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finance.yahoo.com > news > oracle-co-ceo-clay-magouyrk-023017377.html

Oracle Co-CEO Clay Magouyrk Explains What's Holding Back The Company's Data Center Windfall: 'The Major Factor Limiting Even Stronger Profits Is…"

1+ day, 1+ hour ago  (459+ words) On Tuesday, Oracle Corporation said its rapidly expanding AI data center business is already profitable, though heavy construction and expansion costs are temporarily weighing on overall margins. During the company's fiscal third-quarter earnings call, Oracle Co-CEO Clay Magouyrk said the…...

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finance.yahoo.com > news > stifel-says-marvell-mojo-vision-172525027.html

Stifel says Marvell, Mojo Vision partnership sets up micro-LED optics battle

10+ hour, 47+ min ago  (51+ words) Read More on MRVL: 3 Best Data Center Stocks to Buy, According to Analysts Marvell or Broadcom? Morgan Stanley Picks the Better Chip Stock Post-Earnings Micron Stock Tumbles 6.7% as Wall Street Awaits March 18 Earnings Verdict on AI Memory Boom Mixed options…...

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finance.yahoo.com > news > iren-limited-iren-announces-purchase-024135268.html

Iren Limited (IREN) Announces Purchase of 50,000 NVIDIA B300 GPUs to Expand AI Fleet

5+ hour, 31+ min ago  (378+ words) Iren Limited (IREN) Announces Purchase of 50,000 NVIDIA B300 GPUs to Expand AI Fleet'Yahoo Finance Oops, something went wrong Iren Limited (IREN) Announces Purchase of 50,000 NVIDIA B300 GPUs to Expand AI Fleet Iren Limited (NASDAQ:IREN) is one of the best get-rich-quick stocks…...

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finance.yahoo.com > news > palantir-ceo-alex-karp-says-234707789.html

Palantir CEO Alex Karp says there was ‘never a sense’ AI products would be used for domestic surveillance in Anthropic-DoD feud

4+ hour, 25+ min ago  (534+ words) Right in the middle of the ongoing feud between the Silicon Valley AI company Anthropic and the U.S. Department of Defense over whether the military will use'or not use'Anthropic's large language models is yet another company: Palantir. Palantir, the Miami-based data…...

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finance.yahoo.com > news > nvidia-stock-faces-threat-google-123241502.html

Nvidia Stock Faces New Threat -- Google, Amazon, Meta Build Rival AI Chips

15+ hour, 40+ min ago  (217+ words) AI Infrastructure Is Changing. Google, Amazon, and Meta Push Beyond Nvidia Oops, something went wrong Nvidia Stock Faces New Threat -- Google, Amazon, Meta Build Rival AI Chips This article first appeared on GuruFocus. The analysts said large hyperscalers including Alphabet…...

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finance.yahoo.com > m > 0df5f8fe-9078-3667-87bb-7442dc2ef73d > meta-is-falling-behind-in-ai.html

Meta Delays New AI Model. Its Loss Could Be Google’s Gain.

13+ hour, 13+ min ago  (202+ words) The social-media company is struggling to develop a bot that can match its peers and might even have to license Google technology, according to a report. Meta hasn't launched a cutting-edge AI model since its Llama 3 release back in 2024. Meta…...

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finance.yahoo.com > news > adobe-ceo-shantanu-narayen-stepping-223204264.html

Adobe CEO Shantanu Narayen is stepping down after 18 years—as pressure on the company mounts to deliver on AI

1+ day, 5+ hour ago  (448+ words) Adobe is searching for a new chief executive after CEO Shantanu Narayen said Thursday that he plans to step down after 18 years in the role. Narayen announced that he will step down once a successor is appointed. He will remain…...

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finance.yahoo.com > news > five9-governance-probe-puts-focus-051028292.html

Five9 Governance Probe Puts Focus On AI Growth And Shareholder Alignment

3+ hour, 2+ min ago  (462+ words) Halper Sadeh LLC has announced an investigation into whether officers and directors of Five9 Inc. (NasdaqGM:FIVN) breached their fiduciary duties. The review focuses on potential conflicts of interest and the protection of shareholder interests. The matter centers on corporate governance…...

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finance.yahoo.com > news > commerce-dept-quietly-withdraws-proposed-023229663.html

Commerce Dept. quietly withdraws proposed rule on global AI chip exports

1+ hour, 40+ min ago  (216+ words) The withdrawal comes without an official explanation, leaving industry participants and investors in a state of flux. The draft had been sent to various government agencies for feedback as part of a push to refine access to chips optimized for…...

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finance.yahoo.com > news > broadcom-oci-push-puts-ai-031328825.html

Broadcom’s OCI Push Puts AI Data Center Role In Focus

4+ hour, 59+ min ago  (349+ words) Broadcom (NasdaqGS:AVGO) has introduced a 400G/lane optical DSP and is leading the new Optical Compute Interconnect, or OCI, open standard alongside AMD, Meta, Microsoft, Nvidia, and OpenAI. The company is also working with JetCool and Flex to bring production-ready…...