Tag: financial performance
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Slashdot: Hedge Fund Startup That Replaced Analysts With AI Beats the Market
Source URL: https://slashdot.org/story/25/02/14/187221/hedge-fund-startup-that-replaced-analysts-with-ai-beats-the-market Source: Slashdot Title: Hedge Fund Startup That Replaced Analysts With AI Beats the Market Feedly Summary: AI Summary and Description: Yes Summary: The text discusses a hedge fund startup, Minotaur Capital, that successfully employs AI to replace traditional analyst roles, resulting in impressive returns and reduced costs. This trend reflects a growing…
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The Register: Hardware quality problems and server supply chain kinks slow Amazon’s $100 billion AI build
Source URL: https://www.theregister.com/2025/02/07/amazon_q4_fy_2024/ Source: The Register Title: Hardware quality problems and server supply chain kinks slow Amazon’s $100 billion AI build Feedly Summary: Reverses life extensions for some servers it now feels aren’t useful in the inferencing age Amazon Web Services is struggling to get the high-quality servers it needs to build AI infrastructure and…
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The Register: Who’s afraid of DeepSeek’s impact on AI hardware sales? Not AMD CEO Lisa Su
Source URL: https://www.theregister.com/2025/02/05/amd_q4_fy2024/ Source: The Register Title: Who’s afraid of DeepSeek’s impact on AI hardware sales? Not AMD CEO Lisa Su Feedly Summary: Predicts more efficient ML architectures will drive adoption, see Instinct sales accelerate, shares dive AMD’s chief exec Lisa Su has predicted the chip designer’s Instinct accelerators will drive tens of billions of…
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The Register: Intel sinks $19B into the red, kills Falcon Shores GPUs, delays Clearwater Forest Xeons
Source URL: https://www.theregister.com/2025/01/31/intel_q4_2024/ Source: The Register Title: Intel sinks $19B into the red, kills Falcon Shores GPUs, delays Clearwater Forest Xeons Feedly Summary: Imagine burning through $72B in one year Intel capped off a tumultuous year with a reality check for its product roadmaps.… AI Summary and Description: Yes Summary: The text provides an overview…
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New York Times – Artificial Intelligence : Microsoft Continues A.I. Spending Growth as Profit Grows 10%
Source URL: https://www.nytimes.com/2025/01/29/technology/microsoft-earnings-stock.html Source: New York Times – Artificial Intelligence Title: Microsoft Continues A.I. Spending Growth as Profit Grows 10% Feedly Summary: The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks. AI Summary and Description: Yes Summary: Microsoft’s significant investment…
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The Register: ASML makes hay while suns shines, but Trump could rain on its parade
Source URL: https://www.theregister.com/2025/01/29/asml_q4_2024/ Source: The Register Title: ASML makes hay while suns shines, but Trump could rain on its parade Feedly Summary: Netherlands biz riding AI boom, though China crackdown looms Dutch tech giant ASML is buoyed up by a wave of new orders during Q4 2024, and expects its business in China to return…
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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…