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Arista Networks Reports Record Revenue, Stock Hits All-Time High

Arista Networks Reports Record Revenue, Stock Hits All-Time High

Arista Networks Reports Record Revenue, Stock Hits All-Time High
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Arm Reports Record First-Quarter Revenue Driven by AI Infrastructure Adoption

Arm Reports Record First-Quarter Revenue Driven by AI Infrastructure Adoption

Arm Reports Record First-Quarter Revenue Driven by AI Infrastructure Adoption
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CoreWeave Stock Surges as AI Data-Center Demand Increases Ahead of Earnings

CoreWeave Stock Surges as AI Data-Center Demand Increases Ahead of Earnings

CoreWeave Stock Surges as AI Data-Center Demand Increases Ahead of Earnings
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ON Semiconductor, Celestica, and Astera Labs Report Strong Revenue Growth Amid AI Demand

ON Semiconductor, Celestica, and Astera Labs Report Strong Revenue Growth Amid AI Demand

ON Semiconductor, Celestica, and Astera Labs Report Strong Revenue Growth Amid AI Demand
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Cathie Wood Invests in CoreWeave Amidst AI Infrastructure Expansion

Cathie Wood Invests in CoreWeave Amidst AI Infrastructure Expansion

Cathie Wood Invests in CoreWeave Amidst AI Infrastructure Expansion
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Analysts Highlight CoreWeave's Growth Potential Amid AI Demand

Analysts Highlight CoreWeave's Growth Potential Amid AI Demand

Analysts Highlight CoreWeave's Growth Potential Amid AI Demand
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AMD Reports Record Revenue and Profitability in Q2 2026 Driven by Data Center Growth

AMD Reports Record Revenue and Profitability in Q2 2026 Driven by Data Center Growth

AMD Reports Record Revenue and Profitability in Q2 2026 Driven by Data Center Growth
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AI cloud startup Volta valued at $2.4 billion, announces $10 billion AI partnership

AI cloud startup Volta valued at $2.4 billion, announces $10 billion AI partnership

Aug 4 (Reuters) - Volta Infra, a seven-month-old AI infrastructure startup, said it raised funds at a $2.4 billion valuation and landed a $10 billion contract with an unnamed AI company to provide cloud-computing services in Europe alongside Bitdeer Technologies.
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Analysis-Oracle Corp goes for high-stakes ratings gamble in AI strategy

Analysis-Oracle Corp goes for high-stakes ratings gamble in AI strategy

By Vidya Ranganathan LONDON, Aug 4 (Reuters) - Cloud computing giant Oracle Corp is on the cusp of a junk-grade credit rating and its shares have tanked as the artificial intelligence hyperscaler becomes the fall guy of investors' concerns over the sector's debt-fuelled spending binge.
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Amazon's AWS Drives Record Earnings, Surpassing Analyst Expectations

Amazon's AWS Drives Record Earnings, Surpassing Analyst Expectations

Amazon's AWS Drives Record Earnings, Surpassing Analyst Expectations
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Oracle Reports Strong Cloud Growth Amid AI Demand, Faces Capex Concerns

Oracle Reports Strong Cloud Growth Amid AI Demand, Faces Capex Concerns

Oracle Reports Strong Cloud Growth Amid AI Demand, Faces Capex Concerns
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Workday's AI Adoption and Profitability Attract Investor Confidence

Workday's AI Adoption and Profitability Attract Investor Confidence

Workday's AI Adoption and Profitability Attract Investor Confidence