Stephen Nellis @StephenNellis
Reporter @Reuters covering Apple, chips and other tech hardware topics. Alum of @mujschool. DM for Signal. reuters.com/authors/stephe… San Francisco, CA Joined September 2014-
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Dylan Patel @dylan522p
39K Followers 685 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Patrick Moorhead @PatrickMoorhead
43K Followers 4K Following Ranked #1 tech industry analyst by ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.
Dan Nystedt @dnystedt
21K Followers 990 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Sravan Kundojjala @SKundojjala
8K Followers 5K Following Semiconductors, Analyst No investment advice. Opinions are mine only.
Anshel Sag @anshelsag
11K Followers 5K Following Principal Analyst @ Moor Insights & Strategy. Smartphones, PCs, 5G, XR, Gaming, Wearables, AI. Love Photography & Tech (opinions my own) He/Him.
Fabricated Knowledge @_fabknowledge_
17K Followers 480 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Ryan Mac 🙃 @RMac18
92K Followers 5K Following tech reporter @NYTimes. [email protected] & [email protected]. DMs open. On Signal: rmac.18
Cristiano R. Amon @cristianoamon
48K Followers 881 Following President and CEO of @Qualcomm. Husband and proud father. I share my views about wireless and related technologies. Opinions are mine.
Mark Gurman @markgurman
352K Followers 2K Following Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.
alex (tired) @alex
104K Followers 6K Following Ada’s dad. Journalist. @TechCrunch. @EquityPod. No dms. Introvert. He/They. Black Lives Matter. @OwenThomas's adopted son.
Stacy Rasgon @Srasgon
9K Followers 4K Following Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
Liberty 💚🥃 @LibertyRPF
29K Followers 877 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,200+ subscribers)
Eric Jhonsa @EricJhonsa
18K Followers 1K Following Independent tech L/S investor. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro.
Semiconductor News by.. @DylanOnChips
6K Followers 1K Following News and features about semiconductors and client devices from @CRN Senior Editor Dylan Martin. Send tips to [email protected].
Paresh Dave @peard33
9K Followers 2K Following @WIRED @wiredunion journalist covering Big Tech (AAPL, AMZN, GOOGL, META, MSFT) [email protected] 1-415-565-1302 on Signal/WhatsApp/Telegram
tae kim @firstadopter
56K Followers 10K Following Senior writer at Barron’s. I'm writing a book on Nvidia. Priors: Bloomberg Opinion tech columnist, CNBC, buyside. Email: tae.kim@barrons dot com
siliconmemes @realmemes6
4K Followers 309 Following Dumb ideas about markets, tech stocks and sometimes energy stocks from a cartoon delivery guy. Generally insufferable. Do your own research.
Mike Murphy @mcwm
25K Followers 995 Following EIC @IBMResearch. Raised in Britain with a Brooklyn accent. Longtime reporter. Views mine.
Alex Heath @alexeheath
59K Followers 4K Following deputy editor @verge and author of Command Line, a newsletter about the tech industry’s inside conversation https://t.co/1Y9gWlFJbF
Raja Koduri @RajaXg
41K Followers 2K Following makaradhwaja rajabali is my full name. my interests are graphics, computing, math, movies and music.
