14+ hour, 27+ min ago   (318+ words) The giveaway also doubles as a marketing push for GeForce Now, since players without RTX 50-series hardware can still trigger DLSS 5 through the Ultimate subscription tier. Nvidia paired the announcement with a short video of Indiana Pacers guard Tyrese Haliburton…...

2+ day, 16+ hour ago   (441+ words) The standout figure was cloud infrastructure revenue, which more than doubled year over year to $7.4 billion, topping the $7.09 billion analysts had expected. Total cloud revenue climbed 62% to $11.61 billion, while overall company revenue grew almost 30% to $19.35 billion for the quarter ended…...

2+ day, 14+ hour ago   (307+ words) The figures come from people familiar with Microsoft’s internal planning who spoke to Bloomberg, and they cover only company-owned and leased facilities, not capacity rented from third-party “neocloud” providers such as CoreWeave Inc. Those sources also cautioned that the timeline…...

2+ day, 13+ hour ago   (285+ words) The launch is not an isolated experiment. OpenAI’s own finance chief told investors in August that enterprise revenue has overtaken consumer revenue for the first time, and this product is the clearest evidence yet of where the company plans to…...

2+ day, 14+ hour ago   (347+ words) Alphabet’s advantage rests on strategic depth. Its AI reach extends across proprietary models, custom infrastructure, cloud services, search and Android, giving it more channels through which to distribute and monetize its technology. Meta’s advantage rests on velocity. Its AI features…...

2+ day, 14+ hour ago   (488+ words) Alphabet’s advantage is strategic depth. Its AI reach extends across model development, custom infrastructure, cloud services, search and YouTube, and the Android ecosystem, giving Gemini more surfaces for both distribution and monetization than any single-product AI push could achieve. Meta’s…...

2+ day, 15+ hour ago   (348+ words) Meta has not commented on the departure or the reported move to Anthropic, and no successor has been named for Tulloch’s role. The episode arrives amid a broader wave of senior AI talent movement across the industry, and Wall Street’s…...

3+ day, 1+ hour ago   (938+ words) The move puts Meta stock within striking distance of a key technical level. Shares are trading just above $653.47, roughly $5 below the $658.01 to $659.05 resistance zone that has capped recent gains, while the relative strength index sits near 79, well into overbought territory....

2+ day, 22+ hour ago   (596+ words) kobaran.com...

3+ day, 1+ hour ago   (197+ words) Nvidia’s customer list now spans every major hyperscaler along with a growing number of sovereign AI programs, and the more than $2 trillion cloud industry backlog cited in the report suggests demand visibility that extends well beyond the next few quarters....