Supply chain challenges risk delaying Nvidia's Rubin GPUs
… In exchange, Nvidia would just have to fork over a quarter of the revenue from those sales to Uncle Sam. …
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Nvidia H200 back on in China, production ramping: Huang
… Huang's comments come just weeks after CFO Colette Kress warned investors that its Q1 2027 revenue forecast didn't account for a single cent of revenue from Chinese datacenter customers. …
Raspberry Pi leans into semiconductors as sales climb
… "More revenue is good. …
Oracle cuts jobs across sales, engineering, security
… Oracle has previously said it reserves most of its spend for “revenue generating equipment” that builds out datacenter capacity, which returns margins of 30 to 40 percent. …
Anthropic bods say AI hasn't had much impact on jobs
… Given Dorsey's lack of success generating revenue at Twitter when he ran the company in its early years and Block's November 2025 earnings miss , there may be other factors in play. …
Snowflake's ongoing pitch: bring AI to data, not vice versa
… Those enterprises contributed 43 percent of the company’s $4.7 billion in revenue during the most recent fiscal year. …