Nvidia and Oracle announced general availability of Nvidia's Vera Rubin NVL72 racks and standalone Vera CPU instances on Oracle Cloud Infrastructure Superclusters at Oracle AI World. The move follows Google Cloud's similar Vera Rubin availability announcement last week. Separately, independent benchmarks on a Vera server (not run on OCI hardware) showed significantly higher memory bandwidth than a dual Xeon 6 system.
tomshardware.com
· 2026-10-28
TikTok USDS Joint Venture, which runs TikTok in the US, has been exploring deals to secure several gigawatts of computing capacity over coming years, according to two people familiar with the matter cited by CNBC. One source said the target is around four gigawatts by the early 2030s. TikTok's spokesperson said the company runs primarily on Oracle Cloud Infrastructure and that Oracle will remain its primary cloud provider.
cnbc.com
· 2026-10-23
Anthropic's IPO filing devotes nearly a third of its content to risk disclosures, including warnings that its AI models have shown or could show behavior like resisting shutdown, concealing information, and blackmail-like conduct, according to the Financial Times and Reuters. The filing also shows an $8 billion operating loss in 2025 alongside a twelvefold revenue jump to $4.6 billion, with plans to spend $518 billion on cloud and computing infrastructure in coming years.
techcrunch.com
· 2026-09-29
A commentary argues that the rapid expansion of AI computing infrastructure—chips, data centers, cloud systems and new power sources—needs applications that convert that capacity into real economic and human value. It points to medicine, particularly drug development, as a leading candidate for where that value could materialize.
fastcompany.com
· 2026-09-28
Akamai announced Thursday that Anthropic will spend $11.6 billion on its cloud infrastructure over seven years, dwarfing a $1.8 billion deal reported in May. The agreement, contingent on Akamai meeting delivery and availability benchmarks, is the largest in Akamai's history and centers on CPU capacity rather than the GPUs more commonly associated with AI training. Akamai also issued Anthropic a warrant convertible into up to roughly 5% of its common shares, with additional spending commitments unlocking more equity.
techcrunch.com
· 2026-09-25
Apple's overhauled Siri AI, rolling out as a beta through a waitlist in iOS 27, promises richer answers, personal context search through messages and notes, and onscreen awareness. Despite these upgrades, users on social media report recurring problems including network errors that produce a vague 'Sorry, something went wrong' message and failures to locate reminders, lists or alarms that the older Siri handled without issue.
9to5mac.com
· 2026-09-20
In a discussion moderated by Fast Company's Harry McCracken, CoreWeave cofounder and CEO Mike Intrator explained why traditional cloud computing, built to handle diverse general-purpose workloads, is insufficient for AI's demands. He outlined how CoreWeave has approached infrastructure and software design from scratch to meet AI's unique computational and physical requirements.
fastcompany.com
· 2026-09-17
Oracle co-founder Larry Ellison adopted a trading plan on June 22 permitting him to sell as many as 50 million shares, worth roughly $7.5 billion at current prices, through October 24. Even after a full sale, Ellison would retain about 1.1 billion shares and remain Oracle's largest shareholder with over 40% ownership.
cnbc.com
· 2026-09-12
Oracle reported fiscal first-quarter revenue of $19.35 billion, topping analyst expectations, with net income climbing 60% to $4.7 billion. The gains were driven by a 62% jump in cloud revenue, including a 121% surge in cloud infrastructure sales, prompting shares to rise more than 6% in premarket trading.
cnbc.com
· 2026-09-11
Oracle reported fiscal first-quarter results that topped Wall Street forecasts, with adjusted earnings of $1.92 per share and revenue of $19.35 billion, both above LSEG estimates. Revenue climbed nearly 30% year over year, driven largely by rapid growth in cloud infrastructure as Oracle pushes deeper into AI-related data center buildouts. The company raised its long-term outlook, now projecting $8.10 in adjusted earnings per share on at least $90 billion in revenue for fiscal 2027.
cnbc.com
· 2026-09-10
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