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Nebius Group Q2 Earnings Crush Expectations as AI Infrastructure Demand Drives 454% Revenue Surge

Nebius Group shares soared 34% after reporting Q2 earnings that shattered Wall Street expectations with $582.3 million in revenue, up 454% year-over-year. The AI-optimized cloud infrastructure provider posted adjusted EBITDA of $236.2 million versus the expected $168.8 million, highlighting explosive demand for AI computing capacity despite heavy capital expenditures of $5.66 billion.

Business15 sources

Nebius Group Q2 Earnings Crush Expectations as AI Infrastructure Demand Drives 454% Revenue Surge

Business15 sources

Lumentum Posts 109% Revenue Jump as AI Demand for Optical Components Hits Record Levels

Lumentum reported fiscal Q4 revenue of $1.01 billion, up 109% year-over-year, driven by surging demand for optical components in AI data centers. The company beat earnings estimates with adjusted EPS of $3.23 and achieved a milestone 50.4% gross margin. Forward guidance for Q1 fiscal 2027 projects revenue of $1.23 billion to $1.28 billion, well above analyst expectations.

Business4 sources

Lumentum Posts 109% Revenue Jump as AI Demand for Optical Components Hits Record Levels

Business4 sources

Oracle and Quantinuum Partner to Deploy Quantum Computing on Cloud Infrastructure

Oracle Cloud Infrastructure has partnered with Quantinuum to bring the Helios quantum computer to its cloud platform. The multi-year deal enables customers to access hybrid quantum-AI infrastructure alongside existing high-performance computing and GPU services, targeting applications in drug discovery, financial modeling, and materials science.

Technology7 sources

Oracle and Quantinuum Partner to Deploy Quantum Computing on Cloud Infrastructure

Technology7 sources

Foxconn Posts 35% Profit Surge as AI Servers Overtake iPhone Assembly for First Time

Foxconn reported a 35% profit surge to $1.86 billion in Q2 2026, driven by exploding AI server demand. The company's cloud and networking division now accounts for 51% of revenue, surpassing iPhone assembly for the first time. Despite beating forecasts with 41% revenue growth, Foxconn faces mounting competition as its high-end rack market share is projected to drop from 51% to 39%.

Business5 sources

Foxconn Posts 35% Profit Surge as AI Servers Overtake iPhone Assembly for First Time

Business5 sources

CoreWeave Revenue Doubles to $2.58 Billion as AI Infrastructure Demand Surges Despite Rising Debt

AI infrastructure provider CoreWeave reported Q2 2026 revenue of $2.58 billion, up 112% year-over-year, driven by accelerating AI infrastructure demand from hyperscalers. Despite the growth, the company posted a $626 million net loss and carries $35.6 billion in debt as it races to build AI computing capacity.

Business26 sources

CoreWeave Revenue Doubles to $2.58 Billion as AI Infrastructure Demand Surges Despite Rising Debt

Business26 sources

Nvidia RTX Spark Geekbench Scores Leaked: 23,424 Multi-Core Rivals Intel i9-14900KS

Nvidia's ARM-based RTX Spark processor achieves 23,424 multi-core in Geekbench tests, matching Intel i9-14900KS performance. The 20-core chip surpasses AMD Ryzen AI Max+ 395 and Intel Core Ultra 9 275HX but trails Snapdragon X2 Elite in single-core tasks.

Technology2 sources

Nvidia RTX Spark Geekbench Scores Leaked: 23,424 Multi-Core Rivals Intel i9-14900KS

Technology2 sources

Sonos Ace Ultra headphones arrive in September with AI voice control and five new colors

Sonos is launching the Ace Ultra headphones in September with voice assistant support and AI integration. An FCC filing reveals five color options and voice command capabilities, addressing the original Ace's ecosystem shortcomings. CEO Tom Conrad positions the hardware as part of Sonos' broader push into conversational computing and predictive intelligence for the home.

Technology5 sources

Sonos Ace Ultra headphones arrive in September with AI voice control and five new colors

Technology5 sources

CME Group Launches First AI Compute Futures Contracts, Turning GPU Rentals Into Tradable Commodity

CME Group plans to launch the first futures contracts tied to AI computing power on October 5, allowing companies to trade and hedge the cost of renting Nvidia H100 and Blackwell B200 chips. The move transforms AI computing capacity into a standardized, tradable asset class alongside oil and electricity, but regulatory approval from the CFTC remains pending.

