Global Software Oracle Corp Rating Outperform Price Target ORCL 225.00 USD The other parts of the announcement that were likely missed by investors is that a) there are multiple other large Cloud contracts already signed in the quarter that are not in RPO or revenue; and b) the multicloud database is expected to grow over100% YoY which will add further growth and help with offsetting margin pressure from the rest of OCI. The contract is likely the much anticipated Stargate contract, but it could be a sovere ...

Queue, Tesa Megapacks, Supercapacitors, Gigawatt-scae Batteries, PyTorch No Power Pant Bow Up 2 minutes June 25, 2025 A Training Load Fuctuations at Gigawatt-scae Risk of Power Grid Backout? //108GW Large Load No comments By Jeremie Eiahou Ontiveros, Ajey Pandey and Dyan Pate The argest A abs are racing to buid muti-gigawatt-scae datacenters, and stressing our century-od power grid to an unprecedented extent. Not ony is the scae massive, but A training workoads have a very unique oad profie, unexpectedy ris ...

Chris Gandolfo, EVP of OCI and AI Sales at Oracle, and Mark Papermaster explore what it really takes to train and deploy large language models at scale. From evolving compute needs and energy efficiency to the rise of inference, this episode dives deep into the future of enterprise AI infrastructure. 00:00 Series Intro & Host Introduction 00:12 Meet Chris Gandolfo – EVP at Oracle 01:19 AI at an Inflection Point – Oracle’s Perspective 04:48 Does Training Ever End? 05:27 OCI’s Late Entry Strategy – Learning f ...

Flash | 17 Jun 2025 10:01:01 ET │ 9 pages – 1Q market up > 50% YoY to $134bn, driven by accelerated server spend; servers >50% of DC capex, accelerated > general purpose US Communications Equipment Dell'Oro 1Q25 Data Center Capex Report Highlights CITI'S TAKE We summarize key points from Dell'Oro Group's 1Q data center capex report. – General purpose infrastructure was up modestly – Limited impact from tariff-except components. System vendors and hyperscale cloud SPs increased component inventory purchases ...

RT Robert Scoble (@Scobleizer)Unlike other automonous vehicle companies, @Tesla had its customers:1. Pay for the R&D.2. Pay for the cars.3. Do the AI training.The world is about to change deeply.I've been doing a bunch of consumer research by interviewing customers of @waymo (a competitor).They almost universally tell me:1. They don't want to own a car anymore.2. They don't want to drive anymore.3. They don't want to take Uber anymore.And Tesla can underprice Waymo AND provide a better experience to boot. O ...

Financial Data and Key Metrics Changes - First quarter gross billings increased by 74.6% compared to the same period last year, reaching US$21.9 million [7][10] - Net revenues for the first quarter were US$18.2 million, a 93.1% increase from the same quarter last year, driven by an increase in active students and lesson consumption [10] - Gross margin for the first quarter was 77% [10] - Operating expenses for Q1 were US$15.3 million, a 35.6% increase year-over-year [11] - The operating loss for Q1 was US$1.3 million, while the net loss attributable to ordinary shareholders was US$1.5 million, a 63.2% decrease from the same quarter last year [12] - Total cash, cash equivalents, and time deposits at the end of Q1 were US$29.5 million [12] Business Line Data and Key Metrics Changes - Sales and marketing expenses in Q1 were US$11.1 million, a 42.7% increase from the same quarter last year due to higher personnel costs and marketing activities [11] - Product development expenses for Q1 were US$1 million, a 9.8% increase year-over-year [12] - General and administrative expenses in Q1 were US$3.2 million, a 23.8% increase compared to the same quarter last year [12] Market Data and Key Metrics Changes - The company is seeing promising early returns from strategic investments in new regions, indicating positive momentum in the second quarter [8] - The outlook for Q2 2025 expects net gross billings to be between US$24.5 million and US$25.5 million, based on current market conditions [13] Company Strategy and Development Direction - The company is focused on optimizing its organizational structure and accelerating AI training and adoption across the company [8] - There is a commitment to deepen user engagement and foster stronger connections with the community [8] - The company aims to establish leadership positions in core markets and outperform incumbents in mature markets while leveraging advantages in emerging markets [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainable growth trajectory of operations and highlighted the robustness of the business model [7] - The company is proactively addressing the complexities of managing a growing multi-market business [8] Other Important Information - The earnings press release includes discussions of unaudited GAAP financial information and unaudited non-GAAP financial measures, with reconciliations provided [5] Q&A Session Summary - There were no questions during the Q&A session [15]

Core Points - Reddit is suing Anthropic for allegedly using its data to train AI models without a proper licensing agreement, claiming this use was unlawful and violated Reddit's user agreement [1][2] - This lawsuit marks Reddit as the first major tech company to legally challenge an AI model provider regarding its training data practices, joining other publishers in similar legal actions [2][3] Company Actions - Reddit has previously established agreements with AI model providers like OpenAI and Google, allowing them to train AI models on Reddit's data under specific terms that protect user interests and privacy [5] - Reddit's legal complaint states that Anthropic's scraper bots ignored the site's robots.txt files, which are intended to prevent automated systems from crawling websites [8] Legal Claims - Reddit is seeking compensatory damages and restitution for the enrichment Anthropic gained from scraping its content, along with an injunction to stop Anthropic from using Reddit's content [9] - Reddit's chief legal officer emphasized the company's stance against profit-seeking entities exploiting Reddit content without compensation or respect for user privacy [4][6]