earnings
Google slashed Gemini serving unit costs a striking 78% in 2025 through “model optimizations, efficiency and utilization improvements.”
Lisa Su: "We're getting a lot of input from customers on things to test..."
OpenAI a big customer, CapEx a concern for investors, and will silicon become a "core competency"?
"We have supply chain platforms that can run autonomously reacting to retail demand signals."
Shares tumble, despite executives insisting Oracle will “borrow substantially less than most people are modeling”
"“The whole multicloud or a public cloud transformation is still going on.”
CIOs feel like if they aren't doing anything in this area, they'll be viewed as laggards… but as soon as they start thinking about doing AI applications and models, the security becomes a worry
“Legislate. Litigate. License”
“How could they possibly figure out what to put in front of you and your little tiny screen?”