2025-05-15
Coreweave guidance $CRWV. ~$5B revenues for 2025, $20-23B capex. Also my brief thread with some thoughts on the earnings call. https://x.com/... [image]
CNBC
CoreWeave reports Q1 revenue up 420% YoY to $981.6M, vs. $853M est., and net loss up 143% YoY to $314.6M, partly due to $177M in stock-based compensation costs
Jordan Novet / CNBC :
Coreweave $CRWV talking big capex numbers for AI datacenters due to increased demand in their first conference call, more than doubling year over year.
Bloomberg
Filing: CoreWeave secures a deal worth ~$4B to provide cloud computing capacity to OpenAI through 2029, in addition to a $12B deal announced before its IPO
The data center builder said in a filing Thursday that OpenAI will pay the sum through 2029. CoreWeave had disclosed a $4 billion deal …
Coreweave guidance $CRWV. ~$5B revenues for 2025, $20-23B capex. Also my brief thread with some thoughts on the earnings call. https://x.com/... [image]
Bloomberg
Filing: CoreWeave secures a deal worth ~$4B to provide cloud computing capacity to OpenAI through 2029, in addition to a $12B deal announced before its IPO
The data center builder said in a filing Thursday that OpenAI will pay the sum through 2029. CoreWeave had disclosed a $4 billion deal …
Coreweave $CRWV talking big capex numbers for AI datacenters due to increased demand in their first conference call, more than doubling year over year.
Reuters
CoreWeave plans to spend $20B to $23B in 2025 on AI infrastructure and data center capacity to meet demand, such as from Microsoft, expecting revenue above est.
2024-09-17
Something about how x86 is going to be used to leverage their AI approach, not sure what this means exactly. “x86 together strong!” They are reorganizing business units again. Intel analysts kept on their toes by having to redo their models every year😁 [image]
CNBC
Intel announces plans to create a separate entity for its foundry business, a structure that could help to raise outside funding; INTC jumps 7%+
Intel shares jumped almost 10% in extended trading on Monday after the company said it plans to turn its foundry business into an independent unit …
The Intel board meeting approved the plans Pat has already communicated: - continue work with foundry but get more capital efficient - cut $10B in costs - refocus on x86 while driving AI strategy & streamlining product portfolio (less clear to me what this means) [image]
CNBC
Intel announces plans to create a separate entity for its foundry business, a structure that could help to raise outside funding; INTC jumps 7%+
Intel shares jumped almost 10% in extended trading on Monday after the company said it plans to turn its foundry business into an independent unit …
2024-04-27
Now that Intel has broken out their fabs into their foundry segment, it's possible to compare margins between Intel and TSMC. It's amazing to realize that it costs $INTC 3x as much to create the same chip as $TSM 😳 (And the stock has been punished accordingly)
CNBC
As Intel reports disappointing earnings and guidance, and becomes S&P 500's worst performing stock in 2024, a look at the long history of company's missteps
Kif Leswing / CNBC :
Pat Gelsinger mentioning on the $INTC Intel earnings call that Intel was designated as the “national semiconductor champion”, and honestly that must have slipped by me b/c I can't reconcile that with USA norms and gigantic economy. But holy crap, it's real https://www.npr.org/... [image]
CNBC
As Intel reports disappointing earnings and guidance, and becomes S&P 500's worst performing stock in 2024, a look at the long history of company's missteps
Kif Leswing / CNBC :
2024-04-03
IMO biggest risk is not to $TSM but their clients. TSMC has such big marketshare that any disruption will increase demand for it's product, like Intel Spectre & Meltdown vulnerabilities in 2018 actually increased sales due to the performance hit of fixes https://twitter.com/...
Bloomberg
TSMC expects to resume production overnight after a 7.4 magnitude earthquake, Taiwan's biggest in 25 years, and says “there is no damage to our critical tools”
- Chipmakers move some staff off of unspecified operation areas — The earthquake rocked Taiwan and triggered tsunami warnings
2024-02-22
Had to try out Gemini, it's true. Don't know if they've made changes but for me it mostly wouldn't even try to make images that might have white people in them. Does the same with text, look at what it says about white people, lol. [image]
PCMag
Google says the company is working to immediately fix Gemini's “inaccuracies in some historical image generation depictions”, after some users complained
Controversy is swirling around Google's generative AI tool Gemini as some users complain that its historical depictions are not accurate.
2023-02-01
Let me list the ways that this is a horrible idea by Intel $INTC, at least as described so far. It could be salvaged if employees get a huge amount of stock options and the dividend is getting cut along with it. 🧵 https://twitter.com/...
Bloomberg
Intel cuts employee compensation to preserve cash for a turnaround plan, including 25% for CEO Pat Gelsinger, 15% for leadership, and 5% for mid-level managers
Intel Corp., struggling with a rapid drop in revenue and earnings, is cutting management pay across the company to cope …