Latest news with #CloudComputing
Bloomberg
4 days ago
- Business
- Bloomberg
Google Lands $1.2B Cloud Contract From ServiceNow
Francis deSouza, the chief operating officer of Google Cloud, says that strong second quarter earnings results come as companies adopt AI more widely and see the benefits it can bring to their business. (Source: Bloomberg)
Yahoo
7 days ago
- Business
- Yahoo
Nordic Enterprises Embrace Hybrid, Multicloud Strategies
Digital transformation, changing regulations, sustainability goals drive adoption of flexible, cloud-based IT solutions, ISG Provider Lens® report says STOCKHOLM, July 23, 2025--(BUSINESS WIRE)--Nordic enterprises are increasingly investing in hybrid and multicloud environments, optimizing flexibility, scalability, cost and compliance, according to a new research report published today by Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm. The 2025 ISG Provider Lens® Private/Hybrid Cloud — Data Center Services report for the Nordics highlights environmental sustainability as a key focus for Nordic companies' data center strategies, which emphasize renewable energy and efficiency. Enterprises are taking advantage of the region's abundant green energy production while deploying innovations such as cooling systems enhanced with AI. "Renewable energy in the Nordics costs up to 50 percent less than the European average," said Rakesh Parameshwara, ISG lead for Banking, Financial and Insurance in the U.K., Ireland and Nordics. "This is a significant catalyst for ongoing investment in data center expansion and outsourcing." Cloud platforms ease AI integration, enabling Nordic enterprises to deploy generative AI tools and large language models to enhance operations. To meet the rising demand for real-time data processing and manage the influx of IoT devices, companies also are embracing edge computing infrastructure. This approach helps them handle advanced AI workloads and carry out digital transformation initiatives. Nordic enterprises are looking to hybrid clouds to integrate on-premises infrastructure with public and private cloud environments. This approach enhances operational efficiency by securing critical workloads and optimizes costs through on-demand services. Firms are also leveraging multicloud services to integrate offerings from multiple vendors, reducing the risk of vendor lock-in. Providers that excel in advanced automation and orchestration to efficiently manage hybrid environments are in high demand in the region. Nordic enterprises are prioritizing innovation and digital transformation, focusing on cybersecurity, talent development and collaboration with technology partners. They are capitalizing on the robust regional connectivity and proximity to European hubs to optimize latency-sensitive applications using edge computing. Nordic enterprises are also adopting comprehensive data strategies and ethical AI deployment to address siloed data and governance challenges. In these initiatives, they are working to ensure security and compliance with robust AI regulatory frameworks. Hybrid cloud deployment for AI is most common in the region's finance, healthcare and public sectors. "Nordic firms are embracing hybrid and edge computing to enhance AI capabilities and manage real-time data," said Meenakshi Srivastava, lead analyst, ISG Provider Lens Research, and lead author of the report. "This strategy improves their ability to manage complex AI tasks and supports expansive digital transformation efforts." The report also explores other cloud trends in the Nordics, including the growing use of scalable, high-density infrastructure options offered by colocation providers and the rise of hyperscaler partnerships for integrated offerings. For more insights into the cloud-related challenges faced by Nordic enterprises, along with ISG's advice for addressing them, see the ISG Provider Lens® Focal Points briefing here. The 2025 ISG Provider Lens® Private/Hybrid Cloud — Data Center Services report for the Nordics evaluates the capabilities of 60 providers across five quadrants: Managed Services — Large Accounts, Managed Services — Midmarket, Managed Hosting, Colocation Services and AI-Ready Infrastructure Consulting. The report names Orange Business as a Leader in four quadrants. It names Kyndryl and Tietoevry as Leaders in three quadrants each. Accenture, Atea, Capgemini, CGI, Fujitsu, LTIMindtree, Sopra Steria, TCS and Wipro are named as Leaders in two quadrants each. The report names atNorth, Bulk Infrastructure, Cognizant, Digital Realty, DXC Technology, Equinix, Green Mountain, HCLTech, Infosys, STACK Infrastructure and Tech Mahindra as Leaders in one quadrant each. In addition, GleSYS, Infosys and Sopra Steria are named as Rising Stars — companies with a "promising portfolio" and "high future potential" by ISG's definition — in one quadrant each. In the area of customer experience, Persistent Systems is named the global ISG CX Star Performer for 2025 among private/hybrid cloud and data center service providers. Persistent Systems earned the highest customer satisfaction scores in ISG's Voice of the Customer survey, part of the ISG Star of Excellence™ program, the premier quality recognition for the technology and business services industry. Customized versions of the report are available from Tietoevry. The 2025 ISG Provider Lens® Private/Hybrid Cloud — Data Center Services report for Nordics is available to subscribers or for one-time purchase on this webpage. About ISG Provider