Techmeme
January 25, 2022, 5:55 PM

Top News

Bloomberg:
Sources: Nvidia is planning to abandon its Arm acquisition after making little to no progress with regulators; source says SoftBank is preparing an Arm IPO  —  Nvidia Corp. is quietly preparing to abandon its purchase of Arm Ltd. from SoftBank Group Corp. after making little to no progress …
Microsoft - Investor Relations:
Microsoft Q2: revenue of $51.7B, up 20% YoY, net income of $18.8B, up 21% YoY, Windows OEM revenue up 25%, LinkedIn revenue up 37%, and Surface revenue up 8%  —  Earnings Release FY22 Q2 - REDMOND, Wash. — January 25, 2022 — Microsoft Corp. today announced the following results …
Aaron Tilley / Wall Street Journal:
Microsoft's cloud revenue grew 32% YoY to $22.1B in Q2, with Intelligent Cloud revenue of $18.3B, up 26% YoY, and Azure and other cloud service revenue up 46%  —  The software giant's cloud business has benefited as the pandemic has forced people to work remotely
Frederic Lardinois / TechCrunch:
Google shutters FLoC, its controversial ad tech for replacing third-party cookies, and proposes Topics, which categorizes the sites users visit into 300+ topics  —  FLoC (Federated Learning of Cohorts), Google's controversial project for replacing cookies for interest-based advertising …
Todd Spangler / Variety:
In a YouTube creator update, Susan Wojcicki defends hiding dislikes, discusses adding NFT support, says creators making over $10K/year jumped 40% YoY, and more  —  YouTube is touting the explosive popularity of its TikTok-style short-form Shorts video feature — and says it's going to test …
Matt Wille / Input:
Twitter code shows it is developing Flock, which lets users create tweets for a curated list of up to 150 people, after teasing the feature in July 2021  —  Twitter is developing a feature called Flock that will allow users to curate a list of people to send certain tweets out to, reminiscent of Instagram's Close Friends feature.
Bloomberg:
The US Commerce Department says the global chip shortage will stretch into at least H2 2022, based on information from 150+ companies in the chip supply chain  —  The Biden administration has concluded that a global semiconductor shortage will persist until at least the second half of this year …
Aaron Gordon / VICE:
Google's three years of security updates for its older phones like 2018's Pixel 3 is planned obsolescence; new Pixels get 5 years of support vs. iPhones' ~6  —  Three years ago, my Pixel 3 was the latest and greatest Google phone.  Now, the company has stopped providing software updates, making it a security risk to use.
Sapna Maheshwari / New York Times:
The FTC and Fashion Nova reach a $4.2M settlement over allegations that the fast-fashion clothing site suppressed product reviews of less than four stars  —  Fashion Nova held lower-starred reviews for approval before they could be posted, the F.T.C. said in a complaint.
Elliptic Blog:
Brett Howse / AnandTech:
Review of Intel's 12th Gen Alder Lake-H Core i9-12900HK, tested in a 17-inch MSI Raider GE76 laptop: excellent outright performance with poor energy efficiency  —  At CES this year, Intel officially announced its expanded Alder Lake processor lineup, including the performance-laptop focused H-Series chips …
Anthony Capaccio / Bloomberg:
Internal Pentagon doc: Microsoft's HoloLens-based Army goggles, part of a program started in 2018 now worth $22B, are behind schedule and not yet combat ready  —  Microsoft Corp.'s new multifunction goggle system for the U.S. Army shows promise, but the $22 billion program isn't yet ready …
More: OnMSFT.com
Financial Times:
As Microsoft acquires Activision, a look at the state of the gaming industry, which generated $180B in 2021 revenue, double that of the movie industry  —  Microsoft's audacious $75bn move on games publisher Activision Blizzard has detonated a bomb under the games industry.

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