Google Earnings, YouTube Financials, AI Optimism

Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.

Google Decision Follow-Up, Amazon Earnings

Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.

Computex 2024, Is AWS Modular or Integrated?

Computex 2024 feels like a big deal, as AI returns the focus to hardware; then, why I think AWS’s AI efforts are modular, even as its overall cloud is integrated.

AI Integration and Modularization

Breaking down the Big Tech AI landscape through the lens of integration and modularization

Nvidia Earnings, AMD Earnings, Nvidia’s Goldilocks Pitch

Nvidia crushed earnings as expected, but management’s commentary and Nvidia’s actions highlight the extent to which the company depends on being the best, not necessarily on being integrated.