FloraHawthorne @q1HcL40l6qzD8l
0 Followers 491 Following
siti hawa musa @musa_hawa48941
0 Followers 2K Following
Varepear @Varepeare8AAy
0 Followers 104 Following
Eliseo España @EliseoEspanya
225 Followers 1K Following Business Man | ex-COO Vicc. by STEELCASE | ex-CMO BioTech | Ex-VC | iA, Design, Architectural & Fashion Enthusiast. But above all... I'm always a Gentleman,
Smeehis @SmeehisqgAA
1 Followers 335 Following
David Henderson @Daviderik
652 Followers 2K Following Founder at @StoryBoundPR. Spotting trends, solving problems & telling stories.. Dad, photographer & swim fan. Award winning PR & marketing pro
Florent Daudens @fdaudens
11K Followers 6K Following Press Lead @HuggingFace / Passionate about AI & news / Previously @radiocanadainfo @ledevoir & co
Gill @gbattesepr
148 Followers 2K Following PR @ @nectarpr // lover of all things @bravotv and trader joes
Vanessa lana @Khifayat2244
7 Followers 177 Following
mfa4irl @mfa4irl
7 Followers 43 Following The First #mfa4irl 💪🏽 Empowered Protection for Your Team 🛑 Stop #socialengineeringattacks 🍳 Easy to Use, Fast to Implement 💯 Highly Effective
Landon H. @Landonheid
630 Followers 413 Following Tech policy + China on the Hill. Fmr FSO @StateDept - Embassy Beijing, INR, China House. Views my own.
Arvind Vijh 🇨🇦 @arvindvijh
3K Followers 2K Following The single biggest problem with communication is the illusion it has taken place ~ George Bernard Shaw
Aditya Khoje @khoje_aditya
68 Followers 704 Following
umair zaheer hussain @umairzahee26929
54 Followers 261 Following
Goddess nour mhmd ali.. @nourmhmdali
1K Followers 5K Following DM me gift me to get my atention I love to be naughty and hard https://t.co/cy1B8LizZS https://t.co/R2UH4h4MHn
Caleb H. Randall-Bodm.. @CHardingRB
417 Followers 3K Following Now: Founder, QuestEnd Advisors. Then: Senior Advisor to @RepAdamSmith and Comms. Dir. for @HASCDemocrats. Always: trying not to be recreationally contemptuous
Austin Bader @BaitFish11pnw
97 Followers 449 Following
Skip17 @skip17
707 Followers 5K Following Overworked IT manager during the day, music, reading and drinking fan post 4pm
Lindsay Mahaney @LindsayMahaney
223 Followers 2K Following Publicist for leading tech brands | Views are my own | 📍Denver, CO
bellelexi @bellelexi22331
26 Followers 236 Following
Umar sabitu @sabitu_umar6
2 Followers 107 Following
Murtala Salisu @MurtalaSal56093
39 Followers 302 Following
Asogba Samuel @asogbasamu25
15 Followers 190 Following
Facetointerface @facetointerface
0 Followers 6K Following The lion has come🫱🌐 #facetointerface @facetointerface
Phillip Ressler @pcressler83
658 Followers 3K Following Hi there. I am a continuing college student who likes to follow the latest news, technology trends, financial information, and watch professional wrestling.
MFA @MF4lfian
563 Followers 4K Following A pessimist because of intelligence | An optimist because of will
Caitlin @_vemaqui
19 Followers 865 Following
Ayat @Ayatislam56
2 Followers 53 Following
Anti Barzani HQ Club @AntiBarzaniHQ
69 Followers 87 Following Welcome to the Anti Barzani HQ Club. A #Pink movement 🌸 #DownBarzani
Jing Jiang @JingJiang424643
43 Followers 157 Following
Alex Mojnu @MdMojnu20658602
214 Followers 937 Following
Gayle Issa @gayleissa
385 Followers 279 Following Reuters World News podcast producer. From Cyprus. Half Lebanese. Half Scottish. Current Londoner. Forever New Yorker. (all views my own)
Lindsay Blakely @lindsayblakely
5K Followers 609 Following Editor at Bloomberg global @business. Priors: @latimes @inc
Greg Loving @greg_loving
126 Followers 383 Following Proud Kansan / the economy, the world, and the American Dream / editor of ad astra citizen journal: free daily 5-item news brief by 630a est / @hcjournal70
ABANA MUSTAPHA @mustapha88022
17 Followers 307 Following
Bianca Robles @biancaasophia
215 Followers 1K Following Tech PR @offleashpr | University of Arizona alumna | Santa Cruz native ✉️: [email protected]
Balaram Majhi @Balaram57
6 Followers 42 Following
Seshough @Seshough113659
138 Followers 2K Following
Angelique Chen @AngeliqueChen07
295 Followers 953 Following Reporting on the Security Industry @ipvideo | Graduate from @nyu_journalism @NYUStern | [email protected] | From 🇹🇼
DaoOfWager @daoofwager
40 Followers 221 Following Just trying to make a buck , With some skill and some Luck 🍀
Dylan Patel @dylan522p
39K Followers 685 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Patrick Moorhead @PatrickMoorhead
43K Followers 4K Following Ranked #1 tech industry analyst by ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.
