Independent thinking for complex markets and current events
Microsoft hit 148 billion in annual capex largely to feed the AI furnace Cloud revenue growth is slowing to 11 percent while data center costs jump 42 percent They are paying 3 dollars for every 1 dollar of inference revenue generated Server depreciation is accelerating as hardware lifecycles shrink from 5 years to 2 Windows …
Haley attracts Biden donors as she tries to chase down Trump Former U.N. Ambassador Nikki Haley is attracting thousands of donations from people who gave to President Joe Biden’s 2020 campaign as she tries to cobble together a coalition of anti-Trump voters. More than 5,200 donors to Biden’s 2020 campaign have backed Haley financially, including …
JUST IN: The United States will pay Ukrainian salaries but furlough American citizens in the impending government shutdown. Your government hates you and loves war. If Congress fails to pass a spending plan, the U.S. government will shut down at the end of the month but will… pic.twitter.com/qBlN2RuSwe — Collin Rugg (@CollinRugg) September 25, 2023