Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
In commentary tied to its latest results, Netflix said it used generative AI to produce 17 minutes of a documentary roughly twice as fast and at about half the cost, while reiterating that its films and shows are still created by people.
THE APEX TIMES
THE APEX TIMES
A newly surfaced comment attributed to Buffett suggests the conviction behind Berkshire Hathaway’s large Alphabet position came directly from the chairman himself, not from the company’s long-time dealmaker Greg Abel, raising questions for investors about how Berkshire decides on major tech holdings.
THE APEX TIMES
Alphabet (GOOGL) fell about 4.5% in the afternoon session after market reports said its next Gemini 3.5 Pro AI model update would be delayed several months, reigniting investor questions about the pace of its artificial intelligence roadmap.
THE APEX TIMES
The streaming company said total worldwide engagement increased to 97 billion hours over six months, even as the Winter Olympics and the World Cup competed for audience attention. Revenue for the quarter rose 13%, according to the company’s latest update.
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Speaking at a public appearance tied to Nvidia’s AI hardware plans, Jensen Huang rejected a report that Nvidia’s “Vera Rubin” rollout was slipping, and said the company is still preparing for large-scale production.
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The multi-tranche issuance adds long-dated senior unsecured notes to Amazon’s balance sheet, shifting interest-rate exposure through fixed- and floating-rate coupons and giving the company more runway on refinancing.
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The company says a new set of Japan-focused collaborations is meant to accelerate industrial AI deployment, pairing an AI factory concept with partnerships tied to robotics and manufacturing use cases.
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A report highlighted new remarks from TSMC viewed as supportive for Nvidia, underscoring how tightly Nvidia’s AI-chip roadmap is linked to Taiwan Semiconductor’s manufacturing capacity and execution.
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A recent report says Meta has increased data center investment at a time when the company may already have more computing capacity than it needs, setting up a potential inflection point for future margins and AI demand.
