Figma's Q2 2025 Earnings: Strong Revenue Growth Meets Market Skepticism
Figma's first public earnings report for Q2 2025 shows revenue beat expectations, but stock plunges after profit came in below estimates and amidst AI monetization concerns.
/ 625 items
#Technology↓
Google-Apple Search Deal Survives Antitrust Challenge, Paving Way for AI Collaboration
Judge upheld Google's $20B Apple search deal, avoiding Chrome sale. Google must share search data & end exclusive contracts, a win for both boosting shares. Paves way for AI collaboration, but DOJ weighing options.
US Chip Controls Expand to TSMC in China
The US revoked VEU status for TSMC, Samsung, & SK Hynix's China facilities, ending blanket permissions for chip production gear. This shifts to individual licenses, creating supply chain uncertainty & aiming to limit China's AI prowess. Waivers expire by Dec 2025 or sooner.
China's Homegrown AI Chips: A Bold Challenge to US Dominance
China is accelerating homegrown AI chip development to counter US restrictions. Alibaba, MetaX, and Huawei are innovating with new chips for inference, though advanced AI model training remains a challenge. Despite hurdles, experts believe China could soon rival US AI tech.
CoreWeave Surges Amidst AI Compute Shortage: A Silver Lining from Nvidia's Supply Constraints
CoreWeave thrives amid immense AI compute demand & Nvidia supply constraints. As an Nvidia partner with preferential GPU access, CoreWeave provides overflow access, turning Nvidia's Q2 earnings (due to supply issues) into a positive for CoreWeave's growth.
Nvidia Navigates AI Boom: Multi-Trillion Dollar Market Vision Amidst Geopolitical Headwinds
Nvidia CEO Jensen Huang projects a multi-trillion-dollar AI market by decade-end, fueling a "new industrial revolution". Despite strong Big Tech demand, Nvidia faces a tepid forecast and US-China trade tensions, including export restrictions and potential revenue cuts on China sales.