Latest news with #CSPs
Business Mayor
26-05-2025
- Business
- Business Mayor
AI Demand Fuels Enterprise SSD Growth; 3Q25 NAND Flash Prices Likely to Rise Further
TrendForce's latest investigations reveal that continued AI investments by major North American CSPs are expected to drive a significant increase in enterprise SSD demand in the third quarter of 2025. The enterprise SSD market is likely to shift toward undersupply with finished product inventory levels remaining low, supporting a potential price increase of up to 10% QoQ. TrendForce notes that earlier this year, suppliers adopted a conservative production strategy as they gradually brought the NAND Flash market back into supply-demand balance. However, the introduction of new U.S. reciprocal tariff policies in early April disrupted the market's momentum in Q2 and introduced volatility into price trends. Although some PC manufacturers accelerated shipments in Q2, it failed to substantially boost overall demand for NAND Flash products. Meanwhile, persistent weakness in the retail market has prompted suppliers to tighten capacity controls even further. Nonetheless, demand for storage has recently picked up. This surge is partly driven by the shipment of high-end AI servers such as NVIDIA's GB200, and partly by increased HDD orders since early this year—signaling a broader trend of enterprise infrastructure expansion. Both SSDs and HDDs are expected to benefit from rising enterprise capital expenditures with steady server deployments by CSPs, ushering in a new wave of order growth. For more information on reports and market data from TrendForce's Department of Semiconductor Research, please click here, or email the Sales Department at SR_MI@ For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit READ SOURCE
Economic Times
25-05-2025
- Business
- Economic Times
Andhra CM Chandrababu Naidu seeks law tweaks to boost AI, data cities
ANI Andhra CM Chandrababu Naidu Key NDA ally and Andhra Pradesh Chief Minister N Chandrababu Naidu has called for major amendments to central laws to boost data cities, AI innovation, and extend tax exemptions to tier-3 cities. To attract investment and build data cities, Naidu has told the Centre that the current Income Tax Act discourages foreign Cloud Service Providers (CSPs) from investing in India by classifying them as Permanent Establishments (PEs), which increases their tax burden. According to sources, Naidu flagged this issue to IT Minister Ashwini Vaishnaw, noting that countries like Singapore offer more transparent and favourable tax regimes. He proposed amending Section 9(1)(i) of the Income Tax Act to clearly state that "Indian data centre affiliates do not create a permanent establishment for foreign cloud service providers." Naidu believes this change would reduce litigation risk and enhance India's global competitiveness. Andhra Pradesh plans to develop a Data City in Visakhapatnam, with Google as one of its anchor investors. Naidu also sought central support for developing an IT ecosystem in Visakhapatnam and Amaravati. Beyond tax changes, he proposed an amendment to Section 52 of the Copyright Act. During his discussion with Vaishnaw, Naidu highlighted that India's Copyright Act currently lacks specific provisions for text-and-data mining, making it difficult to train AI models on publicly available datasets. In contrast, nations like Singapore and Japan offer legal clarity and advantages. He suggested that Section 52 be updated to provide text-and-data mining exemptions for AI development-enabling innovation while protecting intellectual third major proposal Naidu raised involves income tax exemptions for tier-3 cities and rural areas to encourage local co-working spaces and support remote work. He pointed out that Andhra Pradesh has already rolled out four sectoral policies: Electronics Manufacturing, Semiconductor and Display Fab, Information Technology and Global Capability Centre, and a dedicated Data Centre Policy. He urged the Centre to cooperate by making legislative amendments and offering tax exemptions to support these initiatives and drive investment into the financially strained push for legislative reforms comes at a time when Andhra Pradesh is looking to position itself as a technology hub. With global competition intensifying and companies seeking investment-friendly locations, the chief minister's proposals aim to align India's regulatory environment with global norms to unlock the full potential of AI and data-driven growth.
