1 place 1,357 fresh

5 Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

The Information
Anissa Gardizy @ The Information 1 place · today 11:00 EDT

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm will generate an astonishing $381 billion in revenue from renting out specialized cloud servers to OpenAI and other artificial intelligence developers over the next five fiscal years.

But internal documents show the fast-growing cloud business has had razor-thin gross profit margins in the past year or so, lower than what many equity analysts have estimated. That could raise quest

To see detailed statistics for the news please log in »

Read the original

Add your comment
You must be logged in with Facebook to read and write comments.

A newsletter a day!

You may get 10 most important news around midday in daily newsletter. Press the button and we will send you the most important news only, no spam attached.

or register

LIKE us on Facebook so you won't miss the most important news of the day!

News from the same source
The Information The Information
Business Insider
Bryan Metzger @ Business Insider 1 place · today 10:30 EDT

Trump administration argues furloughed federal workers aren't guaranteed back pay

The White House says furloughed federal workers aren't automatically entitled to back pay, and Congress may have to pass a law to grant it to them. Read more

3,394 fresh

🔮
07.10.2025 ♌︎ Dear Lev, today you should prepare for a bright and multifaceted day, despite some difficulties... Read more ›
Business Insider
Jake Epstein @ Business Insider 2 place · today 11:15 EDT

What to know about the Tomahawk cruise missiles Trump says he might give Ukraine

Tomahawks are powerful, long-range missiles that would give Ukraine a major boost in its ability to strike deep into Russia. Read more

1,630 fresh

Financial Times
Financial Times 1 place · today 00:00 EDT

New data shows the ways millions have integrated the technology into their everyday lives Read more

1,501

Wired
Zoë Schiffer, Louise Matsakis @ Wired 1 place · today 12:00 EDT

OpenAI Sneezes, and Software Firms Catch a Cold

OpenAI revealed last week the custom AI tools it uses internally. The news sent some software companies into turmoil. Read more

1,203 fresh

Engadget
Lawrence Bonk @ Engadget 1 place · today 11:58 EDT

California bans loud commercials on streaming platforms

California has passed a law to ban loud commercials on streaming platforms like Netflix and Hulu. This is great news for people who don't want to wake the neighborhood up when a streaming show suddenly turns into an aggressively loud ad for migraine medication. Governor Gavin Newsom just signed the law and the ban goes into effect on July 1, 2026. On that date, streaming services won't be allowed to... Read more

1,137 fresh

Business Insider
Robert Leslie,Reem Makhoul,Yasser Abu Wazna,Erica Berenstein @ Business Insider · today 12:08 EDT

How food in Gaza got so expensive — and so deadly

After two years of war, and with little food or money entering Gaza, how are ordinary people able to afford the sky-high black market prices? Read more

1,127 fresh

Wired
David Gilbert @ Wired 2 place · today 11:58 EDT

Chaos, Confusion, and Conspiracies: Inside a Facebook Group for RFK Jr’s Autism ‘Cure’

A Facebook group set up to share information about leucovorin has been spammed by affiliate links and supplement companies trying to shame parents of autistic kids. Read more

1,032 fresh

Android Authority
Team AA @ Android Authority 1 place · today 12:25 EDT

The best noise canceling headphones just got $145 cheaper in a Prime Lightning Deal

A limited number of the Bose QuietComfort Ultra Headphones are at their best price ever by far of $284. Act fast! Read more

781 fresh

Business Insider
Pete Syme @ Business Insider · today 06:32 EDT

An LA airport was left without air traffic controllers for 6 hours as the government shutdown causes travel chaos

Travellers across the US faced flight delays on Monday due to air traffic controller staffing shortages during the government shutdown. Read more

732 fresh

The Verge
Emma Roth @ The Verge 1 place · today 10:41 EDT

Qualcomm is acquiring DIY electronics platform Arduino

Qualcomm is acquiring Arduino, the Italian open-source electronics platform behind a range of boards for tinkerers, DIY hobbyists, and educators, for an undisclosed amount. In an announcement on Tuesday, Qualcomm says the Arduino “brand, tools, and mission” will remain independent while still building microcontrollers and microprocessors with chips from multiple manufacturers. In addition to the […] Read more

614 fresh

Tom's Hardware
Tom's Hardware 1 place · today 08:55 EDT

Microsoft clamping down on Windows 11 local account setup — latest Insider build removes 'local-only commands,' skipping Microsoft account sign-in will crash setup process

