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
… Throughout this process Huang has remained confident that Chinese authorities would allow sales of the chips. …
Oracle cuts jobs across sales, engineering, security
… The cuts echo a TD Cowen forecast earlier this year, when the investment bank questioned how Oracle would finance its expanding AI datacenter buildout and suggested headcount reductions could reach 20,000 to 30,000. …
Raspberry Pi leans into semiconductors as sales climb
… "The firm is graduating from maker culture and hobbyist fan fave to something more mature: a business with growing semiconductor scale, stronger OEM and Authorised Reseller demand, and a wider commercial footprint." The company noted increases in unit sales across almost all product variants. …
Oracle taps Bloom for fuel cells to support datacenter binge
… Oracle was recently in the headlines over warnings that its datacenter spending commitments could lead to price hikes for customers, and reports that it and OpenAI had ditched plans to expand their flagship Stargate facility at Abilene, Texas, over financing issues and OpenAI's "inability to foreca…
Snowflake's ongoing pitch: bring AI to data, not vice versa
… The idea is to give business tasks to the business persona that it matches, with Snowflake providing pre-configured capabilities for finance, sales, marketing, operations. “We’re not assuming every sales or marketing team works the same way, but there are clear patterns in how these functions opera… …