Niccolo de Masi @NiccoloDeMasi
CEO, dMY Technology - NYSE: RSI, IONQ, PL, Chairman of The Futurum Group dmytechnology.com San Francisco, CA Joined June 2013-
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The quick category by category for AMD. Look at those datacenter and client numbers above 80% MI300 fastest product in AMD history to hit a billion in revenue. Client growth looks great heading into AI PC cycle. Gaming and Embedded less of a story. FPGA slow across the…
The quick category by category for AMD. Look at those datacenter and client numbers above 80% MI300 fastest product in AMD history to hit a billion in revenue. Client growth looks great heading into AI PC cycle. Gaming and Embedded less of a story. FPGA slow across the…
Good conversation with @FrankCNBC to start the day talking Amazon.👇 Amazon's cloud business AWS is the largest and as its key competitors including Microsoft and Google seek to catch up, the growth rates will be in focus. With an expected growth of around 15%, AWS growth is…
Good conversation with @FrankCNBC to start the day talking Amazon.👇 Amazon's cloud business AWS is the largest and as its key competitors including Microsoft and Google seek to catch up, the growth rates will be in focus. With an expected growth of around 15%, AWS growth is…
AWS hit $100 Billion run rate with a 17% y/y increase this quarter. This is a strong growth quarter. As I shared on CNBC this morning. AWS growth is slower than its biggest competitors but the total revenue growth due to its size is more on an overall revenue basis. Also…
AI + Earth observation data is helping us derive powerful insights regarding the world's forests. Want to learn more? Listen to Planet's David Marvin's interview on validation, EO tech, & the future of forest monitoring on the Impact AI Podcast: lnkd.in/gJd3qyM7
. $IONQ has co-created a new platform that uses its quantum computers to simulate end-to-end chemistry experiments, providing a comprehensive and cost-effective chemical analysis. @NiccoloDeMasi
Demand for programming and tech jobs seems to be falling precipitously. Is the steep decline in software coding and developer roles tied to an overall economic slowdown or the rise of AI and generative tools like those in GitHub Copilot that is reducing the time and skill…
. $IONQ plans to deploy rack-mounted systems on-premise and scale up using modular optical networking to connect multicore QPUs, unlocking the full potential of quantum technology. @NiccoloDeMasi
Love all of the attention the AI and semiconductors are getting these days in the broader media. As the economy stalls, interest rates climb, debt spirals out of control, inflation remains rampant and we find ourselves in conflicts on almost every continent around the globe. It…
Love all of the attention the AI and semiconductors are getting these days in the broader media. As the economy stalls, interest rates climb, debt spirals out of control, inflation remains rampant and we find ourselves in conflicts on almost every continent around the globe. It…
"For $IONQ, connecting modular trapped-ion systems has always been part of the company's DNA. The goal is to build large-scale quantum computers by enabling computation across multiple distributed quantum processors." @NiccoloDeMasi protiviti.com/us-en/podcast-…
Before IonQ, principal researcher Nicolas Delfosse was crunching numbers and researching quantum error correction formulas. Read more about Nicolas’ journey from southern France, to Canada, to Caltech, and ultimately IonQ: ionq.com/posts/ionq-emp…
In partnership with @McKinsey, the IonQ team shared our latest technical roadmap and market outlook with industry and government leaders. McKinsey shared an exclusive first look at the 2024 Quantum Tech Monitor. Guests left inspired and excited about the future of quantum!
. $IONQ Tempo is 100,000 times larger than the limit of a classical supercomputer simulation. @NiccoloDeMasi
🎉 Congrats to Peter Chapman! 🙌 Excited for $IONQ's future as Harry You and Peter Chapman steer its growth and development. @NiccoloDeMasi businesswire.com/news/home/2024…
Join us on May 9, 2024 at 10:00 AM PT for an exclusive live webinar where we'll dive into the latest technology advancements and updates from IonQ. Don't miss it! Register: ionq.zoom.us/webinar/regist…
It was a pleasure hosting members of the Swiss government and private sector at our College Park headquarters last week! We were excited by the conversations held and look forward to collaborating to solve some of the world’s toughest problems with the power of #quantumcomputers.
Former Glu CEO decodes reasons why the company’s celebrity games failed Glu Mobile was one developer that made many celebrity games but it had its own share of failures, which the former CEO @NiccoloDeMasi addressed in a recent interview. 🔗gamingonphone.com/news/former-gl…
Outside In-Perspective - @TheSixFiveMedia on the Road with @cloudera ☁️💡 Join hosts @PatrickMoorhead and @danielnewmanUV as they welcome Cloudera’s Chief Executive Officer, Charles Sansbury 🎙️ Their discussion covers: • Cloudera’s strategy and key investments for growth •…
Interesting. If TSMC will charge more for leading edge in the US it really sets up well for Intel. $INTC $TSM H/T @BenBajarin
Interesting. If TSMC will charge more for leading edge in the US it really sets up well for Intel. $INTC $TSM H/T @BenBajarin
Eliant Capital @eliant_capital
114K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial Advice
Anp🅰️nman📶 @spacanpanman
17K Followers 674 Following Red-bean filled bread man. Tweets are ideas and opinions, not investment advice. #forsteve
𝗧𝗵𝗲 𝗨𝗺.. @EricTheUmpire
7K Followers 701 Following I call the shots. I provide updates on my own game, you play yours. (Not financial advice.) Mostly parody and speculation, sometimes a good trade.
TheUndefinedMystic @pennycheck
22K Followers 2K Following prof of Jewish mysticism using smart data + OS intel + psychology to exploit asymmetric opportunities in the equity + options mkts not financial advice
Will Marshall @Will4Planet
21K Followers 871 Following Co-Founder & CEO of Planet -- building little spaceships to help us to take care of our favourite spaceship, the Earth :)
Desmond @DesFrontierTech
2K Followers 55 Following I am a quantum computing enthusiast. I post daily about $IONQ. Quantum is now. Tweets are not financial advice or solicitations to buy or sell securities.
Planet @planet
258K Followers 4K Following We see things from a different angle. 🛰️🕊️ Public Benefit Corporation on NYSE $PL
IonQ @IonQ_Inc
21K Followers 45 Following Our mission: build the world's best quantum computers to solve the world's hardest problems. The first public pure-play quantum computing company (NYSE: $IONQ)
TSDR Trading @TSDR_Trading
35K Followers 1K Following TELL. SHOW. DO. REVIEW. Analysis and coaching from a detailed trader. Best Trader in Central MN.
Odd Diligence @OddDiligence
8K Followers 1K Following Long/short event-driven trading, looking under pebbles and rocks. Not investment advice.
Guru 👊 @TheGuruYouKnow
76K Followers 87 Following Retired M&A Guy. Conversational Entertainment Only! I talk about "MY" trades & thesis of why? Hope it helps some of you learn. I will never say "Buy or Sell"!
SPAC Spin @SPACspin
2K Followers 550 Following #Vestibular disorder warrior mostly trading #SPACs . DON’T take investment advice from a #dizzy person! DO support https://t.co/ZEeJnJXQFb @vestibularveda
James DePorre @RevShark
29K Followers 946 Following https://t.co/cyQLj6BFbN and https://t.co/rqSB541hi7 . Univ of Mich Law and Business. Not Investment Advice. See disclaimers
SPACInsider @spac_insider
24K Followers 78 Following Access the industry's most comprehensive SPAC database in the market: https://t.co/Mo4rBeogca
Tornike @TornikeLaghidze
31K Followers 871 Following Marketing Graduate from @iseg_officiel. Analyzing & Summarizing #SPAC market data. (NO investing advice) Language: 🇫🇷🇬🇧
Steve Larrison @steve_larrison
2K Followers 2K Following AI, Machine Learning, NLP and all things data
RLH Capital @valwithcatalyst
3K Followers 458 Following Founder and CIO of RLH Capital (focusing on SPACs) Board Member of POSaBIT (CSE: PBIT, OTC: POSAF) Tweets are not investment advice.
GeorgiaBaker @yDL23f0Io59n0
1 Followers 139 Following
LetitiaBulwer @F4tqCRmMtfER6uB
1 Followers 152 Following
MASI - e/acc @Masi366531
519 Followers 798 Following e/acc forecasting and steering. Time traveler in your simulation. #AI #AGI #ASI #QuantumComputing
Keyz ن @RocketTradz
56 Followers 1K Following Put Jesus first in every area of your life and watch what happens. In the Options game. Bought Calls on Jesus to counter my Puts on sin.
, @bitchyskank
0 Followers 279 Following
김동하 @kimdh9669
0 Followers 5 Following
Ruben @Ruben34002957
46 Followers 141 Following
마법사 @nicezen123
32 Followers 91 Following
Vinay Pal @vps_25
3 Followers 32 Following
윤이 @drum5790
9 Followers 67 Following
Order Filled @OrderFilledBaby
404 Followers 1K Following Visualize and Manifest the life that you want - then Create it as it all starts in the mind. Keep pressing on and don't Fold. It'll be worth it in the end. ❤️
一生何求 @wys870113
129 Followers 1K Following
liat benzur (she/her) @LiatBenZur
4K Followers 3K Following 99 problems but a tweet ain't one. https://t.co/XFhFt6Ns0w. Board Member. Advisor. Former Corporate Vice President @Microsoft. ex-SVP @Philips. ex @QCOM. Views mine.
Chest Rockwell ❄️ @wangchung2niite
198 Followers 895 Following
NEXgen @JFibonacciPHI
295 Followers 51 Following Passion, vision and diligence are the most sure fire paths to success. Combined, they are unstoppable. Video's posted are not financial advise.
Guillaume Lelait @GuillaumeLelait
802 Followers 670 Following
Mari @TheOnlyRarity
251 Followers 38 Following
Jacob Shea @JacobShea
3K Followers 3K Following Engineer, Founder, VC. Lettuce Grow Farmer, GP @StructureVC, Investor in Zero Waste, SaaS & Marketplaces & Good Humans. Mascot of Life. Austin raised.
john @johnson30flop
168 Followers 672 Following
Neil Long @Neil_Long_
1K Followers 728 Following Mobile games industry news and insight. Tips: neil at mobilegamer dot biz. Ex-Apple, Edge, ONM, MCV
molamin dibba @JammehLalo33056
80 Followers 3K Following I'm looking for help all around the world 🌍, I'm a little orphan with my little siblings, we lost our parents, please 🙏 we need help, we hardly get food every
Inho Heo @rino1974
2 Followers 32 Following
Hazel Ortiz @ortiz_haze23944
468 Followers 3K Following Beta Breakers is a US-based quality assurance organization that has been in operation for more than 30 years. Follow me and Join us👇
Charity Gomez @charitygomez443
553 Followers 3K Following
Arannyxxx @Arannyxxx222
71 Followers 557 Following
Dr Stephen Harwood #S.. @drsharwood
40K Followers 35K Following Researching, writing & innovating #TrustInTech #TechForGood #equality #sustainability #emergingtech #SDGs #futures #AI #digital #MSSL #UCL @TechnoForeSight
Samson Rana @RanaSamson41500
164 Followers 3K Following
Juergen Mueller @mueller1Juergen
86 Followers 559 Following Chief Technology Officer and Executive Board Member at SAP SE
Texas Gift Baskets @txgiftbaskets
441 Followers 4K Following Sharing Texas-made happiness with you, your family, your friends, and your customers. We bring the Heart of Texas to the world.
If You Love Texas ... @ifyoulovetexas
2K Followers 5K Following I celebrate, appreciate, and share a passion for all things Texas. Culture, food, history, music, and more. https://t.co/L4QMebkieC
푸르딩딩 @maku56240465
16 Followers 83 Following
Indira Couto Schumann.. @Indira_couto
348 Followers 5K Following BlockChain Developer | Psychoanalyst | Sexologist Psychotherapist | HR Technologist | Graduated in Nutrition | Head of Marketing | Influencer
Johnje @xrader
8 Followers 25 Following
Jarely Villanueva @JarelyVill29081
2 Followers 30 Following
McCodde @CoddeMc55601
65 Followers 2K Following
Zach🦅 @shelove_zach
605 Followers 1K Following
jenw12 @XYXYX1114
30 Followers 358 Following
Temple of fantasy Spo.. @part_way46977
958 Followers 5K Following HELPING YOU WIN 🏆 AT FANTASY FOOTBALL AND SPORTS BETTING. PICKS AVAILABLE 100% GUARANTEE🏆 WIN MATCHES
TradeTheMove @move_trade
74 Followers 265 Following
Eliant Capital @eliant_capital
114K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial Advice
Anp🅰️nman📶 @spacanpanman
17K Followers 674 Following Red-bean filled bread man. Tweets are ideas and opinions, not investment advice. #forsteve
Will Marshall @Will4Planet
21K Followers 871 Following Co-Founder & CEO of Planet -- building little spaceships to help us to take care of our favourite spaceship, the Earth :)
Desmond @DesFrontierTech
2K Followers 55 Following I am a quantum computing enthusiast. I post daily about $IONQ. Quantum is now. Tweets are not financial advice or solicitations to buy or sell securities.
Planet @planet
258K Followers 4K Following We see things from a different angle. 🛰️🕊️ Public Benefit Corporation on NYSE $PL
IonQ @IonQ_Inc
21K Followers 45 Following Our mission: build the world's best quantum computers to solve the world's hardest problems. The first public pure-play quantum computing company (NYSE: $IONQ)
SpacBobby @SpacBobby
53K Followers 276 Following 20+ yrs stock/crypto trader. My Opinions, DYODD. Premium subscription service with realtime entries, newsletters @BobbyA_Trades. DM me for more info 🚀!
Guru 👊 @TheGuruYouKnow
76K Followers 87 Following Retired M&A Guy. Conversational Entertainment Only! I talk about "MY" trades & thesis of why? Hope it helps some of you learn. I will never say "Buy or Sell"!
SPACInsider @spac_insider
24K Followers 78 Following Access the industry's most comprehensive SPAC database in the market: https://t.co/Mo4rBeogca
Kevin Weil 🇺🇸 @kevinweil
73K Followers 3K Following President @Planet. BoD @Strava @nature_org. Formerly co-creator Diem/Libra, @Novi @Instagram @Twitter. Love @elizabeth, ultramarathons, kids, cats, math.
MNT on X @MNTonX
5K Followers 168 Following FINANCIAL MARKETS, NEWS, AND TECHNOLOGY | SWING TRADER & INVESTOR | NOT A FINANCIAL ADVISOR | TWEETS ARE OPINION OR PERSONAL RESEARCH | F.K.A. @THESPACSHACK
Fei-Fei Li @drfeifei
456K Followers 1K Following Prof (CS @Stanford), Co-Director @StanfordHAI, CoFounder/Chair @ai4allorg, Researcher #AI #computervision #ML AI+healthcare
Neil Long @Neil_Long_
1K Followers 728 Following Mobile games industry news and insight. Tips: neil at mobilegamer dot biz. Ex-Apple, Edge, ONM, MCV
Thompson Machinery @ThompsonCat
6K Followers 178 Following Thompson Machinery is the exclusive Caterpillar dealer for Middle Tennessee, West Tennessee, and North Mississippi
Tony Carrini @TonyCarriniTFG
383 Followers 756 Following Sr. Account Director with @TheFuturumGroup, Pop Culture Aficionado, Drummer and occasionally, Stand-Up Comic
Shira Rubinoff @Shirastweet
57K Followers 29K Following #Cybersecurity & #Blockchain #Advisor, #ThoughtLeader #KeynoteSpeaker & #Author Top ranked #Influencer globally in cybersecurity #AI 🔴 YouTube/ShiraRubinoffTV
Teri Andresen @tmandresen
357 Followers 1K Following Wife. Mother of 4. Board member of @Pop_Up_Birthday and @uaustinorg
Longneck Manor @LongneckManor
79 Followers 15 Following
Nicolas Delfosse @nic_delfosse
3K Followers 1K Following Principal Researcher working on quantum computing and quantum error correction @IonQ_Inc.
Diana Blass @dianablass
4K Followers 901 Following Storyteller for corporate brands & media 🎥 📸 Host of “Connected” @sixfivepodcast Head Producer @ Diana Blass Productions
Niall Ferguson @nfergus
311K Followers 1K Following International man of history. Author, @HooverInst senior fellow, @bopinion columnist. Latest book, DOOM: The Politics of Catastrophe (Penguin). Opinions my own.
Wonder Works Studio @WonderWorksRB
124K Followers 5 Following Creating Wondrous, Imaginative, and Innovative Works on Roblox! ✨
Keith Townsend @CTOAdvisor
20K Followers 495 Following Global Advisor The Futurum Group Host - Six Five Media https://t.co/JXF7Zanecb https://t.co/lY0pFWDyHx
Ben Weiss @benmweiss_
805 Followers 2K Following Co-Founder of @nxtg3nz with rapper @lildurk | Host of @legendsnleaders
Clint Wheelock @clintwheelock
265 Followers 307 Following Managing Director at Canopy Edge | Corporate Sustainability Consulting
Great Pyrenees Rescue.. @GreatPyrRescue
665 Followers 0 Following
Jonathan Keller @jonkeller
446 Followers 293 Following Accelerating Decarbonization for a Better Future Managing Director @CanopyEdge
Bill Ruff | The Futur.. @BillRuff_
294 Followers 1K Following Chief Operating Officer at @TheFuturumGroup. Girl Dad x2, family guy, soccer fan, boating and snow ski enthusiast, obsessive about #CX
Playground Global @Playground_VC
4K Followers 489 Following Playground Global is a venture firm that partners with entrepreneurs working at the intersection of atoms, bits, and AI to build the companies of tomorrow.
The Futurum Group @TheFuturumGroup
5K Followers 5K Following Leader in High Tech Research + Analysis. Focused on advising the world’s largest Tech companies, and applying a disruptive approach to reaching decision makers
FuturumWebcast @FuturumWebcast
365 Followers 408 Following Weekly insights + analysis of the technology, trends, people, news, mergers, policies, and markets that shape the world today. @TheFuturumGroup
Steven Dickens @StevenDickens3
10K Followers 5K Following VP & Practice Leader for Hybrid Cloud, Infra & Ops - @TheFuturumGroup | Top 5 in @arinsights Power 100 | #Podcast Host @OpenMFProject | Watch Nerd |🐯Rugby
Mercedes-AMG @MercedesAMG
1.8M Followers 275 Following The official #AMG account. Follow us for announcements, updates & exclusives! Provider: https://t.co/jLCIFndcdD https://t.co/g0GUULWcZk…
Wemby @wemby
334K Followers 43 Following
QuantumBasel @QuantumBasel
705 Followers 2K Following CoC for Quantum and AI in Switzerland. We offer companies, start-ups and research institutes access to quantum computing at @uptownBasel
robert shrimsley @robertshrimsley
57K Followers 2K Following Chief UK political commentator and executive editor, FT. https://t.co/2QeckhUAYw
Senator Bill Hagerty @SenatorHagerty
51K Followers 194 Following Husband | Father of four | Businessman | Community Volunteer | Conservative Republican | U.S. Senator | Former U.S. Ambassador to Japan | Proud Tennessean
Jeff Morris Jr. @jmj
112K Followers 4K Following Managing Partner @chapterone, Write at The New Internet https://t.co/4tnH3y1OmY, Former VP Product, Revenue @Tinder
د. ثاني أحمد.. @ThaniAlZeyoudi
51K Followers 93 Following UAE Minister of State for Foreign Trade وزير دولة للتجارة الخارجية بدولة الإمارات العربية المتحدة
Bruce Carnegie-Brown @BNCB
738 Followers 92 Following Chairman of @LloydsofLondon, Chairman of MCC, Vice-Chairman of @bancosantander.
General Chance Saltzm.. @SpaceForceCSO
122K Followers 39 Following Official account of the Chief of Space Operations, @SpaceForceDoD. *RTs, likes, follows ≠ endorsement.
ATX Open @AtxOpen
1K Followers 348 Following Bringing professional tennis to Austin! Coming to Westwood Country Club February 22 - March 2, 2025! #ATXopen 🎾
Rachel Slaybaugh @RachelSlaybaugh
3K Followers 1K Following Partner at @dcvc supporting climate tech. Former @UCBerkeley, @arpae, @cyclotronroad. Co-founder @GoodEnergyColl. All views/tweets mine. she/her/hers
Mackenzie Kelly @mkelly007
24K Followers 1K Following Councilmember: Austin City Council, D6. PIO firefighter. Thoughts are my own. Official Political Acct: @mk6atx
David Hanfland @DavidHanfland
62 Followers 100 Following Partner and global health practice lead for management consulting firm @ATKearney
Graham Ross @mrgrahamross
3K Followers 538 Following Conductor • Composer • Fellow and Director of Music @ClareCollege @ClareChoir
Shawn Kwon (가을바.. @ShawnKwon11
2K Followers 89 Following Investor, Motivator, Go-Getter, and Youtuber(IonQ Bull, Korean IonQ long term investor community leader) 한국인 IonQ 장기주주 커뮤니티 리더이자, 현명한 장기투자를 지향하는 가을바람입니다.
Ferrari News 🐎 @FanaticsFerrari
207K Followers 273 Following Fan page for the legendary Italian racing team 🐎
World Meteorological .. @WMO
200K Followers 1K Following News from the World Meteorological Organization and WMO Members.
Dr Paul D. EGERTON @WMOUNHQ
2K Followers 1K Following Director of Cabinet/Chef de Cabinet WMO, United Nations |Views Expressed are entirely my own
Dr Jo Wells @BishopGlobalACO
3K Followers 453 Following Excited to begin as Bishop for Episcopal Ministry serving @AnglicanCommunion colleagues in 165 countries. Begging for mercy from carbon footprint & dog.
Dan O'Shea @Doshea14
1K Followers 1K Following Chicago freelance writer covering telecom, IoT, semiconductors, sensors, quantum computing, much more. @FierceTelecom, @FierceElectron, @InQuantumTech
Lee E. Ohanian @lee_ohanian
4K Followers 1K Following Economist at UCLA and Stanford's Hoover Institution with interests in economic policies that broadly promote economic well-being. Views are my own.
Ryan Cohen @ryancohen
387K Followers 1 Following
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
AustinBizJournal @MyABJ
57K Followers 2K Following The Austin Business Journal: The business authority for Central Texas. Follow @ABJEvents for info about upcoming events and awards.
Sherwood Country Club @ClubSherwood
32 Followers 20 Following Tucked away in the foothills of the Santa Monica Mountains, Sherwood Country Club is a premier wedding and event venue in Southern California.
Architecture & Tradit.. @archi_tradition
635K Followers 1K Following Exploring the world of traditional architecture and cultural wonder
Rainwater Tech @RainwaterTech
78 Followers 31 Following Technology to generate and augment rainfall where it is needed most.
Fascinating @fasc1nate
3.3M Followers 2K Following Posting interesting science, gadgets, history, art, and more. Subscribe for in-depth posts. As an Amazon Associate I earn from qualifying purchases.Apple seeks Google talent to build its AI business. Hopefully works better than when it acquired Intel talent to build 5G modems? 😏🤓 $AAPL $GOOGL
An FT analysis reveals the iPhone maker has poached dozens of artificial intelligence specialists from its rival to build up a global team that now includes a significant outpost in Zurich on.ft.com/3QjTZ0X
This may be as good as we get for now. But Gen AI on a “Multi Billion run rate for AWS. 👇🏻 Good catch @EdLudlow 🙏🏻 $AMZN
On Amazon Media call, CFO Brian Olsavsky added that Generative AI revenues are also at a "Multi-billion dollar" run rate (overall AWS annual run rate at $100B -- was $90.4B in 2023) $AMZN
Here we go @AMD It’s a beat on top and bottom. Digging in now on AI and PC numbers to see how these key categories performed. Good result at first glance. $AMD
Advanced Micro Devices $AMD Earnings: EPS: $0.62 vs $0.61 Revenue: $5.5B vs $5.45B Link: unusualwhales.com/news-feed
Great overview and breakdown of @onsemi from @CoryTV. See how the company beat despite a tough outlook for EV and Automotive. 👇 $ON
💥 BREAKING: ON Semiconductor earnings. Is the #EV spending materializing? Full report: youtu.be/WNdx_zLD1RU $ON 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
Gabriel's Horn, also known as Torricelli's Trumpet, is a geometric figure that has the paradoxical property of having infinite surface area but finite volume. It is formed by revolving the curve y = ¹⁄ₓ around the x-axis from x = 1 to infinity.
