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Rumble (NasdaqGM:RUM) Earnings Call Presentation
2025-11-10 22:00
用户数据 - Rumble的月活跃用户达到4700万[10] 投资与资本 - Rumble与Tether达成了7.75亿美元的战略投资[10] - 预计在未来将部署超过10亿美元的资本[22] - Tether承诺在交易完成后两年内购买高达1.5亿美元的GPU服务[25] - Rumble获得了来自Tether的1亿美元广告承诺[33] 市场表现 - Rumble的市场资本为550亿美元以上[30] - Northern Data的市场资本为25亿美元以上[30] - Rumble和Northern Data的合并后,Rumble的股权占比为69.6%[32] 未来展望 - 合并后,Rumble将成为AI和GPU市场的一个重要参与者[33] - Northern Data拥有超过22000个GPU和9个数据中心[13]
KT(KT) - 2025 Q3 - Earnings Call Presentation
2025-11-07 14:00
3Q25 Earnings Release Disclaimer This presentation has been prepared by KT Corp.(the "Company") in accordance with K-IFRS. This presentation contains forward-looking statements, which are subject to risks, uncertainties, and assumptions. This presentation is being presented solely for your information and is subject to change without notice. No presentation or warranty, expressed or implied, is made and no reliance should be placed on the accuracy, actuality, fairness, or completeness of the information pre ...
CoreWeave (CRWV) Expands $22.5B OpenAI Deal as GPUaaS Market Surges
Yahoo Finance· 2025-10-01 01:12
CoreWeave, Inc. (NASDAQ:CRWV) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 25, Citizens JMP analyst Greg Miller reiterated a Market Outperform rating on the stock with a $180.00 price target. The rating affirmation followed the company’s announcement of an expanded agreement with OpenAI. CoreWeave expanded its agreement with OpenAI, bringing the total contract value at an estimated $22.5 billion. Analysts believe that there may be new contracts ahead as hyperscalers are increa ...
亚太 数据中心要点 - 如何看待冷却、通用算力即服务-Data Centers - Asia-Pacific_ DC takeaways - Thailand interest picking up, how to think of cooling, GPUaaS
2025-09-11 20:11
Accessible version Data Centers - Asia-Pacific DC takeaways - Thailand interest picking up, how to think of cooling, GPUaaS Industry Overview Thailand seeing Johor spillover, a 2.6GW pipeline market Johor emerged as a spillover market for Singapore amidst capacity constraint in the Singapore market and saw rapid growth in data center commitments since 2022, with the planned capacity in the market reaching 5.7W, per DC Byte. However, in the last one year the pace of incremental supply growth in the Johor mar ...