At #KubeConEU, theCUBE’s @RealStrech & @pnashawaty speak with Kevin Cochrane about how @Vultr spins up a fully-integrated system for #networking, #storage #softwareinfrastructure support. 💡 Get more insights! thecube.net/events/linux-fou… #GPU #AIInfrastructure #EnterpriseAI

$BB — Valye Company Analysis BlackBerry Limited has steadily repositioned itself from a legacy mobile device manufacturer into a software infrastructure player focused on embedded systems and secure communication solutions. Its QNX division, powering over 275 million v Key points: • Transition from hardware to software-centric business with two core divisions: QNX for embedded real-time operating systems and Secure Communications for encrypted messaging. • Revenue experienced moderate growth in FY2026 (2.7% YoY) to $549.1M following volatile years including a steep decline in FY2024. • Returned to operating profitability with $48.3M operating income in FY2026 versus prior year near breakeven results. • Net income swung positive to $53.2M in FY2026 after several years of deep net losses attributable to restructuring and strategic transformation efforts. • Operating cash flow improved substantially ( 205% YoY) to $50.3M supporting positive free cash flow despite modest capital expenditures. Read: valye.com/news/bb-company-an… #ValyeAI #Stocks #StockAnalysis #StocksInFocus #BB #StockMarket #EmbeddedSystems #SecureCommunications #SoftwareInfrastructure #Profitability

🔥🎯 $PLTR 又赢大单：当美国海军把 4.48 亿美元押在 Palantir，背后真正发生的事远比“合同”更重要 BREAKING：美国海军正式宣布对 Shipbuilding Operating System（Ship OS）进行 4.48 亿美元战略级投入，目标是在整个造船工业体系全面加速 AI 与自主化技术的落地。 这一切的核心支撑软件—— 来自 Palantir。 1️⃣ Ship OS = 用 Palantir 统一美国海军造船业的神经系统 海军造船是全美最复杂、最数据密集、最容易延误的工业链之一。 Ship OS 的作用是： • 让实时数据透明化 • 让指挥链各层级实时看到变化 • 让瓶颈点即时暴露 • 让供应链响应速度提升一个数量级 这不是“软件升级”， 这是 工业体系的操作系统换代。 2️⃣ 美国政府的基础设施投资正在出现“软件化拐点” 从国防、医疗、关税、能源，到如今的造船体系： 政府正在进行一轮 史无前例的软件基础设施重构。 而从趋势来看： • 谁能承载“国家级操作系统” • 谁能整合跨机构的实时数据 • 谁能安全地连接分布式供应链 谁就成为这一轮数字化国家工程的核心底座。 目前来看： Palantir 是唯一持续赢下这些系统级项目的公司。 3️⃣ $45M 韩国现代重工项目，为这次美国海军合同打了最关键的样本 Palantir 数年前就与现代重工合作“未来造船厂”项目： • 某种意义上，这是 Ship OS 的前身 • Palantir 早已在造船工业链积累深度 know-how • 军方需要的正是这种跨行业、跨地域的系统经验 这不是“运气”—— 这是 长期战略布局开始兑现。 4️⃣ 海军部长 John Phelan 的原话透露出更大的格局 他说： “ShipOS 不只是软件，而是一种全新的工业运作方式。 它把 Palantir 的工具放进每一个决策者手里，让他们获得完整、准确、实时的供应链反馈。 这是我们将技术优势转化为海上工业主导地位的方式。” 一句话总结： 这是技术主导权的争夺。 5️⃣ 真正被低估的趋势：政府 OS 化 = Palantir 化 随着越来越多的国家级机构把“系统操作层”交给 Palantir： • 军队在用 • 铁路在用 • 医疗在用 • 关税在用 • 供应链在用 • 盟友国家的工业集团也在用 这是一个典型的 网络效应 — 路径依赖 — 护城河越滚越大 的商业模型。 等别人想追的时候，已经没有时间了。 你怎么看？这是 $PLTR 市值重定价新周期的起点，还是加速期中的其中一环？ 📣持续追踪 $PLTR、AI 国防体系与政府 OS 的长期价值路径，让你第一时间看见下一轮机构必须重配的资产。 #PLTR #AI #DefenseTech #Palantir #USNavy #SoftwareInfrastructure #Autonomy #TechInvesting #GovTech

