8+ hour, 44+ min ago   (560+ words) That figure, buried in Oracle's fiscal first-quarter earnings call, offers investors a rare customer-side look at the supply-demand imbalance that has powered Nvidia's explosive growth. Nvidia's management has repeatedly said its compute is fully utilized across every cloud it serves,…...

2+ day, 7+ hour ago   (837+ words) Jensen Huang has a blunt message for critics who argue Nvidia is propping up its own sales by financing the very companies that buy its chips: bring it on. "Is that circular? If that is, let's do more of that,…...

1+ day, 6+ hour ago   (837+ words) Cloud gaming platforms are facing significant cutbacks as major technology companies redirect data center capacity and GPU resources toward artificial intelligence workloads. Microsoft will cap Xbox Game Pass cloud gaming hours starting in November, limiting Ultimate subscribers to 15 hours monthly....

3+ day, 6+ hour ago   (452+ words) During the call, co-CEO Clay Magouyrk provided specific figures: Oracle delivered 850 megawatts of AI compute capacity to customers during the first quarter, including over 300,000 GPUs. He noted, "Q1 delivery volume was nearly triple the entire Q4 delivery volume, equivalent to 73% of the…...

3+ day, 21+ hour ago   (482+ words) The sharp rebound from the 5% share recorded as recently as Q4 last year is widely attributed to performance improvements in the company's latest AP, the Exynos 2600. The Exynos 2600 was featured in the Galaxy S26 series launched earlier this year, drawing a positive…...

6+ day, 9+ hour ago   (357+ words) Options traders are positioning for one of the most volatile earnings reactions in Oracle Corporation's (ORCL) recent history, with the derivatives market implying a double-digit percentage move when the database and cloud giant reports fiscal first-quarter results after Thursday's close....

6+ day, 18+ hour ago   (514+ words) South Korea and the United States have reportedly settled on an investment figure of roughly $22.3 billion for a natural gas power project in Texas, a deal that would mark Seoul's first major U.S. energy commitment under the two countries' 2025 trade agreement....

1+ week, 3+ day ago   (566+ words) South Korea's Ministry of Science and ICT has selected the Naver Cloud consortium as the final contractor for developing a cybersecurity-specialized AI foundation model. Defeating the rival SK Telecom consortium, Naver Cloud will execute the project alongside 32 organizations including LG…...

1+ week, 5+ day ago   (534+ words) The live systems pair AMD's Instinct GPUs with EPYC server processors and Cisco networking hardware, including the Silicon One platform, N9000 systems, and 800G optical technology. HUMAIN markets the resulting compute as a service to clients in Saudi Arabia and beyond, with…...

2+ week, 3+ day ago   (634+ words) Nvidia Corp. (NVDA) has paused parts of a financing initiative that offered credit support to AI cloud companies in exchange for a share of their revenue, according to the Wall Street Journal, citing people familiar with the matter. The chipmaker…...