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SpaceX secured a new AI compute hosting deal worth approximately $13 billion in annual recurring revenue. Driven by explosive compute demand, the expansion highlights strong operational ties and prio…
Oracle validated Nvidia's hardware longevity thesis, reporting that four-year-old GPUs renewed at a 20% premium with 97.9% utilization. Delivering over 300,000 GPUs and closing $30 billion in AI cont…
Oracle validated Jensen Huang's bullish stance on AI hardware durability, reporting that older GPUs were renewed or resold at a 20% premium. Oracle also deployed over 300,000 GPUs with 97.9% utilizat…
Oracle posted stronger-than-expected fiscal first-quarter earnings and revenue, driven by triple-digit acceleration in cloud infrastructure growth. The results underscore surging enterprise demand fo…
Super Micro Computer reported strong Q4 results and raised fiscal 2027 revenue guidance to $65–$72 billion on a $60 billion order backlog. Massive demand for AI infrastructure and server deployments …
Nebius and IREN highlighted differing AI infrastructure strategies, posting strong compute growth. Nebius secured a $27 billion Meta agreement, while IREN pivoted from crypto mining backed by a $3.4 …
IREN surged after securing conditional ERCOT Base Load status for its 2GW Texas hub, overcoming a major regulatory hurdle for AI data centers. The power milestone eases critical grid bottlenecks, bol…
Nvidia CEO Jensen Huang defended AI chip durability, citing a 22% jump in three-year-old H100 rental rates to $3.28 per hour. Sustained hardware utility eases customer fears of stranded capital expen…
Nvidia CEO Jensen Huang highlighted AI compute as a durable, revenue-generating asset following reports that older H100 GPU rental rates surged 22% month-over-month. The sustained pricing defies stan…
Dell raised fiscal 2027 guidance, forecasting 150% EPS growth and revenue of $192 billion. Driven by a $95 billion AI server backlog and surging enterprise IT demand, the results validate strong hard…
Oppenheimer raised its SpaceX price target, citing rapid AI growth post-Cursor acquisition. The firm highlighted heavy reliance on Nvidia GPUs and next-gen Rubin chips, alongside compute leasing part…
Figure AI partnered with Nscale to deploy up to 100,000 Nvidia Vera Rubin GPUs, committing an initial $3.5 billion with plans exceeding $6 billion. The agreement validates humanoid robotics and physi…
Dell reported a massive $95 billion AI server backlog alongside record conventional server and storage revenue. Surging enterprise order books and raised fiscal guidance underscore insatiable demand …
Dell surged after posting blowout earnings, a record $95 billion AI backlog, and lifting full-year revenue guidance to $192 billion. The surging demand across enterprise AI servers reinforces heavy G…
Nvidia CEO Jensen Huang projected a $50 trillion market for physical AI and humanoid robots. As Nvidia GPUs serve as the core robotic brains, commercialization focuses on critical supply chain hardwa…
Nvidia partner GMI Cloud secured over twice its targeted funding in a debt deal backed by AI computing power sales. The heavily oversubscribed transaction underscores sustained, strong demand for Nvi…
Super Micro Computer reported 78% revenue growth in FY26 and secured a record $60 billion in Q4 orders. AI infrastructure accounts for over 80% of expected revenue, signaling robust enterprise demand…
Amazon reports robust quarterly results driven by AWS growth reaccelerating to 37% and advertising surging 26%. A massive partnership with NVIDIA to deploy 2 million GPUs for AI workloads fuels multi…
Nvidia experiences surging demand as AI compute shortages persist, highlighted by OpenAI pausing Sora due to capacity constraints. Despite slower enterprise adoption, frontier AI labs continue consum…
Nebius Group posted Q2 revenue growth of 454% to $582.3 million, backed by a new Soros Fund stake. The company secured major multi-billion-dollar AI compute agreements with Meta Platforms and Reflect…