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Oracle's AI Cloud Ambitions Face Profitability Challenges Amid Thin Margins

Oracle's stock drops as reports reveal low profit margins in its AI cloud business. The company's massive investment in Nvidia chips for AI infrastructure raises questions about the sustainability of its ambitious expansion plans.

Business4 sources

Oracle's AI Cloud Ambitions Face Profitability Challenges Amid Thin Margins

Business4 sources

AI-Related Goods Drive Unexpected Surge in Global Trade, WTO Reports

The World Trade Organization (WTO) reports a significant increase in global trade, largely driven by AI-related goods. Despite this growth, the organization forecasts a slowdown in 2026 due to economic cooling and new tariffs.

Business3 sources

AI-Related Goods Drive Unexpected Surge in Global Trade, WTO Reports

Business3 sources

Dell Doubles Growth Forecast on Surging AI Server Demand

Dell Technologies significantly raises its long-term revenue and profit growth projections, citing strong demand for AI servers. The company expects to capitalize on the booming AI infrastructure market, with plans to reach a $20 billion run-rate in AI server shipments by 2026.

Business8 sources

Dell Doubles Growth Forecast on Surging AI Server Demand

Business8 sources

IREN's Meteoric Rise: From Bitcoin Miner to AI Infrastructure Powerhouse

IREN Limited's stock surges as the company pivots from Bitcoin mining to AI cloud services, fueled by massive GPU purchases and lucrative contracts with major AI companies.

Technology5 sources

IREN's Meteoric Rise: From Bitcoin Miner to AI Infrastructure Powerhouse

Technology5 sources

TSMC's Q3 Revenue Soars Amid AI Boom, Fueling Record Growth and Market Rally

Taiwan Semiconductor Manufacturing Co (TSMC) reports a 30% year-on-year increase in Q3 revenue, beating market forecasts. The surge is attributed to growing demand for AI chips, benefiting TSMC and its key clients like Nvidia and AMD.

Business4 sources

TSMC's Q3 Revenue Soars Amid AI Boom, Fueling Record Growth and Market Rally

Business4 sources

AMD Challenges Nvidia's AI Dominance with Massive OpenAI Deal

AMD secures a multi-billion dollar deal with OpenAI, supplying AI chips and potentially gaining a 10% stake in the company. This partnership marks a significant shift in the AI chip market and OpenAI's infrastructure strategy.

Business98 sources

AMD Challenges Nvidia's AI Dominance with Massive OpenAI Deal

Business98 sources

AI Boom Sparks Decade-Long Memory and Storage Shortage Concerns

Industry experts warn of a potential 10-year shortage in NAND flash and DRAM due to surging AI demand. This could lead to significant price increases for SSDs, RAM, and various electronic devices.

Technology4 sources

AI Boom Sparks Decade-Long Memory and Storage Shortage Concerns

Technology4 sources

NVIDIA's Thermal Challenge: Innovative Cooling Solutions for Next-Gen AI GPUs

NVIDIA is exploring advanced cooling technologies, including microchannel cold plates, to manage the extreme thermal output of its upcoming Rubin Ultra AI GPUs, which are expected to consume up to 2300W of power.

Technology2 sources

NVIDIA's Thermal Challenge: Innovative Cooling Solutions for Next-Gen AI GPUs

Technology2 sources

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