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 …
Chinese stocks were slumping early Thursday after a high-profile summit between Presidents Joe Biden and Xi Jinping, and a warning from Alibaba. Alibab will not spin off its cloud division as planned because of expanded U.S. export controls on chips have created uncertainty for the business. Shares of e-commerce giant Alibaba (ticker: BABA) down 8.2%. …
Elon Musk said that the entire fleet of Tesla’s that are on the road can be combined into the largest AI inference supercomputer. Most Tesla EVs have hardware 3 with 144 Trillion operations per second of compute. Tesla will end 2023 with 5.5 million Tesla’s on the road. There will be about 8 million Tesla’s …
I, Brian Wang, was interviewed by Herbert Ong (Brighter with Herbert) about how Tesla is creating revenue generation from all of its computer and energy products. I had an article about Tesla creating Virtual AI Cloud Computers (VCC) that operate like the Virtual Power Plant for Power walls. Elon Musk indicates that the FSD computers …
A recent Morgan Stanley 66 page report on Tesla makes the case that Tesla AI, Dojo training computer and the FSD (full self driving system) can be as critical to Tesla share price as AWS (amazon web services cloud computing) was to Amazon. AWS has become 70% of the Amazon’s profit (EBIT). This means the …
By 2023, it’s estimated the worldwide global cloud computing market will be worth $623 billion. And IT analyst company Gartner predicts that 50% of all companies around the globe will adopt cloud technology by 2022. So there are sure to be many work opportunities available. If you are considering a career in cloud computing, it’s …
Cloud Computing is eating the IT world and 125 zettabytes of data will be generated annually by 2024. Microsoft Research Cambridge and Microsoft Azure are developing new cloud-first optical storage technologies. For a few years, Microsoft Project Silica has been developing an optical storage technology that uses glass storage media. Glass media would be used …
Microsoft won the Department of Defense JEDI ten year cloud computing contract. Amazon Web Services was believed to be the favorite to win the contract. azon owns nearly half of the world’s public-cloud infrastructure market Gardner reports the worldwide infrastructure as a service (IaaS) market -cloud computing/ grew 31.3% in 2018 reaching $32.4 billion, up …
IBM opened the IBM Quantum Computation Center in New York State. The new center expands the world’s largest fleet of commercial quantum systems existing beyond the confines of experimental lab environments. This includes five 20-qubit systems with a Quantum Volume of 16 – a measure of the power of a quantum computer – demonstrating a new milestone in quality and reproducibility. Within one month, IBM’s commercially available quantum fleet will grow to 14 systems, including a new 53-qubit quantum computer, the single largest universal quantum system made available for external access in the industry.
Nvidia CEO Jensen Huang says that there will be an insatiable demand for accelerated computing from Artificial Intelligence applications.
The Us Bureau of Labor reported a 1.0% labor productivity gain in 2017-2018. This number was better across the country than the 0.4% per year gain from 2007-2017. However, labor productivity was still only 1.3% versus the 2.8% labor productivity of the PC-Internet productivity boom from 1995-2007. The lack of a labor productivity boom that …