Tools & Platforms
How AI is breathing new life into old tech giants

00:00 Speaker A
There’s another trend that I wanted to talk to you about, Paul, that I found interesting in the market recently. And that’s, you know, you and I’ve been following these tech stocks for a long time, right? And there’s some like Oracle, which we’ve been speaking about recently and watching that have sort of found new life because of this AI wave. How much further can it take them?
00:37 Paul
Yeah, there are a couple of blasts from the past, I would say Oracle and AI, but I don’t think Oracle and AI with its any kind of tilt towards a large language model or even its apps is the big deal. It’s OCI, right? Their cloud computing infrastructure. That’s very much like Microsoft Azure and Amazon AWS. If it was just an AI hopeful software company, I wouldn’t have the same view of Oracle. The other thing I think will be interesting is not today, not tomorrow, but sooner or later, quantum computing will explode, and then you’ll see another blast from the past because here comes IBM. IBM after all these years of being poo-pooed could be a leader in quantum computing.
01:58 Speaker A
Well, and IBM has already trading near a record, so it’s already been seeing a lift from some of the transformations that company has been undergoing. Are there other sort of like old workhorses that you think people should be holding in their portfolios because they’re part of this new wave?
02:25 Paul
Yeah, another one that people had given up for dead was Cisco, right? For a long time, Cisco’s growth had slowed, and the only reason that you would buy Cisco was it had a really high dividend yield for a tech stock. So you could get kind of a two-fer and have a call option on some price appreciation. However, Cisco, in this AI infrastructure world, has some mojo. And I also think Cisco might be part of the consortium that is permitted in the United States to buy Tik Tok, so that could be interesting. So, yeah, another one.
03:33 Speaker A
Let’s get to the biggie here, and that is, of course, Nvidia. We had the recent news that they were going to be selling more, or that they were expecting to get the licenses again to sell H20s into China. What do you think is the biggest obstacle or risk for Nvidia at this point?
04:04 Paul
Well, we know, whether it’s the Chinese or the dude that we have in the White House, that, you know, a policy could easily be changed from morning to afternoon. So I still worry about that. But in the meantime, I think things are going great there. And this quarter, Nvidia was supposed to do revenues of about $45 billion. And that was excluding $8 billion in H20 revenue. So now that we’re back on, it won’t go from zero back to eight. But think about it. This could add, and it should add to all the Wall Street models, 20% upside to revenues over the next year or so. So if this deal sticks, I’m always worried about these deals sticking. But obviously a boon for Nvidia, and I agree. Post this announcement, the sell side is at about a $200 price target for Nvidia. I think it’s achievable.
Tools & Platforms
Unlocking the potential of low consumption AI technologies

Artificial intelligence has sparked widespread concern surrounding not only its impact on jobs, but also its voracious appetite for electricity and ultimately its own environmental toll.
Industry leaders speaking at Gastech 2025 in Milan during a panel session titled ‘From investment to impact: Unlocking the potential of low consumption AI technologies to accelerate energy transition goals’ agreed that developing and deploying low-energy, high-impact AI solutions is essential to capitalise on this transformative technology while making the best use of its potential to aid in decarbonisation.
“AI is energy-hungry and it needs to be fueled heavily, and so there’s this growing demand for energy to fuel that,” said Uwa Airhiavbere, Chief Commercial Officer for Worldwide Energy & Resources at Microsoft.
Ultimately, by prioritising innovation that minimises energy consumption without compromising impact, stakeholders can ensure artificial intelligence delivers on its decarbonisation promise.
Airhiavbere stated that the true test of AI’s potential will not be just its intelligence, but its efficiency, also in terms of power consumption. Microsoft is tech provider as well as a significant energy consumer – he explained- and as such it is aiming to run all data centers in 24 countries on 100% renewable energy by year-end. It has also signed partnerships for nuclear energy and fusion energy to contain its impact on the environment. Forecast models are also part of the strategy.
“AI is energy-hungry and it needs to be fueled heavily, and so there’s this growing demand for energy to fuel that.”
