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China-Linked Posts Do Not Explain America’s Data-Center BacklashGoogle’s Ironwood Takes an FP8 Cost Lead in New Serving Benchma...Grove City Holds 310-Acre Data Center Plan, Exposing Limits of...Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight a...Matt Clifford to Leave ARIA After Anthropic Role Draws Conflict...TeraWulf’s $3.2B AI Campus Exposes Gaps in Safety and Power Acc...China-Linked Posts Do Not Explain America’s Data-Center BacklashGoogle’s Ironwood Takes an FP8 Cost Lead in New Serving Benchma...Grove City Holds 310-Acre Data Center Plan, Exposing Limits of...Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight a...Matt Clifford to Leave ARIA After Anthropic Role Draws Conflict...TeraWulf’s $3.2B AI Campus Exposes Gaps in Safety and Power Acc...
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Showing 1-3 of 3Results matching "GPU-as-a-Service"

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EarningsBusiness

Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight as GPU Margins Improve

The small target increase puts a fresh margin signal beside an unchanged rating—and an AI infrastructure plan that still requires substantial spending and new financing. Morgan Stanley sees a better margin path in Oracle ’s GPU cloud business, but its latest stock call remains deliberately modest. Morgan Stanley’s assessment suggests its view of the economics is improving as Oracle builds that business.

2 min readRead story

August 2026

2 stories
EarningsBusiness

IREN Takes $639M Mining Writedown as AI Cloud Revenue Rises Nearly 8x

IREN is retiring older mining hardware and preparing sites for AI cloud growth, but contracted annualized capacity revenue remains well ahead of the cloud revenue it has recognized. IREN shares fell about 6% after its fiscal 2026 results put the cost of its business transition in plain view: a $638.8 million impairment tied largely to older bitcoin-mining equipment it plans to retire.

2 min readRead story
Government actionBusiness

Nvidia Optimizes DeepSeek and Qwen as It Warns U.S. Limits Could Hit Business

The company is making its stack easier to use with prominent Chinese open models, but the potential limits it flagged have not been defined as a final rule. Nvidia is deepening support for Chinese open AI models while warning investors that prospective U.S. restrictions on such support could materially affect its business. The distinction matters because open models can be downloaded, modified and self-hosted.

3 min readRead story