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McCourt is leaving $IRWD after 17 years. If someone other than an internal candidate had been brought in as a replacement, we would be up 20% right now.
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$AMD
The news from Sweden regarding AMD is genuinely positive.
Scaleway has announced plans to build a new AI supercomputer using MI355X chips and ROCm software.
$AMD
With this move, AMD gains another cloud provider to reach customers in Europe.
There is an interesting detail in the announcements: on the same day, Scaleway also revealed plans for new capacity in Copenhagen using #Nvidia B300 systems. They are offering customers a choice between the two platforms. This demonstrates that different chips can coexist in this growing market :)
$AMD
For AMD, continued success hinges on developers being able to run their applications smoothly on ROCm. If a customer tries it once and adopts it for regular use, it creates a solid foundation for future capacity orders. The calculation involves not just chip performance, but also the effort required to switch software and the cost per task performed.
The announcement does not specify the number of chips, the contract value, or the exact launch date for the Swedish project.
For now, it represents a valuable customer acquisition. We will be able to calculate its revenue impact once details regarding capacity and delivery become available.
$NVDA
The news from Sweden regarding AMD is genuinely positive.
Scaleway has announced plans to build a new AI supercomputer using MI355X chips and ROCm software.
$AMD
With this move, AMD gains another cloud provider to reach customers in Europe.
There is an interesting detail in the announcements: on the same day, Scaleway also revealed plans for new capacity in Copenhagen using #Nvidia B300 systems. They are offering customers a choice between the two platforms. This demonstrates that different chips can coexist in this growing market :)
$AMD
For AMD, continued success hinges on developers being able to run their applications smoothly on ROCm. If a customer tries it once and adopts it for regular use, it creates a solid foundation for future capacity orders. The calculation involves not just chip performance, but also the effort required to switch software and the cost per task performed.
The announcement does not specify the number of chips, the contract value, or the exact launch date for the Swedish project.
For now, it represents a valuable customer acquisition. We will be able to calculate its revenue impact once details regarding capacity and delivery become available.
$NVDA
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After our bags and pockets, Apple has now set its sights on our homes, too 😁
HomeView, unveiled yesterday, is available for pre-order in the US at $299, with sales starting on November 13. It reportedly combines Siri AI, video calling, and smart home control into a single device.
$AAPL
For a product like this, whether it is still being used six months later is just as important as the initial sales figures. If it becomes a kitchen staple—used to check the calendar, play music, or monitor the doorbell camera—Apple will certainly become a part of more moments throughout the day.
That is where the investment opportunity lies. Service usage and other home products could be bundled with the device; for instance, certain camera features require an iCloud+ subscription. If this drives new paid subscriptions, it seems revenue could be generated well beyond the initial hardware sale.
Of course, Siri AI is initially limited to English, and the product isn't being released in the EU. Therefore, one shouldn't base growth projections on a global rollout from day one.
For a meaningful impact at Apple's scale, consistent usage and additional spending are required alongside sales volume. Its commercial value can only grow if it becomes a beloved habit within the home.
HomeView, unveiled yesterday, is available for pre-order in the US at $299, with sales starting on November 13. It reportedly combines Siri AI, video calling, and smart home control into a single device.
$AAPL
For a product like this, whether it is still being used six months later is just as important as the initial sales figures. If it becomes a kitchen staple—used to check the calendar, play music, or monitor the doorbell camera—Apple will certainly become a part of more moments throughout the day.
That is where the investment opportunity lies. Service usage and other home products could be bundled with the device; for instance, certain camera features require an iCloud+ subscription. If this drives new paid subscriptions, it seems revenue could be generated well beyond the initial hardware sale.
Of course, Siri AI is initially limited to English, and the product isn't being released in the EU. Therefore, one shouldn't base growth projections on a global rollout from day one.
For a meaningful impact at Apple's scale, consistent usage and additional spending are required alongside sales volume. Its commercial value can only grow if it becomes a beloved habit within the home.