– Uwa Airhiavbere, CCO – World Wide Energy & Resources, Microsoft
“We also have an inclusive, 24/7 carbon free matching, where we leverage our AI tools to match renewable energy hour by hour, to make sure that we’re not waiting to offset that energy use at the end of the year,” Airhiavbere said.
While artificial intelligence is poised to revolutionise industries and could add an estimated $13 trillion to the global economy by 2030 according to McKinsey, realising that promise depends entirely on sustainably meeting the substantial power demands of its data centers. This puts immense pressure on global energy providers who are already navigating a complex transition.
Long-term sustainable
From the perspective of energy management, the integration of AI is a delicate balancing act, explained Henri Domenach, Global Head of Energy Management at ENGIE.
“Ai is a great opportunity; we need to turn it in a long-term sustainable technology” with a more efficient management of the power needs. Domenach stressed that the integration of AI will itself help optimise the production and reduce carbon footprints. He cited improvements in renewable energy forecasting, crucial for grid stabilisation and value improvement, and a recent commissioning of a 100 MWh battery in Belgium.
Parisa Bardouni, Senior Vice President and Chief Technology Officer at Aker Solutions, said, “There is a lot to gain from collaborations and alliances among technological and energy companies as well as with customers and consumers” to find the best ways to address the AI’s power hunger.
Convergence strategy
“You need to have gas, you need to have nuclear, you need to have renewable — you cannot rely on one specific feedstock because you need to have a resilient grid to power the AI,” said Manoj Narender Madnani, Managing Director for International at MARA.
The convergence of AI and energy management, therefore, presents a clear opportunity to activate transformative solutions. These advancements could serve as a powerful catalyst for a cleaner, more streamlined energy future, driven by innovation in both hardware and software.
Increasingly, “there is a fine line between top tech companies and top energy companies,” Madanani added, saying that he would not be surprised to see some of the former become also energy businesses to better manage the artificial intelligence’s power needs.
Tools & Platforms
Unisound AI Technology (SEHK:9678): Does the Current Valuation Reflect Future Growth Potential?

Unisound AI Technology (SEHK:9678) caught the attention of investors this week with a move in its share price, prompting debate about what might be driving momentum, or if it signals fresh risks or opportunity for the company. While there hasn’t been a clear event or announcement to point to, these kinds of movements often act as a spark for investors to take a closer look at what’s happening under the hood, especially when it comes to future prospects versus the current price tag.
Stepping back, Unisound AI Technology’s performance over the year has painted a mixed picture. After gaining nearly 99% year-to-date, the stock has seen a more subdued run lately, with a modest uptick over the past day but declines across the month and week. For a company with ambitions in AI technology, such swings are a reminder that investors are constantly fine-tuning their expectations, whether that’s in response to sector enthusiasm, competitive concerns, or changes in risk appetite.
So is the recent slip a sign that the shares are set up for a rebound, or are markets wisely factoring in the next chapter of growth already? Let’s dig into the valuation to see what the numbers tell us.
Price-to-Sales of 22.3x: Is it justified?
Unisound AI Technology currently trades at a price-to-sales (P/S) ratio of 22.3, making it appear significantly more expensive than both the Hong Kong Software industry average (2.8x) and its closest peers (6.3x).
The price-to-sales ratio compares a company’s market value to its revenue, serving as a key measure for businesses that are not yet profitable. For technology and software firms, investors often use P/S when earnings are negative or volatile, as it provides a way to assess how much the market is willing to pay for each unit of sales.
A P/S ratio this elevated suggests investors are pricing in substantial growth or market dominance in the future. However, such a premium also signals heightened expectations. Unisound must deliver meaningful revenue acceleration to justify this multiple, especially given its current unprofitability.
Result: Fair Value of $589.00 (OVERVALUED)
See our latest analysis for Unisound AI Technology.
However, weak revenue growth and sustained losses remain key risks. These factors could undermine the high valuation and dampen near-term investor confidence.
Find out about the key risks to this Unisound AI Technology narrative.