Lens® Research The ISG Provider Lens® Quadrant research series is the only service provider evaluation of its kind to combine empirical, data-driven research and market analysis with the real-world experience and observations of ISG's global advisory team. Enterprises will find a wealth of detailed data and market analysis to help guide their selection of appropriate sourcing partners, while ISG advisors use the reports to validate their own market knowledge and make recommendations to ISG's enterprise clients. The research currently covers providers offering their services globally, across Europe, as well as in the U.S., Canada, Mexico, Brazil, the U.K., France, Benelux, Germany, Switzerland, the Nordics, Australia and Singapore/Malaysia, with additional markets to be added in the future. For more information about ISG Provider Lens research, please visit this webpage. About ISG ISG (Nasdaq: III) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world's top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the forefront of leveraging AI to help organizations achieve operational excellence and faster growth. The firm, founded in 2006, is known for its proprietary market data, in-depth knowledge of provider ecosystems, and the expertise of its 1,600 professionals worldwide working together to help clients maximize the value of their technology investments. View source version on Contacts Press Contacts: Laura Hupprich, ISG+1 203 517 Philipp Jaensch, ISG+49 151 730 365
Yahoo
21-07-2025
- Business
- Yahoo
The Smartest Artificial Intelligence (AI) Stocks to Buy With $1,000 Right Now
Key Points AI hardware investments are top picks due to the massive capital expenditures focused on AI. Cloud computing providers are benefiting from increased workloads. 10 stocks we like better than Nvidia › Artificial intelligence (AI) investing remains at the forefront of the market as companies continue to invest billions of dollars in this emerging technology. We've barely scratched the surface of what an AI-first economy looks like, and to achieve this, we'll need to build out significantly more computing capacity. This is a bullish sign for many companies in this space, and I believe four companies are particularly smart investments to make right now. So, if you have $1,000 (or any other dollar amount) available to deploy, starting with these four is a great idea. AI hardware: Nvidia and Taiwan Semiconductor Manufacturing On the hardware side of things, Nvidia (NASDAQ: NVDA) has been king of the AI world since the AI race began. Its graphics processing units (GPUs) are widely deployed in AI applications and have established themselves as the go-to option, with a market share of 90%. Nvidia has several bullish factors brewing, including the company reapplying for an export license to resume shipping GPUs to China, while being given assurances by the U.S. government that this license will be approved. This will help reaccelerate Nvidia's growth rate, as it projects second quarter revenue to grow 50% year over year; however, it would have been projected to grown 77% if Nvidia were allowed to sell into China during Q2. That's a massive boost and would allow Nvidia to sustain its jaw-dropping growth rate further into the future. This is a bullish sign for Nvidia's stock, underscoring that Nvidia isn't going anywhere in the AI world. Taiwan Semiconductor Manufacturing (NYSE: TSM) is a key supplier to Nvidia, as the company can't produce chips for its GPUs in-house. Instead, it purchases them from TSMC, the leading chip foundry. Taiwan Semiconductor has risen to the top by offering cutting-edge technology alongside best-in-class chip yields, which reduces scrap costs, leading to increased profit for TSMC and better prices for its customers. TSMC expects massive growth from AI to continue for some time. At the start of 2025, management projected that AI-related revenue would grow at a 45% compounded annual growth rate (CAGR) for five years. Chip orders are often placed years in advance, so when management tells investors that significant growth is coming, they should take notice. Both Nvidia and TSMC are poised for significant growth in the years to come, making them excellent stocks to buy now and hold for the long term. Cloud computing: Amazon and Alphabet Another industry that's benefiting from AI deployment is cloud computing. Many companies can't afford to build an expensive data center that may not be used to its full capacity, so it makes more sense to rent that computing power from a provider like Amazon (NASDAQ: AMZN) via Amazon Web Services (AWS) or Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google Cloud. Grand View Research found that the global cloud computing market size was around $750 billion in 2024, but that's expected to expand to $2.4 trillion by 2030. That growth is powered by both AI and non-AI workloads migrating to the cloud, and companies like Amazon and Alphabet are well positioned to profit from this trend. Each is also a critical part of its parent company's profit picture. In the first quarter, AWS accounted for 63% of Amazon's operating profits, despite comprising only 19% of total revenue. AWS is the profit driver for Amazon, and with its market-beating growth, it's slated to continue driving Amazon's stock higher. Google Cloud is still working toward AWS' impressive 39% operating margin, as it posted an 18% margin in Q1. However, it's growing faster than AWS (28% growth versus 17% growth) and could become a substantial part of Alphabet's profit picture in the coming years. Cloud computing providers, such as Amazon and Alphabet, are also benefiting from the rise of AI. With the overall cloud computing market expected to expand rapidly over the next few years, these stocks make for smart buys now. Should you invest $1,000 in Nvidia right now? 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% 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 15, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Keithen Drury has positions in Alphabet, Amazon, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Amazon, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. The Smartest Artificial Intelligence (AI) Stocks to Buy With $1,000 Right Now was originally published by The Motley Fool
