… From what we can track externally, Ani was a huge boon for Grok app revenue but even growth in that revenue stream has flattened out in recent months. Ani needs more gacha to grow revenue further. …
… Anthropic is the clear outperformer in 2025 in the GenAI market, with revenue surging from $1B to $5B annualized. …
… One way to stay ahead is to keep going full steam while hindering your competition. …
… Jensen Huang, Chief Revenue Destroyer Jensen Huang, Chief Revenue Destroyer, said last week, “When Blackwells start shipping in volume, you couldn’t even give Hoppers away.” Back in April 2024, our pricing model in the AI Cloud Total Cost of Ownership Model suggested such an outcome. …
… From a memory vendor perspective, GDDR7 is less margin because it is a less technically demanding product with more competition i.e. …
… We now turn our focus onto the hyperscalers, who are facing increasing competition in the consumer space, and which smaller companies are already benefiting from the shift of monetizable queries away from search to AI. …
… It includes projections for revenue and bit demand by memory vendor, as well as wafer starts and TSV capacity, broken down by supplier. …