Microsoft is patching "known mechanisms" used to complete a fresh Windows 11 install without signing into a Microsoft account. It's now even more difficult to use a local account in the OOBE, but the change is limited to a test build for now. Read more

554 fresh

Mashable
Mashable 1 place · today 06:07 EDT

Jimmy Kimmel reacts to a poll saying hes more popular than Trump

Jimmy Kimmel has reacted to a poll that shows that his popularity ratings are better than President Donald Trump's. Read more

447 fresh

Tom's Hardware
Tom's Hardware 2 place · today 11:34 EDT

GPU mirror lets you watch your RTX 5090 melt in real time without straining your neck — blocks the other PCIe slots on your motherboard, though

Japanese accessory manufacturer Nagao Industry Inc. has introduced a graphics card mirror display that can be installed beneath a graphics card to reflect the front design. Read more

438 fresh

MacRumors
Joe Rossignol @ MacRumors 1 place · today 10:11 EDT

Apple Intelligence Issue on iPhone 17 and iPhone Air Models Now Fixed

Apple appears to have implemented a server-side fix for an issue that prevented a limited number of iPhone 17, iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max users from downloading on-device Apple Intelligence models. MacRumors contributor Aaron Perris and others who are impacted by this issue are now able to download the models and use Apple Intelligence features. Apple has just rolled out a server-sided fix for iPhone... Read more

396 fresh

Gizmodo
James Whitbrook @ Gizmodo 1 place · today 10:30 EDT

Why the Legendary ‘Revenge of the Sith’ Novelization Had to Depict the Moment Yoda Knew He Failed

Matthew Stover takes us into the Jedi Master's mind in our exclusive look inside the sumptuous 20th anniversary edition of his iconic 'Revenge of the Sith' novelization. Read more

376 fresh

Slashdot
BeauHD @ Slashdot 1 place · today 06:00 EDT

Microsoft Is Plugging More Holes That Let You Use Windows 11 Without an Online Account

Microsoft is eliminating all known workarounds that let users install Windows 11 without an internet connection or Microsoft account, forcing everyone through the online setup process. The Verge reports: "We are removing known mechanisms for creating a local account in the Windows Setup experience (OOBE)," says Amanda Langowski, the lead for the Windows Insider Program. "While these mechanisms were often used to bypass Microsoft account setup, they also inadvertently skip... Read more

363 fresh

Business Insider
Audrey Bruno @ Business Insider · today 09:58 EDT

I'm an American who moved to France 4 years ago. My lifestyle and routine have improved in so many ways.

After living in New York and Berlin, I moved to France. Living here has changed the way I grocery shop, eat meals, run errands, and view my career. Read more

350 fresh

Business Insider
Kelsey Vlamis @ Business Insider · today 04:51 EDT

Trump wanted to reduce trade deficits, but at least one has ballooned since he took office

President Donald Trump's tariffs were aimed at reducing trade deficits, but the travel trade deficit has grown as Canadians avoid the United States. Read more

344 fresh

The most popular news from the same source for the last week
The Information The Information
The Information
Kalley Huang @ The Information 3 place · 09/30/2025 14:02 EDT

Meta Plans to Acquire Chip Startup Rivos

Meta Platforms plans to acquire the chip startup Rivos, according to a person familiar with the matter. The deal comes after Meta CEO Mark Zuckerberg in July said his company would spend “hundreds of billions of dollars” on expanding its computing capacity to enable its ambitions in artificial ... Read more

60

The Information
Theo Wayt @ The Information 3 place · 10/03/2025 17:09 EDT

Tesla Shareholder Group Urges Vote Against Elon Musk Pay Package

A group of Tesla shareholders is urging investors to vote against CEO Elon Musk’s proposed pay package, which could be worth up to $1 trillion, at the electric automaker’s annual meeting next month, according to a letter included in a regulatory filing. The shareholders, which include officials ... Read more

36

The Information
Steve LeVine @ The Information 1 place · 10/04/2025 07:41 EDT

The Chinese Flying Car Company That Should Worry Detroit—and Silicon Valley

For years, Chinese billionaire He Xiaopeng has been pegged as an Elon Musk wannabe, and his electric vehicle company, XPeng, as a mere Tesla copycat. And until recently the company seemed laggardly, raising questions about whether it would survive. All of that is changing quickly. In other words, XPeng has moved up a stair from the realm of mere novelty to unignorable player with intimidating products and shrewd commercial instincts.... Read more

