Latest news with #AlexandraRotaru
Yahoo
23-04-2025
- Business
- Yahoo
Is Ambarella, Inc. (AMBA) the Best Edge Computing Stock to Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where Ambarella, Inc. (NASDAQ:AMBA) stands against other best edge computing stocks to buy according to hedge funds. Tech companies have been on a tear in recent years, particularly due to the rise of AI. However, other segments within the tech sector might warrant your attention, like cloud computing, particularly edge computing. Edge computing differs from cloud computing in that it brings computing power to where the data is created. Since data does not have to travel a lot, it can be processed much quicker compared to centralized computing, like Amazon Web Services (AWS). The amount of data being created is growing at an exponential rate as more devices are being connected to the internet. Edge computing makes things easier as data is processed close to where it is made. The edge computing market is expected to get a big push from the rise of artificial intelligence (AI), with total spending projected to reach $380 billion by 2028, according to a new IDC report. Businesses are expected to gradually move away from traditional on-site hardware and instead put more money into cloud-based infrastructure-as-a-service (IaaS) solutions that support AI workloads at the edge. IDC estimates that global spending on edge computing will hit $261 billion in 2025, and that number is expected to grow by nearly 14% each year. The main driver behind this surge is the increasing demand for powerful systems that can handle AI tasks. According to Alexandra Rotaru of IDC, the Internet of Things (IoT) still leads as the top use case for edge computing, but AI, augmented reality (AR), virtual reality (VR), robotics, and drones are quickly catching up. 'IoT is still the biggest, but AI and AR are growing fast. In about a year, AI may become the fastest-growing area,' Rotaru said. Right now, most of the spending is going into on-premises setups—things like servers and storage systems—to meet current needs. Rotaru noted that even though it's already a large market, there's still room for growth because this infrastructure is so important. IDC's report looked at many industries and found that the biggest edge spending will come from retail, manufacturing, transportation, utilities, and finance. These sectors continue to invest in technology despite economic uncertainties. Rotaru added that recent surveys show businesses are more optimistic about IT spending in 2025 than they were for 2024. This confidence matches findings from a PwC Global AI Study, which reported that most business leaders see AI as a major advantage and are either using it or planning to adopt it soon. While companies are currently focused on buying hardware, IDC expects many to shift toward cloud and service-provider-based IaaS as time goes on. This opens the door for cloud companies to capitalize on their existing infrastructure. Rotaru said this shift is happening because cloud providers are becoming more capable of handling AI workloads at scale. We reviewed edge computing ETFs to compile a preliminary list of stocks and then selected the ones that were the most popular among elite hedge funds, as of Q4 2024. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A scientist in a lab coat and goggles operating a state-of-the-art semiconductor production Inc. (NASDAQ:AMBA) makes software and low-power AI-chips for edge devices like sensors. Its technology enables real-time functions such as object recognition and video analysis while conserving power and bandwidth. The company's technology is applied in automotive cameras, security systems, drones, robots, industrial machines, and consumer cameras. Their radar software enhances the accuracy and efficiency of existing radar chips, improving performance in mobility solutions. By processing data on devices (vs. cloud), Ambarella's edge AI reduces delays, boosts efficiency, and enhances privacy. On March 31, Ambarella, Inc. (NASDAQ:AMBA) announced significant developments in edge generative AI technology. The company shipped 30 million cumulative edge AI systems on chip. These developments highlight its leading position as a supplier of edge AI systems on chip. It also underscores the company's ability to enable scalable high performance and a vision of AI applications across edge inference CVflow. Its latest 3.0 AI SoC portfolios should be able to support GenAI models from 0.5 to 34 billion parameters. Overall, AMBA ranks 12th on our list of best edge computing stocks to buy according to hedge funds. While we acknowledge the potential of AMBA as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AMBA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
23-04-2025
- Business
- Yahoo
Is NVIDIA Corporation (NVDA) the Best Edge Computing Stock to Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other best edge computing stocks to buy according to hedge funds. Tech companies have been on a tear in recent years, particularly due to the rise of AI. However, other segments within the tech sector might warrant your attention, like cloud computing, particularly edge computing. Edge computing differs from cloud computing in that it brings computing power to where the data is created. Since data does not have to travel a lot, it can be processed much quicker compared to centralized computing, like Amazon Web Services (AWS). The amount of data being created is growing at an exponential rate as more devices are being connected to the internet. Edge computing makes things easier as data is processed close to where it is made. The edge computing market is expected to get a big push from the rise of artificial intelligence (AI), with total spending projected to reach $380 billion by 2028, according to a new IDC report. Businesses are expected to gradually move away from traditional on-site hardware and instead put more money into cloud-based infrastructure-as-a-service (IaaS) solutions that support AI workloads at the edge. IDC estimates that global spending on edge computing will hit $261 billion in 2025, and that number is expected to grow by nearly 14% each year. The main driver behind this surge is the increasing demand for powerful systems that can handle AI tasks. According to Alexandra Rotaru of IDC, the Internet of Things (IoT) still leads as the top use case for edge computing, but AI, augmented reality (AR), virtual reality (VR), robotics, and drones are quickly catching up. 