A few days ago, xAI announced Grok 3 and it’s easily the best LLM I’ve used. Good vibes, great quality, fast token generation, and happened to be trained on the most compute for any model (200,000 H100s). During the stream, Elon Musk said xAI is already working on Grok 4’s data center, which will be…

China’s smartphone market, the world’s largest, could be at an inflection point not seen since the initial smartphone boom. In recent quarters, the market has shown signs of recovery, with local brands benefiting from a surge in premium offerings as more Chinese consumers are willing to spend on new smartphones. The dynamics are changing not…

The GPU vs. Custom ASIC debate is one of the most talked about in our circles of tech executives and investors. It is also a debate that requires more in-depth analysis to fully understand. I want to look at the custom ASIC strategy in two ways relative to this debate. The first is how custom…

Key Takeaways The Narrative is clearly shifting as concerns the AI product roadmap is weaker than expected AMD’s datacenter GPU business faces a muted growth outlook in 1H25, with revenue expected to be flat versus 2H24 ($5.1B total in 2024). While management expects acceleration in 2H25 with the MI350 launch, this more backend-loaded growth profile…

Apple delivered record Q1 FY25 revenue of $124.3 billion, up 4% year-over-year, driven by strong Services growth (+14%) and robust Mac and iPad performance. While iPhone revenue remained flat and China sales declined 11%, the company saw encouraging results from its new Apple Intelligence features and continued strength in emerging markets, particularly India. With an…

In Q2 FY2025, Microsoft delivered strong financial results with revenue reaching $69.6 billion and net income of $22.4 billion , driven primarily by exceptional growth in its AI and cloud services, where the annual AI revenue run rate exceeded $13 billion, representing a 175% year-over-year increase. Key Takeaways CEO Satya Nadella emphasized the massive opportunity…