Micron reports Q1 revenue up 57% YoY to $13.64B, above $12.84B est., net income up 180% YoY to $5.24B, and Q2 revenue forecast above est.; MU jumps 5%+
CEO says it can only meet half to two-thirds of demand Akriti Shah / NewsMax.com : Micron Surges 13% on Upbeat Profit Forecast James Van Straten / CoinDesk : Micron crushes earnings, calming markets a...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
Cerebras launches the “world's fastest” AI inference service with “GPU-impossible performance”, with costs starting at $0.10 per million tokens, to rival Nvidia
Mike Wheatley / SiliconANGLE :
Nvidia surpasses Microsoft to become the world's most valuable public company, with a $3.34T market cap; NVDA is up over 9x since January 2023
It's the most profitable chip brand, too Leigh Mc Gowran / Silicon Republic : Nvidia surges past Microsoft as world's most valuable company Kevin Raposo / KnowTechie : Nvidia surges past Microsoft, no...
IDC: the global PC market grew 1.5% YoY in Q1 2024 to 59.8M shipments, despite weaker demand in China, following two years of decline
but you might still want to hold off buying one Michael Potuck / 9to5Mac : Macs lead global PC growth as shipments return to pre-pandemic levels Chris Barylick / O'Grady's PowerPage : Apple posts stro...
China plans to become a global innovation hub for robotics by 2025; its manufacturing robot density in 2020 was 246 per 10,000 people, double the global average
Actuator: One last look at 2021 — This is always a strange week … Mike Wheatley / SiliconANGLE : China launches five-year plan to become a hub of global robotics innovation Nikkei Asia : China lays ...
Executives from Intel, Nvidia, and TSMC say the global chip shortage will likely continue at least into 2022 and maybe into 2023
and why it's so hard to fix Charlesarthur / The Overspill : Start Up No.1529: chip shortage to last to 2023?, Google Earth shows climate change, NFT sales go crazy, new iMacs next week?, and more Liam...