Qualcomm Q4 2026: Handsets Fall 26% as the Data Center Bet Ramps Up
Posted on 5th Nov 2026 11:03:28 in Artificial Intelligence, Machine Learning
Tagged as: Qualcomm, AI Data Centers, Semiconductors, Smartphone Market, Earnings
Qualcomm's handset revenue fell 26% in fiscal Q4 2026 while automotive jumped 89% to a first $2 billion quarter. Inside the chipmaker's $5 billion data center bet and what the memory squeeze means for device prices in India.
The Token Bill Comes Due: Enterprises Start Auditing What AI Spending Actually Buys
Posted on 29th Oct 2026 11:03:18 in Artificial Intelligence, Machine Learning
Tagged as: AI costs, enterprise AI, tokenmaxxing, Anthropic, cloud capex, AI ROI, Alphabet earnings
Anthropic's new spend reports, a tenfold jump in coding-tool costs, Amazon's anti-tokenmaxxing memo and Alphabet's $51 billion quarter mark the start of AI return-on-investment accounting.
Nvidia's $96 Billion Quarter and the 70% Forecast That Reset the AI Boom Debate
Posted on 28th Aug 2026 06:05:58 in Artificial Intelligence, Machine Learning
Tagged as: Nvidia, Jensen Huang, AI chips, data center, earnings, Amazon, hyperscalers, memory
Nvidia's Q2 FY2027 revenue doubled to $96.22 billion, but the real story was its first-ever full-year outlook: 70% revenue growth in FY2028 versus the ~45% Wall Street expected, plus a 2-million-GPU Amazon deal and a record $26 billion returned to shareholders.
