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Hyperscalers

Premium: The Beginning of the Beginning

A look at hyperscaler earnings from Q4 2024.

Earnings AMZN GOOG MSFT NVDA META GTLB SNOW Databricks NET AI/ML ARM
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

10 Feb 2025 • 33 min read

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Hyperscalers

Premium: Deep Thoughts

Some final thoughts from me, and hyperscaler commentary on DeepSeek and AI demand.

Earnings AI/ML AMZN GOOG MSFT META NET GTLB PLTR
  • muji
    muji
muji 11 Feb 2025 • 27 min read
AI/ML

Premium: The Year of the Snake

What are the implications from DeepSeek from here?

NVDA AMZN MSFT GOOG META NET SNOW Databricks GTLB
  • muji
    muji
muji 29 Jan 2025 • 21 min read
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