'IoT is still the biggest, but AI and AR are growing fast. In about a year, AI may become the fastest-growing area,' Rotaru said. Right now, most of the spending is going into on-premises setups—things like servers and storage systems—to meet current needs. Rotaru noted that even though it's already a large market, there's still room for growth because this infrastructure is so important. IDC's report looked at many industries and found that the biggest edge spending will come from retail, manufacturing, transportation, utilities, and finance. These sectors continue to invest in technology despite economic uncertainties. Rotaru added that recent surveys show businesses are more optimistic about IT spending in 2025 than they were for 2024. This confidence matches findings from a PwC Global AI Study, which reported that most business leaders see AI as a major advantage and are either using it or planning to adopt it soon. While companies are currently focused on buying hardware, IDC expects many to shift toward cloud and service-provider-based IaaS as time goes on. This opens the door for cloud companies to capitalize on their existing infrastructure. Rotaru said this shift is happening because cloud providers are becoming more capable of handling AI workloads at scale. We reviewed edge computing ETFs to compile a preliminary list of stocks and then selected the ones that were the most popular among elite hedge funds, as of Q4 2024. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a colorful high-end graphics card being plugged in to a gaming Corporation (NASDAQ:NVDA) aids edge computing through its powerful GPUs and software platforms, which enable AI, graphics, and compute-intensive tasks that run locally. The semiconductor behemoth's Jetson platform is built particularly for edge computing, which often involves real-time AI. The company doesn't only make hardware. It has software ecosystems for building and deploying edge AI. Its Isaac, DeepStream, and Metropolis platforms help clients rapidly deploy AI models at the edge, not only in the data center. NVIDIA Corporation (NASDAQ:NVDA) is poised for continued growth, driven by its leadership in AI infrastructure, data center solutions, and gaming technology. According to the company, its technology has long-term usability. The company's revenue has more than doubled in each of the last two fiscal years. Its bargaining power is evident in its operating margin which has expanded to a stellar 62.4% in 2024. Analysts expect the company to continue to grow at a blistering pace. The company's revenue is expected to grow at 23.7% annually over the next 4 financial years. At GTC 2025, the company announced collaborations with Cisco and T-Mobile to develop AI-native 6G wireless technology, marking its expansion into edge AI markets. These partnerships aim to integrate its AI capabilities with next-generation wireless technologies. Overall, NVDA ranks 1st on our list of best edge computing stocks to buy according to hedge funds. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
22-04-2025
- Business
- Yahoo
Is Palo Alto Networks, Inc. (PANW) the Best Edge Computing Stock to Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where Palo Alto Networks, Inc. (NASDAQ:PANW) stands against other best edge computing stocks to buy according to hedge funds. Tech companies have been on a tear in recent years, particularly due to the rise of AI. However, other segments within the tech sector might warrant your attention, like cloud computing, particularly edge computing. Edge computing differs from cloud computing in that it brings computing power to where the data is created. Since data does not have to travel a lot, it can be processed much quicker compared to centralized computing, like Amazon Web Services (AWS). The amount of data being created is growing at an exponential rate as more devices are being connected to the internet. Edge computing makes things easier as data is processed close to where it is made. The edge computing market is expected to get a big push from the rise of artificial intelligence (AI), with total spending projected to reach $380 billion by 2028, according to a new IDC report. Businesses are expected to gradually move away from traditional on-site hardware and instead put more money into cloud-based infrastructure-as-a-service (IaaS) solutions that support AI workloads at the edge. IDC estimates that global spending on edge computing will hit $261 billion in 2025, and that number is expected to grow by nearly 14% each year. The main driver behind this surge is the increasing demand for powerful systems that can handle AI tasks. According to Alexandra Rotaru of IDC, the Internet of Things (IoT) still leads as the top use case for edge computing, but AI, augmented reality (AR), virtual reality (VR), robotics, and drones are quickly catching up. 