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NVIDIA is (really) profiting from the AI boom

engadget.com Unknown 2025-10-24 20:30:44

NVIDIA has revealed that its revenue for the second quarter ending on July 27 rose 56 percent compared to the same period last year, and that's without shipping any H20 chips to China. It reported a revenue of $46.7 billion and a net income of $26.4 billion. As CNBC has noted, the company previously said that H20 shipments to China could have added $8 billion in sales to its second quarter figures. Instead, the company was only able to release $180 million worth of the chips to a customer outsid

Topics: china company h20 quarter revenue

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Nvidia beats on top and bottom lines as company expects breakneck AI spend to continue

cnbc.com Kif Leswing 2025-10-25 00:38:26

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50%, signaling to Wall Street that demand for artificial intelligence infrastructure shows no sign of fading. The stock, which is up 35% this year after almost tripling in 2024, slipped in extended trading as data center revenue came up short of estimates for the second straight period. Shares pared the losses Thursday. Here's how the company did, compared with estimates

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Nvidia beats on top and bottom lines. Here's why the stock is falling

cnbc.com Kif Leswing 2025-10-25 20:59:02

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50%, signaling to Wall Street that demand for artificial intelligence infrastructure shows no sign of fading. The stock, which is up 35% this year after almost tripling in 2024, slipped in extended trading as data center revenue came up short of estimates for the second straight period. Here's how the company did, compared with estimates from analysts polled by LSEG: Ea

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Last-Minute Software Patch Saves Jupiter Probe Ahead of Critical Venus Flyby

gizmodo.com Passant Rabie 2025-10-26 16:35:40

An exceptionally heavy interplanetary probe is on an eight-year journey to Jupiter, using the gravity of Earth and Venus to propel it on its path toward the gas giant. Just weeks before its scheduled flyby of Venus, the European Space Agency’s JUICE mission went silent, threatening its ability to perform the planetary encounter. Unable to communicate with the spacecraft, teams of engineers got to work on figuring out the problem under a tight schedule, hoping their efforts would reach JUICE as

Topics: juice signal spacecraft team venus

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China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump

cnbc.com Arjun Kharpal 2025-10-27 01:07:38

Chinese semiconductor firm Cambricon posted record profit in the first half of the year underscoring how local challengers to Nvidia are gaining traction as Beijing looks to boost its domestic industry. Cambricon is among a plethora of companies in China that are vying to be an alternative to American giant Nvidia when it comes to providing the chips required to train and run artificial intelligence applications and models. In the first half of the year, Cambricon said revenue surged more than

Topics: cambricon china nvidia revenue year

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Ember (YC F24) Is Hiring Full Stack Engineer

news.ycombinator.com Unknown 2025-10-27 08:00:18

AI RCM. A/R Analysis in 3 days or less. Reduce claim denials by 55%. Connect directly with founders of the best YC-funded startups. At Ember, we’re building the future of healthcare operations. Behind every provider is a mountain of administrative complexity — from billing to revenue cycle management — and these inefficiencies directly impact care, cost, and outcomes. At Ember, we’re simplifying the back office of healthcare through intelligent automation, helping providers focus on what matt

Topics: directly ember healthcare provider revenue

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Perplexity has cooked up a new way to pay publishers for their content

engadget.com Unknown 2025-10-30 11:42:55

Perplexity is launching a new revenue-sharing plan for publishers that will pay them every time its AI assistants use an article to answer a question, The Wall Street Journal reports. Perplexity is launching the plan (and partially paying for it) with a new Comet Plus subscription that gives subscribers access "to premium content from a group of trusted publishers and journalists." Comet Plus costs $5 per month, and based on Perplexity's description, it's primarily designed to account for the a

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Workday beats estimates but CEO warns of challenges in education and government

cnbc.com Jordan Novet 2025-11-03 22:34:36

CEO of Workday Carl M. Eschenbach and Ana Eschenbach attend the Allen and Company Sun Valley Media and Technology Conference at The Sun Valley Resort in Sun Valley, Idaho, U.S., July 10, 2025. Workday reported an earnings beat on Thursday, but issued guidance that was inline with estimates and warned of pressure in some areas. The shares slipped in extended trading. Here's how the company did relative to LSEG consensus: Earnings per share: $2.21 adjusted vs. $2.11 expected $2.21 adjusted vs.

