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Rani Molla
Posts
Amazon, Google, Meta, Microsoft, Oracle will agree to “build, bring, or buy” AI data center power
In January, Trump called on Big Tech companies to “pay their own way” Source: Sherwood News.
Waymo announces Chicago and Charlotte expansion as driverless rollout accelerates
The company is currently operating in 10 US cities. Source: Sherwood News.
Uber to roll out robotaxis with Wayve in 10 markets
The first market will be London this year. Source: Sherwood News.
Alphabet’s Waymo is now available in 10 cities
Tesla is in Austin and the Bay Area. Source: Sherwood News.
TSMC trades near record high as Apple plans to purchase “well over 100 million” chips from its Arizona facility this year
The “significant increase” in TSMC chips is part of Apple’s bid to move more production to the US. Source: Sherwood News.
What Amazon’s latest data center announcement says about AI right now
The first Amazon data centers in Louisiana will cost $12 billion and requires a lot of preemptive defense. Source: Sherwood News.
What Amazon’s latest data center announcement says about AI right now
The first Amazon data centers in Louisiana will cost $12 billion and requires a lot of preemptive defense. Source: Sherwood News.
Ives says AI represents huge opportunity for cybersecurity firms as losses mount
“Anthropic going after this market with an initial tool validates our thesis that cyber security is the next frontier for the AI Revolution.” Source: Sherwood…
Analysts slash Salesforce price targets ahead of Wednesday earnings, as narrative of AI eating its lunch persists
Salesforce reports earnings Wednesday. Source: Sherwood News.
Amazon just matched its longest losing streak in 20 years
Its giant capex expectations are haunting the stock. Source: Sherwood News.