Elon Musk says Grok 5 would be released “in Q1 sometime”, later than a deadline he previously set of releasing the model by the end of 2025
Says Musk Is ‘Like Da Vinci’ X: @scaling01 : Huge Leaks on Grok-5 and its predecessors from recent Elon Musk interview: - “Grok-5 is a 6 trillion parameter model, whereas Grok 3 and 4 are based on a 3...
Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers
Elon Musk, on the AI5 chip, which is 40x better than the AI4 chip [image] Ed Ludlow / @edludlow : Musk's clarification on Samsung seems important. He's saying Samsung is involved in the AI5 process. P...
Oracle, whose expenses are rising as it begins to fulfill massive cloud infrastructure deals, turned cash flow negative this year for the first time since 1992
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg's journalists around the world. X: @brodyford_ , @edludlow , @danielnewmanuv , and @edludlow X: Brody Ford / @b...
Apple announces the iPhone Air, with eSIM-only worldwide, a 5.6mm design, an A19 Pro chip, an N1 chip for Wi-Fi and Bluetooth, and a Center Stage front camera
a great choice. Gonna be hard to pick one over the other. [image] @ijustine : New iPhone 17 Air is soooo thin, wow. Feels like the first MacBook Air announcement.. #AppleEvent ... Max Weinbach / @max...
Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it
And This Stock Has Exploded 125% Reuters : China chipmakers push to triple AI chip capacity, eyes Nvidia alternative Dan Gallagher / Wall Street Journal : Even Nvidia Has Speed Limits Marcus Schuler /...
AMD CEO Lisa Su says she expects TSMC's Arizona-made chips to cost “more than 5% but less than 20%” above TSMC's Taiwan-made chips, and to arrive by 2025's end
costs ‘more than 5% but less than 20%’ higher than Taiwan-sourced alternative Ayomide Sadiq / TalkAndroid.com : TSMC American-Made Chips Are Great, But They Cost a Lot More Anusuya Lahiri / Benzinga :...
Sources: OpenAI has agreed to rent additional computing power from Oracle, totaling ~4.5 gigawatts of US data center power, as part of its Stargate initiative
OpenAI is dead man walking then, Microsoft owns all the IP, and it burns $60+b in competitor venture capital. … @onefeincat : Enough power to send 3.71 Martys McFly back to 1985, and they're using it ...
Apple reports Q2 revenue from Services, which includes the App Store, Apple TV+, and Apple Music, up 12% YoY to $26.65B, a new record but below $26.7B est.
it's a stable, low double-digit growth business with natural Ed Ludlow / @edludlow : Both Apple and Amazon added references to “trade” in the boiler plate of the financial guidance (Amazon) and forwar...
Meta reports Q1 revenue up 16% YoY to $42.3B, vs. $41.4B est., net income up 35% to $16.6B, family daily active people up 6% to 3.43B on average for March 2025
and why simply isolating Chinese advertising spend was misguided... X: Roman Helmet Guy / @romanhelmetguy : Zuckerberg explaining how Meta is creating personalized AI friends to supplement your real o...
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...