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14.09.26 - 03:06
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Lite-On revenue rises in August on cloud power demand (Digitimes)
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Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued for AI and cloud computing high-end server power supplies, high-efficiency battery backup units (BBUs), and optoelectronic semiconductors. Revenue for the first eight months reached NT$134.7 billion, up 27% year-over-year....
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11.09.26 - 20:42
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Oracle′s Cloud Growth; Debate Around AI Risks (Bloomberg)
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Bloomberg's Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate around AI's societal risks and the backlash against the global data center build-out grow louder. (Source: Bloomberg)...
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11.09.26 - 20:18
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Oracle′s AI Cloud Growth Eases Buildout Concerns (Bloomberg)
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Oracle's latest results helped ease concerns around its massive AI infrastructure buildout, with cloud infrastructure revenue growing 120% and the company bringing roughly 850 megawatts of new capacity online. BNP Paribas Global Head of Software Research Stefan Slowinski sees a more constructive setup as Oracle moves toward positive free cash flow, but says its upcoming Financial Analyst Day will be key for understanding the returns and the financing behind its AI expansion. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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11.09.26 - 04:06
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Oracle′s AI cloud build-out is now rewriting its cost structure (Digitimes)
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Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire income statement. Revenue for the quarter ended August 31, 2026, rose 30% to US$19.3 billion, the company said on September 10, and every headline growth rate was strong. The more consequential shift sits one line lower, in what it now costs Oracle to deliver that revenue....
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11.09.26 - 00:57
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Oracle Rises After Cloud Revenues Beat Thanks To Massive CapEx, Soaring Debt (ZeroHedge)
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Oracle Rises After Cloud Revenues Beat Thanks To Massive CapEx, Soaring Debt
Earnings season may be over, but the occasional earnings reports are still trickling through, and moments ago we got the latest off-season report from the most indebted company in AI, Oracle, which reported adjusted revenue for the first quarter that beat the average analyst estimate, and which helped push the stock higher, but just barely above where it opened.
Here's what ORCL reported moments ago for its fiscal first quarter:
Adjusted revenue $19.35 billion, +30% y/y, beating estimates of $19.13 billion
Cloud Infrastructure revenue (IaaS) $7.39 billion vs. $3.3 billion y/y, beating estimates of $7.19 billion
Software revenue $5.55 billion, -3% y/y, missing estimates of $5.67 billion
Hardware revenue $774 million, +16% y/y, beatring estimate $671.1 million
Service revenue $1.41 billion, +4.8% y/y, estimate $1.38 billion
Software Support revenue $4.90 billion, -1.2% y/y, beating estimates of $4.88 bill...
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