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B
Good for them, but dunno, from the brief reading on Oracle they are big in regulated industries like healthcare where data security and...
Sep 9, 2025
B
Isnt everyones AI strategy just to talk it up?
Is any deliverable required other than increased valuations?
Sep 9, 2025
T
But as you know, this year's R&D pays off much later (if successful, or not). Products in volume today are based on design R&D / product...
Sep 9, 2025
T
that would be true IF it was shippable, but you do stepping and revisions and test chips that are not shippable and those are counted as...
Sep 9, 2025
T
Intel spends more on RnD and has always spent more on RnD than competitors
Intel spending in 2023 was more than TSMC and nvidia...
Sep 9, 2025
T
I put together this table using net profit to measure Intel’s R&D effectiveness. In 2023, Intel had to spend $9.50 on R&D to earn $1 in...
Sep 9, 2025
T
How is it possible for Samsung to grew that much in R&D?
Sep 9, 2025
T
I agree this is terrible, but some context/thoughts:
- According to Google, AMD is still spending 17-25% of revenue for R&D from...
Sep 9, 2025
T
No no no, what you see is exactly the case of a very "manicured" stock market diva company starting to having to till earth and do...
Sep 9, 2025
T
Honestly, I think Apple is doing something similar to IDM, but...
Sep 9, 2025
T
[Human Thought]
I would think the rule is basically:
- Internal Samples, ES/QS = R&D
- Production/intent to sell = Not R&D
[/End...
Sep 9, 2025
Why not $500Bn
I am sure their customers will feel the benefit.
All this extra revenue all these.AI companies going to make , the...
Sep 9, 2025
B
Why not $500Bn
I am sure their customers will feel the benefit.
All this extra revenue all these.AI companies going to make , the...
Sep 9, 2025
B
Oracle (ORCL) stock jumped more than 25% in after-hours trading Tuesday as the software giant said its AI-fueled cloud revenue is set to...
Sep 9, 2025
I always thought Oracle was the NOT Amazon or NOT Google cloud solution? How are they differentiating?
Sep 9, 2025
Daniel Nenni reacted to Barnsley's post in the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion with
Haha.
Why not $500Bn I am sure their customers will feel the benefit. All this extra revenue all these.AI companies going to make , the...