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Top related persons:
Melissa Otto - 6 Sundar Pichai - 1 Otto - 1 Sarah Kunst - 1 Capital - 1 Sam Altman's - 1 Microsoft Melissa Otto - 1 Sam Altman - 1
Top related locs:
Hof Munich Germany
Top related orgs:
Microsoft - 3 Munich - 1 Google - 1 Web Services - 1 Nvidia - 1 Argus Research - 1 CNBC - 1 P Global - 1

Search resuls for: "Melissa Otto"


7 mentions found


☆ Google's cloud outpaces rivals in third quarter as AI battle heats up
  + stars: | 2024-11-02 | by ( Jordan Novet | ) www.cnbc.com   time to read: +1 min
With Wall Street laser focused on cloud computing this week, Google outpaced its rivals in growth, a key sign for investors that the internet company is gaining traction in artificial intelligence. Amazon Web Services, which remains the market leader, grew 19% to $27.45 billion, meaning it's more than twice the size of Google Cloud but expanding about half as quickly. Second-place Microsoft said revenue from Azure and other cloud services grew 33% from a year earlier. Five of the six trillion-dollar tech companies reported results this week, with AI chipmaker Nvidia as the outlier. Google reported a 17% cloud operating margin in the third quarter, after first turning a profit last year.
Persons: Sundar Pichai, Melissa Otto Organizations: Munich, Google, Web Services, Microsoft, Nvidia, Argus Research, CNBC Locations: Hof, Munich, Germany
☆ Otto: The scale of Alphabet's cloud business, and spend on AI infrastructure, will be critical
  + stars: | 2024-10-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOtto: The scale of Alphabet's cloud business, and spend on AI infrastructure, will be criticalMelissa Otto of Visible Alpha, which is part of S&P Global, discusses the biggest takeaways from Alphabet's Q3 results and what to expect from Microsoft today.
Persons: Otto, Melissa Otto Organizations: P Global, Microsoft
☆ What Meta's earnings beat may signal for Apple and Amazon
  + stars: | 2024-08-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat Meta's earnings beat may signal for Apple and AmazonMelissa Otto, Head of TMT Research at Visible Alpha, and Sarah Kunst, Managing Director at Cleo Capital, discuss earnings from Meta, Apple, and Amazon.
Persons: Melissa Otto, Sarah Kunst, Capital Organizations: Apple, TMT Research, Meta
☆ AI ‘may be’ the catalyst for a new hardware replacement cycle: Analyst
  + stars: | 2024-06-28 | 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 EmailAI ‘may be’ the catalyst for a new hardware replacement cycle: AnalystMelissa Otto of Visible Alpha shares her take on Micron.
Persons: Melissa Otto Organizations: Visible Alpha, Micron
☆ Visible Alpha: Nvidia's incredible growth trajectory is sustainable
  + stars: | 2024-05-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVisible Alpha: Nvidia's incredible growth trajectory is sustainableMelissa Otto, Head of TMT Sector Research at Visible Alpha, discusses Nvidia earnings and Microsoft's new AI-powered laptop.
Persons: Melissa Otto Organizations: TMT
☆ Analyst discusses Sam Altman's ouster and implications for Microsoft
  + stars: | 2023-11-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAnalyst discusses Sam Altman's ouster and implications for MicrosoftMelissa Otto, head of TMT sector research at Visible Alpha, discusses the OpenAI board's decision to oust Sam Altman as its CEO.
Persons: Sam Altman's, Microsoft Melissa Otto, Sam Altman Organizations: Microsoft
☆ Microsoft's end-to-end platform is 'really powerful' for its business, says investment tech firm
  + stars: | 2023-06-08 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft's end-to-end platform is 'really powerful' for its business, says investment tech firmMelissa Otto of Visible Alpha says Microsoft's end-to-end platform will enable developers to run "super high-powered" artificial intelligence models, which will be the "gateway" to enabling workplace productivity and innovation.
Persons: Melissa Otto
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