Nvidia tops projections, hypes Blackwell launch
Revenue in the fourth fiscal quarter rose 78% and 114% for the full fiscal year.
AMD reports fourth-quarter 2024 revenue
AMD’s fourth quarter is a repeat of the third quarter, which is mostly a good thing. Data center continues to grow, while embedded and gaming continue to struggle.
Intel reports narrower-than-expected loss for Q4
The company beat expectations for the quarter but warned a return to profitability will take time.
Prognosticating prophesies
2025 a year of change.
Inventories and R&D kept in line with sales
Billon-dollar buyers are kept waiting.
Nvidia tops projections, hypes Blackwell launch
Data center sales rose 112% YoY, while graphics/gaming was up 15%.
It’s time for Intel and AMD to merge
The landscape has changed enough that old concerns no longer apply.
Intel swings to a massive $17B loss
The company took all of its financial hits at once and guided to an optimistic Q4.
AMD third-quarter ’24 revenue up 18%
Buoyed by sales of Epyc and Instinct data center products.
What’s behind the semiconductor inventory explosion?
Despite complaints of supply shortages, inventories are up across the board.
Nvidia beats projections, Blackwell on track
Data center sales rose 54% YoY, and graphics/gaming was up 15.7%.
Intel Q2 revenue misses, swings for a net loss
15,000 employees are about to pay for management’s misfire.