poisar

Stocks · News reference

Hinduja Global Solutions Selects Rackspace Technology for AI Infrastructure Powered by AMD

Hinduja Global Solutions (HGS) has chosen Rackspace Technology to provide private cloud and AI compute infrastructure, utilizing AMD technology to support its enterprise AI strategy.

More stocks newsConnected markets

Reference Details

Connected Markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

AMD
Source
fiscal.ai
Observed
Checked
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. Rick Orford

    Prediction: Marvell Stock Will Be Worth This Much by 2030

    Marvell Technology is positioned as a major beneficiary of the AI infrastructure boom, particularly through its custom silicon business for hyperscalers. Management targets $30 EPS by 2030, with analysts projecting stock valuations ranging from $234 (pessimistic) to $780 (optimistic) depending on execution. The company's growth is driven by demand for custom AI chips, interconnect technology, and XPU attach products, though risks include customer spending changes and increased competition.

    MRVLDELLAMD
  2. Patrick Sanders

    Alphabet, Amazon, SpaceX, Microsoft, Broadcom, and AMD Are Counting on Anthropic's IPO. Not All Their Contracts Are Equal.

    Anthropic's IPO prospectus reveals massive computing infrastructure contracts worth hundreds of billions with major tech companies, but the terms vary significantly. Alphabet, Amazon, and Microsoft have noncancelable minimum-spending commitments ($114.5B, $110B, and $44.9B respectively), while SpaceX's $120.5B deal can be terminated with 90 days' notice. Broadcom has $161.2B in noncancelable equipment leases, and AMD's deal lacks fixed commitments but expects over $20B in spending. Contract strength will determine how much potential revenue becomes actual profit.

    GOOGGOOGLGOOGMGOOGNAMZN
  3. Harsh Chauhan

    Not Nvidia. Not AMD. This Is the Best Artificial Intelligence (AI) Stock to Buy in November

    Lumentum Holdings is positioned to outperform Nvidia and AMD in November earnings due to severe supply shortages in optical networking components critical for AI data centers. The optical networking market is expected to grow 10x from $15B (2026) to $154B (2028), with Lumentum's EPS potentially jumping 5.5x by fiscal 2029. The stock has pulled back 19% from its 52-week high, offering an attractive entry point at 43x forward earnings.

    LITENVDAAMDASMLTSM