2026-01-17
We are beginning to examine the acquihire deals that raise a lot of attention, says US FTC Chair! @FTC Chair, Andrew Ferguson, spoke to @EdLudlow of Bloomberg earlier today. Ed particularly addressed @GroqInc and @Nvidia deal, FTC chair refused to comment on any particular [video]
Bloomberg
FTC Chairman Andrew Ferguson says the agency is examining Big Tech's acqui-hires to make sure “they are not an attempt to get around” its merger review process
2025-10-03
With what other startups most startups spend money, here's the rank of top startups (non public) vendors/applications by spend. @a16z did this research. It's #S2S (startup to startup) spend. Interesting data. @SavIsSavvy @RemyBlaireNews @LindaGrass0 @Scobleizer
TechCrunch
a16z releases a report, citing Mercury data, on the top 50 AI companies that startups pay; OpenAI leads, followed by Anthropic, Replit, Freepik, and ElevenLabs
On Thursday, Andreessen Horowitz released its first AI Spending Report in partnership with the fintech firm Mercury.
2025-09-20
This is a classic! The need for ‘voice to identify mapping’ is an obvious one. My POV on @Meta 's multiple demo fails: It baffles me that @Meta is trying to do glasses 🤓 for last 10 years and they still miss some basic functions like that. Not having native internet connectivity is ‘ANOTHER GLARING FLAW’ — multiple demos failed, multiple times, occasionally blaming wi-fi connectivity. WHO ARE THESE ARCHITECTS?
The Verge
Meta CTO says the technical issues during live demos of its new smart glasses were due to a self-inflicted DDoS and a bug that put Zuckerberg's glasses to sleep
and it wasn't the Wi-Fi Lakshmi Varanasi / Business Insider : Meta's CTO: We'd ‘love’ iMessage on Ray-Ban glasses, but Apple won't allow it David Heaney / UploadVR : Meta Explains ...
2025-09-17
More color on UK investments to be announced during Trump's UK visit: @Nvidia will invest $15 billion in UK through @nscale_cloud and @CoreWeave. @OpenAI says they will start with 8000 GPUs and go up to 30,000 GPUs in UK. @Microsoft will invest $30 billion in UK over 4 years [image]
Bloomberg
US tech giants announce £31B+ in UK investments, coinciding with Trump's visit to the UK; OpenAI says it will bring Stargate to the UK with partners like Nscale
Microsoft Corp., OpenAI and other American companies announced plans to spend tens of billions of dollars …
2025-08-29
...My POV: AI datacenter is still hot as datacenter build continues. AI PC is overhyped and it's not delivering results for any of the vendors. I also believe that to improve margins Dell must build software side of the business gradually and in parallel partner even more deeply with software powerhouses which sell infrastructure related platforms into enterprises...
CNBC
Dell reports Q2 revenue up 19% YoY to $29.78B, vs. $29.17B est., and forecasts Q3 EPS of $2.45, below $2.55 est.; DELL drops 5%+
Despite beating on its top and bottom lines, shares of Dell Technologies fell more than 5% Thursday in extended trading after giving third-quarter earnings per share guidance …
2025-08-28
Cloud providers contributed roughly 50% to datacenter revenue in @nvidia Q2 numbers. Make a note that ~40% of Nvidia's datacenter revenue is coming from 4 top clients which may pivot more and more to their own chips in long term, as I said yesterday while talking to @furrier [video]
CNBC
Nvidia reports Q2 revenue up 56% YoY to $46.74B, Data Center revenue up 56% to $41.1B, below $41.34B est., and approves an additional $60B in share buybacks
Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50% …
2025-05-15
.@Nvidia-backed @CoreWeave beats on revenue, reports more than 400% growth in first earnings after IPO. Stock is up 7.25% after-hours. MyPOV: the rise of CoreWeave shows a trend that enterprises tend to prefer self-serve when it comes to AI, having said that, hyper scalers like [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 …
.@Nvidia-backed @CoreWeave beats on revenue, reports more than 400% growth in first earnings after IPO. Stock is up 7.25% after-hours. MyPOV: the rise of CoreWeave shows a trend that enterprises tend to prefer self-serve when it comes to AI, having said that, hyper scalers like [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 :
2025-03-21
“I didn't know that these companies were public... how can quantum computing companies be public I thought...” says Jensen Huang during his 2 hour session at #GTC25 today, Thursday March 20, 2025. To his credit, Jensen called all these company CEOs which got impacted by Jensen's [video]
CNBC
Nvidia CEO Jensen Huang walks back his January 2025 comments casting doubt on useful quantum computing within 15 years, which triggered a quantum stock sell-off
Nvidia CEO Jensen Huang on Thursday walked back comments he made in January, when he cast doubt on whether useful quantum computers …
2025-01-04
Breaking: @Apple CEO @tim_cook has personally (not company money) donated 1 million dollars to Trump inauguration fund. @Meta @Amazon and @Google have already made similar moves. [image]
Axios
Sources: Tim Cook will personally donate $1M to President-elect Trump's inaugural committee in the spirit of unity; Apple is not expected to donate
The company is not expected to give. — Cook, with a consistent presence in Washington, has made it clear over the years that he believes …
2024-11-03
Nvidia is replacing Intel in the Dow Jones Industrial Average. My take: Same factor different effects: Optics got just a little worse for @Intel as it's dropped out of DOW. @Nvidia being in DOW is good but it won't move the needle in any direction for them. BTW there isn't a [image]
Bloomberg
Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February 2024; Intel joined the index in 1999
Intel's 25-year reign has come to an end Varsha Agarwal / DNA India : Nvidia to replace rival Intel in Dow Jones indices by November 8 Kara Greenberg / Investopedia : Nvidia To Tak...
