The Tech Download: Agentic tools and chips take center stage at Nvidia’s ‘Super Bowl of AI’
[ad_1] This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia’s yearly showcase event — dubbed the ‘Super Bowl of AI’ by some — kicked off at the start of the week to much fanfare across the tech sector. The event sees tens of thousands of attendees […]
Micron revenue almost triples, tops estimates as demand for memory soars
[ad_1] Micron CEO Sanjay Mehrotra speaks at a groundbreaking ceremony for the company’s semiconductor manufacturing facility in Clay, New York, on Jan. 16, 2026. Heather Ainsworth | Bloomberg | Getty Images Micron’s revenue almost tripled in the latest quarter as results topped analysts’ estimates and guidance sailed past expectations. The stock, which is up more […]
Nebius jumps 14% after inking $27 billion infrastructure deal with Meta
[ad_1] In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025 in San Francisco, California. Justin Sullivan | Getty Images Meta has signed a new long-term agreement to spend up to $27 billion on Dutch cloud provider Nebius‘ AI infrastructure, the company announced on Monday. Nebius’ shares […]
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
[ad_1] As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle. On a conference call with analysts on Tuesday following Oracle’s quarterly earnings, Clay Magouyrk, one of the software vendor’s two CEOs, indicated that his company’s infrastructure includes Cerebras chips, alongside graphics processing units (GPUs) […]
Oracle stock jumps 9% on earnings beat and increased guidance as cloud revenue climbs 44%
[ad_1] Oracle shares rose as much as 10% in extended trading on Tuesday after the software vendor reported quarterly results that surpassed Wall Street projections and boosted its revenue guidance for fiscal 2027. Oracle sees $1.92 and $1.96 in adjusted earnings per share for the fiscal fourth quarter, with revenue growth between 19% and 20%. […]