Globe and Mail
21-07-2025
- Business
- Globe and Mail
The Smartest Artificial Intelligence (AI) Stocks to Buy With $1,000 Right Now
Key Points AI hardware investments are top picks due to the massive capital expenditures focused on AI. Cloud computing providers are benefiting from increased workloads. 10 stocks we like better than Nvidia › Artificial intelligence (AI) investing remains at the forefront of the market as companies continue to invest billions of dollars in this emerging technology. We've barely scratched the surface of what an AI-first economy looks like, and to achieve this, we'll need to build out significantly more computing capacity. This is a bullish sign for many companies in this space, and I believe four companies are particularly smart investments to make right now. So, if you have $1,000 (or any other dollar amount) available to deploy, starting with these four is a great idea. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » AI hardware: Nvidia and Taiwan Semiconductor Manufacturing On the hardware side of things, Nvidia (NASDAQ: NVDA) has been king of the AI world since the AI race began. Its graphics processing units (GPUs) are widely deployed in AI applications and have established themselves as the go-to option, with a market share of 90%. Nvidia has several bullish factors brewing, including the company reapplying for an export license to resume shipping GPUs to China, while being given assurances by the U.S. government that this license will be approved. This will help reaccelerate Nvidia's growth rate, as it projects second quarter revenue to grow 50% year over year; however, it would have been projected to grown 77% if Nvidia were allowed to sell into China during Q2. That's a massive boost and would allow Nvidia to sustain its jaw-dropping growth rate further into the future. This is a bullish sign for Nvidia's stock, underscoring that Nvidia isn't going anywhere in the AI world. NVDA Operating Revenue (Quarterly YoY Growth) data by YCharts Taiwan Semiconductor Manufacturing (NYSE: TSM) is a key supplier to Nvidia, as the company can't produce chips for its GPUs in-house. Instead, it purchases them from TSMC, the leading chip foundry. Taiwan Semiconductor has risen to the top by offering cutting-edge technology alongside best-in-class chip yields, which reduces scrap costs, leading to increased profit for TSMC and better prices for its customers. TSMC expects massive growth from AI to continue for some time. At the start of 2025, management projected that AI-related revenue would grow at a 45% compounded annual growth rate (CAGR) for five years. Chip orders are often placed years in advance, so when management tells investors that significant growth is coming, they should take notice. Both Nvidia and TSMC are poised for significant growth in the years to come, making them excellent stocks to buy now and hold for the long term. Cloud computing: Amazon and Alphabet Another industry that's benefiting from AI deployment is cloud computing. Many companies can't afford to build an expensive data center that may not be used to its full capacity, so it makes more sense to rent that computing power from a provider like Amazon (NASDAQ: AMZN) via Amazon Web Services (AWS) or Alphabet 's (NASDAQ: GOOG)(NASDAQ: GOOGL) Google Cloud. Grand View Research found that the global cloud computing market size was around $750 billion in 2024, but that's expected to expand to $2.4 trillion by 2030. That growth is powered by both AI and non-AI workloads migrating to the cloud, and companies like Amazon and Alphabet are well positioned to profit from this trend. Each is also a critical part of its parent company's profit picture. In the first quarter, AWS accounted for 63% of Amazon's operating profits, despite comprising only 19% of total revenue. AWS is the profit driver for Amazon, and with its market-beating growth, it's slated to continue driving Amazon's stock higher. Google Cloud is still working toward AWS' impressive 39% operating margin, as it posted an 18% margin in Q1. However, it's growing faster than AWS (28% growth versus 17% growth) and could become a substantial part of Alphabet's profit picture in the coming years. Cloud computing providers, such as Amazon and Alphabet, are also benefiting from the rise of AI. With the overall cloud computing market expected to expand rapidly over the next few years, these stocks make for smart buys now. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% 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 15, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Keithen Drury has positions in Alphabet, Amazon, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Amazon, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
