Research Archive
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…
Intel Q3 2024: “Reset and Realign” – Watershed Quarter Marks Shift from Technical Recovery to Financial Discipline
Key Takeaways Massive Financial Reset: Over $20B in one-time charges and $10B+ cost reduction by 2025, marking fundamental pivot from technical catch-up to profitability focus AWS Deal: Multi-billion dollar commitment for custom Xeon and AI fabric chip validates Intel’s foundry strategy with premier cloud customer AI PC Strategy Impact: Lunar Lake’s high-volume success comes with…
Artificial Intelligence – Arm at the Forefront of Heterogeneous Computing
The artificial intelligence revolution is reshaping the computing landscape, with profound implications for processor architecture and data center infrastructure. As AI systems grow increasingly sophisticated—from large language models to advanced reasoning agents—they are driving unprecedented demands for computational power. This evolution is particularly significant for CPU designers and manufacturers like Arm, who find themselves at…
Arm’s Software Ecosystem: Growing Breadth of Support for Critical Workloads
The server computing landscape is undergoing a fundamental transformation, challenging long-held assumptions about architectural dominance. While x86 processors have historically commanded the server market through their extensive software ecosystem and compatibility advantages, the rise of cloud computing and modern development practices has dramatically altered this paradigm. Today, we’re witnessing a shift as Arm-based processors gain…
Tesla Robotaxi and the Future of Autonomy
Summary Tesla unveiled their vision for the future of transportation at the “We, Robot” event, showcasing the Robotaxi and Robovan. The Robotaxi is a sub-$30,000 autonomous vehicle designed for personal use and potentially part of a rideshare network. Tesla’s Full Self Driving (FSD) technology, powered by custom AI hardware and software, is rapidly improving and…