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Technology sector
China blocks use of Intel and AMD chips in government computers
...The state-led march away from foreign hardware will dent US companies in China, starting with the world’s dominant PC processor makers, Intel and AMD....
March 24, 2024
Artificial intelligence
Australian pension fund buys into European data centres to tap AI boom
...Data centres, where stacks of servers and computing hardware are stored, have become favoured by investors over office buildings and malls because of the need among large technology companies like Microsoft...
September 11, 2023
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Apple Inc
Apple fails to dispel worries over hardware outlook and China sales
...Hardware revenue began to stabilise after a first half in which supply shortages and a weakening macroeconomic backdrop dented sales....
November 2, 2023
FT Alphaville
Doug Cifu has let FT Alphaville down
...Restoration Hardware’s Gary Friedman put up a good fight this year, matching O’Leary’s number of transcripts with some cussing....
March 13, 2024
Google LLC
Google streamlines structure to speed up AI efforts
...A new platform and devices team run by Rick Osterloh, senior vice-president of devices and services, will encompass those working on the hardware and software behind Android, the Chrome browser, search and...
April 18, 2024
Inside BusinessRichard Waters
Apple faces the most disruptive threat it has seen in the iPhone era
...Much of Apple’s effort around AI in recent years has been directed towards using the technology to try to open up new hardware markets, such as autonomous vehicles and mixed reality headsets....
March 1, 2024
FT Live
Investing in Piauí – Brazil
Exploring business opportunities and delivering sustainable growth
Friday, 17 May22 Vanderbilt, Madison Avenue, New York, NY, USA
LexArtificial intelligence
The latest AI gadget frenzy wants to do away with phones Premium content
...In AI hardware, old technology adaptation will trump early-mover hype....
January 18, 2024
The FT ViewThe editorial board
The US brings a landmark case against Apple
...The DoJ has gone after the integration between hardware, software and services that make Apple’s approach so distinctive. Its case rests in essence on two arguments....
March 27, 2024
Apple Inc
‘Sell Apple’
...The valuation looks a bit nutty: 80% of revenue is [Apple’s] hardware yet the stock trades on a software multiple; UBS, even in 2027, forecasts just 4.3% FCF yield....
February 27, 2024
Apple Inc
Apple boosts plans to bring generative AI to iPhones
...Apple is quietly increasing its capabilities in artificial intelligence, making a series of acquisitions, staff hires and hardware updates that are designed to bring AI to its next generation of iPhones....
January 24, 2024
Boeing Co
United and Alaska Airlines find loose parts on 737 Maxes
...Alaska also late on Monday said: “Initial reports from our technicians indicate some loose hardware was visible on some aircraft.”...
January 9, 2024
Apple Inc
US accuses Apple of building smartphone market monopoly in antitrust case
...“If successful, it would hinder our ability to create the kind of technology people expect from Apple — where hardware, software and services intersect....
March 21, 2024
LexHP Enterprise
Artificial intelligence frenzy underpins $14bn Juniper deal Premium content
...HPE hopes that Juniper’s switches and routers will fit nicely into its existing hardware and software offering for corporate computing systems....
January 10, 2024
Moral Money
Sustainable investors confront political uncertainty Premium content
...So things that NCR can do to shrink the hardware footprint in stores helps companies manage their carbon footprints, he said....
January 26, 2024
Special ReportNext Tech Growth Markets
Virtual and augmented reality accelerates from gaming to cars
...But the true potential of immersive tech is still to be unlocked, as developers grapple with the challenges of miniaturisation, design and making different hardware and software interoperable....
November 7, 2023
FT Live
Future of AI
Igniting a new era of innovation and investment
Wednesday, 6 NovemberLondon. UK
LexApple Inc
Predictions: Apple’s $4tn target will remain out of reach Premium content
...In 2024, Apple will release its first new hardware product in close to a decade....
December 28, 2023
Apple Inc
Apple Watch sales ban can resume, US appeals court rules
...It casts further uncertainty over when sales of the two products — which were released in September — can resume, even as Apple faces concerns over the strength of its hardware sales....
January 18, 2024
Moral Money
New York’s green troublemaker Premium content
...The company argues its hardware, software and installation set-up offers customers an opportunity to save money on electricity. The business is also growing outside Europe....
March 20, 2024
Apple Inc
Apple to sell Vision Pro in US next month
...Apple’s push of its Vision Pro comes as sales of its existing hardware are faltering....
January 8, 2024
Apple Inc
‘Apple is going to war’: US lawsuit adds to iPhone maker’s antitrust woes
...Services revenue — which includes its App Store, Apple Pay, and TV and music streaming — has been a continuing success story and an increasingly important source of growth for the company as its hardware...
March 22, 2024
Inside BusinessJune Yoon
New generation of chips will drive the AI wave
...That is why hardware — and the number of HBMs squeezed into each new chip — will now become yet more important for contenders that want to take on Nvidia....
December 19, 2023
Apple Inc
Apple’s revenue growth clouded by worries about China slowdown
...Investor attention has been focused on how hardware sales have held up, after the company launched the iPhone 15 in September....
February 2, 2024
UnhedgedRobert Armstrong
The cooling labour market is still warm enough Premium content
...For a long time, Apple traded at a discount to the market because the tech hardware business was considered to be hyper competitive....
January 8, 2024
Broadcom Inc
Broadcom-VMware $69bn merger to close after China approves deal
...In a regulatory notice, Beijing said its approval depended on the merged entity not abusing its market position, including allowing interoperability between VMware’s servers and other third-party hardware...
November 21, 2023
Apple Inc
Apple fails to win reprieve over US Watch sales ban
...The ruling deals a blow to Apple, which is facing a slowdown in hardware sales this year....
December 26, 2023

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