Oracle’s Cloud Revenue Doubles as Its Balance Sheet Strains
The numbers that landed after Thursday’s close told two stories at once. Oracle reported first-quarter cloud infrastructure revenue that more than doubled from a year earlier, to $7.4 billion, while…
OpenAI Ends the Dollar-a-Year Federal Deal, Keeps Half-Off Pricing
The dollar-a-year experiment is over. OpenAI will end the pilot program that let U.S. government agencies use its models for a single dollar a year, according to the General Services…
Nvidia’s Grace Blackwell Shipments Climb as AI Demand Holds
The number that reached the market Friday is a measure of how fast the AI buildout is still running. Nvidia’s Grace Blackwell platform shipments rose 27 percent month over month,…
SpaceX Says Starship-Launched Satellites Will Start Paying Off This Month
The chief financial officer put a date on it. Bret Johnsen, SpaceX’s CFO, said Thursday that the company expects the first upgraded Starlink satellites launched aboard Starship to begin generating…
OpenAI Opens the Codex Tooling Behind Its Agents
The developer platform changed hands this week. OpenAI said it is moving its Agents API into public beta, opening to any developer the agent framework and infrastructure that previously ran…
SuperX Reports Buyback Progress as It Defends Its Share Price
The disclosure landed Thursday evening and read like a company talking its own stock up. SuperX AI Technology, the Singapore-based AI infrastructure provider that trades on Nasdaq under the ticker…
Wall Street Resets Apple Targets After the Foldable Debut
The keynote ended Wednesday evening, and by Thursday the research notes were moving. Apple had shown the iPhone Duo, its first foldable, alongside the iPhone 18 Pro and Pro Max,…
IDScan Says Hackers Stole Driver’s License Data on 150 Million People
A person types a name into a website on the dark web and gets back a driver’s license: the name, the license number, and in some cases a photograph. The…
Google DeepMind Releases a Map of 9 Billion Genetic Variants
Every human genome carries millions of small differences, single-letter changes in the code of DNA, and for most of them no one knows what they do. On September 9, Google…
Harvey Raises $550 Million at a $15.5 Billion Valuation
A lawyer at a major firm drafts a contract clause, and a piece of software rewrites it in seconds. Another sifts a mountain of documents for the one passage that…
