Voltage Park Addresses Kubernetes Complexity for AI Developers with New Managed Offering
SAN FRANCISCO--(BUSINESS WIRE)-- Voltage Park, the company building the future of AI factories with world-class performance and service, today announced the launch of its managed Kubernetes service. This fully-managed Kubernetes control plane solution is specifically designed to simplify and accelerate the deployment of containerized AI and machine learning workloads on Voltage Park's high-performance bare metal GPU clusters.
By offloading the operational overhead—including setup, security, patching, and monitoring—Voltage Park enables customers such as Radical.ai to focus their resources on building, training, and deploying cutting-edge models
Share
Workloads running on Voltage Park's high-performance bare metal GPU clusters benefit from a fully managed Kubernetes infrastructure. By offloading the operational overhead—including setup, security, patching, and monitoring—Voltage Park enables customers such as Radical.ai to focus their resources on building, training, and deploying cutting-edge models, rather than managing complex infrastructure.
This launch marks a significant step in Voltage Park's mission to create a seamless AI factory, integrating optimized hardware with intelligent software to provide accessible, high-performance AI infrastructure. This managed Kubernetes offering was developed in direct response to feedback from AI pioneers and ML engineers who require robust, production-ready environments without the steep learning curve or operational overhead of managing Kubernetes themselves.
Saurabh Giri, CPTO at Voltage Park, shares, 'Across the spectrum of AI infrastructure I've worked with – from vast, general-purpose clouds to bespoke, specialized systems – the challenge isn't just accessing compute, but unlocking its full potential with agility. The Voltage Park AI factory is our blueprint for this. Our managed Kubernetes service, a key pillar of the Voltage Park AI factory, is engineered to do just that. We streamline the complex orchestration of bare metal GPUs, so that AI teams can focus on rapidly building and deploying their workloads.'
While Voltage Park handles the provisioning, updates, and health monitoring of the Kubernetes control plane, seamlessly integrated with bare metal clusters, AI/ML teams are able to:
Bypass the complexities of Kubernetes control plane setup, security patching, and ongoing maintenance.
Dedicate their expertise to developing, training, and deploying cutting-edge models.
Leverage the full power of Kubernetes for their GPU-accelerated applications without the prerequisite of deep Kubernetes expertise, fostering faster innovation cycles.
To accelerate readiness for AI workloads, Voltage Park's managed Kubernetes includes pre-configured, yet customizable, essential components on worker nodes:
NVIDIA GPU Operator: Ensures seamless NVIDIA driver management and device plugin operation for optimal GPU utilization.
Prometheus and Grafana: Provides a robust, out-of-the-box monitoring stack for real-time insights into cluster and application performance.
SentinelOne: Delivers enhanced security observability and threat detection for containerized environments.
These defaults are fully customizable, allowing teams to tailor the environment to their specific workflow and tooling preferences. It is engineered to empower research institutions, AI startups, and enterprise AI labs working on demanding deep learning, model training, and high-performance computing workloads.
Currently tailored for optimal performance on bare metal GPU clusters, Voltage Park is actively working to extend Managed Kubernetes support to virtual machine environments in future iterations, offering even greater flexibility.
About Voltage Park
Voltage Park is your enterprise AI factory. We offer scalable compute power, on-demand and reserved bare metal AI infrastructure using NVIDIA GPUs, with world-class service, performance and value. Whether you need on-demand bursts or long-term reserve AI compute, we offer virtual machines and bare metal access with transparent pricing, leveraging the latest NVIDIA GPUs for high-performance, secure and reliable computing. With our top-tier support, we help power everyone from builders to enterprises to unlock AI's full potential — quickly, flexibly and without hidden costs. For more information visit www.voltagepark.com or follow us on LinkedIn and X.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
2 hours ago
- Yahoo
Why Costco Stock (COST) May Be a Smarter Investment Than Big Tech
Costco (COST) has long been a market favorite, but its current valuation has even the most bullish investors raising eyebrows as the company trades near all-time highs. Trading at earnings multiples that outpace some of the world's biggest tech giants, it's fair to ask: how can a warehouse selling pallets of toilet paper and rotisserie chickens possibly justify such a steep premium? At first glance, the numbers don't add up. Comparing Costco to tech companies indicates a rather inflated valuation for the wholesaler. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Timid growth projections, razor-thin margins, and a business model that hasn't changed much in decades don't exactly scream innovation. And yet, Costco continues to climb—largely, in my view, due to one key factor: risk perception. Because the company's business model is so heavily anchored in predictable, recurring revenue from membership fees, its earnings stream is exceptionally stable. That stability arguably justifies the stock's lofty valuation—and forms the backbone of my bullish thesis, even if there's little to no margin of safety. I agree with Costco's critics—those who are skeptical about a warehouse full of assorted goods trading at a forward P/E of 58, a multiple literally higher than tech giant and AI trailblazer Nvidia. For a company like Costco, which has grown revenue at a ~10% CAGR over the past five years and operating income by 15%—yet is only expected by analysts to grow revenue at a 5% CAGR over the next five—it really doesn't make much sense, at first glance, for the business to trade at such a steep premium. But here's what a lot of market participants miss when analyzing companies: valuations based on net earnings are heavily anchored to one key factor—risk. And unlike earnings, there's no single, universally accepted measure of risk. Some investors focus on beta, while others consider regulatory threats or macroeconomic exposure. Ultimately, each investor views the situation through their own lens. That's where Costco stands out as a rare case: a recurring revenue model outside of the tech sector. Customers pay an annual membership fee—ranging from $60 to $120 in the U.S.—just to shop in its warehouses. Costco likely converts nearly all of that directly into operating profit (though the company doesn't explicitly disclose this), which allows the business to be highly profitable even while selling goods at razor-thin margins. In the most recent quarter, membership income rose 10% year-over-year, with a staggering 93% renewal rate in North America. That kind of brand loyalty and perceived value creates a business model with very little risk of earnings volatility. And because of that, Costco functions like a defensive stock, offering low risk and a high degree of predictability in returns. So, while the valuation may look stretched on the surface, this level of stability and cash flow certainty arguably justifies a premium multiple. While only about 2% of Costco's total revenue comes from membership fees, those fees account for more than half of the company's total operating income. At this kind of scale, there's simply no other retailer that can pull off a high-volume, low-margin model quite like the Issaquah, Washington-based warehouse giant. Main Street Data indicates that Costco's revenues are inching higher while membership fees remain a staple. That's why, even during periods of weak consumer spending, Costco tends to remain highly profitable—not just because of its membership model, but because it consistently gains market share from competitors. By keeping margins razor-thin on discretionary items, and with shoppers naturally shifting toward essentials during times of financial stress, Costco puts pressure on rival retailers that simply can't match its pricing without cutting into their own profitability. Take Q3, for example: Costco's comparable sales rose 8% year-over-year to $62 billion, while peers like Target (TGT) saw comparable sales shrink and were forced to revise earnings guidance downward. This highlights how Costco isn't just weathering macroeconomic headwinds—it's actually growing through them. In other words, macro risks seem to have a much lighter impact on a company like Costco. While Costco's relatively low-risk business model may warrant a valuation premium, it's worth exploring what an appropriate stock price might look like under simplified assumptions. For this analysis, I'll estimate an equity value for Costco using a basic perpetuity-based discounted cash flow (DCF) model. Let's begin with the fact that, in fiscal year 2024, Costco generated approximately $4.8 billion in membership fee revenue. While this isn't equivalent to free cash flow, it serves as a reasonable proxy for recurring operating cash flow due to its stable and high-margin nature. With Costco's current market capitalization at approximately $470 billion, we can reverse-engineer the valuation. If we assume a 6% discount rate—reflecting the company's relatively low risk profile despite the 10-year Treasury yield sitting around 4.4%—and a perpetual growth rate of 5%, the implied equity value is approximately $480 billion, or about $1,083 per share. This closely aligns with Costco's current share price. These assumptions appear fairly reasonable and suggest that Costco's valuation is justified under optimistic, yet not unrealistic, conditions. However, using a more conservative 7% discount rate, while keeping other assumptions constant, would cut the implied equity value significantly, roughly in half. In summary, while Costco does not appear overvalued under favorable scenarios, the current valuation leaves little room for error. A meaningful margin of safety may only emerge if macroeconomic conditions shift, such as a recession prompting lower risk-free rates and, in turn, greater tolerance for elevated valuation multiples. Out of the 25 analysts who have covered COST in the past three months, 17 rate the stock as a Buy, while the remaining eight call it a Hold. So, while the overall sentiment is moderately bullish, the average price target of $1,096.36 implies ~8.5% upside from the current share price over the next twelve months. Given the strength and stability of Costco's underlying business model, its premium valuation multiples appear justifiable. At present, there are no significant concerns that would challenge a constructive outlook on the stock. However, it's important to note that the current valuation offers limited—if any—margin of safety. As such, I maintain a cautious Buy rating on Costco. While near-term upside may be constrained, the company remains well-positioned to deliver steady, long-term compound growth. Disclaimer & DisclosureReport an Issue
Yahoo
3 hours ago
- Yahoo
