Chipstrat
Backed by Every Major HBM and Foundry, Built by Networking Pioneers It’s been a while since we checked in on semiconductor startups, but they remain one of the best ways to glimpse the industry’s future. What problems are they solving, and what clever approaches are they taking? With connectivity st
Chipstrat
Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth The cloud wars are heating up, and it’s not looking good for AWS. From the earnings call over the past weeks. Among the three hyperscalers, Amazon is by far the most dependent on its cloud busin
Today in Brooklyn, Google held its Made by Google 2025 event—an occasion that felt far less like a typical product keynote and much more like a primetime show. Hosted by Jimmy Fallon, complete with live audience participation, surprise guests, and a TV-studio vibe, it was clear from the start that G
AI
OpenAI finally released GPT-5 last week, and there has been quite a lot of discourse on the internet about its quality. Some users have a great impression, others not so much. Some are mourning the loss of a friend, others are just happy to have a more intelligent model with free access. There is a…
Earnings
Apple’s fiscal Q3 2025 showcased a strong performance, setting a June quarter record for revenue at $94 billion—up 10% from last year and ahead of management’s own expectations. Growth was broad-based, with significant contributions across iPhone, Mac, and Services segments. The company also establi
Chipstrat
Also: Google vs OpenAI, vs Meta, and risks For the last year, one of the most persistent narratives in tech has been that generative AI will make Google Search obsolete. After all, if an AI can answer your question directly, why click on a link? And if nobody clicks, Google’s ad business collapses.
Earnings
Microsoft concluded its fiscal year with a robust Q4, outpacing both its guidance and Wall Street’s expectations. Sustained double-digit growth in revenue and operating income was powered by surging demand for AI and cloud solutions, and transformational momentum across all business segments. Signif
Earnings
Intel’s latest earnings call underscored a tension familiar to anyone tracking the company over the last three years: the finance team is now supplying clear, disciplined guardrails, while the technical roadmap remains long on vision and short on date‑certain milestones. CFO David Zinsner gave inve
Earnings
Alphabet’s June-quarter results delivered a validation of its capital-intensive, vertically integrated AI strategy. The company posted strong top and bottom-line growth while demonstrating significant operating leverage, even while absorbing substantial costs related to its AI infrastructure build-o
Apple
Last October Apple announced Cyberpunk 2077 was coming to macOS with full optimization for Metal and Apple Silicon. The second I heard that, I got excited because that meant Cyberpunk 2077 was the first AAA game to get proper care and optimization to make sure it ran well on macOS and Apple Silicon.
AI
Last week was Samsung Unpacked, specifically Unpacked focusing on the Galaxy Z Fold 7, Z Flip 7, and Galaxy Watch 8 series. These launches mark a pivotal moment for the broader smartphone market, signaling Samsung’s drive to make foldables mainstream by marrying a familiar phone feel with flagship‑g
On the eve of Samsung’s highly anticipated 2H Unpacked 2025 event in Brooklyn, I had the privilege of moderating a dynamic panel with three of Samsung’s most influential leaders: Dave Das, Executive Vice President of Mobile eXperience for Samsung Electronics America; Patrick Chomet, Executive Vice P