Revenue
9 articles on this topic, newest first.
Nov 2026 2 stories
Thomson Reuters Grew 10% on AI, but the Stock Fell. Here Is the Trap
Thomson Reuters posted higher revenue and raised its full-year outlook, but shares declined. The result shows that AI software depends less on the technology than on what customers will pay and what profit remains.
SpaceX Revenue Up 14x in Two Years? What Investors Should Watch Instead
Sequoia Capital's Shaun Maguire sees SpaceX becoming a major AI compute company. The $731 billion figure matters less than how the business earns money, and what it costs to get there.
Oct 2026 2 stories
AI Chips' Next Opening May Lie Beyond the GPU: What a 46% Jump in Optical Sales Says
A GPU is only as fast as the data reaching it. STMicroelectronics' results show why the links between chips matter as much as the chips.
AI Has Five Years to Find $4.2 Trillion in New Annual Revenue
The AI infrastructure question is no longer how many more GPUs to buy. It is how quickly the trillions already committed can produce enough cash flow.
Sep 2026 5 stories
What Matters More Than Tesla Semi's 2,500-Truck Order
Tesla was picked as lead supplier in the largest electric Class 8 truck group order in US history. The bigger story is that the fight in electric trucking is shifting from range to charging, financing, uptime and autonomy.
Why Microsoft Rebuilt Copilot: AI Billing Shifts From Seats to Workload
The redesign is less about new features than about Microsoft expanding its enterprise AI revenue model beyond the per-seat subscription into task delegation and agent execution.
AI's Real Turning Point May Not Be AGI. It May Be Profit.
Anthropic has reportedly told investors it expects two straight quarters of positive adjusted operating income. If true, it puts the first crack in the assumption that AI model companies can never make money because of GPU costs.
AI Demand Is Proven. Now the $70 Billion Bill Comes Due
Oracle posted $19.3 billion in quarterly revenue and spent $28.5 billion on capex. The real question for the AI buildout is no longer whether demand exists, but how fast this spending turns into cash.
The money in AI runs two ways: one company pays for the power, the other sells it
Meta barely sells AI as a product. It recovers the value inside ad prices and time spent. Vertiv builds no models at all, and sells the power and cooling gear that keeps GPUs running. One side spends the capex. The other side books it as revenue.
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