Alibaba has made 470,000 AI chips, admits they’re inferior
… Alibaba’s revenue for the quarter landed at $40.7 billion, representing two percent growth. Execs pointed out that had it not sold some businesses, growth would have been nine percent. …
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Raspberry Pi leans into semiconductors as sales climb
… While the $66.3 million gross profit from the company's SBC and compute modules was far in excess of the $0.6 million from "Microcontrollers, publishing and others," the company has an "ambition to build Raspberry Pi into a two‑franchise business, with both electronic products and semiconductors ma… …
Anthropic's Claude claws its way towards the top of AI chart
AI + ML Anthropic's Claude claws its way towards the top of the AI market Who knew questioning authority and signaling virtue would lead to growth? Anthropic has been killing it in the business market, success that appears to be at least partially attributable to pushback against the Pentagon. …
Your next car might need 300 GB of RAM, and so will robots
… On the road, Mehrotra believes that as auto-makers introduce more vehicles capable of driverless operations in a geofenced area L4 autonomy , bills of materials will go from 16 GB of memory to over 300 GB, creating “robust long-term growth in automotive memory demand.” And probably robust long-term… …
Enterprise PCs are unreliable, unpatched, and unloved
… Omnissa found 99 percent growth in adoption of desktop computers among body politic buyers, and suggested much of the 988 percent year-on-year growth in the presence of Google’s Pixel handsets in its data to the US Department of Defense Information Network’s inclusion of the machines on its Approve… …
SAP eyes broader data integration with Reltio acquisition
… Muhammad Alam, SAP board exec for product and engineering, said: "Acquiring Reltio will further improve our position as a leading business AI provider, combining SAP and non-SAP data to deliver data context that business AI requires. …
IBM CEO pay pack jumps 51% for 2025 in target smash and grab
… 2025 was seen as a successful year for IBM: revenue grew 8 percent to $67.5 billion, as it "shifted to higher growth areas, with over 75 percent of our business mix in Software and Consulting." Software was up 11 percent; hybrid cloud, data and automation grew double digits; and the "cumulative Gen… …
Google's fiber biz and Stonepeak’s Astound Broadband merge
… Financial details of the transaction were not disclosed, and the corporations have not confirmed what name the conjoined business will operate under. …
OpenAI puts Stargate UK on ice over energy cost, regulations
… Stargate UK, if it goes ahead, will span multiple sites across the country, including Cobalt Park, a business park in North Tyneside. It is expected to form part of the newly designated AI Growth Zone for the North East. …
Memory-makers' shares are down. Don't blame Google
… Share prices reflect investors’ opinions of a business’s future prospects. …