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- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | NVDA, AMD, UMC, GFS, TSEM
And given this backdrop, again we anticipate the impact on CE device builds will be significant as higher costs lead to increased consumer pricing and demand destruction as seems to be the case with the cancellation of the Meizu 22 Air or the higher pricing for Honor's Power 2 variants which had se
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SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
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- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Trump Administration Eyeing Big Tech to Lower Electric Costs for Consu...
Increased Focus on Adding Renewable Energy Capacity for Data Centers. While the AI Arms Race will continue throughout the next decade, the race for clean energy remains an incremental focus to fuel the AI Revolution as it provides a clean and affordable way for the US to fund future AI opportunitie
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Antoine Legault
- Matthew Bryson
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- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
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MU MICRON TECHNOLOGY INC.
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GOOGL ALPHABET INC. CLASS A
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MSFT MICROSOFT CORPORATION
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- Antoine Legault
- Matthew Bryson
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PSTG PURE STORAGE INC. CLASS A
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NTAP NETAPP INC.
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GOOGL ALPHABET INC. CLASS A
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- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Dan Salmon
Cloud AI Revenue Update - higher utilization offsets lower chip count ...
We have updated our bottom-up estimates for Amazon Web Services (AWS) and Google Cloud Platform’s (GCP) revenues from AI products and services. Key Takeaway: Lower installed custom silicon offset by higher utilization and steady pricing on strong demand. We are raising near-term Cloud revenue estimates for both companies and slightly lowering longer-term revenue. The changes are driven by higher pricing for B200s, increasing near-term adoption by external customers and higher utilization, offse...
- Antoine Legault
- Matthew Bryson
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AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
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GFS SEAGATE TECHNOLOGY HLDGS PLC
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- Dan Salmon
Expert Call Recap: Ken Rona, Chief AI Officer at JWX AI stacks (GOOGL...
Prior to the holidays, we hosted Ken Rona, Chief AI Officer at JWX for a fantastic discussion comparing different AI stacks and coding tools, as well as his views on how AI and agentic technology are disrupting ad tech. A replay of the call is available HERE and the key topics included
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | QBTS, Memory, TSEM, GFS
META, GFS, TSEM, Edge AI: Delays Ray-Ban AR glasses global rollout due to strong US demand, limited inventoriesView: Meta said Tuesday that it’s delaying the international expansion of its Ray-Ban Display glasses due to inventory constraints and “unprecedented” demand in the US. “Since launching la
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PSTG PURE STORAGE INC. CLASS A
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NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Dan Salmon
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