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See Six Planets Line Up in the Last Planet Parade For Three Years

cnet.com See Full Bio 2025-11-07 00:45:00

Fresh off the excitement of the Perseids meteor shower is a chance to see six planets lined up in the sky at once. These events, colloquially known as planet parades, occur occasionally with the most recent one in February showing off all seven planets in our solar system at once. This one features six of our closest celestial neighbors. The main event started on Tuesday and you should still be able to see them through Thursday or so. There won't be a repeat performance until October of 2028. T

Topics: aug ll planets sky venus

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See Six Planets Line Up in the Upcoming Planet Parade Tonight

cnet.com See Full Bio 2025-11-08 23:50:00

Fresh off the excitement of the Perseids meteor shower is a chance to see six planets lined up in the sky at once. These events, colloquially known as planet parades, only occur about once or twice a year, with the most recent one in February showing off all seven planets in our solar system at once. The next one will feature six of our closest celestial neighbors, and the event starts on Tuesday. The six planets sharing the sky will be Mercury, Venus, Jupiter, Saturn, Neptune and Uranus. Mars

Topics: aug ll planets sky venus

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Branch prediction: Why CPUs can't wait?

news.ycombinator.com Unknown 2025-11-05 09:45:25

Recently, I have had some free time and started learning some low-level computer fundamentals, trying to practice and better understand the concepts in greater detail. Along the way, I learned about a modern compiler infrastructure named LLVM, which is a target-independent optimizer and code generator that has been used as a part of many compilers for different programming languages like Rust, Zig, or Haskell. While diving into LLVM’s aggressive optimization features, I have a humbling realizati

Topics: branch instruction price product total_revenue

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Appfigures: ChatGPT app sees a 673% increase in global revenue in 2025

9to5mac.com Marcus Mendes 2025-11-14 16:34:29

A new report from Appfigures shows ChatGPT firmly leading the pack in revenue per download among the top AI assistant apps. Here’s the breakdown. According to the report (via TechCrunch), since launching in May 2023, the ChatGPT app has generated $2 billion in global consumer spending across iOS and Android, with a 673% year-over-year surge in 2025 alone. Appfigures also says the app has been downloaded 318 million times so far this year, 2.8 times more than in the same period last year. Indi

Topics: app chatgpt grok revenue year

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How AI startups are scaling revenue 'faster than any other companies in cloud history' - and what's next

zdnet.com Tiernan Ray 2025-11-18 21:05:00

Bessemer Venture Partners ZDNET's key takeaways AI startups are reaching revenue milestones faster than ever. A new, AI-native social media giant could emerge. Startups must be ready for lots of acquisition interest In its annual overview of artificial intelligence (AI), venture capital firm Bessemer Venture Partners on Wednesday said that startups it funds -- such as Anthropic, Perplexity, and Canva -- are reaching meaningful turning points in their revenue faster than at any other time in

Topics: ai bessemer new revenue startups

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Chinese tech giant Tencent's quarterly revenue jumps 15% on AI investments, gaming unit boost

cnbc.com April Roach 2025-11-22 05:47:01

The Tencent logo is displayed on the exterior of a building at the company’s headquarters, with a surveillance camera visible in the foreground, on November 30, 2024, in Shenzhen, Guangdong Province, China. Tencent on Wednesday reported a 15% jump in second-quarter revenue as a strong performance in its gaming unit and AI investments boosted growth. Here's how Tencent did in the first quarter of 2025: Revenue: 184.504 billion Chinese yuan ($25.7 billion), compared to 161.117 billion Chinese y

