Apps Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letterBy adminApril 9, 20260 Amazon CEO Andy Jassy’s annual shareholder letter reads something like a Kendrick Lamar diss track, if the rapper was a…
Apps Nvidia has another record quarter amid record capex spendsBy adminFebruary 26, 20260 Chip giant and world’s most valuable company Nvidia reported record profits in its most recent quarter on Wednesday, as demand…
Spotlight Amazon’s Ad Revenue Grew 22% Over the Past Year, but Capex Spending BalloonsBy adminFebruary 6, 20260 The numbers$213.4 billion: Net sales in the fourth quarter, increasing 12% year-over-year excluding changes in foreign exchange rates.$21.3 billion: How…
Apps Amazon and Google are winning the AI capex race — but what’s the prize?By adminFebruary 5, 20260 Sometimes, it can seem like the AI industry is racing to see who can spend the most money on data…
Spotlight Meta Bets on AI Shopping as Capex Moves Toward $135BBy adminJanuary 28, 20260 The numbers$58.1 billion: Meta’s Q4 2024 ad revenue, up 24% year-over-year. Overall revenue was $59.89 billion, also up 24% year-over-year.18%:…
