earnings
Long-term deals and budgetary pricing mean memory shortages aren't hitting Dell's bottom line, yet.
"We made fundamentally different architecture decisions about our CPUs..."
"We have a number of locations now that are receiving the majority of their goods from automated facilities."
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”