Google’s Cloud Next event was highlighted by a Google-Nvidia partnership that appeared to Nvidia’s chip dominance in training; GCP gains, but Nvidia’s DGX Cloud is the biggest winner.
UK Blocks Microsoft Activision Acquisition, Microsoft and Google Earnings
The UK blocks Microsoft’s Activision acquisition using a market definition that makes no sense; then, Google and Microsoft’s earnings both talked about AI, but the discussion was more favorable to Microsoft
Replit and Google, The Google Perspective, Twitter’s Bad Idea
The Replit-Google deal is an obvious one for Replit, but it’s much more important than Google — who didn’t go far enough. Then, Musk’s latest Twitter idea makes no sense.
An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
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.
GPT-4, Google Adds AI to Productivity Apps, Local Language Models
A slew of AI announcements are dropping this week, but the news that large language models can be run locally might be the biggest news of all.
The Four Horsemen of the Tech Recession
Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
More on Google and AI; OpenAI, Integration, and Microsoft
Follow up on AI’s impact on Google, and the weird relationship between OpenAI and Microsoft
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
Apple Earnings, AMD Earnings, Google Earnings
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.