A Wild Year for Cybersecurity The last 12 months have been an absolute rollercoaster for cybersecurity firms as they grapple with the threat of artificial intelligence and quantum computing. Earlier this year, questions were raised about the long term durability of traditional cybersecurity platforms as AI began changing both sides of the equation. On one hand, AI gives companies better tools to detect threats, automate responses, and protect massive cloud environments in real time. On the other hand, it also gives hackers a much more powerful weapon. Phishing attacks can now look more realistic, malware can be developed faster, and bad actors can scan for weaknesses at a speed humans simply can’t match. Then you add quantum computing into the...
The database is not the flashy part of AI, but it is a critical part of the infrastructure. AI models are only useful if they can access clean, organized, searchable company data…which is where MongoDB is trying to fill the gap. MongoDB wants to be where companies store the data that AI apps need to use. They’ve already been successful at storing company data before this, with 75% of their customers being Fortune 100 companies. However the company does face fierce competition from the very same companies they work with. Cloud providers like Microsoft’s Azure, Amazon’s AWS, and Google Cloud are all used by companies across the globe for cloud computing…each of these companies also offer their own cloud storage...
At $5.4 trillion in market capitalization, Nvidia has become the largest companies in history. At such a valuation, the bar is set high for earnings today after market close. Nvidia is obviously the undisputed leader in the AI boom. They’ve become the Apple of this decade, with investors anticipating new product releases like it’s the new iPhone model. Every new release generates the company billions of dollars, and the astonishing part is their ability to operate at extremely high margins. The $1 Trillion Outlook CEO Jensen Huang revealed that Nvidia has high visibility for $1 trillion in cumulative revenue from its Blackwell and Rubin platforms alone between 2025 and the end of 2027. If this target is achieved, that would...
Nebius Group ($NBIS) Pre-earnings Analysis Nebius Group has become a popular bet on “all things AI” as the company builds vertically integrated infrastructure for training and deploying Large Language Models (LLMs). Their core business is providing massive GPU clusters (primarily Nvidia’s) with specialized software layer designed to reduce latency…something critical for AI training. This means every time a company is buying GPU power from Nebius, they’re automatically attaching their software and creating revenue. The company is targeting 800MW to 1GW by end of 2026, compared to just 170MW in 2025. That’s a huge jump, and very aggressive. There are many data center projects that are delayed, and shortages are also a big threat. Customer Concentration Nebius does have close to...
You know the Magnificent 7 stocks in the United States? Names like Google, Microsoft, Apple, Amazon, Nvidia, Meta, and Tesla? Alibaba falls into a similar category in China. It is one of China’s largest and most important technology companies, with exposure across e-commerce, cloud computing, digital payments, logistics, international retail, and now…artificial intelligence. AliBaba’s AI Pivot The reason we’re comparing Alibaba to the Magnificent 7 is because, like many of those U.S. mega-cap tech names, Alibaba has gone full force into artificial intelligence. The company has restructured into several business segments: Cloud & AI - this has become AliBaba’s growth engine and their highest priority. Core e-commerce - AliBaba already dominated the e-commerce market. They have the data, now they’re...
