logo
Nebius Group (NBIS) and Saturn Cloud Partner to Deliver Turnkey AI/ML Infrastructure Solution Built on NVIDIA Hopper GPUs

Nebius Group (NBIS) and Saturn Cloud Partner to Deliver Turnkey AI/ML Infrastructure Solution Built on NVIDIA Hopper GPUs

Yahoo5 days ago

Nebius Group N.V. (NASDAQ:NBIS) is one of the . On June 11, Nebius Group N.V. (NASDAQ:NBIS) announced a partnership with Saturn Cloud to deliver a turnkey AI/ML infrastructure solution that is built on NVIDIA Hopper GPUs, with support for the NVIDIA AI Enterprise software stack. Saturn Cloud is the MLOps platform for AI/ML engineers.
The collaboration would enable AI engineers to access an enterprise-grade AI/ML infrastructure-in-a-box with on-demand access to an enterprise-ready MLOps platform and NVIDIA Hopper GPUs.
A computer screen showcasing Artificial Intelligence and Machine Learning algorithms at work.
The solution would combine Saturn Cloud's engineer-loved MLOps platform with the flexibility and power of Nebius's AI cloud, allowing anyone to instantly sign up and run jobs and deployments, use Jupyter notebooks or other IDEs, and manage cloud resources on NVIDIA Hopper GPUs through Nebius Group's (NASDAQ:NBIS) infrastructure.
The solution is a compelling option for all use case types because of its notably lower cost compared to traditional cloud service providers. Nebius Group N.V. (NASDAQ:NBIS) takes the ninth spot on our list of the top hot large-cap stocks to invest in.
Nebius Group N.V. (NASDAQ:NBIS) is a technology company that provides services and infrastructure to AI builders across the globe. The company's offerings include Nebius AI, which is an AI-centric cloud platform that offers full-stack infrastructure. This includes cloud services, developer tools, and large-scale GPU clusters, cloud services, and developer tools.
While we acknowledge the potential of NBIS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None.

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Wall Street Says Supermicro Stock Could Gain 60% in a Year
Wall Street Says Supermicro Stock Could Gain 60% in a Year

Yahoo

time12 minutes ago

  • Yahoo

Wall Street Says Supermicro Stock Could Gain 60% in a Year

Super Micro Computer (SMCI) has weathered significant volatility in recent times, with its stock experiencing a rollercoaster ride. After reaching significant highs, the stock experienced steep declines due to a range of concerns, including allegations of accounting irregularities and a delay in filing its financial reports with the SEC. Nonetheless, SMCI stock has made an impressive recovery recently, climbing 50% year-to-date. 3 ETFs with Dividend Yields of 12% or Higher for Your Income Portfolio Dear Tesla Stock Fans, Mark Your Calendars for June 30 Nvidia Is Quickly Approaching a New Record High. Is It Too Late to Buy NVDA Stock? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Supermicro's stock came under heavy pressure following headlines that shook investor confidence. Allegations of accounting irregularities and a delay in filing annual reports sparked concerns about the possibility of delisting from the Nasdaq Exchange. The company eventually filed its financials, avoiding that outcome, but the damage to investor sentiment was already done. Adding to this were disappointing quarterly earnings. For its fiscal Q3 2025, Supermicro reported $4.6 billion in revenue, a 19% increase year-over-year but a 19% drop quarter-over-quarter. The results missed Wall Street's expectations, mainly due to customers holding back purchases amid uncertainty around new AI platform transitions, particularly Nvidia's (NVDA) move from Hopper to Blackwell GPU architecture. These delays contributed to the shortfall in expectations and added further pressure on the stock. These issues, however, now appear to be in the rearview mirror as those delays are beginning to turn into future growth opportunities. As customers resume spending, Supermicro appears poised to regain momentum. Furthermore, Supermicro recently announced a $20 billion partnership with Saudi Arabia-based DataVolt, which significantly boosted its stock. This deal strengthens the company's demand pipeline and will support future growth. Given these positive developments and continued investments in artificial intelligence (AI) infrastructure, SMCI stock is likely to trend higher. The highest price target for Supermicro stock is $70, courtesy of Loop Capital analyst Ananda Baruah. This target implies nearly 60% upside potential from here. Supermicro is well-positioned to benefit from secular tailwinds in the AI infrastructure market. The company specializes in building high-performance server and storage systems, many of which are now tailored specifically for AI workloads. This provides a significant runway for growth, as it strengthens the company's position to capitalize on AI demand. Thanks to the solid demand, over 70% of Supermicro's total revenue is now derived from AI GPU platforms, reflecting that the company could deliver significant growth as investments in AI continue to rise. Further, to meet the growing demand, Supermicro continues to expand its product portfolio. It has ramped up the production of its Data Center Building Block Solutions (DCBBS), which offer energy-efficient systems for next-generation computing. The company continues to roll out new products, including a range of air-cooled and liquid-cooled AI systems and racks. It has broadened its platform support to include AMD's newest AI accelerators. The expansion of SMCI's product portfolio is expected to help drive its market share higher. Supermicro is strengthening its leadership in the high-performance computing space with its technology to reduce environmental impact. The company's direct liquid cooling (DLC) technology helps lower energy costs, a critical factor as AI workloads become increasingly power-hungry. Furthermore, the rollout of its second-generation DLC-2 system will offer improved energy efficiency and thermal performance, which is expected to drive demand. Moreover, Supermicro's DCBBS reduces the time and complexity involved in building modern data centers. As the demand for scalable, plug-and-play infrastructure grows, DCBBS could become a significant growth driver for the company. The growing use of AI, which requires enhanced data center capabilities, will substantially increase demand for Supermicro's products. Supermicro's ability to design and deliver customized hardware solutions will help meet the specific needs of AI-driven workloads, strengthening its competitive positioning. Moreover, its focus on innovation, including energy-efficient green computing products and enhanced production of its DCBBS, positions it well to gain a higher market share. Analysts maintain a 'Moderate Buy' consensus rating on SMCI stock. However, given the strength of its product lineup and the booming demand in the AI and data center spaces, it wouldn't be surprising to see Supermicro's stock push toward the $70 mark in the near future. On the date of publication, Amit Singh did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on

