Enterprise

Despite paying $900M in tariffs, Apple’s Tim Cook isn’t announcing price increases — yet

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Increased tariffs cost Apple $900 million last quarter, the company said when it announced solid first quarter results. While almost a $1 billion in extra fees paid to the government is nothing to sneeze at, Apple is so enormous that one analyst on the quarterly earnings call described the hit as surprisingly low. Apple reported […]

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Nvidia takes aim at Anthropic’s support of chip export controls

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Nvidia clearly doesn’t agree with Anthropic’s support for export controls on U.S.-made AI chips. On Wednesday, Anthropic doubled down on its support for the U.S. Department of Commerce’s “Framework for Artificial Intelligence Diffusion,” which would impose sweeping AI chip export restrictions starting May 15. The next day, Nvidia responded with a very different take on

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Fivetran acquires Census to become end-to-end data movement platform

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After nearly 13 years in business, Fivetran will now be able to offer its customers an end-to-end data movement solution. Fivetran, which helps enterprises move data from a variety of sources into cloud databases, announced on Thursday it has acquired Census, a reverse extract, transform, and load (ETL) platform that enables companies to transfer data

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Microsoft expects some AI capacity constraints this quarter

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An executive cautioned during Microsoft’s earnings call on Wednesday that customers might face AI service disruptions as demand outstrips the company’s ability to bring data centers online. Microsoft’s EVP and CFO Amy Hood said during the company’s fiscal 2025 third-quarter earnings call that the company may face AI capacity constraints as early as June. “We

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Amazon updates Q Business to let companies build public-facing chatbots

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Amazon wants companies to build public-facing chatbots using its Q Business assistant. On Wednesday, the company announced that Q Business, its AWS-hosted AI assistant that can answer questions, provide summaries, and complete tasks, now supports anonymous user access. This effectively means that AWS users can now create Q Business chatbots for websites, support portals, and

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Intel’s chief commercial officer and sales lead, Christoph Schell, resigns

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Christoph Schell, Intel’s EVP and chief commercial officer, is leaving the company after two years in the role, according to a filing with the SEC. Schell notified Intel of his decision to leave on Monday, and will resign on June 30 “in order to pursue another career opportunity,” per the filing. It isn’t clear who will replace

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Here’s how to watch LlamaCon, Meta’s first AI developer event

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On Tuesday, Meta is hosting LlamaCon, its first-ever AI developer event. It’ll center around the company’s Llama family of open AI models, and we’re expecting some big updates for developers. Also on the agenda: keynotes from Meta executives and fireside chats with Big Tech CEOs and Meta’s chief, Mark Zuckerberg. Meta is hosting a small

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Intel reverses course, opts not to spin out Intel Capital

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Semiconductor giant Intel won’t spin out its venture arm, Intel Capital, after all. During Intel’s Q1 earnings call Thursday, Intel CEO Lip-Bu Tan said the company has reversed its decision to spin out its 34-year-old venture arm. Instead, Intel Capital will remain internal and continue to invest with Intel’s interests in mind. “We have made

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