'IoT is still the biggest, but AI and AR are growing fast. In about a year, AI may become the fastest-growing area,' Rotaru said. Right now, most of the spending is going into on-premises setups—things like servers and storage systems—to meet current needs. Rotaru noted that even though it's already a large market, there's still room for growth because this infrastructure is so important. IDC's report looked at many industries and found that the biggest edge spending will come from retail, manufacturing, transportation, utilities, and finance. These sectors continue to invest in technology despite economic uncertainties. Rotaru added that recent surveys show businesses are more optimistic about IT spending in 2025 than they were for 2024. This confidence matches findings from a PwC Global AI Study, which reported that most business leaders see AI as a major advantage and are either using it or planning to adopt it soon. While companies are currently focused on buying hardware, IDC expects many to shift toward cloud and service-provider-based IaaS as time goes on. This opens the door for cloud companies to capitalize on their existing infrastructure. Rotaru said this shift is happening because cloud providers are becoming more capable of handling AI workloads at scale. We reviewed edge computing ETFs to compile a preliminary list of stocks and then selected the ones that were the most popular among elite hedge funds, as of Q4 2024. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A cutting-edge computer lab full of IT experts monitoring the security of multiple Alto Networks, Inc. (NASDAQ:PANW) has a comprehensive set of security solutions custom-made for edge environments. As edge computing decentralizes data processing closer to users and devices, robust security measures become crucial. Palo Alto Networks, Inc. (NASDAQ:PANW) addresses these needs through several key offerings. The company's SASE framework integrates networking and security functions into a unified, cloud-delivered service, enhancing secure access to applications and data across several environments, including edge locations. The company recently said that it has surpassed $1.5 billion in total sales via Alphabet's (GOOG) Google Cloud Marketplace as of April. Google Cloud Marketplace allows clients to buy applications that have been validated to run on Google Cloud, Palo Alto said, adding that it offers 31 Google Cloud Marketplace listings. On April 1, Stephens & co. initiated coverage of the company with an equal-weight rating, with a price target of $205. The firm acknowledged the company's strong leadership in network security. However, Stephens would like to look for a more attractive entry point for the stock. It views the current risk/reward as neutral. Overall, PANW ranks 4th on our list of best edge computing stocks to buy according to hedge funds. While we acknowledge the growth potential of PANW, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than PANW but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
22-04-2025
- Business
- Yahoo
Is Fastly, Inc. (FSLY) the Best Edge Computing Stock to Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where Fastly, Inc. (NYSE:FSLY) stands against other best edge computing stocks to buy according to hedge funds. Tech companies have been on a tear in recent years, particularly due to the rise of AI. However, other segments within the tech sector might warrant your attention, like cloud computing, particularly edge computing. Edge computing differs from cloud computing in that it brings computing power to where the data is created. Since data does not have to travel a lot, it can be processed much quicker compared to centralized computing, like Amazon Web Services (AWS). The amount of data being created is growing at an exponential rate as more devices are being connected to the internet. Edge computing makes things easier as data is processed close to where it is made. The edge computing market is expected to get a big push from the rise of artificial intelligence (AI), with total spending projected to reach $380 billion by 2028, according to a new IDC report. Businesses are expected to gradually move away from traditional on-site hardware and instead put more money into cloud-based infrastructure-as-a-service (IaaS) solutions that support AI workloads at the edge. IDC estimates that global spending on edge computing will hit $261 billion in 2025, and that number is expected to grow by nearly 14% each year. The main driver behind this surge is the increasing demand for powerful systems that can handle AI tasks. According to Alexandra Rotaru of IDC, the Internet of Things (IoT) still leads as the top use case for edge computing, but AI, augmented reality (AR), virtual reality (VR), robotics, and drones are quickly catching up. 'IoT is still the biggest, but AI and AR are growing fast. In about a year, AI may become the fastest-growing area,' Rotaru said. Right now, most of the spending is going into on-premises setups—things like servers and storage systems—to meet current needs. Rotaru noted that even though it's already a large market, there's still room for growth because this infrastructure is so important. IDC's report looked at many industries and found that the biggest edge spending will come from retail, manufacturing, transportation, utilities, and finance. These sectors continue to invest in technology despite economic uncertainties. Rotaru added that recent surveys show businesses are more optimistic about IT spending in 2025 than they were for 2024. This confidence matches findings from a PwC Global AI Study, which reported that most business leaders see AI as a major advantage and are either using it or planning to adopt it soon. While companies are currently focused on buying hardware, IDC expects many to shift toward cloud and service-provider-based IaaS as time goes on. This opens the door for cloud companies to capitalize on their existing infrastructure. Rotaru said this shift is happening because cloud providers are becoming more capable of handling AI workloads at scale. We reviewed edge computing ETFs to compile a preliminary list of stocks and then selected the ones that were the most popular among elite hedge funds, as of Q4 2024. