Flash News
Morgan Stanley analyzes the new cloud-sharing model of Inverda, looking at billions of dollars of recurrent income
ACCORDING TO THE TIDE STUDY, MORGAN STANLEY, IN A STUDY ON 14 AUGUST, NOTED THAT YOUNG WIDA HAD INTRODUCED A NEW CLOUD ARCHITECTURE IN EXCHANGE FOR A SHARE OF FUTURE CLOUD REVENUES BY PROVIDING CREDIT GUARANTEES TO NEW CLOUD SERVICE PROVIDERS. MORGAN STANLEY MAINTAINED THE BRITISH WEEDA SUPER-RATED RATING AND A TARGET PRICE OF $288, BELIEVING THAT THE MODEL WAS EXPECTED TO GENERATE A $10 BILLION-GRADE RECURRENT INCOME. MORGAN STANLEY CALCULATED THAT IF THE NEW CLOUD ECOLOGY WERE TO BE 25 GW-SCALED, WITH AN ANNUAL INCOME OF US$ 20 MILLION PER MW, THE FY28 EBIT COULD INCREASE BY ABOUT 60 PER CENT IF YVIDA RECEIVED A QUARTER SHARE. THE $500 BILLION INVESTMENT FUND ANNOUNCED BY IN WEIDA HAS CONTAINED DIRECT EXPOSURES WITHIN 25 PER CENT。