2024-11-02
Nvidia is replacing Intel in the Dow Jones Industrial Average. My take: Same factor different effects: Optics got just a little worse for @Intel as it's dropped out of DOW. @Nvidia being in DOW is good but it won't move the needle in any direction for them. BTW there isn't a [image]
Bloomberg
Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February 2024; Intel joined the index in 1999
- Intel, Dow Inc. are set to leave the 30-member index — Nvidia up 3.2% in post-market trading, while Intel is down 2%
2024-10-03
Costly endeavors: @Microsoft's mammoth AI bet will lead to over $100 billion in data center leases.. That's up by more than $100 billion in two years. A @jordannovet report from @CNBC https://www.cnbc.com/... @DavidLinthicum @dvellante @furrier @cloudpundit @ShellyKramer [image]
CNBC
Analysis: Microsoft's finance leases, mainly for data centers and set to start between FY 2025 and FY 2030, have risen by nearly $100B in two years to $108.4B
However, we need a more sustainable approach … Kenneth Chan : • Microsoft's bet on AI is driving massive investments in data center infrastructure, with over $100 billion in financ...
2024-04-24
EARNINGS: Tesla missed on EPS and revenue, reporting biggest revenue slide, 9%, since 2012, announces renewed push for affordable model. Stock up 8% after hours as market wanted to hear more focus on low priced model and less of Robo-Taxi dream selling! A Lora Kolodny report...
The Verge
Tesla teases a ridehailing function in its app and says its robotaxi will be “purpose-built”, suggesting it will be built from the ground up to be self-driving
The company's CEO, Elon Musk, has said that Tesla will unveil a long-gestating robotaxi in August.
2024-01-24
Earnings: @TXInstruments falls after-hours on weak forward guidance. EPS beat Revenue miss Lower Guidance After hours 166.30 −8.04 (4.61%) I anticipate semis to react accordingly tomorrow. #TexasInstruments #Earnings @jonfortt @theCUBE @furrier @dvellante #semis [video]
Bloomberg
Texas Instruments reports Q4 revenue down 13% YoY to $4.08B, vs. $4.13B est., and FY 2023 sales down ~13% YoY, the company's biggest fall in over a decade
Ian King / Bloomberg :
2023-11-29
First 2 product/services announcements from @aselipsky's keynote at #reinvent. 1. Storage Amazon S3 Express 2. Compute - Graviton 4 chips/instances Stay tuned for detailed commentary from me on announcements later in the day. [image]
New York Times
Amazon launches Amazon Q, a workplace-focused AI assistant that starts at $20/user/month and competes with ChatGPT Enterprise, Microsoft's Copilot, and others
Amazon has been racing to shake off the perception that it is lagging in the push to take advantage of artificial intelligence.
First 2 product/services announcements from @aselipsky's keynote at #reinvent. 1. Storage Amazon S3 Express 2. Compute - Graviton 4 chips/instances Stay tuned for detailed commentary from me on announcements later in the day. [image]
About Amazon
AWS unveils Graviton4, with 50% more cores, 75% more memory bandwidth, and up to 30% more performance than Graviton3, and Trainium2 for up to 4x faster training
2023-11-01
AMD MI 300 will be the fastest growing product to a billion dollar business for @AMD says @LisaSu during earnings call. Stock snaps back... after hours after these comments. Why was it down after hours? Margins a bit lower yoy for @AMD! Minor datacenter miss as well. Let's... [image]
Reuters
AMD reports Q3 revenue up 4% YoY to $5.8B, vs. $5.7B est., net income up 353% YoY to $299M, Data Center revenue of $1.6B, and Q4 sales forecast below estimates
Chavi Mehta / Reuters :
2023-10-27
.@amazon earnings call is under way... Here's the AWS summary: @ajassy says we like the momentum in AWS and implies that customers' cost consciousness is still a factor. GenAI wrt AWS coverage during call: Infrastructure Layer: Jassy then focused on chips, the bottom layer of... [image]
Amazon
Amazon Q3: revenue up 13% YoY to $143.1B, net income up 244% to $9.9B, operating income up 343% to $11.2B, subscription revenue up 14% to $10.2B; AMZN jumps 6%+
Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2023.
.@Amazon is not selling the #AI story well to the market! A good quarter is washed away due to AI sucking the air out of AWS. They better cover AI developments during the call and not keep the thunder (if any) saved for #reInvent Acquisitions and deeper partnerships must be in... [image]
Amazon
Amazon Q3: revenue up 13% YoY to $143.1B, net income up 244% to $9.9B, operating income up 343% to $11.2B, subscription revenue up 14% to $10.2B; AMZN jumps 6%+
Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2023.