Business7 sources

CME Group Launches First AI Compute Futures Contracts, Turning GPU Rentals Into Tradable Commodity

Business7 sources

Super Micro Computer Stock Surges 7% on Crushing Earnings Beat and $65-72B Revenue Guidance

Super Micro Computer delivered a stunning earnings beat with adjusted EPS of $1.70 versus analyst expectations of just 92 cents. The AI server maker issued revenue guidance of $65-72 billion for fiscal 2027, far exceeding Wall Street's $53 billion forecast, as data center demand for AI infrastructure continues to accelerate.

Business10 sources

Super Micro Computer Stock Surges 7% on Crushing Earnings Beat and $65-72B Revenue Guidance

Business10 sources

LTX-2.5 Open-Weight AI Model Generates 10-Second Videos in Just 6.8 Seconds on Nvidia Superchips

LTX released LTX-2.5, an open-weight AI model that generates 10-second videos in 6.8 seconds on Nvidia GB200 chips. The world model improves video generation and robotics applications with reduced visual artifacts, multishot generation, and local inference on Nvidia RTX GPUs. Available free on Hugging Face and ComfyUI for companies under $10 million revenue.

Technology2 sources

LTX-2.5 Open-Weight AI Model Generates 10-Second Videos in Just 6.8 Seconds on Nvidia Superchips

Technology2 sources

IBM Cloud lands $240M deal with Together AI for open-source inference cluster

IBM and Together AI signed a $240 million multi-year agreement to build a large-scale AI inference cluster on IBM Cloud using Nvidia HGX B300 systems. The cluster will run open-source AI models including DeepSeek and MiniMax, targeting enterprises seeking cost-effective AI infrastructure. The deployment marks IBM's strategic bet on affordable inference over closed proprietary systems.

Technology6 sources

IBM Cloud lands $240M deal with Together AI for open-source inference cluster

Technology6 sources

UBS Upgrades Jabil to Buy as AI Investments from Amazon, Meta, Google Drive Multiyear Growth Cycle

UBS upgraded circuit board manufacturer Jabil to Buy from Neutral with a $430 price target, citing a multiyear growth cycle fueled by AI investments from Amazon, Meta, and Google. The firm expects hyperscaler demand and rising healthcare capacity to push Jabil's fiscal 2027 operating margin above 6%.

Business2 sources

UBS Upgrades Jabil to Buy as AI Investments from Amazon, Meta, Google Drive Multiyear Growth Cycle

Business2 sources

Micron Technology's AI Demand Boom Could Generate $640 Billion in Free Cash Flow by 2030

Micron Technology's executives revealed customers are scrambling for memory chips even at elevated prices as AI infrastructure growth creates unprecedented demand. Bank of America projects the company could generate over $640 billion in cumulative free cash flow through 2030, while supply constraints are expected to tighten further through 2027.

Business5 sources

Micron Technology's AI Demand Boom Could Generate $640 Billion in Free Cash Flow by 2030

Business5 sources

China Ships 97% of Global Humanoid Robots as US Struggles to Compete in Physical AI Race

China now controls 97% of global humanoid robot shipments, leaving the US and other nations far behind. Built on cheap hardware, a homegrown supply chain and massive state funding, Chinese firms like Unitree and Zhiyuan are shipping tens of thousands of units while American companies remain stuck at prototype stage.

Technology3 sources

China Ships 97% of Global Humanoid Robots as US Struggles to Compete in Physical AI Race

Technology3 sources

Intel Upsizes Stock Sale to $20 Billion as AI Chip Manufacturing Demand Surges

Intel increased its common stock offering from $15 billion to $20 billion, pricing 210 million shares at $95 each to fund AI chip manufacturing expansion. The chipmaker will invest in advanced packaging, foundry business, and capital expenditures as tech giants pour trillions into AI compute infrastructure.

Business10 sources

Intel Upsizes Stock Sale to $20 Billion as AI Chip Manufacturing Demand Surges

Business10 sources

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