Yahoo
25-05-2025
- Business
- Yahoo
Amphenol (APH) May Ride Nvidia's AI Wave, Says BofA Analyst
We recently published a list of . In this article, we are going to take a look at where Amphenol Corporation (NYSE:APH) stands against other AI stocks on Wall Street's radar. Amphenol Corporation (NYSE:APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors. On May 22, BofA analyst Wamsi Mohan raised the firm's price target on the stock to $90 from $85 and kept a 'Neutral' rating on the shares. The reaffirmation follows Nvidia's announcement of NVLink Fusion at Computex 2025 earlier in the week. A team of technicians assembling a complex electrical connector in a factory environment. The NVLink Fusion is Nvidia's latest silicon technology that lets industries build semi-custom AI infrastructure. NVLink Fusion will allow the company to provide NVLink to cloud service providers, allowing CSPs to connect Nvidia GPUs with ARM-based CPUs from companies such as Qualcomm and Fujitsu. As such, the announcement of NVLink Fusion is supposedly a tailwind to Amphenol's estimates. However, there is also the belief that CSPs may continue to prefer using the traditional Nvidia Grace Blackwell 200 and 300s. Overall, APH ranks 8th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of APH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than APH and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. 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
25-05-2025
- Business
- Yahoo
Amphenol (APH) May Ride Nvidia's AI Wave, Says BofA Analyst
We recently published a list of . In this article, we are going to take a look at where Amphenol Corporation (NYSE:APH) stands against other AI stocks on Wall Street's radar. Amphenol Corporation (NYSE:APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors. On May 22, BofA analyst Wamsi Mohan raised the firm's price target on the stock to $90 from $85 and kept a 'Neutral' rating on the shares. The reaffirmation follows Nvidia's announcement of NVLink Fusion at Computex 2025 earlier in the week. A team of technicians assembling a complex electrical connector in a factory environment. The NVLink Fusion is Nvidia's latest silicon technology that lets industries build semi-custom AI infrastructure. NVLink Fusion will allow the company to provide NVLink to cloud service providers, allowing CSPs to connect Nvidia GPUs with ARM-based CPUs from companies such as Qualcomm and Fujitsu. As such, the announcement of NVLink Fusion is supposedly a tailwind to Amphenol's estimates. However, there is also the belief that CSPs may continue to prefer using the traditional Nvidia Grace Blackwell 200 and 300s. Overall, APH ranks 8th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of APH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than APH and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. 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
20-05-2025
- Business
- Yahoo
Tecnotree Recognized in Gartner® Market Guide for CSP B2B Digital Marketplace Solutions
ESPOO, Finland, May 20, 2025--(BUSINESS WIRE)--Tecnotree, a global digital platform and services leader for AI-enabled 5G and cloud-native technologies, has been named a Representative Vendor in the 2025 Gartner® Market Guide for CSP B2B Digital Marketplace Solutions. The report highlights the strategic role of digital marketplaces in helping communications service providers (CSPs) diversify revenue streams, strengthen enterprise relationships, and lead ecosystem-driven innovation. According to Gartner, "By 2028, 60% of Tier 1 CSPs will utilize digital marketplaces to serve B2B customers, a substantial increase from around 25% today." As per our understanding, this shift reflects a growing need for CSPs to evolve beyond traditional connectivity and offer integrated, value-added solutions through agile partner ecosystems. We believe Tecnotree's inclusion in the report underscores its focused approach to enabling B2B and B2B2X business models through its advanced digital marketplace platform. The company has strategically invested in AI-driven technologies to enhance partner management, product discovery, and monetization for CSPs aiming to lead in the platform economy. Tecnotree's Marketplace Vision Tecnotree is shaping the future of digital marketplaces with a GenAI-powered platform built for real-time, intelligent workflows. It offers automated onboarding, personalized recommendations, and scalable monetization. Built on TM Forum's Open Digital Architecture, it supports interoperability with 59 certified Open APIs, including 9 real-world use cases. "We think our recognition in the Gartner Market Guide validates the strong momentum behind our B2B marketplace strategy," said Padma Ravichander, CEO of Tecnotree. "We're delivering composable, AI-native platforms that empower CSPs to unlock new revenue, onboard partners faster, and offer differentiated services across verticals." AI-Native and Sector-Ready The Tecnotree Moments platform enables CSPs to co-create sector-specific offerings across healthcare, education, OTT, gaming, and financial services. With its cloud-native, API-first design, it supports advanced models like DaaS, GenAI-powered intelligence, and dynamic pricing. AI capabilities drive intelligent bundling, predictive partner matching, and real-time insights—helping CSPs deliver personalized experiences while managing complexity efficiently. Key Features Tecnotree believes that its platform aligns with Gartner report's key marketplace capabilities: Automated partner management Flexible catalog and subscription billing Self-service portals for enterprise users AI-driven analytics and recommendations Robust security and compliance Open API integration for multi-vendor environments Ecosystem-Driven Innovation As CSPs embrace platform-based models, Tecnotree enables collaboration with ISVs, hyperscalers, fintechs, and content providers. With prebuilt integrations, flexible APIs, and co-marketing support, operators can serve both large enterprises and SMBs with speed and scale. Gartner, Market Guide for CSP B2B Digital Marketplace Solutions, Will Rice, Khurram Shahzad, Susan Welsh de Grimaldo, 5 May 2025. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. About Tecnotree Tecnotree is a 5G-ready digital Business Support System (BSS) player, with AI/ML capabilities and multi-cloud extensibility. Tecnotree leads the way on the TM Forum Open API Conformance with 59 certified Open APIs including 9 real-world open APIs, a testament to the company's commitment to excellence, and continuously striving to deliver differentiated experiences and services to both CSPs and DSPs. Our agile and open-source digital BSS Stack comprises the full range (order-to-cash) of business processes and subscription management for telecom and other digital services industries creating opportunities beyond connectivity. Tecnotree also provides Fintech and B2B2X multi-experience digital marketplace to its subscriber base through the Tecnotree Moments platform to empower digitally connected communities across gaming, health, education, OTT, and other vertical ecosystems. Tecnotree is listed on the Helsinki Nasdaq (TEM1V). View source version on Contacts Media Contact Prianca Ravichander, CMOEmail: marketing@