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Get Prepared to See Six Planets Line Up in the Upcoming Planet Parade

cnet.com See Full Bio 2025-11-22 05:46:00

Fresh off the excitement of the Perseids meteor shower is a chance to see six planets lined up in the sky at once. These events, colloquially known as planet parades, only occur about once or twice a year, with the most recent one in February showing off all seven planets in our solar system at once. The next one will feature six of our closest celestial neighbors, and the event starts on Aug. 20. The six planets sharing the sky will be Mercury, Venus, Jupiter, Saturn, Neptune and Uranus. Mars

Topics: aug ll planets sky venus

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CoreWeave shares drop even as revenue and guidance top estimates

cnbc.com Jordan Novet 2025-11-22 21:37:16

Mike Intrator, co-founder and CEO of CoreWeave, speaks at the Nasdaq headquarters in New York on March 28, 2025. CoreWeave shares slid 11% in extended trading on Tuesday even as the provider of artificial intelligence infrastructure issued results and guidance that beat expectations. Here's how the company did in comparison with LSEG consensus: Earnings per share: Loss of 21 cents Loss of 21 cents Revenue: $1.21 billion vs. $1.08 billion expected Revenue more than tripled from $395.4 millio

Topics: billion company coreweave quarter revenue

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Let's get real about the one-person billion dollar company

news.ycombinator.com Marc Rand 2025-11-23 11:09:43

If you like this post, follow my journey on Twitter: https://x.com/random The biggest hurdle to the one-person billion dollar company is not AI capability, but founder pain tolerance. Sam Altman is betting on it in his private group chats. Dario Amodei predicted it'll happen in 2026. These geniuses think the one-person billion dollar company is inevitable, and unicorn teams are getting smaller, but a one person? That’s not going to just happen. One person is an intentional choice by an i

Topics: billion follow person product revenue

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Trade Desk tanks 39% for worst day ever on CFO departure and competition from Amazon

cnbc.com Ari Levy 2025-11-28 06:15:12

In this article TTD Follow your favorite stocks CREATE FREE ACCOUNT Jeff Green, CEO of The Trade Desk. Scott Mlyn | CNBC Shares of The Trade Desk plummeted 39% on Friday, their worst day on record, after the ad-tech company announced the departure of its CFO and analysts expressed concerns about rising competition from Amazon . The Trade Desk, which went public in 2016, suffered its steepest prior drop in February, when the shares fell 33% on a revenue miss. In its second-quarter earnings repo

Topics: ad amazon desk revenue trade

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Get Ready to See Six Planets Line Up in the Upcoming Planet Parade

cnet.com See Full Bio 2025-11-28 05:27:00

Fresh off the excitement of the Perseids meteor shower is a chance to see six planets lined up in the sky at once. These events, colloquially known as planet parades, only occur about once or twice a year, with the most recent one in February showing off all seven planets in our solar system at once. The next one will feature six of our closest celestial neighbors, and the event starts on Aug. 20. The six planets sharing the sky will be Mercury, Venus, Jupiter, Saturn, Neptune and Uranus. Mars

Topics: aug ll planets sky venus

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Trade Desk tanks almost 40% on CFO departure, tariff concerns and competition from Amazon

cnbc.com Ari Levy 2025-11-29 02:48:40

In this article TTD Follow your favorite stocks CREATE FREE ACCOUNT Jeff Green, CEO of The Trade Desk. Scott Mlyn | CNBC Shares of The Trade Desk plummeted almost 40% on Friday and headed for their worst day on record after the ad-tech company announced the departure of its CFO and analysts expressed concerns about rising competition from Amazon . The Trade Desk, which went public in 2016, suffered its steepest prior drop in February, when the shares fell 33% on a revenue miss. In its second-q

Topics: ad amazon desk revenue trade

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Is Google TV in trouble? A new report reveals concerning details

androidauthority.com Unknown 2025-11-30 04:48:58

Edgar Cervantes / Android Authority TL;DR Google is reportedly having trouble securing revenue from its Google TV platform. It has now resorted to lowering its commissions on ad spaces to incentivize advertisers. Google is facing heat from competitors such as Samsung’s Tizen, LG’s WebOS, Roku, and Amazon’s Fire OS in the US. Back in 2020, Google merged its Android TV and Chromecast efforts and launched a Google TV interface aimed at increasing discovery. While its focus to promote relevant c