Dan Nystedt @dnystedt
21K Followers 990 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Sravan Kundojjala @SKundojjala
8K Followers 5K Following Semiconductors, Analyst No investment advice. Opinions are mine only.
Anshel Sag @anshelsag
11K Followers 5K Following Principal Analyst @ Moor Insights & Strategy. Smartphones, PCs, 5G, XR, Gaming, Wearables, AI. Love Photography & Tech (opinions my own) He/Him.
𝐷𝑟. 𝐼𝑎�.. @IanCutress
40K Followers 1K Following Consultant, Chief Analyst, Influencer @TechTechPotato - @MoreThanMoore2x
Fabricated Knowledge @_fabknowledge_
17K Followers 480 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Ryan Mac 🙃 @RMac18
92K Followers 5K Following tech reporter @NYTimes. [email protected] & [email protected]. DMs open. On Signal: rmac.18
Cristiano R. Amon @cristianoamon
48K Followers 881 Following President and CEO of @Qualcomm. Husband and proud father. I share my views about wireless and related technologies. Opinions are mine.
Mark Gurman @markgurman
352K Followers 2K Following Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.
alex (tired) @alex
104K Followers 6K Following Ada’s dad. Journalist. @TechCrunch. @EquityPod. No dms. Introvert. He/They. Black Lives Matter. @OwenThomas's adopted son.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Stacy Rasgon @Srasgon
9K Followers 4K Following Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
Liberty 💚🥃 @LibertyRPF
29K Followers 877 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,200+ subscribers)
Semiconductor News by.. @DylanOnChips
6K Followers 1K Following News and features about semiconductors and client devices from @CRN Senior Editor Dylan Martin. Send tips to [email protected].
Paresh Dave @peard33
9K Followers 2K Following @WIRED @wiredunion journalist covering Big Tech (AAPL, AMZN, GOOGL, META, MSFT) [email protected] 1-415-565-1302 on Signal/WhatsApp/Telegram
tae kim @firstadopter
56K Followers 10K Following Senior writer at Barron’s. I'm writing a book on Nvidia. Priors: Bloomberg Opinion tech columnist, CNBC, buyside. Email: tae.kim@barrons dot com
Alex Konrad @alexrkonrad
81K Followers 3K Following Senior editor @Forbes covering venture capital and tech. Edit the Midas List, Cloud 100 and 30 Under 30 VC. Plus one to @N_Sportelli. email: [email protected]
siliconmemes @realmemes6
4K Followers 309 Following Dumb ideas about markets, tech stocks and sometimes energy stocks from a cartoon delivery guy. Generally insufferable. Do your own research.
Landon H. @Landonheid
630 Followers 413 Following Tech policy + China on the Hill. Fmr FSO @StateDept - Embassy Beijing, INR, China House. Views my own.
