In subscription businesses, leadership teams often celebrate familiar milestones: record sign-ups, steady monthly recurring revenue (MRR) and stable average revenue per user (ARPU). On paper, these ...

The number of customers providing more than $10,000 in revenue each year shot up 37% year over year. The roster of paid customers generating more than $100,000 in annualized recurring revenue ...

Anthropic's meteoric rise to a $5 billion revenue run rate conceals a precarious dependence on just two major customers that account for nearly a quarter of the artificial intelligence company's ...

The company segmented its data center revenue, with half of its earnings linked to hyperscalers and the other half to a ...

Forbes contributors publish independent expert analyses and insights. Shep Hyken is a customer service/CX expert, author & keynote speaker. Loyalty programs have evolved far beyond their humble ...

The pre-paid capacity reservation is the customer contractual commitment, with their full demand and Tower shipment forecast being higher. The total 2027 customer demand is further augmented by ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Nvidia’s second-quarter earnings narrowly beat analyst expectations, but the company also revealed the growing influence of two of its biggest customers who, together, accounted for 39% of its revenue ...

Most artificial intelligence (AI) models are trained and then deployed in data centers, which are filled with thousands of specialized chips called graphics processing units (GPUs). Most AI developers ...

Nvidia recently launched its new Blackwell GPU architecture, which offers a significant leap in performance from the previous Hopper architecture. Blackwell-based systems like the GB200 NVL72 can ...

Broadcom’s takeover of VMware continues to deliver strong revenue and margin growth, and the company expects demand for AI hardware will do likewise in coming years.… The chips ’n’ code company on ...