Microsoft unveils Fabric analytics program, OneLake data lake to span cloud providers Is it a Snowflake killer? $MSFT $SNOW @OpenAI #database #datalake #datawarehouse #AI https://
zdnet.com/article/micros
oft-unveils-fabric-analytics-program-onelake-data-lake-to-span-cloud-providers/
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@tiernanraytech
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Microsoft Fabric Analytics Platform Challenges Snowflake Market Leadership
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Synopsys CEO: AI Productivity Revolution Chips Cost Reduction
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Please enjoy my interview with Synopsys CEO Aart de Geus. Synopsys CEO de Geus: AI is a productivity revolution in chips “If one can just reduce by a percentage point the cost to do things, that has major impact on mankind.” https://
thetechnologyletter.com/the-posts/syno
psys-ceo-de-geus-ai-is-a-productivity-revolution-in-chips
… $SNPS $CDNS @Synopsys -
China Bans Micron: Major Semiconductor Supply Chain Disruption
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Shot heard round the world: China bans Micron Relevant China revenue is between eleven and twenty-five percent of Micron’s total annual revenue, analysts estimate. https://
thetechnologyletter.com/the-posts/shot
-heard-round-the-world-china-bans-micron
… $MU #investing #semiconductors #China -
Applied Materials invests four billion in Silicon Valley chip R&D center
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Applied Materials to spend an extra four billion to build advanced chip R&D center in Silicon Valley The project will cost an additional four billion dollars over seven years, and Applied has committed to billions more in R&D expense during the site’s first decade.
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Applied Materials Divests Multi-Billion Investment Amid Stock Decline
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Applied Materials sells off: multi-billion-dollar investment to be announced Monday Keep in mind the stock is eighty-three percent off its 52-week low. https://
thetechnologyletter.com/the-posts/appl
ied-materials-sells-off-multi-billion-dollar-investment-to-be-announced-monday
… $AMAT $KLAC $LRCX $ASML #investing #semiconductors #China -
Meta Launches Custom AI Chip with PyTorch Optimization
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Meta unveils first custom artificial intelligence chip The circuits come with software optimized to run PyTorch, and emphasize the task of making recommendations. $META #AI #deeplearning #semiconductors https://
zdnet.com/article/meta-u
nveils-first-custom-artificial-intelligence-chip/
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Cisco Orders Decline While Demand Signals Remain Unclear
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Cisco sees orders fall, but true demand remains something of a mystery Cisco’s reporting is now a vast hodgepodge of different non-GAAP metrics. https://
thetechnologyletter.com/the-posts/cisc
o-sees-orders-fall-but-true-demand-remains-something-of-a-mystery
… $CSCO $ANET $JNPR $EXTR -
Onsemi’s Silicon Carbide Strategy Targets Higher Free Cash Flow
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Onsemi: A smart strategy, a somewhat defensive tone Silicon carbide in the center of an expanding portfolio in energy and sensing can lead to higher free cash flow in years to come. https://
thetechnologyletter.com/the-posts/onse
mi-a-smart-strategy-anbspsomewhat-defensive-tone
… $ON $WOLF $STM $IFNNY #investing #stocks #siliconcarbide -
Google and OpenAI Lack Transparency on AI Model Disclosures
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Lack of disclosure, obfuscation begin to become the norm in artificial intelligence. Google follows OpenAI in telling the world almost nothing about its new PaLM 2 AI program #AI #Google #PaLM2 $GOOGL @OpenAI
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Tech stocks resilience amid debt concerns earnings results
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The TL Podcast for May 15th, 2023: at the debt precipice, earnings results save stocks https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-15th-2023-at-the-debt-precipice-earnings-results-save-stocks
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $COHR $RBLX $NXT $TTD $NKLA $DOCN $AMZN $AMAT