Tiny Tapeout @tinytapeout
688 Followers 1 Following Tiny Tapeout makes it easier and cheaper than ever to get your designs manufactured on a real chip! https://t.co/O7TT9LqTOz
Matt Stoller @matthewstoller
144K Followers 3K Following Hi. I work at the American Economic Liberties Project. I wrote a book called Goliath and the monopoly-focused newsletter BIG: https://t.co/8QDW3bH1y3
Tobias Mann @Tobias_Writes
1K Followers 619 Following Systems Editor @TheRegister / @SitPub — hiker, animal lover, photographer, blogger, and tech journo. I'm over on Mastodon now at @[email protected]
Lindsay Blakely @lindsayblakely
5K Followers 609 Following Editor at Bloomberg global @business. Priors: @latimes @inc
Kate O'Keeffe @Kate_OKeeffe
20K Followers 4K Following U.S.-China tech & national security reporter at Bloomberg; ex WSJ U.S.-China and casino beats; ex HK/Macau, Singapore, NYC, Paris kokeeffe9(at)bloomberg(dot)net
Mackenzie Hawkins @mackhawk
4K Followers 1K Following I cover strategic tech, industrial policy & geopolitics for @business/@technology. Talk to me about the chip war: [email protected]/DM for Signal
Gary Marcus @GaryMarcus
145K Followers 7K Following “A beacon of clarity”. Spoke at US Senate AI Oversight committee. Founder/CEO Geometric Intelligence (acq. by Uber). Rebooting AI & Taming Silicon Valley.
stephen balaban @stephenbalaban
9K Followers 1K Following Co-founder, CEO - Lambda. We’re hiring: https://t.co/n0yFaq0ZDn
Nivedita Balu @niveditabalu
940 Followers 1K Following Business reporter with @Reuters covering Canadian banks | Previously US tech, consumer & retail |*views are my own*| Say hi at nivedita dot balu at tr dot com
Catherine Baker @gatobaker
524 Followers 561 Following Head of Product Communications @Qualcomm @Snapdragon. Proud mom of three. Opinions expressed are mine.
derek guy @dieworkwear
869K Followers 965 Following Menswear writer. Editor at @putthison. Creator of @RLGoesHard. Bylines at The New York Times, The Washington Post, The Financial Times, Esquire, and Mr. Porter
Erika Bratten KION @erika_kion
306 Followers 105 Following Morning Weather Forecaster & MMJ KION 5, 46 and Central Coast CW Mississippi State University & Western (State) Colorado University
Amruta Khandekar @KhandekarAmruta
259 Followers 497 Following Markets correspondent @reuters. Ex-healthcare reporter. Loves cats and period dramas. Views are my own. Email: [email protected]
Kim Vinnell @kimvinnell
10K Followers 3K Following Host of Reuters World News daily podcast🎙️| From Aotearoa New Zealand | Ngāti Toa Rangatira | RTs not endorsements |📍London, UK Listen Now 🔽
Kristina Partsinevelo.. @KristinaParts
25K Followers 1K Following @CNBC Nasdaq correspondent with a focus on semiconductors, dance lover, Montrealer & cookie monster. https://t.co/HdjxcR1Wp4
Lindsey Choo @LindseyChoo
1K Followers 422 Following @platformer @wsj @protocol @columbiajourn | Tweet me recs for bad movies! Reach me at [email protected] and on Threads at the same handle!
Paritosh Bansal @paritoshbansal
2K Followers 865 Following Reuters Global Editor for Finance and Markets
Bill Drexel @bill_drexel
829 Followers 1K Following Tech, National Security @CNASdc 🇮🇳🚀//🇨🇳🦅 | Former @UNmigration, @AEI. Views my own, RTs ≠ Endorsements.
Bondan Rufen @bondanr
823 Followers 985 Following CEO & Co-founder Krakatoa Technologies. RISC-V Core IP. Ex Intel WLC & RWC. Ex CPUSS Snapdragon. https://t.co/8moAdHXblb
Karen Kwok @KarenKKwok
2K Followers 3K Following Journalist at Reuters @Breakingviews giving opinion. Eyes on (weirdly broad) global tech, mining, Middle East. A whisky lover 🥃 Ping: [email protected]
Anissa Gardizy @anissagardizy8
6K Followers 3K Following reporter at @theinformation covering AWS and the cloud. previously @bostonglobe tech reporter. send tips to [email protected] / DM for Signal, etc
Bill Calder @billcalder
690 Followers 317 Following V.P. Global Communications Ampere Computing. Opinions expressed are my own
David Bennett @DavidBennett__
4K Followers 3K Following CCO@Tenstorrent. 社外取締役 @ Sanrio.元レノボ兼NEC PC代表取締役執行役員社長. Ex-VP @ Lenovo. CEO@NEC PC. CVP@AMD. Ex-🇨🇦,🇸🇬,🇯🇵. Living in Austin🇺🇸なう. Opinions are my own.
