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it's - 2 Eaton - 1 Brian Olsavsky - 1 FactSet - 1 Amazon's capex - 1 Andy Jassy - 1 Meta's capex - 1 Susan Li - 1
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Search resuls for: "Meta's capex"


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☆ Big Tech's AI spending plans mean big business for 3 portfolio stocks, including Nvidia
  + stars: | 2024-02-02 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com   time to read: +9 min
Some of Amazon's spending is likely to go toward its custom AI chips, known as Trainium and Inferentia. But the Seattle-based tech giant also buys Nvidia chips. On Thursday's post-earnings call, CEO Andy Jassy said AWS offers the "most expansive collection of compute instances with Nvidia chips." Alphabet's spending on AI chips has typically been split between its custom chips designed in partnership with Broadcom, known as Tensor Processing Units (TPUs), and Nvidia's offerings. Including networking products that stitch together parts of the data center, about 15% of Broadcom's semiconductor revenue was tied to generative AI spending in fiscal 2023.
Persons: Eaton, Brian Olsavsky, FactSet, Amazon's capex, Andy Jassy, Meta's capex, Susan Li, Li, Mark Zuckerberg, Zuckerberg, Meta, it's, —, Amy Hood, It's, chatbot ChatGPT, AMD's, Ruth Porat, Porat, Jim Cramer's, Jim Cramer, Jim, Florian Gaertner Organizations: Big Tech, Nvidia, Broadcom, Eaton, Microsoft, Meta, Google, Web Services, Facebook, Devices, OpenAI, supercomputing, TPUs, CNBC, YouTube, Photothek, Getty Locations: Eaton, Seattle
☆ Volatility is something we plan for, says Arista CEO Jayshree Ullal on Meta's CapEx spending
  + stars: | 2023-10-31 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVolatility is something we plan for, says Arista CEO Jayshree Ullal on Meta's CapEx spendingJayshree Ullal, Arista Networks CEO, joins 'Closing Bell Overtime' to talk Q3 earnings, the stock performance, what is ahead for the company and more.
Persons: Jayshree Ullal, Ullal Organizations: Arista, Arista Networks
☆ Here are Wednesday's biggest analyst calls: Microsoft, Amazon, Apple, Netflix, Spotify, Meta & more
  + stars: | 2023-07-26 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Here are the biggest calls on Wall Street on Wednesday: Morgan Stanley reiterates Amazon as overweight Morgan Stanley said it's bullish on the e-commerce giant's earnings next week. Morgan Stanley downgrades RTX to equal weight from overweight Morgan Stanley said in its downgrade of the stock that risk/reward seems "balanced" right now. Morgan Stanley upgrades WW International to overweight from equal weight Morgan Stanley said shares of the company formerly known as Weight Watchers are underappreciated. Citi reiterates Meta as a top pick Citi said Meta is a top pick heading into earnings on Wednesday afternoon. Morgan Stanley reiterates General Motors as overweight Morgan Stanley said the stock's weak reaction to Tuesday's GM earnings report is a "headscratcher."
Persons: Morgan Stanley, it's bullish, it's, Raymond James downgrades, Raymond James, Morgan Stanley downgrades RTX, Needham, NFLX, Citi, Eli Lilly, Elliot, Burger, Disney, TD Cowen, bitcoin, GOOGL Organizations: Deutsche Bank, Spotify, Deutsche, Barclays, Apple, Target, Bank of America, NXP Semiconductors, International, Netflix, Citi, Goodyear Tire Deutsche, Elliot Management, Goodyear, Elliott Management, Operational, Restaurant Brands Citi, Microsoft, Hollywood, Meta, JPMorgan, United Airline, AFL, DAL, Motors, UAW Locations: 1Q23
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