Yahoo
19-07-2025
- Business
- Yahoo
Prediction: 1 AI Stock Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2030
Key Points Nvidia and Palantir are currently worth a collective $4.5 trillion, but Amazon can surpass that figure within five years, which implies 100% upside for shareholders. Amazon is a key player in three major industries, and the company is using artificial intelligence to improve profitability across its retail and cloud-computing divisions. Wall Street expects Amazon's earnings to increase at 18% annually over the next three to five years, which makes the current valuation of 36 times earnings look reasonable. 10 stocks we like better than Amazon › Nvidia (NASDAQ: NVDA) stock has returned 29% this year, and its market value currently stands at $4.2 trillion. Meanwhile, Palantir (NASDAQ: PLTR) shares have advanced 104%, and its market value currently stands at $360 billion. That brings their collective valuation to $4.5 trillion. I think Amazon (NASDAQ: AMZN) can surpass that figure in no more than five years. The company is currently worth $2.3 trillion, so the stock would need to advance 100% for Amazon to achieve a market value of $4.6 trillion. Here's why that seems likely. Amazon has a strong presence in three growing industries Amazon has a strong presence in e-commerce, digital advertising, and cloud computing, and all three markets are projected to grow quickly in the next few years. Details are provided below: Amazon runs the largest e-commerce marketplace in the world in terms of revenue and the most popular in terms of web traffic. Despite its dominance, the company is growing faster than the industry average and is projected to gain market share through 2027. Amazon is the third largest ad tech company in the world as measured by sales due to its ability to engage shoppers. It is also the largest retail media advertiser, the fastest-growing category of the broader digital advertising market, so the company is gaining share rapidly. Amazon Web Services (AWS) is the largest public cloud as measured by infrastructure and platform services sales. With more customers and partners than its peers, AWS is uniquely positioned to monetize demand for artificial intelligence (AI) services. Through 2030, Grand View Research estimates that online retail sales will increase at 11% annually; ad tech sales will grow at 14% annually; and cloud-computing sales will increase 20% annually. That sets Amazon on track for double-digit annual revenue growth through the end of the decade. But investors have reason to believe earnings will increase more quickly than revenue. Amazon's AI innovations should result in greater profitability Amazon has built over 1,000 generative AI applications to make its retail business more efficient, including tools to optimize inventory placement, demand forecasting, and last-mile delivery routes. The company has also debuted an AI model that makes its robot fleet smarter, and it's building another generative AI model that will let warehouse workers engage fulfillment robots in natural language. Additionally, Amazon is reportedly developing generative AI software for humanoid robots with the initial goal of assisting delivery drivers. The company wants humanoid robots to ride alongside humans in its electric vans and carry packages to doorsteps. Eventually, the entire process could be automated because Amazon is also developing robotaxis through its autonomous-driving subsidiary Zoox. Meanwhile, Amazon is also working with AI to make developers more productive in its cloud-computing division. AWS last year said its developer team used its generative AI assistant Amazon Q to upgrade tens of thousands of production applications. Doing so let the team accomplish in minutes tasks the would have taken days, saving the company $260 million, according to CEO Andy Jassy. Morgan Stanley analyst Brian Nowak recently said Amazon is "one of the companies best positioned to deliver material financial return from physical AI and robotics" in the next few years. He estimates costs related to shipping and fulfillment currently consume about 36% of retail revenue, so the company should become increasingly profitable as it takes steps to automate those workflows. Why Amazon could be a $4.6 trillion company by 2030 Amazon shares currently trade at 36 times earnings, a reasonable valuation for a company whose earnings are forecast to grow at 18% annually over the next three to five years. If Amazon meets that consensus, its market value can double to hit $4.6 trillion by 2030, while its valuation falls to 31 time earnings. In that scenario, Amazon in five years would be worth more than Palantir and Nvidia's combined market values today. Should you invest $1,000 in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amazon 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 $687,149!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,060,406!* Now, it's worth noting Stock Advisor's total average return is 1,069% — a market-crushing outperformance compared to 180% 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 15, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Amazon, Nvidia, and Palantir Technologies. The Motley Fool has positions in and recommends Amazon, Nvidia, and Palantir Technologies. The Motley Fool has a disclosure policy. Prediction: 1 AI Stock Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2030 was originally published by The Motley Fool
