ARPU
@arpunow.bsky.social
Thinking out loud about semiconductor, AI, and cloud.
Newsletter: arpu.hedder.com
Newsletter: arpu.hedder.com
ARM CEO Rene Haas: UK/Europe doesn't have enough energy infrastructure to support energy needs for AI
June 20, 2025 at 10:57 AM
ARM CEO Rene Haas: UK/Europe doesn't have enough energy infrastructure to support energy needs for AI
Jensen Huang: UK is the largest AI ecosystem in the world without its own AI infrastructure.
June 20, 2025 at 10:54 AM
Jensen Huang: UK is the largest AI ecosystem in the world without its own AI infrastructure.
David Sacks: Biden's AI diffusion rule is overly burdensome and hampered US market share worldwide.
June 20, 2025 at 10:50 AM
David Sacks: Biden's AI diffusion rule is overly burdensome and hampered US market share worldwide.
David Sacks: If we are overly restrictive in chip sales to the world, we will be kicking ourselves when all of a sudden Huawei is everywhere. We will question ourselves why didn't we take advantage and lock in US tech stack when we had a opportunity.
June 20, 2025 at 10:47 AM
David Sacks: If we are overly restrictive in chip sales to the world, we will be kicking ourselves when all of a sudden Huawei is everywhere. We will question ourselves why didn't we take advantage and lock in US tech stack when we had a opportunity.
The OpenAI-Scale AI split is a lesson in AI supply chain.
Meta executes a $14.3B "acqui-hire" of Scale AI, gaining talent & a 49% stake. This turns Scale, a key data supplier, into a strategic asset for Meta.
Meta executes a $14.3B "acqui-hire" of Scale AI, gaining talent & a 49% stake. This turns Scale, a key data supplier, into a strategic asset for Meta.
June 18, 2025 at 3:09 PM
The OpenAI-Scale AI split is a lesson in AI supply chain.
Meta executes a $14.3B "acqui-hire" of Scale AI, gaining talent & a 49% stake. This turns Scale, a key data supplier, into a strategic asset for Meta.
Meta executes a $14.3B "acqui-hire" of Scale AI, gaining talent & a 49% stake. This turns Scale, a key data supplier, into a strategic asset for Meta.
How does Oracle plan to take on the AWS & Azure cloud duopoly? Not by competing on price, but by building a moat where they can't easily follow: the Pentagon. (1/3)
June 18, 2025 at 2:59 PM
How does Oracle plan to take on the AWS & Azure cloud duopoly? Not by competing on price, but by building a moat where they can't easily follow: the Pentagon. (1/3)
Texas Instruments just announced a massive $60B plan for 7 new U.S. semiconductor fabs. This isn't just a corporate expansion; it's a major move in the global chip war. But they aren't making the 2nm AI chips everyone talks about.
So what's the real story? 🧵
So what's the real story? 🧵
June 18, 2025 at 2:54 PM
Texas Instruments just announced a massive $60B plan for 7 new U.S. semiconductor fabs. This isn't just a corporate expansion; it's a major move in the global chip war. But they aren't making the 2nm AI chips everyone talks about.
So what's the real story? 🧵
So what's the real story? 🧵
Intel just announced a major leadership overhaul, poaching top AI engineering talent from Google and other chip startups.
This isn't a routine reshuffle. It's a critical move in new CEO Lip-Bu Tan's aggressive plan to turn around the embattled chipmaker.
This isn't a routine reshuffle. It's a critical move in new CEO Lip-Bu Tan's aggressive plan to turn around the embattled chipmaker.
June 18, 2025 at 2:46 PM
Intel just announced a major leadership overhaul, poaching top AI engineering talent from Google and other chip startups.
This isn't a routine reshuffle. It's a critical move in new CEO Lip-Bu Tan's aggressive plan to turn around the embattled chipmaker.
This isn't a routine reshuffle. It's a critical move in new CEO Lip-Bu Tan's aggressive plan to turn around the embattled chipmaker.
The US EV market is a "laggard" compared to China & Europe and will be for years. Why? China has fast chargers every 50km on major highways. The US still needs to solve this fundamental infrastructure gap.
June 18, 2025 at 11:09 AM
The US EV market is a "laggard" compared to China & Europe and will be for years. Why? China has fast chargers every 50km on major highways. The US still needs to solve this fundamental infrastructure gap.
"The US military only has a 30-day stockpile of batteries."
June 18, 2025 at 11:07 AM
"The US military only has a 30-day stockpile of batteries."
A rift is forming between Microsoft & OpenAI, the most critical partnership in AI. WSJ reported that OpenAI execs have considered accusing MSFT of anti-competitive behavior over their $13B deal's profit-sharing terms.
June 18, 2025 at 11:01 AM
A rift is forming between Microsoft & OpenAI, the most critical partnership in AI. WSJ reported that OpenAI execs have considered accusing MSFT of anti-competitive behavior over their $13B deal's profit-sharing terms.
The "picks and shovels" play of the AI boom continues to win. Tech manufacturer Jabil soared to all-time highs after outperforming in its cloud and data center business, proving the huge demand for the hardware that powers AI.
June 18, 2025 at 10:58 AM
The "picks and shovels" play of the AI boom continues to win. Tech manufacturer Jabil soared to all-time highs after outperforming in its cloud and data center business, proving the huge demand for the hardware that powers AI.
Reddit's incredible comeback continues. Its shares soared again yesterday, pushing the stock up more than 175% from its 52-week low. The catalyst: two new AI-powered advertising tools, a clear sign the company is serious about monetizing its platform.
