Tag: financial performance
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The Register: Broadcom says VMware is a better money-making machine than it hoped
Source URL: https://www.theregister.com/2024/12/13/broadcom_q4_fy_2024_vmware/ Source: The Register Title: Broadcom says VMware is a better money-making machine than it hoped Feedly Summary: Also predicts it will take lion’s share of hyperscalers’ $60-90 billion XPU spend in 2027, helped by 3nm XPUs coming next year Broadcom has told investors its integration of VMware is all but done, ahead…
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The Register: CrowdStrike still doesn’t know how much its Falcon flame-out will cost
Source URL: https://www.theregister.com/2024/11/27/crowdstrike_q3_2025/ Source: The Register Title: CrowdStrike still doesn’t know how much its Falcon flame-out will cost Feedly Summary: Thinks customers may have forgiven it after revenue hits a record CrowdStrike can’t yet confidently predict the financial impact of the failed update to its Falcon software that crashed millions of computers around the world…
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The Register: A year after Broadcom took control of VMware, it’s in the box seat
Source URL: https://www.theregister.com/2024/11/22/broadcom_vmware_acquisition_first_anniversary/ Source: The Register Title: A year after Broadcom took control of VMware, it’s in the box seat Feedly Summary: Customers are ‘all miserable’ – but not yet deciding to bail Analysis Broadcom completed its acquisition of VMware one year ago, on November 22, 2023. Has it been a success?… AI Summary and…
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Slashdot: How Samsung Fell Behind in the AI Boom – and Lost $126 Billion in Market Value
Source URL: https://hardware.slashdot.org/story/24/11/09/1853256/how-samsung-fell-behind-in-the-ai-boom—and-lost-126-billion-in-market-value?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: How Samsung Fell Behind in the AI Boom – and Lost $126 Billion in Market Value Feedly Summary: AI Summary and Description: Yes Summary: The text discusses Samsung’s financial struggles and its failure to capitalize on the AI boom, particularly in the high-bandwidth memory (HBM) sector critical for AI…
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The Register: TSMC halts advanced chip shipments to Chinese AI companies
Source URL: https://www.theregister.com/2024/11/08/tsmc_chinese_ai_shipments/ Source: The Register Title: TSMC halts advanced chip shipments to Chinese AI companies Feedly Summary: Move to suspend 7 nm and smaller processes follows US pressure Semiconductor giant TSMC is expected to stop supplying chips made with 7 nm or smaller processes to customers in China that are developing AI processors or…
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The Register: Arm’s royalty revenues boom, execs talk up hopes for AI bonanza
Source URL: https://www.theregister.com/2024/11/07/arm_q2_2025/ Source: The Register Title: Arm’s royalty revenues boom, execs talk up hopes for AI bonanza Feedly Summary: Q2 climbs 23% on Armv9 adoption, but licensing dips Smartphone chip champ Arm is crowing over expanding royalty revenues, driven by uptake of Armv9 technology, yet execs can’t stop talking up AI as its future…
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Slashdot: More Than a Quarter of New Code At Google Is Generated By AI
Source URL: https://developers.slashdot.org/story/24/10/29/2223255/more-than-a-quarter-of-new-code-at-google-is-generated-by-ai?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: More Than a Quarter of New Code At Google Is Generated By AI Feedly Summary: AI Summary and Description: Yes Summary: The text highlights Google’s significant integration of AI in its operations, which has driven noteworthy financial results. It emphasizes the role of AI in enhancing Google’s services and…