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January 30, 2025, 5:55 AM
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| Microsoft: |
Microsoft reports Q2 revenue up 12% YoY to $69.6B, Microsoft 365 Commercial products and cloud services revenue up 15% YoY, and net income up 10% YoY to $24.1B — Microsoft Cloud and AI Strength Drives Second Quarter Results — REDMOND, Wash. — January 29, 2025 — Microsoft Corp. today announced …
More: Technext, Pure Xbox, TweakTown, SiliconANGLE, Social Media Today, Semafor, and Constellation Research
Threads: @firstadopter. X: @munster_gene, @deeketweak, @ericjhonsa, @alexweprin, @thetranscript_, @thetranscript_, and @ericjhonsa. LinkedIn: Nicole Herskowitz
| Jordan Novet / CNBC: |
Microsoft reports Q2 Intelligent Cloud revenue up 19% YoY to $25.5B, vs. $25.8B est., with Azure and other cloud services revenue up 31%, down from 33% in Q1 — Microsoft shares tumbled as much as 5% in extended trading Wednesday after the software company issued fiscal second-quarter results …
More: The Next Platform, MarketWatch, FX Empire, Neowin, and Bloomberg
| Jay Peters / The Verge: |
Microsoft Q2: Windows OEM and Devices revenue up 4% YoY, gaming revenue down 7%, Xbox hardware revenue down 29%, and Xbox content and services revenue up 2% — Its Azure and other cloud serbusinesses saw big growth, too. — Its Azure and other cloud serbusinesses saw big growth, too.
More: GamesIndustry.biz, Eurogamer.net, Microsoft, The Motley Fool, Wccftech, Windows Central, and Proactive
| Todd Bishop / GeekWire: |
More: New York Times, Benzinga, PaymentSecurity.io, YourStory.com, Business Insider, MarketWatch, Nikkei Asia, Fortune, Associated Press, Quartz, The Guardian, and FX Empire. Bluesky: @conorsen
| Meta: |
Meta reports Q4 revenue up 21% YoY to $48.4B, net income up 49% YoY to $20.8B, and family daily active people up 5% YoY to 3.35B on average for December 2024 — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024.
More: Bloomberg, Fortune, Android Central, Techpoint Africa, Adweek, Constellation Research, The Verge, SiliconANGLE, Analytics India Magazine, Shacknews, Benzinga, Capital Brief, Investing.com, Deadline, Quartz, Yahoo Finance, The Hollywood Reporter, Variety, Wall Street Journal, and CNBC
X: @pennycheck, @mikeisaac, @firstadopter, @jimcramer, @richlightshed, @nearcyan, @alexeheath, @munster_gene, @thetranscript_, @thetranscript_, @munster_gene, @rihardjarc, and @lexnfx. Forums: Hacker News
| Charles Rollet / TechCrunch: |
Mark Zuckerberg says spending heavily on AI infrastructure is a “strategic advantage” and vows Meta will invest “hundreds of billions” in AI over the long term — U.S. markets panicked on Monday over speculation that DeepSeek's AI models would crush demand for GPUs, with Nvidia's stock dropping almost 20%.
