Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
SpaceX’s second quarter featured better-than-expected results and CEO Elon Musk’s big theme was that rocket science applies to multiple markets including AI. Here's a look at a few...
The era of grown-up AI is emerging as governance, architecture and model-agnostic approaches emerge. A few vendors are striving to be the grown-ups in the AI implementation room. ...
Verizon has inked a deal worth more than $1 billion with Google to connect data centers with its dark fiber assets and is retooling its central offices to be data centers for AI in...
SAP reported better-than-expected second quarter results with earnings per share of €1.89, which was well ahead of estimates. Revenue of €9.88 billion was up 9% from a year ago and...
Google Cloud started recognizing sales of TPU system sales in the second quarter for the first time, which helps explain the 82% surge in revenue to $24.8 billion. With those early...
Google Cloud’s second quarter revenue growth accelerated 82% in the second quarter to $24.8 billion. Google Cloud delivered operating income of $8.8 billion in the second quarter....
AMD said Anthropic will deploy up to 2 gigawatts of its MI450X GPUs in Helios rack systems starting in 2027 and collaborate on using Claude to optimize workloads. AMD will also inv...
IBM said its second quarter earnings and revenue will fall short of expectations due to weaker demand for its software and infrastructure. CEO Arvind Krishna said customers shifted...
Anthropic inked a 20-year lease agreement with TeraWulf to add capacity. The deal highlights how neoclouds and second-tier providers are scrambling ahead of what's expected to be M...
Meta is reportedly considering a cloud computing unit to rent out spare capacity in a move that would put it in competition with AWS, Google Cloud and Microsoft Azure. The fallout ...
With Modular, Qualcomm will also have a chip agnostic compute layer that can work across devices, edge computing and data centers. Qualcomm is also using Modular to accelerate its ...
HPE is coming off a strong quarter and its Discover conference where it launched new AI infrastructure, laid out plans to leverage networking as a differentiator and outlined how i...
Accenture said it is expanding its efforts to target mid-market companies with sales between $300 million and $3 billion via the launch of Accenture Edge....
Every day, companies exchange an enormous flow of information with their partners. Purchase orders, sales orders, shipping notices, invoices, and countless other documents move bet...
Tom Pagram, Head of AI at Virgin Australia, has a simple message for enterprises: Don't let your vendor pick your AI strategy. quot;One of the fastest ways to slow down your AI tra...
Oracle is moving toward outcome-based pricing as a model to complement its existing enterprise contracts. The big question is whether Oracle and its customers can deliver the outco...
Oracle reported better-than-expected fourth quarter results, delivered 47% in cloud revenue growth compared to a year ago and 93% growth in infrastructure as a service. ...
