Microsoft's latest 10-K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months
Microsoft datacenter strategy - still in⏸️mode 🧵 @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in Dece...
A report finds Google undercounted its carbon emissions, which rose 65% from 2019 to 2024, not 51% as claimed; the largest YoY jump was 26%, from 2023 to 2024
Research says Google's carbon emissions went up by 65% between 2019-2024, not 51% as the tech giant had claimed
Global PC shipments rose 6.7% YoY in Q1 2025 driven by anticipation of US tariffs and growing adoption of AI PCs; Apple rose 17% YoY and Lenovo jumped 11% YoY
• The global PC market's shipments rose 6.7% YoY in Q1 2025, driven by pull-ins in anticipation of US tariffs and growing adoption of AI-enabled PCs.
Industry insiders say China's share of the global DRAM chip market could double YoY to 10% in 2025, driven by CXMT, up from virtually zero just five years ago
Nikkei Asia :
Sources: Apple assembled $14B worth of iPhones in India in the past fiscal year, doubling production YoY; Apple now makes as much as 14% of its iPhones in India
- It now assembles about 1 in 7 of its iPhones from India — That ramp-up suggests an accelerating shift from China
Sensor Tower: Netflix Games downloads rose 180%+ YoY to 81.2M globally across the App Store and Google Play in 2023, with Q4 accounting for ~53% of downloads
Similarweb: in March 2023, Twitter's traffic fell 7.7% YoY, the third straight month of decline, web visitors fell 3.3% YoY, and Android app DAUs fell 9.8% YoY
Say goodbye to the old Twitter and hello to the new normal. — It's been a year since Elon Musk initiated his takeover of Twitter.
Similarweb: Twitter's traffic fell 7.7% YoY in March, the third straight month of decline, unique web visitors fell 3.3% YoY, and Android app DAUs fell 9.8% YoY
Say goodbye to the old Twitter and hello to the new normal. — It's been a year since Elon Musk initiated his takeover of Twitter.
eMarketer: US advertisers are on track to spend $65.3B on Facebook, Twitter, and other social networks in 2022, up 3.6% YoY, which is ~10x slower than in 2021
A decade-long era of breakneck growth in social media advertising has come to an abrupt halt. Who killed the boom? Tweets: @alexeheath and @philwahba See also Mediagazer Tweets: Alex Heath / @alexehe...
Global PC shipments declined 15% YoY to 74.3M units in Q3 2022; Lenovo, HP, and Dell declined YoY by 16%, 28%, and 21%, respectively, while Apple was up 40%
Declines continued for the traditional PC market as global shipments totaled 74.3 million units during the third quarter of 2022 …