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A technician pointing at a projection of the company's geolocation businesses depend a lot on giving people smooth and fast online experiences. Fastly, Inc. (NYSE:FSLY) helps them do this with its edge cloud platform, which sends digital content quickly and safely to users. This helps websites and apps load faster and work better. The company does more than regular content delivery networks (CDNs). It also includes security tools, real-time data handling and lets developers run code right near the user, instead of far away in a central server. This is great for things like shopping, streaming, or live videos where fast response times are important. While Fastly, Inc. (NYSE:FSLY) is a long-term prospect, according to analysts, the stock is facing short-term headwinds. The company closed out 2024, reporting a record fourth-quarter 2024 revenue of $140.6 million. This exceeded its guidance range of $136 million to $140 million. However, it represented a paltry 2% growth, both year over year and quarter over quarter. That said, the company saw better-than-expected seasonal traffic, along with market-share gains at the year-end. For the fiscal year 2024, the company generated revenue of $544 million, representing 7% year-over-year growth. On March 20, Oppenheimer resumed its 'Perform' rating on the stock, highlighting operational hurdles that could limit its near-term performance. Overall, FSLY ranks 13th on our list of best edge computing stocks to buy according to hedge funds. While we acknowledge the potential of FSLY as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than FSLY but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
22-04-2025
- Business
- Yahoo
Is NVIDIA Corporation (NVDA) the Best Edge Computing Stock to Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other best edge computing stocks to buy according to hedge funds. Tech companies have been on a tear in recent years, particularly due to the rise of AI. However, other segments within the tech sector might warrant your attention, like cloud computing, particularly edge computing. Edge computing differs from cloud computing in that it brings computing power to where the data is created. Since data does not have to travel a lot, it can be processed much quicker compared to centralized computing, like Amazon Web Services (AWS). The amount of data being created is growing at an exponential rate as more devices are being connected to the internet. Edge computing makes things easier as data is processed close to where it is made. The edge computing market is expected to get a big push from the rise of artificial intelligence (AI), with total spending projected to reach $380 billion by 2028, according to a new IDC report. Businesses are expected to gradually move away from traditional on-site hardware and instead put more money into cloud-based infrastructure-as-a-service (IaaS) solutions that support AI workloads at the edge. IDC estimates that global spending on edge computing will hit $261 billion in 2025, and that number is expected to grow by nearly 14% each year. The main driver behind this surge is the increasing demand for powerful systems that can handle AI tasks. According to Alexandra Rotaru of IDC, the Internet of Things (IoT) still leads as the top use case for edge computing, but AI, augmented reality (AR), virtual reality (VR), robotics, and drones are quickly catching up. 'IoT is still the biggest, but AI and AR are growing fast. In about a year, AI may become the fastest-growing area,' Rotaru said. Right now, most of the spending is going into on-premises setups—things like servers and storage systems—to meet current needs. Rotaru noted that even though it's already a large market, there's still room for growth because this infrastructure is so important. IDC's report looked at many industries and found that the biggest edge spending will come from retail, manufacturing, transportation, utilities, and finance. These sectors continue to invest in technology despite economic uncertainties. Rotaru added that recent surveys show businesses are more optimistic about IT spending in 2025 than they were for 2024. This confidence matches findings from a PwC Global AI Study, which reported that most business leaders see AI as a major advantage and are either using it or planning to adopt it soon. While companies are currently focused on buying hardware, IDC expects many to shift toward cloud and service-provider-based IaaS as time goes on. This opens the door for cloud companies to capitalize on their existing infrastructure. Rotaru said this shift is happening because cloud providers are becoming more capable of handling AI workloads at scale. We reviewed edge computing ETFs to compile a preliminary list of stocks and then selected the ones that were the most popular among elite hedge funds, as of Q4 2024. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a colorful high-end graphics card being plugged in to a gaming Corporation (NASDAQ:NVDA) aids edge computing through its powerful GPUs and software platforms, which enable AI, graphics, and compute-intensive tasks that run locally. The semiconductor behemoth's Jetson platform is built particularly for edge computing, which often involves real-time AI. The company doesn't only make hardware. It has software ecosystems for building and deploying edge AI. Its Isaac, DeepStream, and Metropolis platforms help clients rapidly deploy AI models at the edge, not only in the data center. NVIDIA Corporation (NASDAQ:NVDA) is poised for continued growth, driven by its leadership in AI infrastructure, data center solutions, and gaming technology. According to the company, its technology has long-term usability. The company's revenue has more than doubled in each of the last two fiscal years. Its bargaining power is evident in its operating margin which has expanded to a stellar 62.4% in 2024. Analysts expect the company to continue to grow at a blistering pace. The company's revenue is expected to grow at 23.7% annually over the next 4 financial years. At GTC 2025, the company announced collaborations with Cisco and T-Mobile to develop AI-native 6G wireless technology, marking its expansion into edge AI markets. These partnerships aim to integrate its AI capabilities with next-generation wireless technologies. Overall, NVDA ranks 1st on our list of best edge computing stocks to buy according to hedge funds. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
