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Google Cloud revenue grew 82% and operating margin expanded to 35.6%. Meanwhile, the payback on capex of up to $205 billion and shared AI expenses must be measured through backlog-to-revenue conversion and free cash flow recovery.
A report suggests Apple plans to launch a device leasing program for the US market with Klarna as its financial partner on July 28. We explain how monthly payments, total costs, and ownership terms would differ from the current 0% installment plan.
Unconventional AI's image generation model "Un-0" simulates coupled oscillators on a GPU and achieved an FID of 6.74 on ImageNet 64×64. The claimed 1000x energy efficiency is a target awaiting measurement on an actual physical chip.
Anthropic will deploy up to 2GW of AMD Instinct MI450 infrastructure for Claude, with AMD also investing up to $5 billion. This large-scale collaboration advances compute diversification and capital partnership simultaneously.
OpenAI is planning a 3.2GW AI data center in Georgia, targeting initial operation as early as 2028. The $20 billion investment and its impact on the local community will be assessed through power and water data and public audits.
Samsung has moved the Fold7 lineage over to the Fold8 Ultra, redesigning the standard Fold8 into a smaller, separate line. In Japan, three models including the Flip8 will launch on August 7.
Researchers have unraveled the mechanism behind the fatal weakness of thin-film solar cells: reverse-bias stress caused by shading. By suppressing nanoscale defects in the organic layer, they have created a robust perovskite solar cell capable of withstanding an extreme -40V load.
A prototype of the WinUI-based file properties screen has been spotted in Windows 11 Experimental Build 26300.8935. It's currently limited to deleted files in the Recycle Bin, and full migration still requires verifying compatibility with Shell extensions.
Spot prices for DDR4 8Gb rose 3.27% in a week, yet transactions remained sluggish. Supply allocation and falling NAND prices reveal a fragmented demand picture in the memory market.
The 440 Linux kernel CVE disclosures were a bulk assignment concentrated within about 31 hours, covering bugs that had already been fixed. AI involvement could be confirmed in at least 24 cases, and update decisions require cross-checking with distributor advisories.
