There was a time when Facebook was focused on internet satellites and reinventing banking. They stopped because of the government. So now we get more Reels and Ads.
MARKET TRENDS
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Yum! Brands Partners with NVIDIA to Deploy AI in 500 Restaurants
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@yumbrands is embracing AI to transform the restaurant experience. At #GTC25, we announced a strategic partnership, with a goal of deploying AI solutions in 500 restaurants. Joe Park joins the NVIDIA AI Podcast to share more. https://
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Nvidia Targets ASE Taiwan for $500B US AI Manufacturing Empire
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NVIDIA VEUT LE ROI DES PUCES DE TAÏWAN — LUI, IL Y RÉFLÉCHIT Nvidia balance 500 milliards de dollars pour bâtir un super-empire de l’IA aux États-Unis — et veut que ASE, le géant taïwanais de l’assemblage de puces, fasse partie de l’aventure. Problème : Siliconware Precision
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Seagate and Qorvo Weather Tariffs While First Solar Struggles
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Seagate can handle tariffs, First Solar can’t Both disk-drive maker Seagate and wireless chip maker Qorvo signaled to investors Tuesday that they can withstand punishing tariffs, and their shares surged. First Solar conceded it could lose a lot of business, and its stock sank.
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Supply Shocks Impact Tech Giants Earnings Reports
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The TL Podcast for April 28th: Tech in the middle of shocking news Economists are talking about the prospect of supply “shocks” for the U.S. as shipments plummet. Can it have any meaning at all for earnings reports this week from Amazon, Apple and Microsoft?
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The Next Chapter of AI Revolution Explored at Convergence
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Peek into the next chapter of the AI revolution Join Abhi Ingle at #ConvergenceDallas to explore where AI is headed. Don’t miss this session!
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Trial Evidence Reveals Browser Role in Tech AI Search Ad Strategy
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I also dug through all the trial evidence, which showed how browsers fit into companies’ AI, search, and ad strategies. Much of which didn’t make it into the story, so I’m saving it for a follow-up. Wish I could be in court to report on everything IRL!
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Chrome Ownership Change Could Break Google’s Market Dominance
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Their testimony reveals not just each companies ambitions, but also the structural barriers they face against Google’s dominance — and how a new Chrome owner could change that.
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Google Search Remedies Trial: Rivals Discuss Chrome Acquisition Prospects
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With Google's CEO on the stand today in the search remedies trial, I wrote a brief @Digiday rundown about what witnesses from rivals — OpenAI, Perplexity, Yahoo and DuckDuckGo — said last week about buying possibly buying Chrome if given the chance. Link in the thread.
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AI Writes 30% of Code at Microsoft and Google in 2025
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Microsoft : 30 % de tout le code est écrit par l’IA
Google : 30 % de tout le code est écrit par l’IA On peut raisonnablement supposer qu’à la fin de 2025, ce sera autour de 50 %.