and Mail
Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Microsoft, Alphabet and Meta
For Immediate Release Chicago, IL – June 25, 2025 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, CoreWeave CRWV, Microsoft MSFT, Alphabet GOOGL and Meta Platforms META. CoreWeave vs NVIDIA: Which AI Stock Is the Better Investment? Backed by Nvidia, CoreWeave stock has skyrocketed more than +300% since launching its IPO in late March, as investor confidence has swooned for the AI cloud infrastructure company. To that point, CoreWeave stock is trading over $170 a share, having an asking price that tops Nvidia shares at around $146. This certainly begs the question of whether the hype for CoreWeave stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia. CoreWeave & Nvidia Partnership Overview Reshaping the AI infrastructure landscape, CoreWeave has become Nvidia's top GPU cloud partner, ahead of traditional hyperscalers like Microsoft and Alphabet. Having expertise in cutting-edge cloud services optimized for AI workloads, CoreWeave gained early access to Nvidia's high-performance GPUs, including the much-coveted Blackwell chips. Furthermore, CoreWeave has helped Nvidia's much sought-after AI chips build massive AI clusters that broke MLPerf training records, a widely recognized benchmarking suite designed to measure the performance of machine learning hardware, software, and services. It's noteworthy that MLPerf Inference evaluates how quickly and efficiently systems can make predictions using trained models in real-world scenarios like object detection, medical imaging, and generative AI usage. Nvidia's Stake in CoreWeave Thanks to its successful partnership with Nvidia, CoreWeave has attracted major clients including OpenAI, Meta Platforms and Microsoft. Notably, Microsoft accounted for 62% of CoreWeave's revenue in 2024. Being CoreWeave's major GPU supplier and an early investor, it's safe to say that Nvidia has earned significant revenue from the partnership and the appreciation of its equity stake of over 24 million CRWV shares. CoreWeave & Nvidia's Sales Growth Pinpointing the market's high sentiment for CoreWeave and alluding to lucrative earnings potential is the company's rapid top-line expansion. CoreWeave's total sales are expected to skyrocket 164% this year to $5.02 billion compared to $1.9 billion in 2024. Zacks' projections call for CoreWeave's sales to soar another 127% next year to $11.41 billion. Attributed to the AI boom, this type of growth has warranted investors to pull CoreWeave into Nvidia's stratosphere, as Nvidia's top line has expanded over 680% in the last five years from sales of $16.67 billion in its fiscal 2021 to $130.5 billion last year. Nvidia's sales are currently projected to increase 51% in its current fiscal year 2026 and are projected to leap another 25% in FY27 to $247.24 billion. CRWV & NVDA EPS Revisions Although CoreWeave is not expected to be profitable yet after being founded in 2017, it's still imperative to pay attention to the trend of earnings estimate revisions (EPS). Unfortunately, EPS revisions for fiscal 2025 are noticeably down over the last 60 days from estimates that called for an adjusted loss of -$0.37 a share to -$1.30. More concerning, CoreWeave's FY26 EPS estimates have dipped to -$0.17 a share from projections that called for the company to break even two months ago. As for Nvidia, EPS estimates for its FY26 and FY27 are nicely up in the last 30 days, rising 1% and 3% respectively. Known for efficient operational performance, Nvidia's annual earnings are now slated to spike 42% in its FY26 and are projected to climb another 32% in FY27 to $5.60 per share. Conclusion & Final Thoughts CoreWeave and Nvidia have built a powerhouse AI partnership that should benefit and complement each other for the foreseeable future. That said, the rally in CoreWeave stock does look overdone considering the decline in EPS revisions, making it an ideal time to take profits in CRWV. For now, Nvidia appears to be the better AI investment, with the obvious reasons being its track record of efficiency and productivity. Plus, the trend of rising EPS estimates for NVDA is not overwhelming but does allude to the notion that investors could still be rewarded for holding the chip giant's stock, although there may still be better buying opportunities ahead. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks 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 Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis Report CoreWeave Inc. (CRWV): Free Stock Analysis Report
