Tag: revenue growth
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The Register: Oracle yet to sign a Stargate contract or predict revenue from AI mega-build
Source URL: https://www.theregister.com/2025/03/11/oracle_q3_2025/ Source: The Register Title: Oracle yet to sign a Stargate contract or predict revenue from AI mega-build Feedly Summary: Guessed tax obligations wrong which helped to disappoint Wall Street even as sales boomed Oracle on Monday announced customers committed to $48 billion of future cloud services consumption – just $5 billion less…
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Hacker News: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: Hacker News Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Comments AI Summary and Description: Yes Summary: Broadcom’s acquisition of VMware has led to impressive financial results, with a significant increase in revenue attributed to the bundling of VMware products into its Cloud…
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Slashdot: Goldman Sachs: Why AI Spending Is Not Boosting GDP
Source URL: https://slashdot.org/story/25/03/06/0619224/goldman-sachs-why-ai-spending-is-not-boosting-gdp Source: Slashdot Title: Goldman Sachs: Why AI Spending Is Not Boosting GDP Feedly Summary: AI Summary and Description: Yes Summary: The text discusses increasing revenues from AI infrastructure build-out, with significant implications for understanding AI investment’s real contribution to the US GDP. The disparity between reported AI-related revenue and actual investments raises…
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The Register: CoreWeave rides AI wave with IPO filing – but its fate hinges on Microsoft
Source URL: https://www.theregister.com/2025/03/04/coreweave_ipo/ Source: The Register Title: CoreWeave rides AI wave with IPO filing – but its fate hinges on Microsoft Feedly Summary: GPU farm discloses 77% of revenue tied to just two customers, putting Redmond giant front and center GPU cloud provider CoreWeave has filed for a proposed initial public offering (IPO) in the…
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Cloud Blog: Dynamic 5G services, made possible by AI and intent-based automation
Source URL: https://cloud.google.com/blog/topics/telecommunications/how-dynamic-5g-services-are-possible-with-ai/ Source: Cloud Blog Title: Dynamic 5G services, made possible by AI and intent-based automation Feedly Summary: The emergence of 5G networks opens a new frontier for connectivity, enabling advanced use cases that require ultra-low-latency, enhanced mobile broadband, and the Internet of Things (IoT) at scale. However, behind the promise of this hyper-connected…
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The Register: Like a kid handing in hastily written homework at the last minute, Supermicro finally files its financial figures
Source URL: https://www.theregister.com/2025/02/26/supermicro_10k_filing/ Source: The Register Title: Like a kid handing in hastily written homework at the last minute, Supermicro finally files its financial figures Feedly Summary: SMCI had to come up with long-delayed report – or lose its slot on NASDAQ again It only took five or so months, but Supermicro has managed to…
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The Register: Workday talks up AI agents platform that will reap rewards of staff cuts
Source URL: https://www.theregister.com/2025/02/26/workday_talks_up_ai_agent_platform/ Source: The Register Title: Workday talks up AI agents platform that will reap rewards of staff cuts Feedly Summary: CEO assures investors he’ll plough headcount savings into risk-management enterprise product Workday has confirmed that AI did indeed cost the job of colleagues that are leaving the organization following a restructuring plan cooked…