Microsoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
Amazon’s earnings touched on its position in AI and the impact of its renewed investments in logistics.
Nvidia has blowout earnings, and a blowout valuation; CEO Jensen Huang laid out Nvidia’s bull case, but the company has motivated competitors elsewhere in the value chain.
Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.
Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.
An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future
This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.