Google Cloud underpins Lumen® Digital Twin technology, providing proactive insights across the Lumen network Google Cloud's Vertex AI platform enables new AI-powered applications to assist Lumen technicians and customer support teams Lumen Private Connectivity Fabric℠ will expand Google's network to support demand growth for Google Cloud's products and AI innovations DENVER, Nov. 5, 2024 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN) announced a partnership with Google Cloud that is accelerating Lumen's ...

Lumen Technologies, Inc (LUMN) is scheduled to report third-quarter 2024 results on Nov. 5.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. The Zacks Consensus Estimate for total revenues is pegged at $3.2 billion, indicating a fall of 12% from a year ago. The consensus estimate for earnings is currently pegged at a loss of 5 cents per share. In the year-ago quarter, LUMN reported a loss of 9 cents per share.The company missed the Zacks Consensus Estimate in three of the last four q ...

文章核心观点 - 美国电信公司Lumen与亚马逊云服务AWS达成合作,共同推动基于人工智能的网络服务创新 [1][2][3] - Lumen将利用AWS的人工智能、机器学习等技术,优化自身的应用程序和系统,并推动通信、网络服务、安全和语音产品的创新 [4][5] - Lumen将为AWS数据中心提供光纤连接,帮助企业客户在AWS区域和AWS本地区域构建和交付高度可扩展的人工智能应用程序 [2][3] - 双方将通过灵活的网络连接,确保各行业客户能够构建和交付安全可靠的人工智能应用程序 [3] - Lumen将把自己的IT和产品平台迁移到AWS,利用亚马逊Bedrock等生成式人工智能技术,提高网络资源的规划和优化能力,改善客户体验并降低成本 [4][5] 根据目录分别总结 增强基础设施以支持人工智能增长 - Lumen将通过其私有连接网络解决方案,为AWS区域和本地区域提供专用的光纤连接基础设施 [2] - AWS将在这些光纤上部署其定制的网络技术,提供行业领先的安全性、可用性和性能 [2] - 增强的AWS网络将支持高带宽和动态连接,使客户能够开发生成式人工智能应用程序、训练人工智能模型,并在其区域和本地区域交付新的人工智能驱动产品 [2] 利用人工智能优化网络系统以改善客户交付 - Lumen将把IT和产品平台迁移到AWS,以提高性能、可扩展性和运营效率 [4] - Lumen未来将应用亚马逊Bedrock等生成式人工智能技术,帮助更好地规划和优化网络资源,实现对网络的全面可见性,从而改善客户体验并降低成本 [4][5] - Lumen相信将能够过渡到一个由生成式人工智能驱动的自主网络平台,动态管理资源分配,并快速识别和解决服务和网络相关问题 [5]

This little AI software company needs to prove it can grow in the shadow of its bigger competitors. Lumen Technologies was one of the greatest comeback stories of 2024. The struggling telecom company's stock had dropped below $1 this June as investors fretted over the slow death of its business wireline segment. But it skyrocketed back to about $6 over the past four months as it secured several major AI deals. Microsoft mainly saved Lumen, which awarded it an artificial intelligence (AI) connectivity contra ...

文章核心观点 - 人工智能热潮推动了Super Micro Computer和Lumen Technologies的股价大涨 [1] - 但随着估值飙升,空头开始关注这两家公司是否能兑现承诺 [1] Lumen Technologies - Lumen Technologies是一家大型光纤网络公司,其股价今年上涨约250% [2] - 投资者认为其光纤网络将成为支持人工智能的关键基础设施,Lumen公司也表示人工智能需求带来了50亿美元的新业务 [2] - 但空头Kerrisdale Capital认为Lumen从人工智能中获益的预期过于乐观,50亿美元新业务只是为了缓解收入下滑和流动性问题 [3] - 华尔街分析师也普遍持谨慎态度,给出了38%的下跌空间 [4] - Lumen负债近200亿美元,尽管正在进行转型,但考虑到股价大涨和人工智能相关不确定性,投资者应谨慎观望 [4] Super Micro Computer - Super Micro Computer是标普500指数中最多空头的股票,超过21%的流通股被空头做空 [5] - 投资者认为其产品可用作支持人工智能和机器学习的关键基础设施,股价今年已涨68% [5] - 但空头Hindenburg Research指出公司存在会计违规行为,包括收入确认不当和费用低估 [5] - 华尔街分析师给出了34%的上涨空间,但也有谨慎态度,建议投资者在更多信息出台前谨慎行事 [6]

Lumen Technologies, Inc. (LUMN) has partnered with Meta Platforms, Inc. (META) to elevate the latter’s network capabilities. The expanded network will deliver a dedicated interconnection for Meta's cutting-edge infrastructure.Lumen’s Private Connectivity Fabric (PCF) is designed to supply the network capacity needed for artificial intelligence (AI) development. This initiative includes exclusive access to current and new fiber routes connecting data centers. Lumen highlighted that it will help Meta deliver ...

Lumen stock got off to a red-hot start thanks to AI news today, but it hasn't held on to those early gains.Lumen Technologies (LUMN -2.15%) stock is surging in today's trading. The telecommunications company's share price was up down 2.5% as of 2:30 p.m. ET, after having been up as much as 15.4% earlier in the day's trading.Lumen stock is making big gains following an announcement that the company has signed a new deal with Meta Platforms (META -0.63%) to provide network infrastructure and services. Through ...

Lumen's Private Connectivity Fabric℠ enables long-term network capacity for Meta's AI DENVER, Oct. 21, 2024 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN) and Meta are partnering to significantly increase Meta's network capacity and help drive its bold AI ambitions. The expanded network will provide dedicated interconnection for Meta's industry-leading infrastructure, strengthening and increasing the company's ability to lead in AI development. This increase in capability is another differentiator that wil ...

Assuming it does not get bought out, Lumen now has a tremendous opportunity. Three months ago, if you asked investors where telco Lumen Technologies (LUMN 0.78%) would be in five years, they might have argued about whether it would exist at all. Heavily indebted and priced like a stock headed into bankruptcy, most investors had lost faith in the company. Perceptions changed in late July when it announced a partnership with Microsoft to connect its data centers and expand its network capacity. Lumen has sinc ...

DENVER, Oct. 7, 2024 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN), a global integrated network solutions provider that unleashes the world's digital potential, will release its third quarter 2024 results on Nov. 5, 2024. The company will broadcast a live conference call on its Investor Relations website at http://ir.lumen.com at 5 p.m. ET. Additional information regarding the third quarter 2024 results, including the company's earnings release, investor presentation, and related materials will be availab ...