Michael Acton
@MActon93
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@FT correspondent in San Francisco, writing about Apple and the chip companies. Reach me at [email protected]
San Francisco, California
Joined September 2017
RT @sjhmorris: Nvidia’s revenue nearly doubles as AI chip demand remains strong. This company is making $35bn of rev & $20bn of net profit…
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If a ruling does land in January, that’s actually pretty fast by typical standards of federal courts
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RT @sjhmorris: Intel outlines plans to cut more costs and boost its flagging AI chip business. The US Defense Department is also giving it…
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#Google Play Store #antitrust case: after Epic won the jury trial in December, the judge in the case just said he will be issuing sanctions in the coming weeks. Pretty fast by federal court standards.
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Heck of a scoop from my colleagues in SF 👇
Google and Meta struck a secret ads deal to target teenagers, covering their tracks internally with code words and euphemisms. @FT investigation by @MsHannahMurphy & me
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RT @sjhmorris: What Apple stands to lose in landmark Google antitrust verdict - iPhone maker has kept its head down so far, but $20bn a yea…
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RT @sjhmorris: Of course @ElaineDMoore foresaw this, and more, a month ago: Nvidia could be the most valuable stock in the US https://t.co/…
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RT @sjhmorris: Google’s AI search tool is having teething issues. Gemini tells users to ‘eat rocks’ 🪨 for your health and glue pizza to sto…
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And there it is: "Our production shipments will start in Q2 and ramp in Q3, and customers should have data centres stood up in Q4." So this year we will see Blackwell revenue? “We will see a lot of Blackwell revenue this year.”
#Nvidia blows the doors off again... Investors are going to be listening closely to Jensen Huang on the earnings call to see if he gives any detail on the ramp for the new Blackwell AI chips. These results driven by the current Hopper chips. 427% growth in data centre revenue.
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