Ben Bajarin

I was not a fan of Intel dropping SMT, so this is encouraging. AMD has continued, and arguably, this is crucial for AI/agentic AI companion CPU workloads.

1/ Q2 was a standout quarter with robust growth across the company. As we showed at I/O, we’re leading at the frontier of AI and shipping at an incredible pace. Search and YouTube saw strong revenue growth. And Cloud had another quarter of strong growth in revenues +…

BREAKING 🚨: Microsoft is preparing Copilot for GPT-5 release with a new Smart Mode! "Smart Mode uses GPT-5 to think quickly or deeply" Was GPT-5 release delayed b/c of that? 👀

Lip-Bu Tan is not messing around

Intel, the home of Moore's Law, for the first time in history, is evaluating if it will continue at the leading edge. From its 10-Q "However, if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect…

In this highlight from @T_h_e_Circuit, @jaygoldberg and I discuss how even the general-purpose cloud (CPU native workloads) will need to be refreshed in the agentic AI era. Good for @Intel and @AMD.

$INTC A new baseline of financial discipline.

This from UBS is in line with how I've been articulating the ASIC opportunity as it relates to different vendors. Yes, $AVGO is well entrenched, but more custom silicon variants open the door to other players. MTK included.

Ok after like a week of testing these, here's the quick report on Cyberpunk 2077 proving a few things I've thought for a while (more in the research note ofc) creativestrategies.com/research/soc-a…

Fun with forecasts: - Gartner projects that worldwide GenAI spending will reach $644 billion in 2025 - IDC forecasts that spending on GenAI solutions will reach $151.1 billion by 2027, - Bloomberg Intelligence provides one of the most aggressive long-term forecasts, expecting…

It certainly seems like AI is what has turned the corner for $goog in enterprise.

Ben Thompson absolutely nails it here. The insight that the CFO is typically the bottleneck for disruptive innovation, yet in Google’s case that dam has seemingly broken, is sharp, well-argued, and seems right.

Google Cloud run rate revenues to $54.5b, trailing five-year CAGR of +35% First time that the sequential increase in Cloud run rate revenues was >$5b

How Google framed the capex increase spend is important. Management frames it as supply‑constrained, high‑return deployment against contracted demand and cloud margins are expanding despite depreciation.

The remarks about search growth are also note-worthy: "Search delivered double-digit revenue growth..." because it has been reported that search market isn't growing 👇 x.com/elenaneira/sta…

Thinking in 2025 the industry may process ~10 quadrillion tokens from all AI providers.

Soon to be a quadrillion tokens. Possibly by next month.

3/ And we continue to ship faster than ever: Gemini 2.5 and Deep Search in AI Mode last week Gemini 2.5 Flash-Lite went into GA yesterday Starting today, photo to video is coming to Google Photos and YouTube Shorts We achieved gold-medal level performance in the…

2/ Strong growth in AI usage across our products and platforms:  We’re processing 980 trillion+ monthly tokens across our products and APIs (up from 480T at I/O in May) AI Overviews in Search now has 2B+ monthly users across 200 countries/territories and 40 languages 450M…

If you are shorting $GOOGL on this print of higher CAPEX, I think you are totally mistaken. NOBODY spends an incremental $10B in capex because business is slow. NO BODY.