Akamai: Becoming a new Edge Giant with NVIDIA Power and AI Inference
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Growth turbo: A massive acceleration in the area of Cloud Infrastructure Services by +45% underscores the successful transformation into an AI infrastructure provider. Competitive advantage: Through the partnership with NVIDIA and the use of Blackwell GPUs, the company offers drastic cost advantages of up to 86% compared to traditional hyperscalers. Accumulation signal: Despite initial concerns regarding storage costs, a "very strong pipeline" and a $200 million major order generate massive buying interest under high volume. Akamai...
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