HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% YoY to $4.5B, and forecasts Q1 revenue below est.
Juby Babu / Reuters :
NXP reports Q3 revenue down 2% YoY to $3.17B, vs. $3.16B est., automotive revenue flat YoY to $1.83B, and expects above estimates Q4 revenue of $3.20B to $3.40B
Juby Babu / Reuters :
At TSMC Arizona, Nvidia and TSMC unveil the first Blackwell chip wafer made in the US, representing that Blackwell has reached volume production
chips still need to be shipped back to Taiwan to complete the final product NVIDIA : The Engines of American-Made Intelligence: NVIDIA and TSMC Celebrate First NVIDIA Blackwell Wafer Produced in the U...
OpenAI rolls out Instant Checkout to let users make single-item purchases directly in ChatGPT, starting with US Etsy sellers, and plans to add Shopify merchants
the chatbot will start letting its 700,000,000 users shop directly from their chats Jibin Joseph / PCMag : ChatGPT Now Lets You Make Purchases Without Leaving the App Nishit Singh Raghuwanshi / Times ...
Cisco reports Q4 revenue up 8% YoY to $14.67B, vs. $14.62B est., net income up 31% YoY to $2.8B, and forecasts Q1 revenue from $14.65B to $14.85B, above est.
Juby Babu / Reuters :
Letter: Synopsys tells staff to stop sales, services, and new orders in China to comply with new US export curbs, and pulls its annual and quarterly forecasts
(Former name or former address, if changed since last report) Anusuya Lahiri / Benzinga : Synopsys Halts China Sales After US Cracks Down On Chip Design Exports insideHPC : White House Imposing Export...
Zoom reports Q1 revenue up 3% YoY to $1.17B, in line with expectations, Enterprise revenue up 6% YoY to $704.7M, and raises its FY 2026 forecast above estimates
Juby Babu / Reuters :
eBay reports Q4 revenue up 1% YoY to $2.6B, GMV up 4% YoY to $19.3B, and forecasts Q1 revenue below expectations; EBAY drops 7%+
Juby Babu / Reuters :
Zoom reports Q4 revenue up 3.3% YoY to $1.18B, Enterprise revenue up 5.9% YoY to $707M, a $368M net income, up from $298.8M, sales forecast slightly under est.
Juby Babu / Reuters :
Sebastien Bubeck, Microsoft's VP of GenAI research who is known for his work on its Phi small language models, is joining OpenAI to “further his work” on AGI
Juby Babu / Reuters :