Latest news with #highperformancecomputing
Yahoo
13 hours ago
- Business
- Yahoo
CoreWeave (CRWV) Plans $6 Billion AI Data Center in Pennsylvania
CoreWeave, Inc. (NASDAQ:CRWV) is one of the 12 Best Performing AI Stocks So Far in 2025. On July 15, CoreWeave, Inc. (NASDAQ:CRWV) announced that it plans to invest more than $6 billion in a new, advanced data center in Lancaster, Pennsylvania. This data center will be designed to support the most cutting-edge AI use cases. The first phase of the project will have a capacity of 100 megawatts (MW), with the potential to expand to 300 MW. According to the report by CoreWeave, Inc. (NASDAQ:CRWV), this will be one of the first large-scale data centers of its kind in the region. A computer programmer developing a software application for high-performance computing. The Lancaster facility will feature modern equipment tailored for demanding AI workloads. CoreWeave, Inc. (NASDAQ:CRWV) expects this facility to help make Pennsylvania and the broader Mid-Atlantic region a key hub in the global AI industry. This new data center will join CoreWeave, Inc.'s (NASDAQ:CRWV) growing network of 33 AI data centers, including 28 located across the US. CoreWeave, Inc. (NASDAQ:CRWV) is an AI Hyperscaler that provides enterprises and leading AI labs with cloud solutions for accelerated computing. The company operates data centers across the US and Europe. While we acknowledge the potential of CRWV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Performing Stocks in the Last 6 Months and 12 Most Owned Stocks by Hedge Funds So Far in 2025. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
3 days ago
- Business
- Yahoo
B. Riley Adjusts Bitdeer (BTDR) PT to $17 as Company Expands Hash Rate, Global Power Capacity
Bitdeer Technologies Group (NASDAQ:BTDR) is one of the tech stocks to buy according to analysts. On July 10, B. Riley lowered its price target on Bitdeer from $18 to $17, while maintaining a Buy rating on the shares. The adjustment showed updated estimates in the high-performance computing space, following a review of Bitdeer's Q2 actuals. In Q1 2025, Bitdeer Technologies reported increasing its self-mining hash rate to 11.5 exahash per second (EH/s), with ambitious plans to reach 40 EH/s by the end of October this year. An exahash per second represents one quintillion hashes per second, indicating the computational power of a blockchain network. Bitdeer is also expanding its global power capacity, anticipating ~500 megawatts of new self-mining power capacity by mid-2025, which would bring its total capacity to nearly 1.6 gigawatts. The expansion includes a focus on geographic diversification, with power capacity in Norway and Bhutan. The company is also developing its own AI technology and has secured a loan agreement with Matrix Finance and Technology Holding Company for ~$200 million to support its expansion. Bitdeer Technologies Group (NASDAQ:BTDR) is a technology company for blockchain and high-performance computing/HPC in Singapore, the US, Bhutan, and Norway. While we acknowledge the potential of BTDR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
Wall Street Journal
4 days ago
- Business
- Wall Street Journal
South Korea's Exports Accelerate, Fueled by Chip Demand
South Korea's export growth was stronger than expected in July, driven largely by strong demand for high-performance computing chips amid the artificial-intelligence boom. Exports from Asia's fourth-largest economy rose 5.9% from a year earlier to $60.82 billion, following a 4.3% gain in June, according to preliminary data released by the trade ministry on Friday.
Yahoo
6 days ago
- Business
- Yahoo
What Does QUBT Actually Do -- and Is the Stock a Buy Right Now?
Key Points Quantum Computing aims to build photonic circuits, which leverage the quantum properties of light particles. The company has a lot of work to do to make an exciting story a reality. The stock's valuation may be challenging to accept at the moment. 10 stocks we like better than Quantum Computing › Companies are racing to develop quantum technology to power new and future applications, ensuring the progress of innovation over the coming decades. Someday, the quantum computing market could be worth hundreds of billions. Among them is Quantum Computing Inc. (NASDAQ: QUBT), which, despite its name, differs from the other quantum computing stocks on the market. It's not a pure-play on quantum computers, but rather on light-based technology, which manipulates photons -- particles of light -- to achieve high computing performance. The company outlined a business path that, if successful, could be a game-changer. So, what does the company actually do, and should investors consider buying the stock right now? Here is what you need to know. What does Quantum Computing Inc. actually do? Quantum Computing Inc. (QCI) is developing photonic technology that leverages light and its quantum mechanical properties for high-performance computing applications, including quantum computing, machine learning, cybersecurity, and others. The company states that photonic technology is capable of high bandwidth and fast processing while consuming low amounts of energy, and can operate in room-temperature environments. That could make it more practical and affordable than some traditional quantum computers, which often require low temperatures or lab-controlled environments. QCI's long-term goal is to become an Nvidia of sorts, selling chips integrated with photonic circuits for various real-world applications. Most of today's chips are made from silicon. QCI is building with thin-film lithium niobate (TFLN). The company recently established a foundry to produce the TFLN components for its quantum machines. Eventually, it aims to refine the technology and miniaturize it to the size of an Nvidia GPU. The business is far more potential than tangible results, at least for now Now might be a good place to pump the brakes a bit, as Quantum Computing Inc. is an extremely early-stage company. QCI recently completed construction of its foundry and has received only five orders as of the first quarter of 2025. The company offers hardware products and software services, but QCI's current customer base is primarily limited to government and academic researchers. As a result, the business has generated about $385,000 in total revenue over the past year. Yes, that's less than half a million dollars. There is no quick ramp-up looming, either. Wall Street analysts expect Quantum Computing Inc. to finish 2025 with $600,000 in revenue and just $2.9 million the following year. Research by Mordor Intelligence estimates the addressable market for photonic integrated circuits was $15.4 billion in 2024 and projects it will grow to $38.4 billion by 2029. Given QCI's virtually non-existent revenue, it's clear that the company is not yet ready to capitalize on the opportunity. Meanwhile, QCI has numerous competitors in the space, including Cisco Systems, International Business Machines, and Marvell Technology. Is the stock a buy now? Putting all of this together It may take at least a few more years to gain a clear understanding of Quantum Computing Inc.'s position in the Photonic Integrated Circuit industry or the broader quantum computing market. That means investors who buy the stock today are taking a massive leap of faith in the company. Such limited revenue makes the stock's current $2.6 billion market cap, roughly 90 times next year's revenue estimate, tough to stomach. It leaves investors at risk of severe losses if something happens to the company that sours the market's sentiment. Quantum Computing Inc. may be trying to replicate Nvidia's business, but its limited revenue suggests it's lagging in the Photonic Integrated Circuit field, rather than leading it. Consider allowing Quantum Computing Inc. to prove itself, establish a larger revenue base, and then reevaluate the stock's investment potential. It's just not there yet. Should you invest $1,000 in Quantum Computing right now? Before you buy stock in Quantum Computing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Quantum Computing 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 $633,452!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,083,392!* Now, it's worth noting Stock Advisor's total average return is 1,046% — a market-crushing outperformance compared to 183% 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 July 29, 2025 Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cisco Systems, International Business Machines, and Nvidia. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy. What Does QUBT Actually Do -- and Is the Stock a Buy Right Now? was originally published by The Motley Fool
Entrepreneur
6 days ago
- Business
- Entrepreneur
Teramount Raises $50M to Tackle AI's Deepest Bottleneck: Optical Connectivity at Scale
With backing from AMD, Samsung Catalyst, Hitachi Ventures, and Koch Disruptive Technologies, Israeli startup Teramount is bringing semiconductor-grade scalability to fiber-optic interconnects for AI and high-performance computing. Opinions expressed by Entrepreneur contributors are their own. You're reading Entrepreneur Asia Pacific, an international franchise of Entrepreneur Media. As AI models grow larger, faster, and more power-hungry, a new bottleneck has emerged - and it's not inside the chip. It's between them. Teramount, an Israeli startup building infrastructure to solve one of AI's least visible but most urgent hardware problems - optical connectivity between chips - announced today a $50 million Series A round. The funding is led by Koch Disruptive Technologies (KDT), with participation from AMD Ventures, Hitachi Ventures, Samsung Catalyst Fund, Wistron, and Grove Ventures. The round signals growing industry consensus around an complex but mission-critical challenge: enabling fast, energy-efficient data movement between processors inside increasingly dense AI systems. While GPU and accelerator innovation has received the lion's share of attention in recent years, the pipes connecting those compute elements - often still copper - are now dragging down overall system performance. Teramount's solution is centered around its TeraVerse™ platform - a passive, self-aligning optical connector that links fiber-optic cables to silicon photonics chips inside Co-Packaged Optics (CPO) systems. What makes it unique is not just the performance, but its manufacturability. Using patented PhotonicPlug™ and PhotonicBump™ technology, Teramount enables fiber-to-chip connectivity using standard semiconductor tools and workflows, eliminating the need for expensive, manual fiber alignment. That approach mirrors what Taha calls "the fabless moment" for photonics. Much like the chip industry separated design, fabrication, and packaging to enable scale, Teramount's platform aligns optical integration with the high-volume realities of modern semiconductor production. It's a direction that's resonating. The company has active partnerships with leading semiconductor foundries and OSATs (outsourced semiconductor assembly and test providers), including Tower Semiconductor and GlobalFoundries. With the shift toward Co-Packaged Optics - in which optics and compute sit side-by-side in the same package - major players are under pressure to find fiber solutions that don't break the packaging model. The investor roster reflects that urgency. AMD Ventures' participation signals the increasing relevance of optical interconnects for compute architecture itself. Samsung Catalyst Fund and Hitachi Ventures, both active in silicon photonics, add strategic depth. And KDT's involvement suggests a long-term bet on Teramount becoming a foundational layer in AI infrastructure. "This investment, which brings together strong financial and strategic investors representing important parts of the optical connectivity ecosystem, is a testament to the potential of our technology in AI infrastructure and other high-performance applications," said Taha. "We are grateful to our new and existing investors for their support." Teramount's plug-and-play design also solves a persistent problem in optical systems: serviceability. Unlike permanently bonded fibers, its connectors are detachable and modular - a key requirement for large-scale data center deployments. The new capital will be used to expand the company's team and scale to volume production, with the goal of positioning Teramount as a key enabler of the Co-Packaged Optics ecosystem just as hyperscalers and chipmakers ramp up adoption. As photonics moves from lab-scale demonstrations to industrial deployment, the real challenge isn't just about how light moves through glass - it's about how that glass connects to the chip, at scale. Teramount is betting that solving that problem isn't a side story in AI's next chapter. It's the missing link.