June 18, 2025 at 10:53 AM
Reddit's incredible comeback continues. Its shares soared again yesterday, pushing the stock up more than 175% from its 52-week low. The catalyst: two new AI-powered advertising tools, a clear sign the company is serious about monetizing its platform.
A Trump proposal aims to boost the Chips Act tax credit from 25% to 30%. For TSMC, it could be the difference-maker, turning their incentive into a potential $49 billion tax break. Huge sweetener to accelerate building advanced fabs in the US.
June 18, 2025 at 10:50 AM
A Trump proposal aims to boost the Chips Act tax credit from 25% to 30%. For TSMC, it could be the difference-maker, turning their incentive into a potential $49 billion tax break. Huge sweetener to accelerate building advanced fabs in the US.
A "US-made" Trump phone was announced for $499. But Purism, the only startup actually making a smartphone in the US, is skeptical. CEO Todd Weaver alleges the phone is Chinese-produced and predicts the FTC will "come knocking pretty soon." Took his company 10+ years to build a US supply chain.
June 18, 2025 at 10:46 AM
A "US-made" Trump phone was announced for $499. But Purism, the only startup actually making a smartphone in the US, is skeptical. CEO Todd Weaver alleges the phone is Chinese-produced and predicts the FTC will "come knocking pretty soon." Took his company 10+ years to build a US supply chain.
Amazon CEO Andy Jassy expects AI to reduce corporate headcounts, signaling a major shift across Big Tech. This isn't just about 'augmentation' anymore.
June 18, 2025 at 3:44 AM
Amazon CEO Andy Jassy expects AI to reduce corporate headcounts, signaling a major shift across Big Tech. This isn't just about 'augmentation' anymore.
Trump has extended the TikTok sale deadline again, granting ByteDance another 90 days. For 170M US users, the uncertainty continues. But why is this deal so hard to close?
June 18, 2025 at 3:40 AM
Trump has extended the TikTok sale deadline again, granting ByteDance another 90 days. For 170M US users, the uncertainty continues. But why is this deal so hard to close?
VCs are doubling down on self-driving tech. Applied Intuition just raised $600M, valuing it at a staggering $15B. But is this optimism justified given the industry's bumpy ride?
June 18, 2025 at 3:36 AM
VCs are doubling down on self-driving tech. Applied Intuition just raised $600M, valuing it at a staggering $15B. But is this optimism justified given the industry's bumpy ride?
The OpenAI-Microsoft alliance is showing deep cracks. OpenAI considered making anti-trust complaints to regulators against MSFT, per WSJ. Their partnerships, forged over billions in investment and exclusive cloud deals, grew tense after ChatGPT's viral launch.
June 17, 2025 at 2:28 PM
The OpenAI-Microsoft alliance is showing deep cracks. OpenAI considered making anti-trust complaints to regulators against MSFT, per WSJ. Their partnerships, forged over billions in investment and exclusive cloud deals, grew tense after ChatGPT's viral launch.
1/ Well, this is awkward. For years, all the big AI labs (Google, OpenAI, etc.) have been paying Scale AI to help train their secret models. Now, their biggest rival, Meta, just bought a 49% stake in Scale. Whoops.
June 14, 2025 at 8:23 AM
1/ Well, this is awkward. For years, all the big AI labs (Google, OpenAI, etc.) have been paying Scale AI to help train their secret models. Now, their biggest rival, Meta, just bought a 49% stake in Scale. Whoops.
Huawei's HarmonyOS is gaining serious momentum in China. The company has now shipped over 103 million smartphones on its in-house OS, with nearly half of those shipments coming in 2024 alone. A signal of its accelerating pivot from Android.
June 13, 2025 at 9:43 AM
Huawei's HarmonyOS is gaining serious momentum in China. The company has now shipped over 103 million smartphones on its in-house OS, with nearly half of those shipments coming in 2024 alone. A signal of its accelerating pivot from Android.
Adobe's quiet AI strategy: Become the Switzerland of creative AI. Instead of just pushing its own Firefly, Adobe is integrating Google, OpenAI, and others directly into its apps. The goal isn't to have the best model, but to be the indispensable platform.
June 13, 2025 at 3:58 AM
Adobe's quiet AI strategy: Become the Switzerland of creative AI. Instead of just pushing its own Firefly, Adobe is integrating Google, OpenAI, and others directly into its apps. The goal isn't to have the best model, but to be the indispensable platform.
Adobe CEO put a hard number on its AI monetization: tracking to surpass $250M in direct AI ARR this year. This is separate from the vaguer "billions" in AI-influenced revenue, showing real traction for its paid AI products like Firefly & Acrobat Assistant.
from their earnings call:
from their earnings call:
June 13, 2025 at 3:54 AM
Adobe CEO put a hard number on its AI monetization: tracking to surpass $250M in direct AI ARR this year. This is separate from the vaguer "billions" in AI-influenced revenue, showing real traction for its paid AI products like Firefly & Acrobat Assistant.
from their earnings call:
from their earnings call:
Nvidia's new China strategy: Ctrl+X.
via CNN:
via CNN:
June 13, 2025 at 3:39 AM
Nvidia's new China strategy: Ctrl+X.
via CNN:
via CNN:
The Scale AI deal signals that Meta lacks confidence in their ability to stay ahead. A massive bet born from necessity.
June 13, 2025 at 3:30 AM
The Scale AI deal signals that Meta lacks confidence in their ability to stay ahead. A massive bet born from necessity.