Cirrus Logic recently confirmed that, effective March 25, 2026, Chief Financial Officer Jeff Woolard also became Principal Accounting Officer, while former PAO Ulf Habermann moved into another senior ...

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Nebius Group N.V. NBIS has rapidly positioned itself as a major player in the AI cloud and infrastructure market, driven by unprecedented demand for GPU capacity and long-term contracts with large ...

But the company's growth comes with notable customer concentration risk. Three customers represented 43.6% of Q4 revenue: two unspecified customers, along with AT&T, a dramatic dependency for a ...

Customer concentration impacts a company's long-term bargaining power. Diversification of its customer base will take CoreWeave time. Successful execution will enable that diversification, not the ...

Artificial intelligence (AI) is a potentially game-changing technology for businesses around the globe -- and Nvidia's graphics processing units (GPUs) are the heartbeat of this revolution. Insatiable ...

Oracle addressed customer concentration risk in its latest earnings call. The company pointed to its ability to shift AI computing capacity between customers within hours in the event that a large ...