Few direct matches — filled in with the latest updates.
Tag: #storage-cycle2 results
Micron's FY2026 Q2 revenue hit $23.86B, up 75% QoQ, beating $19.9B expectations, driven by 60%+ price hikes in DRAM ($18.8B) and NAND ($5B). HBM revenue ~$2.7B from HBM3E/HBM4 ramp; Q3 guides $32.75-34.25B with 81% margins. Capex raised to $25B amid AI inference demand shift.
Geopolitical tensions from Iran conflict pressure markets, but AI-driven storage demand surges as Micron reports 196% revenue growth and explosive guidance. Tencent and Alibaba accelerate AI investments despite short-term profit hits. AI infrastructure remains resilient with strong cloud and model commercialization potential.
OpenAI and Meta are seeking help to address growing public opposition to their AI data center plans. The effort highlights the increasing public-relations challenges surrounding large-scale AI infrastructure expansion.
VB Pulse data shows enterprises are adopting multiple AI orchestration platforms instead of relying on a single vendor. The survey also highlights persistent concerns about security, permissions, token usage, cost visibility, and the ability to stop runaway agent spending in real time.
Google is introducing a button that lets readers mark publishers as preferred sources across Search, Discover, and Google News. The feature could help publishers recover traffic as AI-powered search generates fewer direct clicks to websites.
Runlayer and Rippling have dropped their lawsuits, with no money changing hands. Rippling marked the resolution by releasing a competing product, leaving the dispute as a cautionary example for founders.
KCD Hangzhou has opened its call for papers, inviting the community to discuss cloud native technologies, observability, and large-model inference in the Agent era. The announcement targets practitioners interested in sharing or learning about the infrastructure behind AI agents.
Wired AI argues that Silicon Valley technology leaders do not understand society’s growing frustrations with AI. The article criticizes their public messaging as disconnected from legitimate concerns about AI’s impact.
GitHub provides an update on the August 17 outage and outlines ongoing work to improve platform reliability. The supplied excerpt does not include specific root-cause findings or remediation details.
Anthropic reportedly expects its IPO to match or exceed SpaceX's record $75 billion raise and could file publicly as soon as the end of this month. The company reportedly recorded an almost $42 billion net loss in 2025, about five times the previous year's figure.