Tech Industry
Samsung Q3 2026 profit guidance hits 107.4 trillion won
Samsung guided to about 107.4 trillion won ($80 billion) of Q3 2026 operating profit, nine times a year earlier, as AI demand drives memory prices up.
Earnings news and analysis
Quarterly results from AI hardware and cloud companies: Nvidia's $96.2 billion quarter, Azure's $29.4 billion quarter, disclosed by Microsoft for the first time, and Micron warning that memory supply will be tighter in 2027 and 2028. Each story gives revenue and any forecast.
Tech Industry
DayOne files for a Nasdaq IPO with 962 MW in service
Data center operator DayOne filed for a Nasdaq IPO as DODC. It has 962 MW in service and needs about $11.4B to build the 2,281 MW it has already booked.
Tech Industry
Micron sees tighter memory supply in 2027 and 2028
Micron posted $54.23 billion in fiscal Q4 revenue and guided to $61.5 billion, then warned memory supply will be tighter in 2027 and 2028 than in 2026.
Tech Industry
Microsoft discloses Azure's $29.4B quarterly revenue
Microsoft will report Azure's exact quarterly revenue for the first time and redraw what counts as Azure starting fiscal 2027. Q4 alone was $29.4 billion.
Tech Industry
Nvidia posts $96.2B quarter and guides to $108B for Q3
Nvidia reported $96.2 billion in revenue, up 106% in a year, with data centre sales at $89 billion. Its own release guides to $108 billion for this quarter.
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