… If gross profits were “north of 17 percent” – call it 17.2 percent so it rounds down – then the non-CSP part of Lenovo had $16.42 billion in sales and around $2.82 billion in gross profits. …
… Luckily, Dell has enough orders for AI systems that bending metal around GPUs to increase its profits, which is better than not having those operating income dollars at all – even if its other businesses, which are smaller, are more profitable. …
… Depending on relative profitability – by which I mean the level of losses compared to revenues, because neither company has a hope in hell of being profitable until the next decade begins, and even that is not necessarily going to happen – Anthropic might deserve a better IPO than OpenAI, despite i… …
… If it is across all Intel Products, then it is around 8 percent. If it was more than that – billions – then take it from there. It looks to us that the guess of Timothy Arcuri, semiconductor analyst at UBS Investment Bank, was pretty close at around 10 percent. …
… Under that deal , Microsoft will have a 27 percent stake in OpenAI worth $135 billion based on the current $500 billion valuation that OpenAI had after its latest funding round in March this year, bringing its total to $57.9 billion not including share sales by early investors. …
… That’s not too shabby for a company that had a $23 billion valuation after a $1 billion Series H fund raising round back in February. …
… A substantial portion of this money, man plus dog believes, was roundtripped back to Microsoft as fees for using Azure capacity to train GPT models – exactly when and where, only Microsoft and OpenAI know. …
… By our math at that time, we thought Google was processing around 1,460 trillion total tokens in August alone. …
… Microsoft and others have talked recently about the age of fault-tolerant, commercial quantum computing essentially being right round the corner , but the benefits will take time to spread. …
… In its second go-round, the Trump Administration this month announced it intends to dole out more than $2 billion to nine companies , including seven for the work they’re doing in various areas of the technology. …