Topics: ad google platform revenue tv

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Apple’s F1 film helped drive Formula One Group’s top-speed revenue growth

9to5mac.com Zac Hall 2025-11-30 21:46:32

The F1 movie isn’t just a hit for Apple. The Formula One Group credits Apple in part for its recent revenue boost. The Hollywood Reporter has the story: The company, which is owned by Liberty Media, saw a one-time revenue increase from the release of the film in late June, which contributed to the group’s 40 percent rise in revenue year-over-year to hit $1 billion. Executives quantified the impact of the movie on revenue as “as a mid-teens number for the quarter,” with other drivers including

Topics: apple f1 film movie revenue

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Coffee-shop pitch change helped founder unlock traction for laptop campers

news.ycombinator.com Jeroen Coelen 2025-12-05 00:20:21

Julia Vidal, co-founder of Badge, began with a simple problem: remote workers often roam the city searching for a workplace that won’t shoo them away. As coffee shops and cafés are increasingly adopting no-laptop policies, she envisioned a startup. What if partnered cafés allowed the reservation of a laptop spot, but just with a minimum spend, so everybody is happy? Basically, AirBnB, for café-based workspaces with proper WiFi. Quick prototype validates demand on the consumer side To test wh

Topics: badge cafés laptop revenue spend

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Super Micro shares plunge 15% on weak results, disappointing guidance

cnbc.com Jordan Novet 2025-12-06 16:42:19

Charles Liang, CEO of Super Micro, speaks at the Computex conference in Taipei, Taiwan, on June 1, 2023. Super Micro Computer shares slid 15% in extended trading on Tuesday after the server maker reported disappointing fiscal fourth-quarter results and issued weak quarterly earnings guidance. Here's how the company did in comparison with LSEG consensus: Earnings per share: 41 cents adjusted vs. 44 cents expected 41 cents adjusted vs. 44 cents expected Revenue: $5.76 billion vs. $5.89 billion

Topics: billion cents micro revenue super

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Palantir stock pops 6% after blowout quarter driven by AI, efficiency demand

cnbc.com Samantha Subin 2025-12-06 21:16:37

Palantir's U.S. government revenues rose 53% from the year-ago period to $426 million as the company continues to benefit from President Donald Trump 's focus on efficiency. U.S. revenues grew 68% year over year $733 million, while U.S. commercial revenues nearly doubled to $306 million. "We're very proud and we're sorry that our haters are disappointed, but there are many more quarters to be disappointed, and we're working on that too," he added. CEO Alex Karp called the earnings results a "

Topics: billion company million revenues year

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Palantir stock pops 8% after blowout quarter driven by AI, efficiency demand

cnbc.com Samantha Subin 2025-12-08 02:58:12

Palantir's U.S. government revenues rose 53% from the year-ago period to $426 million as the company continues to benefit from President Donald Trump 's focus on efficiency. U.S. revenues grew 68% year over year $733 million, while U.S. commercial revenues nearly doubled to $306 million. "We're very proud and we're sorry that our haters are disappointed, but there are many more quarters to be disappointed, and we're working on that too," he added. CEO Alex Karp called the earnings results a "

Topics: billion company million revenues year

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The Next Planet Parade Is Coming Soon: Here's How to See Six Planets Line Up

cnet.com See Full Bio 2025-12-08 15:00:09

Fresh off the excitement of the Perseids meteor shower is a chance to see six planets lined up in the sky at once. These events, colloquially known as planet parades, only occur about once or twice a year, with the most recent one in February showing off all seven planets in our solar system at once. The next one will feature six of our closest celestial neighbors, and the event starts on Aug. 20. The six planets sharing the sky will be Mercury, Venus, Jupiter, Saturn, Neptune and Uranus. Mars

