With AI infrastructure costs mounting, investors get their earliest look at Search, YouTube ads, and Cloud profitability.

NVDA is a global leader in computer graphics processors, chipsets, and related software, leading the world’s AI push. It beat ...

Q4 revenue was $170 million, up 26% sequentially and 180% year-over-year, with product revenue at $165.9 million. Non-GAAP gross margin for the quarter was 67.4%, above the high end of the company ...

CEO Bill Brennan highlighted that Credo delivered revenue of $170 million in Q4, a 26% sequential increase and up 180% year-over-year. For fiscal 2025, revenue reached $437 million, reflecting 126 ...

Revenue grew from $2.55 billion in Q4 2024 to $2.65 billion in Q1 2025, supported by hyperscaler demand and ATS segment growth. Adjusted EPS increased from $1.11 to $1.20, reflecting improved ...

The Data Cloud and AI portfolio that houses Agentforce approached $1 bilion in annualized run-rate revenue for fiscal year 2025. Early success is creating a flywheel effect across the broader ...