Flox @floxdevelopment Raises $25 Million in Series B #SaaS #SoftwareInfrastructure #DeveloperTools #ProductDevelopment #DevOps #SoftwareLifecycle #SeriesB #Funding thesaasnews.com/news/flox-ra…

Complexity slows teams. Smart platforms move them forward. Explore how abstraction and automation drive real impact: talkdev.com/featured/abstrac… #DeveloperExperience #PlatformEngineering #SoftwareInfrastructure #CloudOps #TalkDev

Big moves today! $PDYN (Palladyne AI Corp), specializing in AI infrastructure software, is up 53.64%! They're revolutionizing the tech industry with their advanced AI solutions. #AI #SoftwareInfrastructure #TechInnovation #DayTrading #AlgoTrading #Stocks skool.com/algo-trading

AtlasClear Holdings Inc $ATCH, a tech company specializing in software infrastructure solutions, saw its stock jump 42.28% today! #SoftwareInfrastructure #TechCompany #Innovation #DayTrading #AlgoTrading #Stocks skool.com/algo-trading

🏅 Congrats to @GroveVentures' portfolio company @envZero for being selected as one of @globesnews' '10 Most Promising Startups 2024': globes.co.il/news/home.aspx?… @DevOpsOhad @omryhay @lotanlev #SoftwareInfrastructure #cloud #Infrastructureascode #startups #Deep_Future

In this episode, we sit down with graduate Dana, who is working in #SoftwareInfrastructure for @graphcoreai in the field of #MachineLearning to hear all about her role and why the field needs more diversity if it’s going to progress. Listen here: shecancode.io/spilling-the-t… 🎧🧡

$ORCL closes at new ATH's, extends gain since 4/5 close: lnkd.in/gXTGaq9E, to 13%, 2023 gain now 30%, getting a bit stretched(daily/weekly MACD), #oracle Oracle #itservices #softwareinfrastructure $SPX lnkd.in/gJt4nT8B

$ADBE( 7.5%) breakout? piercing key overhead trendline, heading for best '23 close on accelerating trade, since filling 3/15 breakout gap(earnings) in early May shares have gained 18%, expecting more upside, #adobe Adobe #softwareinfrastructure #AI $SPX lnkd.in/gzxYmwdh

$ORCL at new '23 highs, extends gain off Mar. lows to 22%, best weekly close ever(12/10/21) within striking distance, daily/MACD nowhere near overbought, we highlighted it 5/5: lnkd.in/gaTS4XSG, #oracle Oracle #softwareinfrastructure $SPX lnkd.in/gJeTjzi3

$GEN is making moves! ToxicBikerKing's post has caused a 1.08% gain in the stock price. Could this be the start of a bigger move? Share your thoughts and strategies on this stock! #genstock #SoftwareInfrastructure #StockMarket

📅 MAY 18th | SHIFT HAPPENS, @GroveVentures' invite-only summit for top execs & founders who shape #SoftwareInfrastructure w. @googlecloud, @PaloAltoNtwks, @hfnlaw & UMTB! *Masterclasses * Dev Research Reveal * Join the Waitlist: eventbrite.com/e/shift-happe…… @lotanlev @TAbuloff

Happy Holidays from #SancusVentures! Our team members are all ex-founders, tech experts, and developer community leaders. We are here to support the founders who are building the future of #softwareinfrastructure! #ai #blockchain #opensourcesoftware #developertools

MAX IV KITS Infrastructure team is looking for a new colleague as a #SystemEngineer & Application Support! Join us for a rewarding involvement in the application support of #MAXIV #softwareinfrastructure . Read more and apply: lu.varbi.com/en/what:job/job…

Cloud computing provides businesses easy access to swift services and professionally-arranged infrastructure. #SoftwareInfrastructure #CloudComputing #MindCraftGlobal

MindCraft can help you with the implementation and support of complex environments through our specialized middleware services. Write to us at sales@mindcraft.in #SoftwareInfrastructure #MiddlewareServices #MindCraftGlobal

Cloud computing provides businesses easy access to swift services and professionally-arranged infrastructure. #SoftwareInfrastructure #CloudComputing #MindCraftGlobal

Insight and proper planning can help you optimize your cloud infrastructure, here are some best practices for you to follow. #Cloud #SoftwareInfrastructure #MindCraftGlobal