Browsing Tag
OpenAI
174 posts
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
July 10, 2026
Cerebras Systems (CBRS) jumps 11% on 200MW Europe expansion and Flex 7x CS-3 output
Cerebras Systems (CBRS) jumps 11% on multi-billion Europe expansion targeting 200MW by 2027 and Flex partnership scaling CS-3 output 7x. OpenAI anchors demand.
July 10, 2026
Oracle’s $638bn AI backlog now exceeds its own market capitalization
Oracle's $638 billion AI backlog now exceeds its market cap, but capex and financing risk keep pressuring the stock.
July 5, 2026
Getty Images scraps $3.7bn Shutterstock merger after UK regulator’s demand
Getty Images scraps its $3.7 billion Shutterstock merger after UK regulators demand a full editorial business divestiture.
July 5, 2026
SoftBank offers corporate guarantee to salvage $10bn OpenAI stake loan
SoftBank revives $10 billion OpenAI-backed loan talks with a corporate guarantee after banks resisted the collateral terms.
July 2, 2026
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
June 25, 2026
What OpenAI’s Jalapeño chip says about the next phase of AI infrastructure competition
OpenAI’s Jalapeño chip gives Broadcom a deeper role in custom AI silicon, inference infrastructure and AVGO’s trillion-dollar growth narrative.
June 24, 2026
Getty Images just put licensed visuals inside ChatGPT search. Is this the AI rights reset?
Getty Images partners with OpenAI to bring licensed visuals into ChatGPT search. Find out why this matters for AI content licensing today!
June 22, 2026
Could OpenAI and Anthropic push the next generation of smaller IPOs into SPAC mergers?
SPAC IPOs surge as SpaceX, OpenAI and Anthropic crowd Wall Street’s pipeline. Find out what the revival means for investors and private companies.
June 18, 2026
SoftBank launches OpenAI cybersecurity service as AI defence race shifts to Japan
Find out how SoftBank’s OpenAI-powered cybersecurity service could reshape Japan’s critical infrastructure defence and AI strategy.
June 17, 2026