Another View: What Does Our DCF Model Say?
Taking a different approach, our SWS DCF model also sizes up Unisound AI Technology but finds no reason to challenge the lofty price. It flags the stock as overvalued based on future cash flows. Could this reinforce market caution, or is there still something the market sees that is missed in the numbers?
Look into how the SWS DCF model arrives at its fair value.
Stay updated when valuation signals shift by adding Unisound AI Technology to your watchlist or portfolio. Alternatively, explore our screener to discover other companies that fit your criteria.
Build Your Own Unisound AI Technology Narrative
If you have a different perspective or want to dig into the numbers yourself, you can easily craft your own assessment in just a few minutes. Do it your way.
A great starting point for your Unisound AI Technology research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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Tools & Platforms
Rochester Cloud Connect Summit to Feature Nationally-Recognized AI, Cyber Experts
FirstLight Announces High-Impact Cloud Connect Summit in Rochester, Showcasing Leaders in Cybersecurity, AI, and Cloud Innovation
ALBANY, N.Y., Sept. 11, 2025 /PRNewswire/ — FirstLight, a leading provider of digital infrastructure services to enterprise and carrier customers throughout the Northeast and mid-Atlantic, is bringing its highly anticipated Cloud Connect Summit to Rochester, NY. The event will take place October 2nd at the historic George Eastman Museum, gathering technology leaders and innovators for an afternoon of forward-looking insights, powerful discussions, and high-level networking.
Known as one of the premier IT events in the region, Cloud Connect Summit brings together top minds in cybersecurity, artificial intelligence, and cloud computing to explore the trends and technologies reshaping today’s digital landscape. FirstLight is proud to serve as title sponsor, with additional sponsorship from industry leaders Veeam and Ciena.
The speaker lineup features an impressive roster of thought leaders and innovators:
- Colonel Craig E. Frank, Director of S-6 (Communications) at Space Systems Command, Los Angeles Air Force Base — leading a team of 85 specialists in cybersecurity, digital engineering, and technology strategy.
- Matthew Wright, PhD, Kevin O’Sullivan Endowed Professor and Chair of Cybersecurity at Rochester Institute of Technology — a globally recognized researcher with over 100 peer-reviewed publications on cybersecurity, human-computer interaction, and networks.
- Rick Vanover, Senior Director of Product Strategy at Veeam — presenting the latest insights from a sweeping survey of 1,000 companies on ransomware resilience and defense strategies.
- Erich Kron, cybersecurity speaker, author, and KnowBe4 expert — a seasoned security leader with decades of experience across information security, project management, and senior leadership roles.
The day’s program will include dynamic presentations, interactive discussions, and actionable takeaways, capped off with cocktails and networking among peers and industry experts.
“This is more than an event – it’s a forum for sparking ideas, sharing strategies, and connecting with the people shaping the future of AI and Cybersecurity,” said Lorenzo Leuzzi, Chief Revenue Officer at FirstLight.
Registration is now open at www.cloudconnectsummit.com. For a limited time, attendees can waive the registration fee with code “FirstLight.”
About FirstLight Fiber, Inc.
FirstLight, headquartered in Albany, New York, provides fiber-optic data, Internet, data center, cloud, unified communications, and managed services to enterprise and carrier customers throughout the Northeast and mid-Atlantic with more than 125,000 locations serviceable by our more than 25,000-route mile network. FirstLight offers a robust suite of advanced telecommunications products featuring a comprehensive portfolio of high bandwidth connectivity solutions including Ethernet, wavelength and dark fiber services as well as dedicated Internet access solutions, data center, cloud and voice services. FirstLight’s clientele includes national cellular providers and wireline carriers and many leading enterprises, spanning high tech manufacturing and research, hospitals and healthcare, banking and financial, secondary education, colleges and universities, and local and state governments.
To learn more about FirstLight, visit www.firstlight.net, or follow the company on X, LinkedIn and Instagram.
Media Contact:
John Romagnoli
[email protected]
SOURCE FirstLight Fiber
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