A reflection on AI advances in the past decade and how scaling and time-horizon trends might point to far greater capabilities in the decade ahead
Zhengdong Wang : X: @zavaindar , @sparshagarwall , @justinbullock14 , @theamberyang , @firstadopter , @curl_justin , @pracheeac , @samuelalbanie , @sebkrier , @basavasagar18 , @zhengdongwang , and @s...
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
Sora, which is fun and simple to use, shows that OpenAI remains good at creating viral products, unlike Meta, whose Vibes video feed feels half-baked and obtuse
as the largest jump in video capability basically ever — Sora 2 somehow matches up here. For people that played around a lot with Sora 1, it didn't feel clear that Sora really ‘understood’ Miles Brund...
US SEC filing: Microsoft signs a deal worth up to $19.4B through 2031 to receive AI cloud computing capacity from Yandex spinoff Nebius Group; NBIS jumps 50%+
https://nebius.com/... Nebius now in the highest league. … Tom Blackwell : Many people at #Nebius contributed to making this happen, but a huge shout out to our outstanding corporate development team...
CoreWeave reports Q2 revenue up 207% YoY to $1.21B, vs. $1.08B est., and adjusted net loss up 2,450% YoY to $130.8M, vs. $96.3M est.; CRWV drops 10%+
Earnings Could Be The Next Catalyst Jordan Novet / CNBC : CoreWeave shares drop even as revenue and guidance top estimates Angelica Ballesteros / Insider Monkey : CoreWeave (CRWV) Surges 7.9% Ahead of...
At a White House event, Apple commits to spending another $100B on US manufacturing and aims to bring more of its supply chain to the US to avoid iPhone tariffs
Made In USA iPhone Still Off The Table Snaggy / The Joy of Tech : The Joy of Tech comic... Tim and Trump! MarketWatch : Dow Jones Top Markets Headlines at 11 PM ET: U.S. Trading Partners Race to Secur...
CoreWeave says it has agreed to acquire bitcoin miner Core Scientific in a ~$9B all-stock deal, set to close in Q4 2025, to expand its AI data center capacity
#DataCenters — #CoreWeave — #PowerIsTheMoat @notreload : $CRWV -2.8%, $CORZ -18% [CoreWeave's all-stock acquisition of Core Scientific caused Core Scientific's stock to fall due to investor disapp...
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...
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...
Alphabet expects 2025 capex of ~$75B, vs. ~$58B est., and reports Google Cloud Q4 revenue up 30% YoY to $11.96B, vs. $12.16B est.; GOOG drops 7%+
but investors aren't impressed Neil Rozenbaum / The Motley Fool : Google Earnings: What Went Wrong and Why I'm Buying More Georgia Butler / DatacenterDynamics : Google expects 2025 capex to surge to $...