Ai Demand News

Oracle's shares surged after the company exceeded quarterly revenue and earnings estimates, driven by strong AI cloud contracts and a more than doubled cloud in

Oracle exceeded financial estimates, with strong AI demand alleviating concerns about cash burn.

Nvidia plans a significant expansion of its data center capacity in Australia to meet the growing demand for artificial intelligence.

Foxconn, a major supplier for Apple and Nvidia's biggest server maker, anticipates its third-quarter performance will exceed market expectations, driven by stro

HSBC Chief Economist Frederick Neumann warns that Asia's current macroeconomic setup, driven by AI demand, shows striking parallels to the conditions that led t

Michael Burry has expressed concerns regarding Palantir's high valuation, comparing it to a consulting firm and warning of a potential decline due to fluctuatin

Snowflake shares surged 26% to $384, nearing a 5-year high, after the company reported a 37% rise in product revenue that surpassed Wall Street expectations, dr

Recent results from Dell and Nvidia indicate strong demand for AI, with record sales and increased data center spending. These figures challenge the notion that

Dell has significantly raised its annual revenue and earnings per share forecasts due to strong demand for AI, with its shares more than tripling this year.

Microsoft acknowledges that the increasing demand for artificial intelligence is making it challenging to meet its environmental commitments regarding greenhous

Researchers at the Minneapolis Federal Reserve found that high AI demand for memory and computer hardware contributed as much to core inflation as the tariffs i

Nvidia, the world's most valuable stock, saw its value increase by $370 billion overnight due to growing demand for AI. The chipmaker's shares rose over 7 perce

Nvidia anticipates a 70% revenue increase in the upcoming fiscal year, driven by surging demand for artificial intelligence. This projection follows record sale

Nvidia has projected a 70% increase in revenue for fiscal 2028, surpassing Wall Street's 44% estimate, indicating sustained strong demand for AI computing despi

Nvidia reported a doubling of its quarterly revenue to $96 billion, significantly surpassing Wall Street expectations, driven by accelerating demand for its AI

Nvidia's revenue doubled in the last quarter, reaching $96 billion, surpassing forecasts due to continued strong demand for AI hardware.

Nvidia's sales have more than doubled to $96bn due to bumper AI demand, with its data center division growing by 117% as clients race for computing power.

China's MiniMax reported a 283.1% increase in revenue to $116.6 million in the first half of the year, driven by strong demand for its open-source-based AI mode

The US CFTC is seeking public comment on compute derivatives as the demand for artificial intelligence continues to grow.

Cerebras shares surged 15% due to strong AI infrastructure demand and a major OpenAI partnership, but ongoing losses, high valuation, and competition from Nvidi

Singapore's non-oil domestic exports (NODX) expanded by 24.2% in July, driven by a 112% surge in electronic NODX due to strong demand for AI.

OVHcloud announced significant price increases for its dedicated servers, particularly affecting gaming servers, starting in September 2026. The CEO, Octave Kla

Chinese chipmaker SMIC has increased prices for wafers processed in the first quarter and plans further increases for the third quarter, citing strong demand fo

Nebius, an Amsterdam-based AI infrastructure firm, surpassed quarterly revenue estimates, reporting $582.3 million for the quarter ended June, driven by a more