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Nvidia Corporation
184 posts
Fortinet (NASDAQ: FTNT) plunges 21%. Is recurring revenue the problem?
Fortinet reported 29% billings growth, stronger earnings and record third-quarter operating margins, yet its shares suffered a dramatic selloff. A reduced services forecast, delayed subscription activations and slowing firewall hardware growth explain why investors are questioning the durability of its expansion.
Nebius (NASDAQ: NBIS) has $40bn in AI contracts. Why borrow $3.5bn for one year?
Nebius Group has secured a US$3.5 billion financing facility to accelerate its artificial intelligence infrastructure expansion, despite having more than US$40 billion in long-term customer commitments. The one-year maturity, floating interest rate and secured borrowing structure raise an important question about how the company plans to finance its next phase of growth.
Nokia’s AI network sales jump 123%, but restructuring holds reported margin to 3.8%
Nokia reported €5.15 billion in quarterly sales and a 35% increase in comparable operating profit as AI and cloud customers accelerated network investment. Its widening gap between reported and adjusted profitability remains a key concern.
Broadcom company profile: From wireless chips to AI infrastructure and VMware
Broadcom Inc. has evolved from a diversified semiconductor supplier into an infrastructure technology group spanning custom artificial intelligence accelerators, data-center networking, wireless chips, VMware private-cloud software, cybersecurity and mainframe systems. AI semiconductor revenue is now expanding much faster than the rest of the company, but customer concentration, large deployment commitments and the economics of financing frontier AI infrastructure will shape the next phase.
Can Tencent rent 100,000 AI chips abroad while US controls block China sales?
Tencent has reportedly secured five years of access to about 100,000 advanced AI chips through Oracle data centres in Southeast Asia for roughly $7 billion, shifting the US-China semiconductor contest from physical chip shipments toward the more complicated question of who can remotely use advanced computing installed outside China.
Samsung Electronics’ $1bn Helix bet turns AI data centres into a full-stack infrastructure race
Samsung Electronics and five affiliates are committing $1 billion to KKR-backed Helix Digital Infrastructure, but the bigger strategic move is Samsung’s attempt to connect semiconductors, cooling, construction, batteries and computing services to the same AI infrastructure buildout.
Why Amazon may shift $8bn of NVIDIA chips to investors as AI costs surge
Amazon is reportedly discussing a structure that could place about $8 billion of NVIDIA Grace Blackwell chips into an investor-backed vehicle and lease the hardware back, testing whether outside capital can shoulder more of the extraordinary cost of the AI infrastructure boom.
US-China AI rivalry expands globally as countries weigh competing technology ecosystems
The US and China are exporting rival AI ecosystems worldwide. See why many countries are mixing American chips with Chinese open models.
OpenAI’s reported $278bn cash burn reveals the financing scale behind frontier AI
OpenAI expects negative free cash flow of about $278 billion between 2026 and 2030, the Financial Times reported, even as the company projects tenfold revenue growth and as much as $856 billion of cumulative computing and infrastructure spending.
Nscale files for US IPO after revenue jumps 1,252% but first-half loss tops $1bn
Nvidia-backed Nscale has filed for a New York Stock Exchange listing after first-half revenue increased more than thirteenfold to $140.6 million, but a $1.02 billion net loss, concentrated customers and enormous infrastructure requirements make the IPO a major test of investor appetite for capital-intensive AI growth.