About this episode
The episode discusses the latest earnings reports from major tech companies and their implications for the industry.
Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI. Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats (CNBC) Meta raises full-year capex outlook to $125B–$145B, up from $115B–$135B; shares drop ~10%, biggest intraday decline since October (Bloomberg) Alphabet stands out on Big Tech earnings day as Google Cloud revenue jumps 63% and backlog nearly doubles to $462B; capex guidance raised to $180B–$190B (MarketWatch) Big Four combined Q1 capex hit a record $130B, on pace for $725B in 2026, up 77% from $410B last year (FT) Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (FT) Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg) Sony confirms that some digital PS4 and PS5…
Topics covered
- Big Tech earnings
- cloud growth
- AI IPO
- investment rounds
- capital expenditure
- technology news
Keywords
- earnings
- Big Tech
- cloud services
- investment
- capital expenditure
- AI
- robotics
- Microsoft
- Meta
- Alphabet
Mentioned in this episode
Organizations: Alphabet, Meta, SoftBank, Anthropic, Microsoft, Google Cloud, Sony, OpenAI, Microsoft 365 Copilot
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