Prediction: This Artificial Intelligence (AI) Stock Could Hit a $6 Trillion Valuation by 2030
Nvidia is currently the world's largest company by market cap. The semiconductor giant still has a lot of room for growth, considering the potential investment in artificial intelligence (AI) infrastructure over the next five years. Nvidia has additional catalysts coming into play that could allow it to sustain terrific growth and hit a $6 trillion valuation in the future. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) is the most valuable company in the world as of this writing, with a market cap of $3.4 trillion, and it has reached this position thanks to a tremendous rally of more than 1,500% in its stock price in the past five years. Investors will now be wondering if Nvidia has the potential to deliver more upside over the next five years following this phenomenal run. However, don't be surprised to see this semiconductor giant's shares jump higher and attain a $6 trillion valuation by the end of the decade. Let's take a closer look at the factors that could help Nvidia hit that milestone by 2030. Robust demand for Nvidia's AI chips has been the biggest reason behind the stock's terrific surge in recent years. The good part is that Nvidia continues to generate a massive amount of revenue from its AI chip business despite tackling headwinds such as export restrictions to key markets like China. This was evident from Nvidia's latest results for the first quarter of fiscal 2026 (which ended on April 27). The company's revenue shot up 69% year over year to $44.1 billion during the quarter, even though it lost $2.5 billion in revenue in fiscal Q1, owing to the restrictions on sales of its chips to China. The chipmaker also incurred a $4.5 billion inventory charge to write down the value of chips that were intended for the Chinese market. Moreover, Nvidia's fiscal Q2 revenue would take an $8 billion hit on account of the China-related restrictions. But the good part is that the company's guidance for the current quarter still calls for a 50% year-over-year increase in revenue, while its earnings are expected to increase by 44% despite anticipated loss in Chinese revenue. CEO Jensen Huang admitted on Nvidia's latest earnings conference call that the $50 billion Chinese market is now effectively closed to U.S. players such as Nvidia. Even then, analysts have increased their revenue estimates. That's not surprising, as Nvidia still has a massive sales opportunity in AI chips beyond the Chinese market. It is now entering new markets such as Saudi Arabia to build AI factories "powered by several hundred thousand of Nvidia's most advanced GPUs over the next five years," according to the company. Additionally, massive AI infrastructure projects such as Stargate, from which Nvidia has started benefiting already, could help it mitigate the lost opportunity in China. Management consulting firm McKinsey & Company predicts that AI-capable data centers could require investments worth a whopping $5.2 trillion by 2030 to build enough computing power to handle training and inference workloads. So investors would do well to look past the China-related problems that Nvidia is currently facing, as the broader opportunity in the AI data center market should be lucrative enough to help the chipmaker keep growing at a healthy pace for the next five years. Moreover, Nvidia is showing no signs of losing its grip over the AI chip market. Its data center revenue shot up an impressive 73% year over year to $39 billion in the previous quarter. That was miles ahead of Broadcom's $4 billion AI revenue and AMD's $3.7 billion data center sales in the previous quarter, the two chipmakers that are considered to be the closest to Nvidia in the AI chip race. Nvidia's data center growth was higher than the 57% growth recorded by AMD in this segment and close to the 77% growth in Broadcom's AI revenue, even though it has a much larger revenue base. This is a testament to just how popular Nvidia's AI chips are, with the company's latest generation of Blackwell processors already a major hit among cloud computing giants within two quarters of hitting the market. Even better, Nvidia has moved past just selling AI hardware. It also offers access to models that help customers train and deploy AI agents, along with other enterprise AI applications that allow customers to improve the efficiency of their large language models (LLMs). Its enterprise platforms are gaining traction in diverse industries such as cybersecurity and restaurants where companies are deploying Nvidia's solutions to streamline their operations or to build agentic AI applications. All this indicates that investors shouldn't miss the forest for the trees, as Nvidia's long-term prospects aren't dependent on just China. There is still a lot of room for growth in the AI chip market, and the company's diversification into other areas such as enterprise AI applications and automotive should be enough to power remarkable growth over the next five years. Nvidia is currently trading at 23 times sales. While that's three times the U.S. technology sector's average price-to-sales ratio, the company's dominant position in AI chips, the prospects of this market, and the other catalysts that are coming into play help justify that valuation. We have already seen in the chart that Nvidia's top line is expected to jump to $292 billion in three years. If it maintains its sales multiple at that time, it will be able to easily surpass a $6 trillion valuation in just three years, representing a big jump from current levels. However, if we assume Nvidia's top-line growth slows after fiscal 2028 to an annual rate of 15% in fiscal 2029 and 2030 from the 31% compound annual growth rate that it is forecast to clock between fiscal 2026 and 2028 (using fiscal 2025 revenue of $130.5 billion as the base), its annual revenue could jump to $386 billion after five years. If Nvidia trades at a discounted 15 times sales at that time, it could still hit a $6 trillion valuation by 2030. So, investors can still consider buying this AI stock in anticipation of more upside in the long run, as it seems capable of maintaining its healthy growth rate over the next five years. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia 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 $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. Prediction: This Artificial Intelligence (AI) Stock Could Hit a $6 Trillion Valuation by 2030 was originally published by The Motley Fool 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
5 hours ago
- Yahoo
Broadcom could blow past Nvidia, expert predicts
Broadcom could blow past Nvidia, expert predicts originally appeared on TheStreet. One of the tech sector's most dominant players just reported strong earnings for Q2 2025, beating Wall Street estimates. Broadcom () has performed well since the start of the year, recovering from some April volatility and demonstrating strong resilience. Now the multi-faceted tech company, known for producing custom silicon chips and infrastructure software products, looks well-positioned to continue rising. 💵💰💰💵 Despite all its success since the start of the artificial intelligence (AI) boom, Broadcom remains consistently overshadowed by Nvidia () , the chipmaking industry's undisputed leader. But as the company prepares to enter a new quarter, multiple investing experts have flagged it as a likely winner in the coming year. For months, AI investors have wondered when and if Broadcom can step out of its rival's shadow and establish itself as a market leader. Now, two financial experts believe that day may be approaching. Earlier this week, TheStreet's Charley Blaine predicted that Broadcom's earnings could produce shock and awe, urging investors not to dismiss the stock's year-to-date (YTD) performance. Now the company has posted them, coming in above Wall Street estimates on earnings-per-share (EPS) and issuing strong revenue shows progress from the chipmaker as it maneuvers to stay ahead in a highly volatile market and compete with other semiconductor producers. Many companies have found it difficult to hold their own against Nvidia, primarily due to the company's popularity among hyperscalers, firms that provide cloud services or large-scale data centers. Freedom Capital Markets Chief Global Strategist Jay Woods recently addressed Broadcom's prospects, though, noting that Nvidia hasn't been able to lead the industry in the way that investors need. As he sees it, this may create a key opportunity for Broadcom. 'The semiconductor company has grown mightily in Nvidia's shadows for years now,' he states. 'Shares have rallied just over 500% from its 2022 lows, which pales [in comparison] to the 1250+% rally in Nvidia. However, over the past 52 weeks, AVGO shares are leading up 84% compared to Nvidia's 15% gain.' Woods adds that Broadcom is 'basically Nvidia's baby brother,' with a slightly lower trillion-dollar market cap and a place in exchange-traded funds (ETFs) such as the VanEck Semiconductor ETF SMH and the Technology Sector ETF XLK, as well as the Nasdaq 100 index. He notes that following Nvidia's earnings, Broadcom has an opportunity to step out of the larger chipmaker's shadow and lead semiconductor stocks higher. However, the strategist adds that many large-cap tech stocks have struggled to reach new highs lately, citing Microsoft () as a key example. More Tech Stocks News: Veteran trader turns heads with Netflix comments Tempus AI hits back at scathing short report Salesforce makes a big bet on booming tech market While AVGO stock has dipped slightly since the recent earnings report, the company's leaders seem convinced that AI demand will help it continue growing. 'We continue to make excellent progress on the multiyear journey of enabling our three customers and four prospects to deploy custom AI accelerators,' states CEO Hock Tan. Following the Broadcom earnings, Wall Street sentiment toward AVGO stock has only improved. BofA Securities analyst Vivek Arya recently raised his price target to $300 per share, urging investors to focus on the company AI's surge rather than speculation based on quarterly results.'We rate Broadcom Buy due to its high-quality diversified exposure to secular product cycles in the smartphone, cloud data center, telecom, and enterprise storage markets,' Arya states. 'Additionally, with 45%+ EBITDA/FCF margins, Broadcom is among the most profitable semiconductor companies, which is likely to continue to drive strong cash returns.' His firm isn't the only one that remains bullish on Broadcom. Seaport Research reiterated a Buy rating on AVGO on June 4, citing the company's new Tomahawk 6 as a likely growth catalyst. The company describes this new AI chip as a 'turning point in AI infrastructure design,' highlighting unprecedented demand from both its customers and partners. Laffer Tengler Investments CEO Nancy Tengler also highlights this as a likely step forward, highlighting it as 'another example of staying on the forefront of innovation.' She adds that in her firm's opinion, AVGO stock's valuation is full but still fair, even after its recent could blow past Nvidia, expert predicts first appeared on TheStreet on Jun 7, 2025 This story was originally reported by TheStreet on Jun 7, 2025, where it first appeared. 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