Topics: aug ll planets sky venus

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Palantir tops $1 billion in revenue for the first time, boosts guidance

cnbc.com Samantha Subin 2025-12-09 11:30:54

Palantir topped Wall Street's estimates Monday, surpassing $1 billion in quarterly revenue for the first time, and hiking its full-year guidance. Shares rallied more than 5%. Here's how the company did versus LSEG estimates: Earnings per share: 16 cents adj. vs. 14 cents expected 16 cents adj. vs. 14 cents expected Revenue: $1.00 billion vs. $940 million expected The artificial intelligence software provider's revenues grew 48% during the period. Analysts hadn't expected the $1 billion reve

Topics: billion cents expected revenue year

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Microsoft tops $4T in valuation: Great news for MSFT, not so great for workers

news.ycombinator.com More This Author 2025-12-10 06:11:36

If you own Microsoft stock, you’ve got to be happy. Microsoft’s latest financial results for the quarter ending June 30, 2025 were robust: Revenue reached $76.4 billion (up 18% year-over-year), with net income at $27.2 billion (up 24%). The primary driver was robust growth in Microsoft’s cloud and AI businesses. Azure’s revenue, which has finally been separated out in the financial reporting, now stands at $75 billion in annual revenue, representing a 34% surge for the year. Put it all togethe

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Apple reports Q3 2025 earnings: $94.04 billion in revenue, up 10% (charts)

9to5mac.com Marcus Mendes 2025-12-11 04:35:54

Apple just released its earnings report for fiscal Q3 2025 ended June 28. The company generated $94.04 billion in revenue, up 10% from the same quarter last year, and above the expected revenue of $89.22 billion. Here’s the full breakdown. AAPL Q3 2025 earnings Apple reported $1.57 earnings per share for Q3 2025, and $23.42 billion in profit. Here is the full breakdown of the top numbers: Total revenue: $94.04 billion iPhone revenue: $44.58 billion Mac revenue: $8.05 billion iPad revenue:

Topics: apple billion earnings q3 revenue

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Latest Tech News

NVIDIA is (really) profiting from the AI boom

Nvidia beats on top and bottom lines as company expects breakneck AI spend to continue

Nvidia beats on top and bottom lines. Here's why the stock is falling

Last-Minute Software Patch Saves Jupiter Probe Ahead of Critical Venus Flyby

China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump

Ember (YC F24) Is Hiring Full Stack Engineer

Perplexity has cooked up a new way to pay publishers for their content

Workday beats estimates but CEO warns of challenges in education and government

See Six Planets Line Up in the Last Planet Parade For Three Years

See Six Planets Line Up in the Upcoming Planet Parade Tonight

Branch prediction: Why CPUs can't wait?

Appfigures: ChatGPT app sees a 673% increase in global revenue in 2025

How AI startups are scaling revenue 'faster than any other companies in cloud history' - and what's next

Chinese tech giant Tencent's quarterly revenue jumps 15% on AI investments, gaming unit boost

Get Prepared to See Six Planets Line Up in the Upcoming Planet Parade

CoreWeave shares drop even as revenue and guidance top estimates

Let's get real about the one-person billion dollar company

Trade Desk tanks 39% for worst day ever on CFO departure and competition from Amazon

Get Ready to See Six Planets Line Up in the Upcoming Planet Parade

Trade Desk tanks almost 40% on CFO departure, tariff concerns and competition from Amazon

Is Google TV in trouble? A new report reveals concerning details

Apple’s F1 film helped drive Formula One Group’s top-speed revenue growth

Coffee-shop pitch change helped founder unlock traction for laptop campers

Super Micro shares plunge 15% on weak results, disappointing guidance

Palantir stock pops 6% after blowout quarter driven by AI, efficiency demand

Palantir stock pops 8% after blowout quarter driven by AI, efficiency demand

The Next Planet Parade Is Coming Soon: Here's How to See Six Planets Line Up

Palantir tops $1 billion in revenue for the first time, boosts guidance

Microsoft tops $4T in valuation: Great news for MSFT, not so great for workers

Apple reports Q3 2025 earnings: $94.04 billion in revenue, up 10% (charts)

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