Oracle’s AI bill frightens investors – Fudzilla.com
… The spending plan went down like cold sick because Oracle kept its sales forecast for the next fiscal year flat at about $90 billion. …
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Nvidia is locking down its supply chain – Fudzilla.com
… For those who cannot, it raises awkward questions about fairness and competition during a shortage. …
Cisco milks AI boom as orders surge – Fudzilla.com
… GAAP earnings per share are forecast at $3.16 to $3.21, while non-GAAP earnings per share are expected at $4.27 to $4.29. …
Infineon opens AI power-chip fab – Fudzilla.com
… The analysts raised their AI power revenue forecast for Infineon by €500 million to €4.5 billion for 2028. …
Dell gets a Pentagon-powered AI boost – Fudzilla.com
… The outfit lifted its full-year AI revenue forecast to $60 billion, up 144 per cent from the previous year. …
Meta’s AI API goes missing again – Fudzilla.com
… The delay raises questions about how fast Meta can turn its monster AI spending into cash rather than another Zuckerberg shrine to compute. …
Musk tweet punctures $2 trillion IPO balloon – Fudzilla.com
… That does not prove wrongdoing, but it does little to make the revenue forecasts look transparent. …