Calamatta Cuschieri

AWS drove Amazon's Q2 beat, with its AI and in-house chips units each clearing a $25bn annualised run rate, more than doubling YoY. Anthropic and OpenAI among the customers fuelling demand.

#AI #AWS #Trainium #AMZN #GenAI #CalamattaCuschieriMoneybase

Microsoft has delivered strong results this quarter, with Azure growing 43% and exceeding expectations. Shares climbed higher in pre-market trading amid investor optimism. #Microsoft #Azure #Earnings

Nvidia reports quarterly revenue of $81.6bn, an 85% year-on-year increase, surpassing analyst expectations. Data centre demand remains a key growth driver. The company has also announced an $80bn share buyback programme. 📈 #Nvidia #NVDA #Earnings #TechStocks #AIInfrastructure

Samsung joins the exclusive $1tn valuation club 📈

The tech giant's shares surged past $1 trillion mark as demand for advanced chips and AI infrastructure grows worldwide.

#CalamattaCuschieriMoneybase #Samsung #AI #TechStocks #Semiconductors

Strong cloud results from mega-cap tech suggest AI demand is more than hype. The next test: whether billions in data centre and infrastructure spending can keep delivering growth 📈

#CalamttaCuschieri #Moneybase #ArtificialIntelligence #CloudComputing #TechStocks