Don Clark @donal888
More than 40 years covering tech, now freelancing on chips and enterprise tech for the New York Times--and playing a lot of music. [email protected] San Francisco Joined September 2007-
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AMD projects around 6% revenue growth in current quarter. Stock off about 4% at the moment
AMD's Q1 data center and PC chip sales up strongly, but declines in gaming and embedded chips held total revenue growth to 2%.
Can we go back to the days when companies actually put the news release into the email they send you, not a link to their site? (Super Micro just did the latter for their earnings, and their site says "Page Not Found")
ASML officially has a new CEO, with a lot on his plate reuters.com/technology/new…
Talk about a laugh: Twilio co-founder buys the Onion techcrunch.com/2024/04/26/are…
Talked to a handful of large fund investors last night and essentially this boils down to patience for any who are long on $INTC. All the right pieces to the turnaround are there but it's a second half of the decade story.
Talked to a handful of large fund investors last night and essentially this boils down to patience for any who are long on $INTC. All the right pieces to the turnaround are there but it's a second half of the decade story.
wow
I've hardly gotten used to the idea Oracle is based in Austin. Now Larry plans to move the HQ to Nashville sfchronicle.com/tech/article/o…
A Norwegian company is helping reopen a U.S. factory to make polysilicon nytimes.com/2024/04/25/bus…
This interesting Reuters story illustrates how hard it is to keep chips out of China reuters.com/world/china/ch…
The fourth, and likely final, of the CHIPS Act mega-grants is laid out, for Micron nytimes.com/2024/04/18/tec…
This is a fascinating deal with G42, involving chips, Huawei and Chinese AI efforts nytimes.com/2024/04/16/tec…
Samsung's not just bringing advanced production to the U.S., but packaging and R&D, too. nytimes.com/2024/04/15/us/…
Just like that. @googlecloud is in the Arm based CPU business with its new Axion custom chip available later this year. Claims: 1. 50% better performance versus x86 2. 60% more Power efficient than x86 Semiconductors 💪🏻 $GOOGL
.@GroqInc CEO @JonathanRoss321 is adamant his company no longer sells hardware-they are a cloud services provider and have a deal with Aramco. "The realization was, you cannot sell chips as a startup, it’s just too hard,” Ross told me. More in the article: eetimes.com/groq-ceo-we-no…
TSMC finally gets its CHIPS Act funding deal; two more big shoes to drop, Samsung and Micron nytimes.com/2024/04/08/us/…
Great @katiehafner obit of Dan Lynch, one of the nicest tech pioneers I ever met nytimes.com/2024/03/31/tec…
One of the longest stories I've read in the FT, and one of the most interesting (about upstart AI drone supplier Palmer Luckey): on.ft.com/3Tu0tLG
Beautifully illustrated article by @JohnMarkoff01 about the glory days of PARC and SRI and their plans to merge nytimes.com/interactive/20…
Patrick Moorhead @PatrickMoorhead
43K Followers 4K Following Ranked #1 tech industry analyst by ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.Alex Konrad @alexrkonrad
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19 Followers 22 Following More Data. Faster Builder of great interconnect insulators.Urania W @UraniaW3820
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31 Followers 71 FollowingMilitia Joan Hart @SDCASurf
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56K Followers 610 Following Senior Reporter, deputy bureau chief @theinformation covering the money powering Silicon Valley. Author of Dealmaker. Kate@theinformation. Signal: 415-409-9095.Joanna Stern @JoannaStern
176K Followers 2K Following 👩🏻💻Senior personal tech columnist @wsj 📺 Contributor @nbcnews + @CNBC 🏆 Emmy winner, technology and family loverunusual_whales @unusual_whales
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32K Followers 30K Following Check out our 3 new books at https://t.co/mr0CYt9YI4! Programs at https://t.co/5CSTwrX3RM.this was a big quarter for AWS, first on margins, reaching highest level since at least 2014 of almost 38%. and growth accelerated, as it did at Google and Microsoft cnbc.com/2024/04/30/aws…
Is it OK to love the Dead and Taylor Swift? Asking for a friend of the devil who’s a tortured poet.
Hey @Srasgon We see you 👀 Signed Six Five Guys $AMD ⏰
In my opinion, there are few live events like hockey. And, I’m not sure anything beats playoff hockey. Nobody in the world understands this like Canada, which is why it’s an honor and incredibly exciting for us to be the exclusive streaming partner of the @NHL for all national…
The mainstreaming of AI …
AI that will be able to predict the weather 3,000 times faster than a supercomputer and a program that turns a text prompt into a virtual movie set. These are just two of the applications for AI-powered by Nvidia’s technology. cbsn.ws/4b6WdsU
To increase productivity I have passed through a vector embedding process and become ChrisBot, a Gen AI LLM trained on >30,000 B&F & Reg' stories - still prone to hallucinations though. I can now scale out. Feed me a press release and an article is ready in 20 microseconds
AMD would not be @AMD today without @LisaSu.
.@ChiefExecGrp announced that Dr. @LisaSu has been named 2024 Chief Executive of the Year. Dr. Su was selected by an independent committee of CEOs for her "values-led approach" and AMD turnaround. "Her employees and customers are always front and center." bit.ly/4a0RnvY
From a Morgan Stanley cloud capex spending tracker. "Our cloud capex tracker estimates $172B of cloud capex spending in 2024 (with META, MSFT and GOOGL accounting for $136B, or 80% of 2024 cloud capex spending), up from $157B pre-earnings, and up from $120B in 2023".
Kudos to the @rubrikInc team, @bipulsinha & Board (including many friends I have known over the yrs), on this exciting milestone. Even though we compete, I tip my hat to every entrepreneur that takes their company from zero to IPO, a big feat. Congrats from all of us @Cohesity!
Today marked an exciting milestone of Rubrik becoming a public company. Thank you for joining us in celebration, and we look forward to continuing to secure the world’s data! #RubrikIPO
Is the Arm version of Windows ready for its close-up? Checking back in with Windows 11 on Arm on the eve of the Snapdragon X Elite. by @AndrewWrites // The challenges outlined here miss a main contrast with Apple macOS/Mx which is that the emulation does not have to emulate the…
Little tech really needs to get a lot more aggressive against big tech. They're going for full control right now.
Almost no representation from startups, or open source except @drfeifei. Do us proud Fei Fei. You're our only hope!
This morning the Department of Homeland Security announced the establishment of the Artificial Intelligence Safety and Security Board. The 22 inaugural members include Sam Altman, Dario Amodei, Jensen Huang, Satya Nadella, Sundar Pichai and many others.
Apr 26, 1982: #Cray announces the availability of the X-MP and a new SSD, which can be used to store input/output data from applications or as temp storage for user programs #supercomputing #HPC
few weeks ago family forwarded me one of those “you have free money sitting in an account somewhere, claim it!!!” sites and went through with it expecting nothing i hold in my hand 50 bucks from the state of new york that has sat there for at least eight years the system works
Absolutely no lie I saw this very guy in the hall at the NYSE today I’m kicking myself for not asking for a joint selfie
@Srasgon from the future is having a rough one
What are the virtual worlds (other than Second Life) which have economies with tokens that can be directly transferred between two avatars? I'm not sure I am keeping on top of latest worlds/features.
Digging into this deeper -- the $INTC call will be most interesting.
"It was an interesting quarter," The Futurum Group chief market strategist @CoryTV says on $INTC earnings. "The guidance suggests that the issues really are about getting new customers for the foundry business."