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WHTop → 📋 News → NVIDIA Posts $44.1B Q1 Revenue, $39.1B from AI Data Center Growth
NVIDIA Posts $44.1B Q1 Revenue, $39.1B from AI Data Center Growth
📅 - NVIDIA has posted a strong start to fiscal 2026, reporting first-quarter revenue of $44.1 billion, up 12% quarter-over-quarter and a significant 69% year-over-year. Central to this performance was the company's data center division, which contributed $39.1 billion, reflecting continued surging demand for AI infrastructure.
Despite a $4.5 billion inventory-related charge tied to new U.S. export restrictions on its H20 products to China, NVIDIA still demonstrated solid earnings. The H20 line generated $4.6 billion in sales before the export controls took effect, but an additional $2.5 billion in potential revenue could not be fulfilled due to the licensing change. Excluding this charge, [...][... Check source for end of article ...]
📅 - Private Cloud Now a Strategic Equal in Cloud Strategy, Study Finds - A shift in enterprise cloud strategy is underway, as private cloud platforms move from a supporting role to a central pillar in IT modernization. That's the central takeaway from the newly released ‘Private Cloud Outlook 2025' report, based on a global survey conducted by research firm Illuminas and commissioned by Broadcom. The findings suggest a broad reassessment of cloud priorities across industries, driven by mounting concerns over cost, security, and the practical deployment of AI workloads.
The survey, which gathered responses from 1,800 senior IT leaders across North America, Europe, and Asia Pacific, reveals that 69% of organizations are considering moving workloads from public [...]
📅 - Infosys Unveils 200+ Enterprise AI Agents Powered by Google Cloud - Infosys, a global provider of digital services and consulting, has unveiled a major expansion in its enterprise AI offerings with the launch of more than 200 AI agents. These agents, designed to operate at scale across complex business processes, are powered by the integration of Google Cloud's Vertex AI platform and Infosys' own Topaz AI capabilities.
This development represents a strategic push by Infosys to enhance digital transformation across industries such as healthcare, finance, manufacturing, retail, agriculture, and communications. The AI agents are engineered to autonomously manage and optimize multi-agent workflows, offering clients measurable improvements in efficiency, [...]
📅 - TELUS Commits $70B to Boost Network Infrastructure Across Canada - TELUS has announced a sweeping investment plan, pledging over $70 billion over the next five years to enhance its operations and expand network infrastructure across Canada. The initiative aims to accelerate digital inclusion, stimulate innovation across sectors, and position Canada more competitively in the global digital economy.
This significant financial commitment builds on TELUS' longstanding role as a national telecom infrastructure leader in Canada, having already invested more than $276 billion since 2000 to bolster productivity and economic growth. The company's latest plan is positioned as both a technological and socio-economic strategy, targeting improved connectivity in both [...]
📅 - Vena Group Spins Off AI Data Center Business for APAC Market - Vena Global Group has officially launched Vena Nexus Group, a new wholly-owned subsidiary dedicated to developing high-performance, AI-optimized data center infrastructure across the Asia-Pacific region. The new venture signals Vena's strategic shift into digital infrastructure, combining the company's renewable energy expertise with the growing demand for scalable, energy-secure computing capacity.
Vena Nexus inherits a robust pipeline from Vena Energy, Vena Group's renewable energy arm, including more than 3 gigawatts (GW) of data center development initiatives. Over 1 GW of these projects already have secured power, land, and permitting in place. As part of the transition, Vena Energy [...]
📅 - AMD Buys Enosemi to Advance Co-Packaged Optics for AI Data Centers - AMD has taken another strategic step in its AI infrastructure roadmap with the acquisition of Enosemi, a Silicon Valley-based specialist in photonics and co-packaged optics. The move reflects AMD's intensifying focus on building high-performance interconnect technologies essential for next-generation artificial intelligence systems.
Enosemi, known for its expertise in developing and delivering photonic integrated circuits (PICs) at scale, brings a team of highly specialized engineers and PhDs with a strong track record in ad
Prior to the acquisition, AMD had worked with Enosemi as an external development partner. The integration now aims to accelerate AMD's internal capabilities in [...]
📅 - LightEdge Boosts DDoS Defense with $1.2M Corero Deal - Hybrid hosting solutions provider LightEdge, offering colocation, private and public cloud, bare metal cloud and more, has extended its partnership with Corero Network Security through a $1.2 million agreement aimed at bolstering distributed denial-of-service (DDoS) protections across its U.S. and international data centers.
The new deal replaces a competing solution and integrates Corero's SmartWall ONE platform as the core of LightEdge's DDoS defense strategy.
As enterprises reassess their cloud strategies and increasingly migrate workloads back to private or hybrid environments, infrastructure providers face new challenges in securing an expanded and more complex attack surface. [...]
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