1+ hour, 20+ min ago   (351+ words) Both tech giants posted strong AI revenue growth in their latest quarters, but negative free cash flow raises the question of how long investors will tolerate the cash burn. Alibaba and Amazon are both pouring tens of billions into AI…...

2+ hour, 26+ min ago   (269+ words) None of this infrastructure exists because Australian buyers suddenly distrust American technology on principle. It exists because the procurement rules changed, and providers that can tick every box on the DTA’s five-point sovereignty test now have a structural advantage bidding…...

1+ hour, 17+ min ago   (206+ words) Nvidia chief executive Jensen Huang has said the company could deliver 70% year-on-year revenue growth, citing demand for AI infrastructure and visibility over its customers’ expansion plans. Speaking at the Goldman Sachs Communacopia and Technology Conference on September 10, Huang said Nvidia’s…...

12+ hour, 52+ min ago   (683+ words) Oracle delivered 850 megawatts of AI capacity, containing more than 300,000 GPUs, to customers in its fiscal first quarter alone. Even after those additions, Oracle said GPU utilization across its fleet was 97.9%. GPU capacity that came up for renewal was renewed or…...

2+ day, 15+ hour ago   (538+ words) [DigitalToday intern reporter Seungah Yoo] Nvidia CEO Jensen Huang (Jensen Huang) reiterated a forecast that Nvidia's revenue next year could grow 70 percent from the previous year. He said growth would continue because Nvidia is deeply embedded across the AI ecosystem…...

2+ day, 2+ hour ago   (469+ words) Little-known Fluidstack has emerged as a testbed for Google's in-house AI chip sales initiative, a role that has earned it an $18 billion valuation and catapulted its founders into the ranks of billionaires. Nowadays, Google has also begun to sell TPU…...

5+ hour, 45+ min ago   (283+ words) Oracle shares rose nearly 8% in extended trading on September 10 after the company reported booking more than $30 billion in additional AI cloud contracts during the first quarter of fiscal 2027, lifting remaining performance obligations to $664 billion. The backlog was up $209 billion from…...

1+ day, 16+ 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,…...

2+ day, 6+ hour ago   (72+ words) marketscreener.com Nvidia, OpenAI, Oracle and Cisco AI Data Center Plan in UAE May Be Revised After Iranian Attacks Published on 09/11/2026 at 06:24 am EDT Latest news about NVIDIA Corporation Income Statement and Estimates Nvidia Up on Acquisition; Snowflake Jumps on…...

14+ hour, 22+ min ago   (159+ words) Seoul Economic Daily Neocloud refers to cloud providers and services that specialize in supplying high-performance computing resources such as graphics processing units (GPUs) needed to develop and run artificial intelligence services Unlike general-purpose cloud services such as Amazon Web Services,…...