28

The Information
Aaron Holmes @ The Information 3 place · 09/30/2025 13:30 EDT

Microsoft Hopes Anthropic Will Solve Its Copilot Problems

After AI coding apps like Cursor and Replit popularized “vibe coding,” Microsoft wants to make “vibe working” happen.Microsoft on Monday unveiled Office Agent, which lets people create complex PowerPoint presentations and Excel spreadsheets based on simple written prompts in the Copilot chatbot.  Read more

27

The Information
Rocket Drew @ The Information 2 place · 10/02/2025 10:00 EDT

XAI Broke Its Safety Policy With Coding Model

California Gov. Gavin Newsom signed SB 53 on Monday, a law that will require the largest AI companies to abide by their own safety and cybersecurity policies. One company that should take heed of the new law is Elon Musk's xAI.The ink had barely dried on xAI’s safety policy, which it published in August, when the company released its model Grok Code Fast 1 and violated the policy’s terms, according... Read more

20

The Information
Sylvia Varnham O'Regan @ The Information 2 place · 10/01/2025 13:08 EDT

TikTok Insiders Bet No. 2, Adam Presser, Will Run New Venture

President Donald Trump’s recent announcement that a joint venture will oversee TikTok’s U.S. business left unanswered the important question of who will run the new company. Inside TikTok, executives say there’s a very obvious candidate: Adam Presser, the longtime No. 2 to TikTok CEO Shou Zi Chew, and one of the top Americans at the company. In August, Presser became the new head of TikTok’s U.S. Data Security unit, which... Read more

13

The Information
Miles Kruppa @ The Information 1 place · 10/06/2025 09:00 EDT

Founders Fund Shifts From Caution to Concentrated Bets on AI

Peter Thiel’s Founders Fund is doubling down on its biggest artificial intelligence bets, embracing a concentrated strategy as rivals spread their bets across a wide swath of startups. Among them are OpenAI, data center builder Crusoe and General Matter, a nuclear fuel startup the firm has incubated, Founders Fund said at its recent annual general meeting for investors. In contrast, other venture firms have poured money across the AI landscape,... Read more

11

The Information
Valida Pau @ The Information 2 place · 10/01/2025 13:36 EDT

Cybersecurity Startup Snyk Considers Buyout Interest as IPO Plans Stall

Snyk, a startup that sells security tools for developers, seemed like a shoe-in for a lucrative initial public offering a few years ago. Sales were doubling or tripling every year, reaching into the hundreds of millions of dollars annually, as exploding corporate use of open-source software code created vulnerabilities that businesses needed to patch. Snyk’s valuation soared to more than $8 billion. Now, the decade-old company seems stuck. The tech... Read more

9

The Information
Abram Brown @ The Information 1 place · 10/04/2025 10:00 EDT

OpenAI, Sora—and the Internet’s Cheetos Brain

Welcome, Weekenders! In this newsletter:• The Big Read: Can Reed Jobs be more than the son of Steve?•  Electric Vehicles: The Chinese flying car that should worry Detroit—and Silicon Valley • Plus, our Recommendations: “The Romesh Ranganathan Show,” “When It All Burns” and “The Eastern Gate”The ultimate winner from the artificial intelligence wars remains hard to distinguish, but none of the contenders has displayed a more consistent ability to win... Read more

7

The Information
Yueqi Yang @ The Information 3 place · 09/30/2025 15:57 EDT

Stripe Plans to Apply for Federal Charter in Stablecoin Push

Stripe is planning to apply for a charter with a federal banking regulator to meet the requirements of new U.S. stablecoin legislation, which will allow it to keep issuing stablecoins for clients when the law takes effect. The company is preparing to apply for a national trust charter with the ... Read more

7

Most popular sources

  • You see 930 news out of 930.
  • Sources 61 out of 61.
Business Insider 29% 6
Financial Times 17% 14
MacRumors 8% 4
Android Authority 7% 1
Mashable 5% 2
View sources »

LIKE us on Facebook so you won't miss the most important news of the day!

07.10.2025 13:24
Last update: 13:15 EDT.
News rating updated: 20:11.

What is Times42?

Times42 brings you the most popular news from tech news portals in real-time chart.
Read about us in FAQ section.


Times42 © 2025