More: Mobile World Live, Wccftech, Financial Times, PYMNTS.com, Yahoo Finance, The Times, Moneycontrol, Benzinga, CNBC, Australian Financial Review, TipRanks Financial, and DatacenterDynamics
Bluesky: @alexeheath.com. X: @firstadopter, @mikeisaac, @munster_gene, @munster_gene, @mikeisaac, and @amitisinvesting
| Jonathan Vanian / CNBC: |
More: Game Developer, Road to VR, UploadVR, and UploadVR
Bluesky: @zulfy, @hilli.tech, and @davelee.me
| Lauren Forristal / TechCrunch: |
More: Neowin, Moneycontrol, Social Media Today, and The Verge
| Wall Street Journal: |
Meta agrees to pay ~$25M to settle Trump's 2021 lawsuit against Meta and Mark Zuckerberg after the company suspended his accounts following the January 6 riot — The president had sued the social-media company after his accounts were suspended — President Trump has signed settlement papers …
More: Washington Post, Engadget, Business Insider, Verdict, TheCable, Associated Press, The London Economic, HuffPost, Digby's Hullabaloo, The Wrap, NPR, The Straits Times, The Verge, UPI, Politico, Reclaim The Net, CNBC, RedState, SiliconANGLE, The Hill, MarketWatch, Benzinga, The Gateway Pundit, The Guardian, AV Club, The Post Millennial, One America News Network, The Desk, NBC News, Mediaite, Lawyers, Guns & Money, The Atlantic, Forbes, Raw Story, Axios, HuffPost, Variety, The Information, Yahoo Finance, ZeroHedge News, Shafaq News, The Wrap, and CNN
Bluesky: @davidfrum, @jameeljaffer, @caseynewton, @evelyndouek, @jeffhorwitz, @zacheverson.com, @mmasnick, @drewharwell.com, @karaswisher, @mmasnick, @nycsouthpaw, @hunterwalk.com, @lizdye, @chrislhayes, @mmasnick, @noupside, @noupside, @jeffhorwitz, and @brendannyhan
Mastodon: @annmlipton@esq.social and @jeffjarvis@mastodon.social
Threads: @katieharbath, @katieharbath, @katieharbath, and @katieharbath
X: @mattgertz, @joshgerstein, @kaitlancollins, @mattgertz, @meghanbobrowsky, @jason_kint, @ronfilipkowski, @mikeisaac, and @rebeccaballhaus
Forums: r/technology, r/politics, and r/LeopardsAteMyFace
| Wired: |
Wiz: DeepSeek left one of its critical databases exposed, leaking more than 1M records including system logs, user prompt submissions, and users' API keys — China-based DeepSeek has exploded in popularity, drawing greater scrutiny. Case in point: Security researchers found more than 1 million records …
More: Wiz Blog, CyberInsider, Reuters, Cyber Security News, HotHardware, The Economic Times, The Register, Wccftech, and The Stack
Bluesky: @lukaszolejnik, @braithwaite.dev, @mattburgess1, @marypcbuk, @nathanpeck.com, and @marko.social
Mastodon: @LukaszOlejnik@mastodon.social and @eloquence@social.coop
X: @mavolpi, @dcuthbert, @lostinsecurity, @ceo_clickhouse, @miguel_de_vega, @0ceans404, @wiz_io, @mayazi, @wiz_io, and @joab_jackson
LinkedIn: Casey Bleeker and Krzysztof Pranczk
Forums: Hacker News, r/cybersecurity, and r/LocalLLaMA
| Dario Amodei: |
DeepSeek makes US export controls to China even more important, and DeepSeek-V3 is not a unique breakthrough but an expected point on a cost reduction curve — A few weeks ago I made the case for stronger US export controls on chips to China. Since then DeepSeek, a Chinese AI company …
More: New York Times, Ed Zitron's Where's Your Ed At, TechCrunch, Simon Willison's Weblog, Moneycontrol, Lago, Noahpinion, VentureBeat, MarketWatch, Analytics India Magazine, PYMNTS.com, mingchikuo.craft.me, The Indian Express, iPhone in Canada Blog, Australian Financial Review, Cautious Optimism, The Decoder, Futurism, DataBreachToday.com, CNBC, and Semafor
Bluesky: @marypcbuk, @moskov.goodventures.org, @caseynewton, and @dmitri.silverado.org. Mastodon: @simon@fedi.simonwillison.net
