Amazon reports Q2 AWS revenue up 17.5% YoY to $30.9B, vs. $30.8B est., and AWS operating income up 8.8% YoY to $10.2B, vs. $10.9B est.
Margins fell 35.5% to 32.9% YoY despite charging profane rates for new things ($9 per resource per month that IAM Internal Access Analyzer watches?!) [embedded post] X: Daniel Newman / @danielnewmanuv...
ASML CEO Christophe Fouquet says “while we still prepare for growth in 2026, we cannot confirm it”, after Trump threatened 30% tariffs on the EU; ASML falls 9%+
3rd Update Mauro Orru / Morningstar, Inc. : ASML Narrows Guidance Amid Tariff Uncertainty, Warns On 2026 Growth RTÉ : ASML warns it may not achieve growth in 2026 Prashant Rao / Semafor : Trump threat...
Jensen Huang says Nvidia's new Blackwell chips will have “lots and lots of supply”, and the company expects them to generate billions of dollars in Q4 revenue
Jensen Huang Confirms Mask Change Completion And ‘Incredible’ Customer Anticipation Fox Business : Nvidia's cycle of Blackwell chips will be ‘absolutely enormous’: Angelo Zino Emma Cosgrove / Business...
Apple reports Services revenue grew 12% YoY to $19.6B in Q3 2022 and 860M paying subscribers globally across all its services, up from 825M in Q2 2022
people coming from Android - saw double-digit growth) Ben Bajarin / @benbajarin : Important observation as Apple continues to defy macro concerns (just like they did in 08-09 economic downturn). The p...
How a scarcity of secondhand chip manufacturing machines, which use older fabrication techniques, has exacerbated the global chip shortage
The world is hungry for semiconductors, and not all of them need to be made with cutting-edge technology. The race is on to find older machines that can still crank out chips. Tweets: @benbajarin , @...
Apple, in a first, reported no CPU gains for the A15, likely because of the engineer exodus to companies like Nuvia and Rivos
everything we know Michael Simon / Macworld : The rumor mill got a lot wrong about Apple's iPhone 13 event Tweets: Dylan Patel / @dylan522p : A15 is a 7.6% ST increase with 8% clock increase. CPU arch...
Being on the shelf in Apple's App Store means you operate on the terms of shelf owner and $500B+ of ecosystem activity proves the availability of alternatives
In March 2016 Ben Bajarin and I put on an event called SUBSCRIBE where we asked, among other things, — How will the online services business models evolve?
Apple, Microsoft, Alphabet, Amazon, and Facebook account for ~18% of the S&P 500 index by market value
Stan Choe / Associated Press : Tweets: @hhorsley , @benbajarin , and @whatthebit Tweets: Hunter Horsley / @hhorsley : The 5 largest companies in the S&P 500 make up 18% of its value. Apple, Amazon, A...
Apple, Microsoft, Alphabet, Amazon, and Facebook account for ~18% of the S&P 500 index by market value
NEW YORK (AP) — Now that they've already taken over our lives, big tech companies are taking over the stock market. — The five biggest U.S. stocks — Apple, Microsoft … Tweets: @benbajarin and @whatt...
Allen Institute study of 2M+ AI research papers shows Chinese scholars have out-published US scholars every year since 2005, but questions remain about quality
Again Tweets: Vala Afshar / @valaafshar : The study suggests that China will overtake the US in the most-cited 50% of research papers this year, the top 10% of research papers in 2020, and the top 1% ...