Locator: 49056ARCHIVES.
Jobs: link here. The revision is beyond the pale and their seems to be no interest by the mainstream media to "investigate."
Tech headlines:
- Apple, TSM, Devon, oil and gas free cash flow: link here.
- TSM: August revenue jumps to $11 billion; link here.
- revenue rose to $80 billion ytd
- the AI factory where NVDA GPUs, Apple Silicon, AVGO accelerators, and AMD CPUS are built;
- how does one company account for so many -- and so many different -- blades?
- Google Cloud: forecasts $58 billion revenue boost by 2027; link here.
- Oracle: contesting the "bubble" meme; link here.
This was the paragraph that started it all:
"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion.It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build.Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars.The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting.As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO.Oracle is off to a brilliant start to FY26."
The year that the music died:
- Stellantis scraps 100% EV target by 2030;
- car giant abandons EV-only plans; IYKYK; link here.
- Canada re-thinks EV targets to aid carmakers; link here.
Canadian EV news: I even wonder why Americans are so hung up on Canada when one looks at Canada's GDP and compares it to California, Texas; link here.
- the numbers blow me away
Natural gas turbines:
