5+ hour, 21+ min ago   (1096+ words) The lesson here isn't about gaming. It's about the economics of niche audiences and the tools that make a one-person company viable. Ken didn't scale a massive user base; he found a few hundred people who cared about a specific…...

2+ hour, 22+ min ago   (563+ words) Broadcom has carved out a different but equally ambitious position. Custom accelerators, known as XPUs, are the primary growth engine. In the last quarter, XPU shipments accounted for 73% of the company's $16.7 billion in AI semiconductor sales. Infrastructure software, bolstered by…...

6+ hour, 24+ min ago   (1003+ words) Larry Ellison has scrapped a trading arrangement that would have allowed him to unload as much as $7.5 billion worth of Oracle Corp.(NYSE:ORCL) shares, a dramatic about-face that came just one day after the plan surfaced in a regulatory…...

6+ hour, 24+ min ago   (504+ words) President Donald Trump and House Speaker Mike Johnson pushed back Sunday against urgent calls to impose sweeping restrictions on artificial intelligence, arguing that aggressive regulation could surrender America's technological advantage to China just as industry leaders are urging a slowdown…...

1+ hour, 46+ min ago   (560+ words) That figure, buried in Oracle's fiscal first-quarter earnings call, offers investors a rare customer-side look at the supply-demand imbalance that has powered Nvidia's explosive growth. Nvidia's management has repeatedly said its compute is fully utilized across every cloud it serves,…...

4+ hour, 51+ min ago   (394+ words) "Think about that, guys. They're at the same price," he said. Normal chip aging should have produced 10 to 50 percent declines by now. "Every depreciation schedule assumes a chip sold only loses value. The market is paying up for it instead....

2+ day, 2+ hour ago   (180+ words) "Across the five companies, there are again over $1 trillion in uncommenced lease obligations, which would more than double their current total debt obligations inclusive of leases of around $700 billion." "Needless to say, $350 billion owed tomorrow versus $350 billion owed over 30 years…...

22+ hour, 21+ min ago   (966+ words) "Hiring is difficult. Even when you hire someone, they quit within three years. When you try to communicate, you're accused of harassment; when you go easy on them, they still leave. Even white companies don't satisfy them." Host Rie Murayama…...

22+ hour, 4+ min ago   (245+ words) Intel's EMIB-T architecture differs from TSMC's CoWoS. The former embeds a "bridge" within an organic substrate, while the latter uses silicon interposers and TSVs to connect chips. By comparison, CoWoS relies on silicon interposers with TSV vertical circuitry linking memory…...

15+ hour, 4+ min ago   (330+ words) The Dow Jones Industrial Average's June decision to replace Verizon with Alphabet signaled a broader shift in how the blue-chip index reflects the modern economy. The 30-stock benchmark, long dominated by industrial and consumer stalwarts, now counts four of the…...