Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”
Market: WE LOVE AI, DO AI THING — META: Sure thing, ploughing $40bn into capex this year — Market: wait not like that — First time we've seen a negative market reaction to the reality of AI unit...
Apple says it now has over 1.8B active devices worldwide, up from 1.65B in January 2021 and 1.5B in January 2020
Juli Clover / MacRumors : Tweets: @asymco , @asymco , @benedictevans , @asymco , and @asymco Tweets: Horace Dediu / @asymco : See the new Apple active devices number in context: [chart comparing Appl...
The App Store's most popular iOS app on Christmas was Oculus, a promising sign for Meta, which does not disclose how many VR headsets it sells
the US—but by Dec. 26 became a top five app in 14 different countries. https://qz.com/... Lance Ulanoff / @lanceulanoff : Meta, Facebook's parent company, had the most popular app in Apple's App Store...
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...
AI Index Report for 2018 shows global growth of the field, a sharp rise in papers published from China, and an increase in VC funding of AI startups
fastest of all from authors in China. Europe still produces the most AI papers of any region. 1/4 http://twitter.com/... Benedict Evans / @benedictevans : This might be telling a story: AI papers by s...
Apple says it now has over 1B active devices worldwide, up 25% year-over-year
it needs a new hit Nick Farrell / TechEye : Apple has disappointing results Nivedita Bhattacharjee / Tech in Asia : Apple and India are slowly starting to love each other Dave Mark / The Loop : Micros...
Google Play app downloads now 2x iOS, but Android users spend half as much as iOS users, up from 1/4 a year ago; Play revenues may overtake App Store this year
Benedict Evans :