Research Archive
Google Q3 2024 Earnings Analysis: AI Monetization Hits Stride as Infrastructure Investments Show Returns, Cloud Margins Expand
Key Takeaways Strong AI Adoption & Monetization: AI Overviews reached 1 billion+ monthly users with ads monetizing at similar rates to traditional search, addressing key investor concerns about the AI transition. Gemini API calls grew 14x in 6 months, while machine costs per query dropped 90% over 18 months despite doubling model size. Infrastructure Strategy…
More Core, More Power: The Apple M4 Pro Advantage
Key Takeaways: Focus on performances cores for CPU and increased memory bandwidth. Several configurations available for the M4 series chips: M4, M4 Pro, and M4 Max. CPU core count varies from 8 to 16 cores, with combinations of performance and efficiency cores, but focus on performance cores at higher end SKUs. GPU options range from…
Tesla AI’s New Architecture with FSD v13 Software Stack
Key Points Tesla AI FSD v13 Update Highlights: Tesla has shipped its latest version to 50,000 customers, enhancing highway autonomy significantly. Version 13 (v13) Upgrade: v13 introduces major scaling and architecture improvements, including 3x model scaling, audio inputs for emergency vehicles, and a redesigned control system for smoother driving. Silicon Performance: AI4/HW4 silicon achieves 1.3…
AMD’s Data Center Surge: Q3 Revenue Doubles as AI Chips Gain Traction
Key Takeaways Data Center Momentum: AMD’s Data Center segment more than doubled YoY to $3.5B, with the company raising its 2024 Data Center GPU revenue target to $5B+ from $4.5B+. Major wins at Microsoft and Meta demonstrate growing traction in AI acceleration, though still far behind NVIDIA’s dominance. AI Product Roadmap Strength: Management expressed confidence…
Apple’s Q4 FY2024 Earnings: Record Revenue Amid Strategic AI Integration
Apple reported a record revenue of $94.9 billion for the September quarter, marking a 6% increase year-over-year. This growth is attributed to strong iPhone sales, significant advancements in services, and geographic segment revenue records in the Americas, Europe, and the rest of Asia Pacific. Apple’s Q4 2024 performance highlighted growth driven by product innovation and…
Microsoft Earnings Q1 FY2025 Reflect Strategic AI Investments Amidst Cloud Growth
In Q1 FY2025, Microsoft emphasized its commitment to artificial intelligence (AI) and cloud services, aligning with its long-term vision of integrating AI across its product suite. The company reported a 16% increase in revenue to $65.6 billion, with net income rising 11% to $24.7 billion. This growth underscores Microsoft’s strategic focus on AI and cloud…