Mike Wheatley, Author at SiliconANGLE

Infra

Intel surprises Wall Street with solid earnings and revenue, but success in AI remains elusive

By Mike Wheatley Oct 31, 2024

Intel Corp. today delivered better-than-expected earnings results and issued guidance for the coming quarter that topped Wall Street’s estimates — and as a result its stock made sharp gains, giving the beleaguered chipmaker a welcome…

Cloud

Cloud growth helps Amazon to another earnings beat, and its stock jumps

By Mike Wheatley Oct 31, 2024

Strong growth in Amazon.com Inc.’s cloud and advertising businesses paved the way to another impressive earnings and revenue beat today. The company’s stock was moving higher in extended trading, even though its guidance for…

Infra

Sluggish chip sales curtail Samsung’s profits, worrying investors

By Mike Wheatley Oct 30, 2024

Samsung Electronics Co. Ltd.’s third-quarter profit jumped by 73% from a year earlier, but although that number sounds good, it wasn’t nearly enough to satisfy investors. That’s because the pace of acceleration was significantly…

Apps

Meta’s stock heads south on slow user growth and ongoing infrastructure investments

By Mike Wheatley Oct 30, 2024

Shares of Facebook parent company Meta Platforms Inc. were heading lower in late trading today after the company reported lower-than-expected user numbers and revealed plans to ratchet up its data infrastructure spending in fiscal…

Cloud

Microsoft’s AI bet pays off as Azure revenue grows, but stock falls on infrastructure supplier delays

By Mike Wheatley Oct 30, 2024

Microsoft Corp. delivered a solid fiscal first quarter earnings beat today, but its stock was moving lower after its guidance revealed slower-than-expected growth over the next quarter. The company reported earnings before certain costs…

Infra

Google Cloud turbocharges its AI Hypercomputer stack with next-gen TPUs and bigger GPU clusters

By Mike Wheatley Oct 30, 2024

Google Cloud is updating its AI Hypercomputer stack for artificial intelligence workloads, announcing the availability of a host of new processors and infrastructure software offerings. Today it announced the availability of its Google’s sixth-generation…

AI

GitHub Copilot goes multimodel, adding support for Google’s Gemini and Anthropic’s Claude LLMs

By Mike Wheatley Oct 29, 2024

Microsoft Corp.’s GitHub sprung a surprise today as it revealed that its popular generative artificial intelligence coding assistant, GitHub Copilot, will no longer be powered exclusively by OpenAI’s GPT models. Instead, the company said…

Infra

AMD’s guidance leaves investors wanting more, and its stock tumbles

By Mike Wheatley Oct 29, 2024

Advanced Micro Devices Inc. disappointed investors with a tepid sales forecast today, and its stock was heading south during the extended trading session. The company’s stock was down more than 7% after hours, despite…

Cloud

Alphabet’s stock jumps as cloud fuels strong revenue growth

By Mike Wheatley Oct 29, 2024

Shares of Google LLC’s parent company Alphabet Inc. trading higher in the after-hours session today following a solid earnings beat driven by strong cloud revenue growth. Alphabet’s stock was up more than 5% in extended…

AI

Nvidia hands out blueprints for the creation of scalable ‘AI factories’

By Mike Wheatley Oct 29, 2024

Nvidia Corp. said today it wants to help organizations plan and build advanced, future-proof “artificial intelligence factories” to support a new generation of intelligent applications that will come online in the years ahead. When…

Mike Wheatley

Intel surprises Wall Street with solid earnings and revenue, but success in AI remains elusive

Cloud growth helps Amazon to another earnings beat, and its stock jumps

Sluggish chip sales curtail Samsung’s profits, worrying investors

Meta’s stock heads south on slow user growth and ongoing infrastructure investments

Google Cloud turbocharges its AI Hypercomputer stack with next-gen TPUs and bigger GPU clusters

GitHub Copilot goes multimodel, adding support for Google’s Gemini and Anthropic’s Claude LLMs

AMD’s guidance leaves investors wanting more, and its stock tumbles

Nvidia hands out blueprints for the creation of scalable ‘AI factories’

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