Q1 Earnings and AI Surprises for Google, Amazon, Microsoft, Meta and TESLA Semi Mass Production. Google EPS of $5.11 beat expectations of $2.63. Revenue of $109.9B beat expectations of $107.2B Search: +16% YoY Q1 Youtube: +11.7% YoY Q1 Cloud: +50% YoY FY26 Capex 175B – 185B FY26 EPS: $11.7 Amazon Bedrock had 170% growth instead …
Amazon announced an additional $5 billion investment in Anthropic immediately, plus up to $20 billion more in the future (tied to commercial milestones). This brings its total committed capital to as much as $33 billion. The announcement does not specify how much new equity/percentage this adds or the exact structure, but it will increase Amazon’s …
Blue Origin New Glenn is likely grounded for 4 months to investigate the upper stage failure on the weekend. ULA Vulcan is grounded because of two Grumman solid rocket booster failures. The satellite launchers Amazon, Space Force and AST Space Mobile have to rely on SpaceX Falcon 9. Amazon LEO needs 10-15 Falcon 9 launches …
FCC Chair says all gas no brakes for space economy regulatory approvals. Amazon is acquiring Globalstar for $11.5 billion for their direct to cellphone spectrum and very crude low bandwidth satellites in orbit. Amazon LEO will make just satellite internet but also DTC. Direct to cellphone. Globalstar satellites, radio frequency spectrum, and operational expertise will …
Amazon CEO Andy Jassy released the annual shareholder letter. • AWS AI revenue is running above $15 Billion annually • Amazon expects around $200 Billion of 2026 capex mostly tied to AI infra • Project Leo already has 200+ satellites in orbit ahead of launch. • $4 Billion+ is going toward rural delivery expansion while …
On the Feb 12, 2026 USSF-87 launch, one of Vulcan’s four Northrop Grumman GEM 63XL solid rocket boosters (SRBs) suffered a nozzle burn-through (visible fiery plume ~20–30 seconds after liftoff). This is the second identical anomaly (first occurred on Vulcan’s second flight in Oct 2024). The mission still succeeded (core stage compensated), but ULA and …
OpenAI is holding preliminary talks with Amazon for an investment over $10 billion, including use of Amazon Web Services’ Trainium chips for AI training. This is separate from raising up to $100 billion at a $830 billion valuation, up 66% from October’s $500 billion mark. The $100B raise tells you what Sam Altman and OpenAI …
Nvidia’s $100 billion commitment to OpenAI over a few years is one of several circular deals Nvidia is making. Upstream chip sales fuel downstream infrastructure bets, creating a self-reinforcing loop that has propelled Nvidia’s market cap to $4.6 trillion. Nvidia Q2 operating cash flow hit $15.4 billion and a growing $56.8 billion war chest. Projections …
AWS and Microsoft are pausing or slowing down the development of data centers, according to a Wells Fargo research note. Several industry sources told Wells Fargo’s analysts team that AWS has “paused a portion of its leading discussions” on colocated data centers. Microsoft capex for the quarter came in at $21.4bn this was $1.2 billion …
AI spending is huge and it is sustainable and has indications that it is profitable spending. Returns are from AI are being seen. The smaller spending from 2 years ago sees a lag in returns but adjusting for lag shows profits. Pascal’s Wager Applied (CEOs Believe in Godlike AI) Invest and AI Succeeds: Huge payoff—competitive …
Nvidia once again beat the quarterly earnings estimate and increased guidance more than expectations. Revenue: $39.3B vs. $38.1B est (+78% YoY) • EPS: $0.89 vs. $0.85 est • Data Center: $35.6B vs $33.5B est (+93% YoY) Guidance • Revenue: $43.0B vs. $42.1B est 🔥 EPS: $0.89 (Beat +6%) Key Highlights: 📈 Data Center Revenue: $35.6B …