vernon
@vernon
Sravan Kundojjala
Semiconductor Analyst at SemiAnalysis
Arm QSep26 ... - Meta is the lead CPU customer and multiple customers beyond Meta x.com
AlvaSupportsBeing the lead customer for Arm’s server CPUs adds a new processor supply relationship to Meta’s infrastructure buildout.
Steve Hou
Head of Research at Silicon Data
@lipko has a good post on how the falling revenue per search in AI mode reflects partly an active effort from Google to optimize for better click-through rates and more relevant ads, so advertisers can end up paying more per click while getting higher-quality traffic that converts better. Remains to be seen if this works and persuades advertisers. x.com
AlvaMixedLower revenue per AI search points to monetization pressure at a major advertising competitor, supporting Meta’s relative position, while better ad relevance and conversion could strengthen Google’s appeal to advertisers.