X: @kalomaze, @psychosort, @jenzhuscott, @psychosort, @chrisbarber, @kaiserkuo, @nielsrogge, @andrew_n_carr, @emostaque, @yoavgo, @_weiping, @glennluk, @rnaudbertrand, @pmarca, @jtasioulas, @firstadopter, @nrehiew_, @rakyll, @rakyll, @altryne, @ankesh_anand, @alexfriedland, @lmatsakis, @mmurph, @bantg, @darioamodei, @_andreamiotti, @yacinemtb, @modeless, @chetanp, @emollick, @danielmerja, @hyhieu226, @andrewcurran_, @npcollapse, @ohlennart, @om, @s_oheigeartaigh, @s_oheigeartaigh, @dalperovitch, and @garymarcus
LinkedIn: James Garner and Fred Bliss
Forums: Hacker News, Hacker News, r/LocalLLaMA, r/NVDA_Stock, r/accelerate, r/ClaudeAI, r/mlscaling, and r/singularity
| Bloomberg: |
Sources: the Trump administration is exploring additional curbs on the sale of chips to China to cover Nvidia's scaled-down H20, designed for the Chinese market — - Officials had very early talks about restricting the H20 chip — Nvidia designed the scaled-down H20 product for Chinese market| Tom Warren / The Verge: |
Microsoft adds DeepSeek's R1 to Azure AI Foundry and GitHub, and plans to make a distilled, smaller version of R1 available to run locally on Copilot+ PCs soon — Microsoft has moved surprisingly quickly to bring R1 to its Azure customers. — Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
More: Microsoft Azure, Windows Blog, Network World, TechCrunch, Reuters, WinBuzzer, Cyber Security News, PromptLayer, Wccftech, Neowin, Bloomberg, Analytics India Magazine, VentureBeat, Verdict, Windows Central, Endor Labs, and BGR
Bluesky: @danielrubino.com, @fxshaw.com, and @tomwarren.co.uk
X: @anshelsag, @never_released, @never_released, @windowsdev, @javaatmicrosoft, @headinthebox, @btibor91, @adamclark_dev, @bgurley, @azure, and @minimaxir. LinkedIn: Engin Erzengin. Forums: Slashdot
| Financial Times: |
Sources: SoftBank is in talks to invest $15B to $25B in OpenAI on top of its $15B+ commitment to Stargate; the deal would make SoftBank OpenAI's biggest backer — Deal would make Japanese group biggest financial backer in ChatGPT maker — SoftBank is in talks to invest as much as $25bn into OpenAI … | Brody Ford / Bloomberg: |
IBM reports Q4 revenue up 1% YoY to $17.6B, vs. $17.5B est., bookings for AI consulting and software crossed $5B, up from $3B in Q3; IBM jumps 8%+ — - Software business revenue gained 10%, fueled by Red Hat — IBM gives a forecast for free cash flow that tops estimates
More: Benzinga, MarketWatch, The Straits Times, SiliconANGLE, Wall Street Journal, CNBC, and Reuters
| Zaheer Kachwala / Reuters: |
Trump Media unveils fintech brand Truth.Fi with an investment of up to $250M, which can be allocated to various investments, like bitcoin and other crypto — Truth Social parent Trump Media and Technology Group (DJT.O) said on Wednesday its board of directors has approved the launch …
More: FinTech Futures, Trump Media & …, CNBC, The Block, The Guardian, Reclaim The Net, The Daily Hodl, PYMNTS.com, The Independent, Newsweek, MarketWatch, Forbes, BeInCrypto, Cryptopolitan, ReadWrite, Wccftech, Seeking Alpha, Bank Automation News, Motley Fool, Capital Brief, The Block, Fast Company, Axios, Wall Street Journal, Quartz, Fortune, CoinDesk, CNN, and Bloomberg
Bluesky: @owillis. X: @thestalwart, @byzgeneral, @sjdedic, @altcoin_gold, @kobeissiletter, @silvermanjacob, @wublockchain, @arkham, and @ericbalchunas
| Google Workspace Updates: |
Google announces new Gemini features for Google Sheets, letting Workspace users ask Gemini to generate static charts, analyze data, and more — What's changing — Building data visualizations and identifying trends in data is a critical business function, however it can be time consuming and oftentimes overwhelming.
More: 9to5Google and The Verge
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