Cloud Computing
Results Deep Dive - Nebius Posts 454% Revenue Growth and a 50% Cloud Margin, Capacity Sells Faster Than It Can Be Built
Nebius delivered 454% revenue growth and a 50% AI cloud margin as demand outpaced capacity. The next test is converting power into billable compute while using prepayments, asset-backed debt and an open AI stack to finance expansion.
Results Deep Dive - Is CoreWeave Starting to Turn Scale Into Profit? Operating Margin Rebounds; 2020-Era A100 Capacity Is Renewed Through 2029
CoreWeave’s Q2 showed early operating leverage as adjusted operating margin rebounded to 5%. An A100 renewal through 2029 supports longer asset lives, but rising capex, interest expense and execution risk leave the profit model unproven.
Result Review - Western Digital Beats Q4 Expectations as Gross Margin Reaches 54.4%
Western Digital delivered a Q4 FY2026 beat, with the clearest upside in profitability rather than revenue. Management said it expects gross margin to improve for many quarters, supported by pricing, higher-capacity drives and lower cost per TB.
Volts to Intelligence - The Compute Gold Rush: What Meta's Bet Reveals About the Future of AI Compute Demand
Reading the trajectory of AI infrastructure demand through the industry's purest and riskiest case study - forming consensus of your own.
