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OPENAI COMPUTE MARGINS
America's shutdown of Anthropic's AI models is not a surprise. And India has seen it coming for 30 yearsThe US government's export control order on Anthropic's advanced AI models, blocking non-American nationals, highlights a long-standing Ind...- US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investorsOracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating ...
- OpenAI considers drastic price cuts, anticipating war for users with Anthropic: ReportThe ChatGPT-maker confidentially filed for an IPO earlier this week after archrival Anthropic did the same last week. OpenAI CEO Sam Altman...
- Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...
- SpaceX, Anthropic, OpenAI can rewrite history for megacap IPOsInvestors face a key decision on when to buy shares in upcoming mega-tech IPOs like SpaceX, Anthropic, and OpenAI. Historical data shows te...
- Anthropic leads new wave of tech listings as AI sector captivates investorsAI firm Anthropic is preparing for a major stock market debut. The company has filed confidentially for an initial public offering in the U...
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
- SoftBank to invest €75 billion in 5 GW French AI centresSoftBank Group is set to invest up to $87 billion in France to build 5 gigawatts of AI data center capacity, aiming to establish the countr...
- Anthropic approaches $1T valuation; Google ads face heatAnthropic neared a trillion-dollar valuation following fresh funding. This and more in today's ETtech Top 5.
- Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the yearNvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY20...
- China tech giant Tencent sees Q1 profit jump after AI betsTencent reported a 21% surge in quarterly net profit, reaching 58.1 billion yuan, driven by significant investments in the booming artifici...
- Amazon primes a Blinkit showdown; New insurance models prop upHappy Tuesday! Amazon's late but strong push into quick commerce is unsettling market leader Blinkit. This and more in today's ETtech Morni...
- AMD shares jump 13% as AI chip demand lifts strong resultsShares of Advanced Micro Devices jumped sharply after the chipmaker delivered strong quarterly results and issued an upbeat outlook, driven...
- AMD forecasts revenue above expectations on strong AI demand, shares jump 12%Advanced Micro Devices anticipates strong second-quarter revenue driven by high demand for its AI chips. The company's data center segment ...
- AMD Stock price jumps big after Advanced Micro Devices earnings call forecast second-quarter revenue above Wall Street expectationsAMD Stock Price: Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday.
- AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris WoodRising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Des...
- US stocks today: Oracle, CoreWeave lead AI selloff on OpenAI growth concernsShares of AI companies fell on Tuesday. OpenAI reportedly missed user and revenue goals. This has sparked worries about its ability to fund...
- Oracle, CoreWeave shares drop after report flags OpenAI growth worriesOpenAI's recent performance has caused a stir. The company reportedly missed targets for new users and revenue. This has led to worries abo...
- US Stocks: US market indexes enter earnings-heavy week on cautious footingWall Street indexes edged lower as investors awaited a busy earnings week and remained cautious due to stalled U.S.-Iran peace talks. Despi...
- OpenAI CFO concerned over Sam Altman's 2026 IPO plans: The InformationOpenAI CFO Sarah Friar raised concerns about risks in Sam Altman’s plan to go public by late 2026 and heavy spending. She questioned readin...
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