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It is said that the chip is full steam ahead

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Towards a smooth H-series chips for the next generation: Nvidia’s Patrick Moorhead and the challenge of overheating

Nvidia’s H100 was its original winning AI product, though it took longer to see its current success; Huang says the company expects demand for its H-series chips to continue through most of next year.

We will deliver a little more Blackwells than we thought. Some of Nvidia’s most important customers, like Microsoft and OpenAI, have already received the new chips, and Blackwell sales could end up generating several billion dollars in revenue for the company next quarter, executives said.

Patrick Moorhead told WIRED that there were no major overheating issues among his manufacturing contacts. But it’s not unusual, he said, for there to be tension between design, engineering, and production when bringing a new chip design to market.

It is an old debate about is it a design issue? Is it a production issue? Moorehead said something. People are going to look for any type of smoke that can affectvidia’s growth thesis.

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Cook bungled Apple’s control over the App Store

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Apple believed that dropping its App Store fees would “be very attractive to developers”, The New York Times reported. Apple further believed that it had expected a lot of large developers and small developers to offer link-out purchases to their users. It prevented developers from using links that would keep users in, because the company wanted to make it harder for them to leave.

GM feels great about the 5 billion dollar hit it expects to take from tariffs

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General Motors, the largest automaker in the US, has said it won’t be raising its profit forecast for 2020 following President Donald Trump’s decision to scrap the 25% tariff on all imported automobiles. Earlier, Stellantis, which owns the Jeep, Dodge, and Ram brands, had scrapped its outlook for the year. The company’s Chief Financial Officer Doug Ostermann said there was “no certainty” about its outlook.

Apple doesn’t seem to be concerned about the tariffs

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Apple on Wednesday reported a profit of $15.2 billion in the July-September quarter, down from $19.3 billion in the same period a year earlier. iPhone sales grew 19% year-on-year, Macs saw a 15% increase and iPad sales rose by 7% year-on-year. Apple blamed the fall in iPhone sales on “continued weakness” in global smartphone sales, especially in China.

Apple isn’t worried about Trump’s tariffs

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Apple’s market value rose to $669 billion on Wednesday compared to $638 billion on May 20. The value of Apple’s app store business grew by around 25% year-on-year (YoY) in the recent quarter. Apple’s growth in app store revenue was driven by higher iPhone sales and App Store transactions, according to the company’s quarterly earnings report.

Why are companies planning on buying Chrome?

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Google could sell Chrome if US Department of Justice prevails in the remedies trial, a report said. OpenAI’s head of Product Nick Turley testified that OpenAI would be interested in buying the browser. ChatGPT’s head of product has also testified that ChatGPT would be interested in purchasing Chrome. Perplexity’s chief business officer also testified that Perplexity would be interested in buying Chrome.