2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
Category: Artificial intelligence
Hidden Concerns Beneath the AI Frenzy
AI frenzy has been there for more than 3 years, however, there are lots of hidden concerns beneath the AI frenzy.
Apple’s Crisis Part 2: Apple’s AI is seriously lagging behind
For Apple’s AI is seriously lagging behind, challenge lies in seamlessly integrating AI features or acquired technologies into all of Apple’s products and user interfaces, leveraging Apple’s traditional strengths and demonstrating the powerful value of the Apple ecosystem—this is the sole key to Apple’s resurgence.
China ditch US AI chips and decides to go its own way
China ditch US AI chip, Beijing has required Chinese tech companies to justify orders for H20 chips, promoting domestic alternatives like Huawei and Cambricon. Bloomberg reported that relevant ministries recently issued a notice to domestic companies, advising them to avoid using Nvidia’s H20 chips, designed specifically for the Chinese market, particularly in government and critical infrastructure sectors.
AI investment will only increase because no one can afford to miss out on the Fourth Industrial Revolution
Meta, Microsoft, and Google’s Q2 result, the message was clear: —this is why corporate AI investment is only going to increase, not decrease.
Software hit hard by AI
Software hit hard by AI, seen worldwide, with Morgan Stanley’s index of software-as-a-service (SaaS) stocks trading this month at 23 times expected earnings. That’s half its average over the past decade and the lowest level in Bloomberg data going back to 2014.
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
How does Applied Digital make money?
Applied Digital is able to build a next-generation data center that supports the demands of artificial intelligence and high-performance computing. Its key features are high efficiency, scalability, and low energy costs. Electricity prices in North Dakota, where the company is based, are 24% lower than the national average, significantly reducing operating costs and enhancing its competitiveness.
How staggering are 5 Tech giants’ AI capital expense
Five tech giants’ AI capital expense is projected to approach $400 billion in 2025, even exceeding the EU’s defense budget for the entire year of 2024
How Figma makes money? What is the value of Figma?
Figma is more than just an interface design tool; its true purpose is to help teams transform ideas into software. While Figma’s user community has driven its evolution in various ways, its core remains centered around the core principle of “how to transform ideas into products.”