Moneybase

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

ASML's Q2 revenue came in at €9.3bn, beating the €8.8bn analysts expected. AI chip orders remain the driving force.

#ASML #Earnings #AI #Chipmakers

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

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