TollBit: from Q4 2024 to Q1 2025, traffic from AI retrieval bots to 266 websites, half run by national and local news organizations, grew 49%, as AI usage jumps
As consumers switch from Google search to ChatGPT, a new kind of bot is scraping data for AI. — Summary4
Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., net income up 89% YoY to $20B, and operating income up 61% YoY to $21.2B
$AMZN CEO Andy Jassy Just Now @amazon : We released our Q4 earnings today—here are some highlights, created with the help of our AI-powered Amazon Nova Reel. [video] @thetranscript_ : $AMZN CEO: AWS C...
In Q4 2024, AMD outsold Intel in the data center area for the first time, with revenue up 69% YoY to $3.86B, vs. Intel's $3.4B, but analysts expected more sales
But sales of Instinct GPUs disappoint. — AMD on Tuesday announced its financial results for the fourth quarter of 2024 and for the whole year.
In 2024, Cloudflare's autonomous DDoS defense systems blocked ~21.3M DDoS attacks, up 53% YoY, and 420+ DDoS attacks in Q4 2024 exceeded 1Tbps, up 1,885% QoQ
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Chinese smartphone sales fell 3.2% YoY in Q4 2024, the only negative quarter in 2024; Apple fell 18.2% to a 17.1% share and Huawei rose 15.5% to an 18.1% share
- During the quarter, Huawei secured the top spot, followed by Xiaomi. Huawei's sales grew 15.5% YoY, supported by the release of the Mate 70 series in early December.
Kuo: Apple has cut iPhone 16 orders by ~10M units for Q4 2024 and H1 2025, mostly non-Pro models, and plans 8.6M iPhone SE 4 units from December 2024 to Q1 2025
- iPhone 16 orders were cut by around 10M units for 4Q24-1H25, with most of the cuts affecting non-Pro models.
Foxconn says it will only start shipping a small volume of servers with Nvidia's next-gen GB200 chips in Q4 2024, before ramping up significantly in Q1 2025
Bloomberg :