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01

Micron Q4 Revenue Nearly Quadruples as AI Memory Demand Outstrips Supply

Micron Technology reported fiscal fourth-quarter results on Wednesday that beat Wall Street estimates and guided well above consensus for the current quarter, as the AI-driven memory shortage pushed quarterly revenue to $54.2 billion.

Business1 October 20266 min read
02

Inference Price Signals Point Both Ways as Hardware Bet Splits from Cloud

Q/C Technologies said on 1 October it is working with Sandia National Laboratories' Center for Integrated Nanotechnologies on optical processing for AI inference. The same day, MaxLinear's Puma 9 pitch and a $32-per-tank diesel gap kept the cost argument running.

AI & models1 October 20266 min read
03

Genius Sports bets on data as the new sports asset class amid digital pushback

Genius Sports chief executive Mark Locke told SportsPro that digitisation is becoming "the new asset class" for sport, as new data centre resistance builds on three continents and Senate Democrats block a US energy bill.

Sport1 October 20265 min read
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