ZEN INVESTING
NVIDIA Bets $2B on Nebius AI Cloud Partnership, NBIS Stock Jumps
NVIDIA invests $2 billion in Nebius to build hyperscale AI cloud infrastructure, targeting 5 gigawatts of compute capacity by 2030. NBIS shares surge on the news.
Oracle Stock Jumps 2.8% as Q3 Revenue Hits $17.2B on AI Cloud Surge
Oracle reports 22% revenue growth and 44% cloud surge in Q3 FY26, raises FY27 guidance to $90B as RPO explodes 325% to $553B on AI contracts.
Google Launches Gemini 3.1 Flash-Lite as GOOGL Climbs 4.3%
Google's new Gemini 3.1 Flash-Lite offers 2.5x faster processing at $0.25 per million tokens, intensifying AI price wars as GOOGL shares surge.
Oracle Wins CMS Contract to Modernize Medicare and Medicaid Systems
Centers for Medicare & Medicaid Services selects Oracle Cloud Infrastructure to migrate federal health agency workloads, expanding Oracle's government cloud portfolio.
Oracle Ramps Up AI Data Center Push With $50B CapEx Plan
Oracle outlines 2026 AI infrastructure expansion across Texas, New Mexico, Wisconsin, and Michigan with commitments to local power and hiring.
GPU Waste Crisis Hits AI Production as Utilization Drops Below 50%
New analysis reveals production AI workloads achieve under 50% GPU utilization, with CPU-centric architectures blamed for billions in wasted compute resources.
Meta's Manus AI Reveals Sandbox Architecture Behind Autonomous Agent Tasks
Manus details its cloud sandbox system powering AI agent execution, featuring Zero Trust security, persistent file storage, and 24/7 autonomous operation.
TorchForge RL Pipelines Now Operable on Together AI's Cloud
Together AI introduces TorchForge RL pipelines on its cloud platform, enhancing distributed training and sandboxed environments with a BlackJack training demo.
NVIDIA and AWS Strengthen Partnership with Advanced AI and Cloud Integrations
NVIDIA and AWS have expanded their collaboration, integrating new technologies to enhance AI infrastructure and cloud capabilities, promising more efficient, scalable solutions for global enterprises.
Microsoft, NVIDIA, and Anthropic Forge Strategic AI Partnerships
Microsoft, NVIDIA, and Anthropic announce strategic partnerships to scale AI models on Azure, enhance NVIDIA architectures, and expand Claude's capabilities across cloud services.