Hey @Srasgon We see you 👀 Signed Six Five Guys $AMD ⏰
Yeah, the whole nanometer thing got so distorted and really lost its meaning over the past few generations. So, I’m glad we are taking about it. When it comes to 7 and 5 and 3nm etc. it’s not all the same depending on whether it’s Intel, TSMC etc. Hey, @PatrickMoorhead… how…
Leave the Nanometer Nomenclature Out of Chip Marketing: bloomberg.com/news/newslette…
Here we go. It’s a beat for Amazon. Top and bottom line. Now we can all breathe as we wait for the Fed to decide not to raise or lower rates. More to come when I dig into cloud results and AI commentary. 🙌🏻 $AMZN
AMAZON EARNINGS JUST CAME OUT *AMAZON 1Q NET SALES $143.31B EST. $142.5B ( BEAT ✅) *AMAZON 1Q EPS 98C, EST. 83C ( BEAT ✅) $AMZN
Good to see our team back on the tube (old people term) talking semiconductors. 🤓👇🏻 Good insights and conversation as always between @OABlanchard and @NPetallides. Huge earnings week. Today we turn attention to AMD. Tomorrow Qualcomm. $NXPI $AMD $QCOM $ON $NVDA
Checking-in on chip stocks 💻 @OABlanchard & @WeissRatings' Michael Robinson discuss semiconductor stocks to watch amid earnings season, and the likelihood we see another big chip rally with @NPetallides: 📊 $NVDA $AMD $ON $NXPI $INTC x.com/i/broadcasts/1…
.@snowflakeai introduces #SnowflakeArctic, a top-tier enterprise #LLM looking to push the frontiers of #cost-effective training & #openness. @StevenDickens3 & @robert_sutor compare it to @databricks and related products. Read now 👉 zpr.io/Wq5hpKu9RmzX
Been in enough @luminartech LiDAR demos to know there is a material difference between LiDAR enabled autonomous driving and vision/camera based. I believe Tesla could move faster, albeit at a higher price to get to full FSD if it used the full stack of sensing technologies…
Strong Q4 and full year in from @Commvault with the company beating expectations in a number of categories and showing some very strong growth. Particularly in its ARR and SaaS (see charts 👇) Fiscal 2024 Fourth Quarter Highlights - Total revenues were $223.3 million, up 10%…
.@TheFuturumGroup’s @danielnewmanUV & @Keith_Kirkpat cover Microsoft’s Q3 FY 2024 earnings and discuss how the company is balancing functionality and pricing to deliver innovation and customer satisfaction. futurumgroup.com/insights/micro…
The quick category by category for AMD. Look at those datacenter and client numbers above 80% MI300 fastest product in AMD history to hit a billion in revenue. Client growth looks great heading into AI PC cycle. Gaming and Embedded less of a story. FPGA slow across the…
$AMD Q1 2024 Revenue +2% *Data Center +80% *Client +85% *Gaming -48% *Embedded -46% EBIT +125% *marg. 1% (-3) EPS +178%
Good conversation with @FrankCNBC to start the day talking Amazon.👇 Amazon's cloud business AWS is the largest and as its key competitors including Microsoft and Google seek to catch up, the growth rates will be in focus. With an expected growth of around 15%, AWS growth is…
"Amazon is in a tough situation because the speed of growth - $GOOGL getting close to 30%, $MSFT in the mid-20's - $AMZN has slowed down," says @danielnewmanUV to @FrankCNBC
Jonathan Mizrahi and Kai Hudek with an $IONQ patent: ppubs.uspto.gov/dirsearch-publ…
AWS hit $100 Billion run rate with a 17% y/y increase this quarter. This is a strong growth quarter. As I shared on CNBC this morning. AWS growth is slower than its biggest competitors but the total revenue growth due to its size is more on an overall revenue basis. Also…
AI + Earth observation data is helping us derive powerful insights regarding the world's forests. Want to learn more? Listen to Planet's David Marvin's interview on validation, EO tech, & the future of forest monitoring on the Impact AI Podcast: lnkd.in/gJd3qyM7
Quietly, Amazon has become ~$60 billion run rate advertising business. Not much smaller than its AWS business, which is trending toward $100 billion, and we will get a better sense of both tomorrow when Amazon reports its Q1. Interestingly enough, few ever look at Amazon as a…
. $IONQ has co-created a new platform that uses its quantum computers to simulate end-to-end chemistry experiments, providing a comprehensive and cost-effective chemical analysis. @NiccoloDeMasi
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