John Carmack @ID_AA_Carmack
1.1M Followers 241 Following AGI at Keen Technologies, former CTO Oculus VR, Founder Id Software and Armadillo Aerospace
Meghann Cuniff @meghanncuniff
119K Followers 999 Following “arguably the most influential legal journalist working today” - Washington Post | Subscribe $ to my Substack ⬇️ TikTok: meghannmcuniff
Abhirup Roy @abhiruproy30
1K Followers 693 Following Journalist at @Reuters News, covering electric vehicles and autonomous cars. Tips at [email protected]. Views expressed here are my own.
Lux Capital @Lux_Capital
42K Followers 459 Following We invest in emerging science and technology ventures that turn sci-fi into sci-fact.
Ashley Durkin-Rixey @ashleydrixey
422 Followers 658 Following Basketball enthusiast. New York Knicks & Chicago Sky fan. RT/Opinions and tweets are my own.
Sally Ward-Foxton @sallywf
2K Followers 1K Following Senior Reporter at @eetimes, reporting mainly on AI accelerators.
sridhar @RamaswmySridhar
26K Followers 620 Following CEO @snowflakedb; founder @neeva Ex-@GreylockVC Ex-@Google SVP of Ads Ex-@BellLabs.
Vivek Raghunathan @vivek7ue
4K Followers 2K Following * AI + search at @snowflakedb. * Co-founder @Neeva (acquired by @snowflakedb). #NeevaAI = AI search engine with LLMs. * Ex-VP of Engineering @Google
Rob Leathern 🎲 @robleathern
23K Followers 2K Following Thinking about privacy, trust and integrity v2. Spent last 6 years working on privacy, security & integrity products at Google & Meta. 🇺🇸 + 🇿🇦
Dawn Chmielewski @DawnC331
8K Followers 3K Following U.S. Entertainment Business Correspondent, Reuters. Author of the book "Binge Times" w/ @dadehayes. Ex-Forbes, Deadline, Recode, LA Times.
James Medlock @jdcmedlock
102K Followers 2K Following Tax enthusiast. Hyperinflation doubter. Soc dem in the streets, market socialist in the sheets. 🧦🏗️
Milana Vinn @MilanaVinn
982 Followers 647 Following TMT M&A reporter at @Reuters. Formerly with @Business, @PEHub, @GLG. Alum of @newmarkjschool. Views my own
Sarah de Crescenzo @sarahdc
2K Followers 2K Following Comms @asmlcompany Previously @xconomy (RIP), @sdbizjournal, @ocregister, et al.
Eliezer Yudkowsky ⏹.. @ESYudkowsky
175K Followers 89 Following The original AI alignment person. Missing punctuation at the end of a sentence means it's humor. If you're not sure, it's also very likely humor.
Simon Willison @simonw
71K Followers 5K Following Creator @datasetteproj, co-creator Django. PSF board. @nichemuseums. Hangs out with @natbat + @cleopaws. He/Him. Mastodon: https://t.co/t0MrmnJW0K
Brendan O'Donoghue @bodonoghue85
3K Followers 1K Following Research scientist at @GoogleDeepMind, working on generative models, deep learning, RL. PhD from @stanford.
Alex Friedland @AlexFriedland
293 Followers 1K Following Writing https://t.co/1AQWVzCSQv for @CSETGeorgetown | Mainer
Dan Colarusso @Colarusso42
6K Followers 4K Following Senior VP, News at CNBC. Splitting time between the Cliffs of Englewood and the South of Brooklyn. #LGM. Retweets & Likes=Bookmarks.
