Manhattan: 3 Key Takeaways for Long-Term Investors
AI pilots are converting at 100% while new platform tiers expand the addressable market, signaling durable subscription growth ahead.
Cloud & Enterprise Software
News and earnings from cloud providers, SaaS companies, and enterprise tech platforms.
GPU Rental Data Defies AI Bubble Fears
NVDA Stock Ticks Higher Overnight: a16z Data Shows GPU Rental Prices Rising Sharply, Even For Older Chips
Rising rental rates across Nvidia’s GPU lineup point to resilient demand for AI computing power.
Anthropic IPO Filing Reveals Cloud Revenue Dependence
Big Tech Earnings Face AI Spending Skepticism
AI Spending Fears Threaten to Swamp Big Tech’s Strong Earnings
Three of the biggest and most important technology companies in the world are expected to show healthy growth when they report earnings this week.
AI Infrastructure Demand Drives Semiconductor Gains
Rambus Q3 Earnings Call Highlights
Rambus (NASDAQ:RMBS) reported record third-quarter revenue, non-GAAP earnings and operating cash flow, as demand for its memory-interface products and intellectual property continued to benefit from AI infrastructure investment. Third-quarter revenue rose 22% year over year and 5% sequentially to $
Companies Accelerate AI-Driven Workforce Reductions
Microsoft is the Latest Company to Reduce its Workforce Over AI. It's Offering Buyouts to Tens of Thousands.
About 60,000 employees are eligible for buyouts, the company said.
