The Disaggregated Era of Design The semiconductor industry is entering a new phase. Progress is no longer measured by packing more transistors onto a single monolithic die. It is measured by how effectively systems are composed from smaller, specialized components. This is the disaggregated era of design. As Moore’s Law slows and the cost and…

All AI factories are data centers, but not all data centers are AI factories. For much of the last two decades, enterprise infrastructure strategy has been grounded in cost control. Data centers were built to support core IT functions—storage, compute, and networking—with an emphasis on efficiency, uptime, and total cost of ownership (TCO). These environments…

Apple’s fiscal Q2 2025 results showed solid growth. Revenue was $95.4 billion (up 5% YoY) Net income rose to $24.78 billion (vs. $23.64 b in Q2 FY24), and diluted EPS was $1.65 (a March-quarter record, up 8% YoY). Services revenue hit a new high (≈$26.64 b, +12% YoY) and driving much of the growth, while new hardware (e.g. the lower-cost…

Meta Platforms reported a strong first quarter 2025, with revenue and profit both well ahead of expectations. Q1 revenue was $42.31 billion (up ~16% YoY), driven by robust advertising demand. Net income jumped to $16.64 billion (+35% YoY)​, yielding earnings of $6.43 per share (well above the ~$5.28 consensus). The core ad business remained healthy (ad revenue +16% YoY​),…

Microsoft’s Q3 FY2025 results (quarter ended March 31, 2025) reflected continued strength in cloud and AI-driven businesses. Total revenue was $70.1 billion, up 13% year-over-year (15% in constant currency)​. Net income grew 18% to $25.8 billion, and diluted EPS rose 18% to $3.46​. Microsoft Cloud revenue (Azure plus other cloud services and commercial software) was…

Key Takeaways on Google’s 1Q25 Earnings    Sustained AI Momentum Across Products and Infrastructure: Gemini 2.2 is now embedded across 15 products with 500M+ users, while AI Overviews in Search surpassed 1.5B MAUs. Visual and voice-first inputs like Google Lens and Circle to Search are driving deeper engagement and monetization parity with traditional search. Robust…