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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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10.09.26 - 15:45
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Wall Street Responds To Apple′s Foldable iPhone As Margin Risks Cloud Launch (ZeroHedge)
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Wall Street Responds To Apple's Foldable iPhone As Margin Risks Cloud Launch
Apple revealed its new foldable iPhone on Wednesday afternoon, and Wall Street analysts were largely positive about the specs and demand outlook. However, enthusiasm for the device diminished by mounting concerns that restrained price hikes across the iPhone lineup could pressure hardware margins.
Apple shares are up 1% in premarket trading in New York and about 1.6% higher since the unveiling of the new foldable iPhone and iPhone 18 Pro lineup. The new foldable iPhone starts around $2,000, with the premium model costing up to $3,199.
Did Apple learn anything from the failed launch of the $3,500 Vision Pro?
JUST IN: Internet accuses Apple of photoshopping "freakishly long" fingers into its iPhone Duo marketing, to make the massive foldable look easier to hold one-handed. pic.twitter.com/D8C19tqlFa
— Polymarket (@Polymarket) September 9, 2026
The question floating around multiple Wall Street desks overni...
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10.09.26 - 06:48
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JD Cloud plans 100,000-GPU cluster built on Moore Threads chips (Digitimes)
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JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic GPUs have gone into a 100,000-card core computing cluster at a leading Chinese AI cloud provider. The plan was announced at JD's 2026 Global Technology Explorers Conference in Beijing, according to Yicai....
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09.09.26 - 10:06
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Realtek expands cloud AI push with ASIC and SSD chips (Digitimes)
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Realtek chairman Sun-Chien Chiu, who received an honorary fellowship from Taiwan's Industrial Technology Research Institute (ITRI) this week, said in a public interview that the company is already generating revenue from ASIC projects and has started expanding into 3nm products. Although Realtek's ASIC business is still far smaller than MediaTek's, Chiu said it will continue to grow as more projects come in....
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09.09.26 - 09:42
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Holcim Invests In Cloud Cycle (AFX)
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JONA (dpa-AFX) - Holcim AG (HLB.F, HCMLF, HOLN.SW), a Swiss construction company, said on Wednesday that it has invested in Cloud Cycle, a provider of a real-time, data-driven system for ready-mix......
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09.09.26 - 02:48
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Arm expands AI platform strategy across cloud, robotics and mobile (Digitimes)
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Arm unveiled new platforms and ecosystem programs for cloud data centers, Physical AI and mobile devices on September 8, broadening its role beyond CPU intellectual property into a wider AI computing platform. The company said the push is aimed at supporting agentic AI, which requires systems to plan tasks, retrieve data, coordinate models and take actions on behalf of users....
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