ASML CEO Sees AI Spending ‘Arms Race’ – nvidia
In the video, ASML CEO Christophe discusses the enduring importance of lithography in semiconductor manufacturing. He emphasizes that lithography will always be essential because it directly impacts resolution, accuracy, and productivity in chip production. Thanks to Extreme Ultraviolet (EUV) technology, ASML has a clear roadmap for the next 10 to 15 years, with ongoing innovations […]
ASML CEO Sees AI Spending ‘Arms Race’
ASML CEO Sees AI Spending ‘Arms Race’ Source link
Oracle Escalates AI Spending, Sending Shares Plunging – investment
Oracle’s increased AI spending has caused its shares to plunge amid investor concerns, though the company remains confident in strong demand for compute power and is managing its debt prudently to maintain investment-grade credit. Despite market skepticism and lowered price targets, Oracle’s strategic pivot to AI and cloud positions it well for long-term growth in […]
Oracle Slides by Most Since January on Mounting AI Spending | Bloomberg Tech 12/11/2025 – open-ai
The Bloomberg Tech segment opens with a focus on Oracle’s significant stock decline, marking its biggest drop in nearly 24 years. This downturn is primarily driven by Oracle’s announcement of capital expenditures far exceeding Wall Street expectations, with spending reaching $12 billion compared to the anticipated $3 billion. While Oracle’s cloud and infrastructure growth remains […]
Oracle Slides by Most Since January on Mounting AI Spending – nvidia
Oracle is significantly increasing its AI-related capital expenditures, focusing on flexible semiconductor use and custom silicon development to reduce costs, while distancing itself from reliance on Nvidia amid supply constraints. Despite market concerns over competition from Google’s TPUs and Broadcom’s position, Nvidia maintains a dominant role in AI training due to its superior software ecosystem, […]