How the biggest tech companies make their money

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Here is what happened, and why it matters. The change did not happen overnight. It built up over several quarters, one small step at a time. Not everyone agrees. Some point out that early results often look better than what comes later. What to watch How fast others follow. What it does to prices. Who […]

Why big tech is building its own chips

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Here is what happened, and why it matters. People who work in the field say the direction is clear, even if the timing is not. For buyers, the practical question is simple: what does this cost, and what does it replace? What to watch How fast others follow. What it does to prices. Who gains […]

What new platform rules mean for app makers

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Here is what happened, and why it matters. The numbers are still small next to the size of the whole industry, but they are growing fast. The next few months will show whether this holds up outside of test conditions. What to watch How fast others follow. What it does to prices. Who gains and […]

Chips

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Here is what happened, and why it matters. For buyers, the practical question is simple: what does this cost, and what does it replace? What matters most is not the headline number, but how steady it stays over time. What to watch How fast others follow. What it does to prices. Who gains and who […]