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Oracle analysts divided on AI cloud upside vs $95 billion debt pressure
1+ week, 5+ day ago (895+ words) Citigroup analyst Tyler Radke maintained a Buy rating on Oracle with a $330 price forecast. He...value over three months. Radke attributed the decline to investor panic, credit-market pressure and at-the-market...pricing improves. Radke expects healthy AI demand to support potential…...
CME to launch Nvidia compute futures on Oct 5 amid monopoly concerns
1+ week, 15+ hour ago (426+ words) CME Group is launching AI compute futures on Oct 5 to track Nvidia H100 and B200 rental prices. While aiming to create a hedging tool for AI infrastructure costs, the market faces skepticism due to Nvidia's monopolistic control over supply. This...primary questions:…...
Nvidia says A100 GPUs mission-capable through 2029
1+ mon, 16+ hour ago (606+ words) fears. Nvidia partners with major asset managers to mobilize $500 billion in capital for AI infrastructure....Ampere generation. Huang attributed this durability to the company's CUDA software platform, which...Inc (NASDAQ: CRWV). The company signed a contract to rent Nvidia A100 GPUs…...
Oracle Q1FY27 Results: Analyst cites compute, capital constraints ahead of earnings
6+ day, 13+ hour ago (775+ words) cloud infrastructure is robust, the company’s ability to sustain growth depends on overcoming physical buildout...stumble in any single major project poses a direct risk to revenue growth. Despite supply-side constraints,...contracts. Oracle guided EPS for Q1FY27 at $1.72 to $1.76 against a…...
Hyperscale Data Bitcoin treasury reaches 1,087 BTC worth $70.3 million
3+ week, 3+ day ago (306+ words) Hyperscale Data currently expects the divestiture of ACG to occur in the second quarter of 2027. The Divestiture...Following the transaction, Hyperscale Data expects to focus on operating high-performance computing data...impact Hyperscale Data's liquidity and ability to fund its high-performance…...
Nvidia Earnings: Yorkville CEO cites memory, labor bottlenecks
2+ week, 5+ day ago (736+ words) availability but physical execution limits. He points to three specific bottlenecks emerging beyond chip production...indicating AI server prices may rise more than 15% due to soaring memory costs. Critical minerals represent...than data centers alone. Wall Street expects Nvidia to…...
Empower India expands into AI digital infrastructure
6+ day, 13+ hour ago (264+ words) September 7, 2026. The company stated it is positioned to benefit from the rapid development of India's...computing ecosystem. The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and...allocation of ₹10,371.92 crore. This initiative aims to accelerate the development…...
QumulusAI signs GPU deal with DRW for Blackwell B300 capacity
2+ week, 4+ day ago (396+ words) entered into a GPU-as-a-Service agreement with DRW to provide dedicated NVIDIA Blackwell B300 compute capacity. The deal, which can run for up to four years, is the company's second financial-sector contract, contributing to over $246 million in aggregate agreements announced...inference-first, demand-led…...