Erin Woo @erinkwoo
14K Followers 4K Following covering twitter, tiktok & snap @theinformation. board member @aajasf. previously @nytimes et al. tips: [email protected] or erinkwoo.07 on signal
Waylon Cunningham @waylon_atx
577 Followers 900 Following Fast food reporter at Reuters [email protected]
I guess it’s public now! I’ve been selected as a 2024-2025 Knight Bagehot Fellow at Columbia University.
Excited to announce the 2024-25 Knight-Bagehot fellows. Congrats @VarshaaBansal, @BJonesCooper,@OliviaGKA, @RalfRivas, @MissRyley, @bsmithmey, @iamsternlicht, @kensweet, @Kate_H_Taylor, @zhangerchi. Full list and bios at journalism.columbia.edu/news/2024-2025…
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Some personal news: After 7+ very fun and fulfilling years at The Information, I left last week. I'm taking a few months off to pursue a couple of passion projects but will continue to read about, write about, tweet about and be utterly fascinated by the tech industry. (1/2)
High school students got in on the excitement by producing one of these relatively simple compounds in their own school lab.
In 1987, nothing seemed impossible; more great developments were expected to be just around the corner. But 36 years later, there have been no major breakthroughs...until perhaps now in 2023?
Most physicists remain skeptical that a material can superconduct at room temperature. LK-99 may be that magic material, but it is still early to tell...
Physicists were treated like rock stars for that short period of time. Bouncers at trendy New York nightclubs brought physicists to the front of the line. All they had to do was show an APS meeting badge.
LK-99 is not the first drama attributed to high temperature superconductivity. To know why the academic community is cautious about LK-99 claims, you should read about a 1987 conference of the American Physical Society (APS) that came to be known as the "Woodstock of Physics".
@StephenNellis x.com/magicsilicon/s…
LK-99 is not the first drama attributed to high temperature superconductivity. To know why the academic community is cautious about LK-99 claims, you should read about a 1987 conference of the American Physical Society (APS) that came to be known as the "Woodstock of Physics".
I hope the Mets sweep the Royals this week just for the Lolz
We've entered the "sidled into a booth" phase of the campaign.
One diner stop at a time: DeSantis tests revamped 2024 strategy to beat Trump reuters.com/world/us/one-d…
@StephenNellis Okay sick book, I might get the SI cube
@StephenNellis Apparently, your desk is in the hills. very nice!
Thankfully, after 3 Vision Pro-centric Power Ons in a row I am pivoting.
@markgurman Do I sense a scoop on Vision Pro?…
This is maybe a narrative violation, but I've been using Edge as my browser and Bing as my search engine since I set up this PC as an experiment, and...I like it? It's surprisingly nice to have Bing in the sidebar, and it's been memory-efficient so far.
I think many would agree when I say Aditya has raised the bar on business reporting from India with his many stellar scoops and investigative reports over the years. Congratulations. Been an honor working together.
15 years at @Reuters today. Been a thrilling ride. Grateful to all editors, team members, managers, colleagues, sources, executives, friends & family. 15 sounds too long, but there's still never a dull day at Reuters when you are reporting on business in India!
One of the most mundane uses I have for claude.ai is brainstorming recipes - it's really great for getting ideas for what to do. Also excels at 'I've got this in the fridge what are some things I could make'-type queries.
15 years at @Reuters today. Been a thrilling ride. Grateful to all editors, team members, managers, colleagues, sources, executives, friends & family. 15 sounds too long, but there's still never a dull day at Reuters when you are reporting on business in India!
messed up the math - sorry 6.9b last q on msft, this q is 8.9b that alone can account for half of the ~4b step up in Nvidia's guide fwiw apologies
$TXN beat, weak guide (they always do this) $VICR beat, but oh my god backlog has collapsed $MSFT - where are all the customers GPUs? Capex up 30% YoY, flattish/down QoQ. Where are all the customer's GPUs I must ask?
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