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...If AI turns out to be as disruptive as many in the tech world believe, the new PC chip wars will change the computing landscape. But it is likely to be a very long campaign. richard.waters@ft.com...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How thick is private credit’s equity cushion?...
...Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information....
...JD.com founder steps downRichard Liu has stepped down as chief executive of JD.com, the Chinese ecommerce group he founded more than two decades ago, marking the latest exit for one of the country’s top...
...leo.lewis@ft.com Letter in response to this article: How words conjure distant memories / From JT Hughes, Oxford, Oxfordshire, UK...
...A continuation of the buoyant demand for the underlying technologies that support the digital economy — cloud computing services, along with PCs and smartphones — meant that “the 2022 growth runway looks...
...richard.waters@ft.com...
...A version of this article was first published by Nikkei Asia on May 18. ©2022 Nikkei Inc. All rights reserved....
...As well as confidential earnings data for its streamers going back to 2019, the breach was also said to contain details of “Vapor” — an as-yet unannounced competitor to Steam, the PC gaming store....
...Monday: There are earnings reports after the market close in New York from PC and printer maker HP Inc, business software provider Workday and video conferencing company Zoom....
...In the mid-1990s, he joined the nascent Citysearch.com before moving to IAC to run the invitations website Evite.com. But the media group was Barry Diller’s empire, not Foley’s....
...In the US, PC makers Dell and HP Inc have quarterly results. Friday: Black Friday always eclipses Cyber Monday online, but a major strike is planned by a group calling itself “Make Amazon Pay”....
...Sales of the PCs, smartphones and tablets that facilitate life online are up. Research company IDC estimates that tablet shipments rose 55 per cent in the first quarter — the most since 2013....
...Even the market for PCs, which had been in decline, saw a strong rebound, with unit sales leaping by around a third in the first quarter, raising earnings at Microsoft....
...Revenues from PC chips rose 9 per cent, to $10.9bn. Richard Waters sees the trend continuing in the next two weeks with Amazon, Apple, Facebook, Google and Microsoft reporting....
...Dell and HP warn on shortagesDell and HP Inc reported quarterly revenue that beat Wall Street estimates on Thursday, as customers continued to shop for PCs....
...tim.bradshaw@ft.com...
...stunning performance of Apple’s new M1 processor, unveiled last month, is proving a threat to Intel not only by replacing its chips in Macs, but also in making Intel-based Windows and Chrome laptops and PCs...
...Richard.Waters@FT.com...
...rana.foroohar@ft.com Follow Rana Foroohar with myFT and on Twitter...
...Predictably, business desktop PCs for offices are faring badly and laptops for home use are in short supply....
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