Browsing Tag
Oracle Cloud Infrastructure
41 posts
Arista Networks company profile: How EOS and Ethernet are powering its AI data center expansion
Arista Networks, Inc. has evolved from a high-speed data center switching specialist into a broader networking platform spanning artificial intelligence fabrics, hyperscale cloud infrastructure, campus networks, routing, SD-WAN and network operations software. Its EOS operating system remains the architectural foundation, while 1.6-terabit Ethernet, liquid-cooled optics and AI-scale networking are opening a much larger infrastructure opportunity.
Positron AI lands $875m at $5bn valuation before Asimov chip reaches tapeout
Positron AI has secured $875 million in Series C financing at a $5 billion valuation, more than quadrupling its valuation in seven months as investors back a memory-first AI inference architecture whose Atlas systems already run at Oracle but whose next-generation Asimov silicon is not expected in production until the second half of 2027.
Oracle (ORCL) reports $19.3bn Q1 FY27 revenue as IaaS reaches $7.4bn
Oracle delivered 121% infrastructure cloud growth and added 850 MW of data center capacity in its fiscal first quarter, but $28.5 billion of capital expenditure and negative free cash flow keep the economics of its AI expansion under scrutiny.
Positron AI lands $875m to fund Asimov inference chip production
Positron AI has secured $875 million at a $5 billion post-money valuation after deploying more than 50 Atlas racks at Oracle Cloud Infrastructure, but its custom Asimov silicon will not reach production until the second half of 2027.
Oracle revenue jumped 17%, yet thousands more jobs could go. The $55.7bn AI bill explains why
Oracle is reportedly considering another broad workforce reduction that could affect thousands of employees globally, including workers in India, after its headcount already fell by roughly 21,000 in one year and annual capital expenditure surged 162% to $55.7 billion as the software giant races to build AI data-centre capacity.
Nvidia (Nasdaq: NVDA) jumps after $96bn Q2 as $108bn Q3 test looms
Nvidia Q2 revenue doubled to $96.2bn and Q3 guidance hit $108bn. Can Rubin growth outweigh falling margins at a $5tn valuation?
Oracle secures $6.99bn, 10-year DoW IDIQ under Enterprise Software Initiative vehicle
Oracle wins a 10-year Department of War IDIQ worth up to $6.99B, but the ceiling flatters a task-order structure and a stock still 64% off its 2025 peak.
Oracle (ORCL) targets production enterprise AI with native Fusion Agentic Applications builder
Oracle Corporation is opening its Fusion Applications environment to business users, developers and partners building outcome-driven agentic applications. The strategic opportunity is considerable, but the no-additional-cost model means commercial success must emerge through customer retention, application growth and additional cloud usage.
Oracle’s $638bn AI backlog now exceeds its own market capitalization
Oracle's $638 billion AI backlog now exceeds its market cap, but capex and financing risk keep pressuring the stock.
Oracle ($ORCL) logs worst week since 2001 dot-com bust as AI capex outruns cloud revenue trajectory
Oracle (NYSE: ORCL) closes worst week since 2001 as $156B debt, $24B negative FCF and $40B FY2027 raise plans alarm AI infrastructure investors. Read more.