List of Flash News about hyperscaler demand
| Time | Details |
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2025-11-19 22:46 |
NVIDIA NVDA: Jensen Huang Says Investments Target CUDA Ecosystem Expansion — What It Means for AI Chips and Crypto Infrastructure
According to @StockMKTNewz, NVIDIA CEO Jensen Huang stated that recent investments are associated with expanding the reach of CUDA and growing the ecosystem, signaling management’s focus on platform breadth. Source: @StockMKTNewz. CUDA is NVIDIA’s GPU-accelerated computing platform and is widely integrated with AI frameworks such as PyTorch and TensorFlow, underscoring its central role in AI workloads. Source: NVIDIA Developer; PyTorch documentation; TensorFlow documentation. For traders, an emphasis on ecosystem expansion highlights a continued push to deepen developer adoption and workload portability across NVIDIA GPUs, a pillar cited in NVIDIA’s filings as supporting datacenter and accelerated computing growth. Source: NVIDIA FY2024 Form 10-K. In crypto markets, GPU acceleration is also used for zero-knowledge proof generation and related cryptographic workloads, so progress in the CUDA ecosystem can be relevant for sentiment toward GPU-linked crypto infrastructure. Source: cuZK: Fast Parallel zkSNARK Prover on GPUs (2023); BatchZK: Practical Batch zkSNARK Provers on GPUs (2024). |
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2025-09-09 20:14 |
Oracle ORCL Backlog Surges 359% to $455B; Cloud Revenue Seen +77% to $18B and Path to $144B in 4 Years
According to @stocktalkweekly, Oracle's total backlog increased 359% to 455 billion dollars, implying a prior backlog near 99.1 billion dollars based on the stated growth rate. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, Oracle Cloud revenue is expected to grow 77% to 18 billion dollars this year. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, forward targets for Oracle Cloud revenue are 32, 73, 114, and 144 billion dollars over the subsequent four years, which implies growth from 18 to 144 billion dollars at an approximate 68% compound annual growth rate. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, the year-over-year growth profile implied by these targets is approximately 78%, 128%, 56%, and 26%, concentrating the steepest ramp in the first two years for traders tracking revenue cadence in ORCL. Source: calculations based on figures from @stocktalkweekly on X, Sep 9, 2025. No direct cryptocurrency market implications were provided in the source. Source: @stocktalkweekly on X, Sep 9, 2025. |