Ryo Tanaka
Ryo reports on the technology sector's largest names and the AI infrastructure buildout, covering capital spending, semiconductors, and cloud demand.
Articles by Ryo Tanaka
TSMC's August revenue rose 53.3% in NT dollars to a monthly record, and its deputy COO says it still cannot meet demand
Taiwan Semiconductor Manufacturing reported August consolidated revenue of NT$514,806 million, up 53.3% from a year earlier in New Taiwan dollars and about 10.1% from July, lifting January-August sales 39.3% year over year. Deputy Co-Chief Operating Officer Cliff Hou told Bloomberg the company is chasing four to five times its capacity and still cannot catch up, and it is building roughly 20 fabs at once against a historical pace of four or five.
Marvell, Workday and Autodesk All Grew Revenue by Double Digits on Aug. 27 - but Backlog and Guidance Drove the After-Hours Reaction
Marvell's data center business grew 46% year over year, Workday's subscription revenue rose 13.9%, and Autodesk's revenue climbed 16%. Investors focused on backlog and guidance rather than the quarters themselves.
Nvidia Cleared Its Own $91.0 Billion Guide With $96.2 Billion, Then Called for $108 Billion in the October Quarter
The July quarter came in about 5.7% above the range Nvidia set in May, Data Center revenue reached $89.0 billion, and the company again built its outlook assuming no Data Center compute revenue from China.
Nvidia reports after Wednesday's close against a $91.0bn guide, with options pricing a 5.4% move
The company's own outlook for the July quarter, issued in May, was $91.0 billion plus or minus 2 percent. Options are pricing a smaller post-earnings swing than they did three months ago and smaller than the stock's average move over the past twelve reports.
Nvidia Guided to $91.0 Billion While Assuming Zero China Data-Center Compute. Wednesday Tests Both Halves of That Sentence.
The company reports fiscal second-quarter results after Wednesday's close for a quarter that ended July 26. Its own outlook and the published consensus sit within about a percentage point of each other — which puts the weight on everything that isn't the revenue line.
AI cloud earnings deliver the growth, and the bill that comes with it
CoreWeave, Nebius and Super Micro all reported demand running far ahead of expectations, but the same results showed how much capital the buildout is consuming each quarter.