In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
Sources: Anthropic is finalizing a $3.5B funding round valuing it at $61.5B, up from an $18B valuation in 2024; its annualized revenue recently hit ~$1.2B
but is Canada even playing? Kate Rooney / CNBC : Anthropic closes in on $3.5 billion funding round as investor interest soars Bluesky: Dare Obasanjo / @carnage4life : The cost of AI buildouts is hard ...
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...
Nvidia plans to raise the price of its GeForce Now cloud gaming service in Canada and some European countries in November, citing “increased operational costs”
Nvidia GeForce Now is perhaps the best cloud gaming service in the wake of Google Stadia's death (and even before that) …
Meta says Facebook surpassed 3B MAUs for the first time, increasing 3% YoY as of June 30, 2023, while family monthly active people grew 6% YoY to 3.88B
IG, WA, FB, Mssgr — every month literally, not figuratively Sar Haribhakti / @sarthakgh : “There are now more than 3.8 billion people who use at least one of our apps every month.” - Zuck About time t...
Twitter says #WC2022 for the FIFA World Cup generated 147B impressions, surpassing #WC2018 and more than doubling the impressions of the #Tokyo2020 Olympics
apart from the poll where users said he should give up control of Twitter Craig Hale / TechRadar : The World Cup final pushed Google Search to its highest traffic ever Steve Vegvari / iPhone in Canada...
Intel commits $20B to build at least two semiconductor fabrication plants on a 1,000-acre site by 2025, employing at least 3,000 people in New Albany, Ohio
and US manufacturing New York Times : Biden Looks to Intel's U.S. Investment to Buoy His China Agenda Alana Semuels / TIME : Exclusive: Intel Reveals Plans for Massive New Ohio Factory, Fighting the C...
Roku says Roku OS-powered smart TVs held 38% market share in the US and 31% in Canada in 2020, according to NPD
Jason Gurwin / The Streamable :
Roku says Roku OS-powered smart TVs held 38% market share in the US and 31% in Canada in 2020, according to NPD
Earlier in the week, Roku revealed that they had surpassed 50 million active users. One of the biggest areas of growth has come from Roku OS-powered Smart TVs.