『The Register Kettle』のカバーアート

The Register Kettle

著者: Chris Williams The Register Nicole Hemsoth Prickett Tobias Mann Iain Thomson Brandon Vigliarolo Tom Claburn
  • サマリー

  • What's a kettle, you ask? Why a group of vultures in flight, of course. News, insights, analysis, and overall chatter around what's happening in the broader world of IT. With hosts Iain Thomson, Chris Williams, Brandon Vigliarolo, Nicole Hemsoth Prickett, and more....
    Situation Publishing 2023
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  • Apple's response to a bad quarter is to spend, spend, spend...
    2024/05/03


    Buying $110B of your own stock is legal, but isn't a good look.

    It's earnings season and Apple showed less-than-stellar performance over the second quarter of 2024, but had a solution.Was it to invest in the next must-have tech gadget? Maybe build its own AI model or search engine so that it doesn't have to rely on Google's technology in those areas? No, it was to spend $110 billion on its own shares - the largest share buyback in American history and a movie that the markets loved.But - as we discuss in the Kettle you can watch below -stock buybacks (a practice that used to be illegal until the 1980s) are a bit of a red flag.

    When tech companies stop investing in development and start slashing the cash on buy their own shares - we're looking at you IBM, Intel, Google, Boeing etc…

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    14 分
  • Tech companies are jacking up their prices, and it has nothing to do with cost pressure...
    2024/04/17
    • Companies are increasing prices in the technology industry to drive profits, even when there is no significant cost pressure.
    • The AI and GPU market may be heading towards a bubble, with companies financing themselves through loans using depreciating assets as collateral.
    • Customers face challenges in managing costs and navigating vendor pricing, especially when migrating to the cloud.
    • Open source solutions may offer an alternative to control costs, but there are challenges in maintaining and securing these solutions.
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    20 分
  • Next Vision? Google and Intel's event wrapup with new chips and accelerators to feed the AI beasts
    2024/04/11
    Intel is introducing Gaudi 3, its competitor to Nvidia's AI hardware. While Gaudi 3 may not look impressive on paper, Intel claims it can go toe to toe with Nvidia in most AI workloads. However, Intel will need to step up its game in the next year to stay competitive, especially with the upcoming release of Blackwell, which is expected to be much faster than Gaudi 3. Google is also entering the AI hardware market with its ARM-based CPU, joining other cloud providers in offering ARM designs. The cost of AI and the sustainability of the infrastructure are still uncertain.
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    18 分

あらすじ・解説

What's a kettle, you ask? Why a group of vultures in flight, of course. News, insights, analysis, and overall chatter around what's happening in the broader world of IT. With hosts Iain Thomson, Chris Williams, Brandon Vigliarolo, Nicole Hemsoth Prickett, and more....
Situation Publishing 2023

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