Why Applied Optoelectronics Stock Skyrocketed Today
Why Applied Optoelectronics Stock Skyrocketed Today

Yahoo

time5 hours ago

  • Yahoo

Why Applied Optoelectronics Stock Skyrocketed Today

Applied Optoelectronics stock rocketed higher Friday thanks to new financing disclosures from the company. The tech specialist announced that one of its subsidiaries had taken on a new loan that was used to pay a previously existing loan. News of the refinancing move follows an announcement that the company recently made a major product shipment to a hyperscaler customer. 10 stocks we like better than Applied Optoelectronics › Applied Optoelectronics (NASDAQ: AAOI) stock soared higher again in Friday's trading. The tech specialist's share price rose 18.6% in the daily session despite a 0.2% decline for the S&P 500 (SNPINDEX: ^GSPC) and a 0.5% fall for the Nasdaq Composite (NASDAQINDEX: ^IXIC). Applied Optoelectronics' valuation surged today thanks to news that one of the company's subsidiaries had reworked previously existing debt agreements. The stock climbed roughly 39% over the last week of trading. After the market closed on Wednesday, Applied Optoelectronics submitted a filing to the Securities and Exchange Commission (SEC) revealing two significant financing changes for its Global Technology subsidiary. Because the stock market was closed for the Juneteenth federal holiday on Thursday, the investor reaction to the new disclosures was pushed into today's trading. As per the filing with the SEC, Applied Optoelectronics' Global Technology has entered into a one-year credit agreement with China Construction Bank totaling 96.8 million Chinese renminbi -- which works out to roughly US$111.55 million based on the current exchange rate. Applied Optoelectronics said that the funding from the new agreement had been used to pay back other outstanding loans with Shanghai Pudong Development Bank. Despite this week's rally, Applied Optoelectronics stock is still down roughly 36% across the year due to uneven business performance and concerns about the company's financing. On the other hand, the company has recently announced significant shipments for its high-speed data center transceivers for a major data center customer. Along with some indications that the company could see an increase in demand powered by artificial intelligence (AI) initiatives from cloud hyperscaler customers, the recently announced financing moves suggest that the company has a found a near-term solution to some of its financing challenges. Before you buy stock in Applied Optoelectronics, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Applied Optoelectronics 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 $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% 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 9, 2025 Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Applied Optoelectronics Stock Skyrocketed Today was originally published by The Motley Fool

Vertex (VRTX) Stock PT Lowered to $420 on slower Alyftrek Uptake
Vertex (VRTX) Stock PT Lowered to $420 on slower Alyftrek Uptake

Yahoo

time8 hours ago

  • Yahoo

Vertex (VRTX) Stock PT Lowered to $420 on slower Alyftrek Uptake

Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) is one of the 10 biotech stocks screaming a buy. On June 17, RBC Capital reiterated a Sector Perform rating on the stock but cut the price target to $420 from $423. The adjustment is in response to the company confirming gradual patient conversion from Trikafta to the company's next-generation cystic fibrosis treatment, Alyftrek. A research team in lab coats testing a new ImmunoPhage platform in a modern biotechnology lab. RBC Capital remains concerned about the gradual conversion compared to consensus expectations. Consequently, it has warned it could affect the company's operating margins by up to 2%. Nevertheless, the research firm insists that the company's cystic fibrosis franchise remains well-insulated from sector headwinds. However, RBC Capital has reiterated that Vertex could require stronger execution to adopt Alyftrek to justify the current valuation in the market. Consequently, its reduced price target reflects lower year Alyftrek conversion rates. Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) is a global biotechnology company that develops and commercializes therapies for serious diseases. They are known for their work in cystic fibrosis (CF) and are expanding into other areas like cell and genetic therapies. While we acknowledge the potential of VRTX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best Software Stocks to Buy Now and 11 Must-Buy AI Stocks Analysts Are Betting On. Disclosure: None. 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

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store