Chipmaker Nvidia posted huge profits in its fiscal second quarter (May to July). But that's not enough because the outlook for the next quarter is for revenue to stagnate. It also highlights an Achilles heel: its profits depend on a handful of its customers continuing to spend fortunes on AI chips without taking into account the erosion of their profits.

Nvidia posted strong quarterly revenue growth and a solid financial outlook going forward, but those attributes have yet to convince global analysts and investors.

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Globales · Smartphones & Devices10/09/2025

Apple plays its cards with the iPhone Air, its new ultra-thin model

Apple launched the iPhone Air this Tuesday, its new ultra-thin model featuring a high-density battery and a new processor. The price is very competitive: US$ 999, in line with competitors’ pricing. The company also introduced the new iPhone 17, AirPods Pro wireless headphones, and a blood pressure monitor.

Globales · Data Center11/09/2025

Amazon, Google Cloud, Azure capture bulk of increased cloud services spending

Overall, spending by customers with these three hyperscalers increased by 27% year-over-year, in a context where global cloud services spending reached US$ 95.3 billion, 22% higher than a year earlier.

México · Politics · Spectrum09/09/2025

The 3 novelties in spectrum cost that the Mexican government is pushing to revive the ift-12

There will be no price increase due to inflation; discounts on the annual fee will be established in exchange for coverage, and private networks will be promoted. The goal is to create the conditions for a successful 5G spectrum auction.

México · Regulation · Politics08/09/2025

Sheinbaum's digital plan and the end of the IFT

The President of Mexico reviewed her first year in office and outlined a strong state intervention for the future to close connectivity gaps. However, this plan will be implemented through the ATDT and its Telecommunications Regulatory Commission.

Brasil · Free to Air TV - TDT05/09/2025

TV 3.0 will substantially change the business model

Among the technical improvements, a greater interactivity stands out, which will enable the generation of Value-Added Services that until now were reserved for the telecommunications sector. Investments are needed, which some estimate at more than US$ 2 billion. The Government expects it to enter into service in June 2026.

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Nvidia phenomenon also stumbles on AI cost

MORE ANALYSIS

Apple plays its cards with the iPhone Air, its new ultra-thin model

Amazon, Google Cloud, Azure capture bulk of increased cloud services spending

Overall, spending by customers with these three hyperscalers increased by 27% year-over-year, in a context where global cloud services spending reached US$ 95.3 billion, 22% higher than a year earlier.

The 3 novelties in spectrum cost that the Mexican government is pushing to revive the ift-12

There will be no price increase due to inflation; discounts on the annual fee will be established in exchange for coverage, and private networks will be promoted. The goal is to create the conditions for a successful 5G spectrum auction.

Sheinbaum's digital plan and the end of the IFT

The President of Mexico reviewed her first year in office and outlined a strong state intervention for the future to close connectivity gaps. However, this plan will be implemented through the ATDT and its Telecommunications Regulatory Commission.

TV 3.0 will substantially change the business model

A DIARIO LATINO 14-09-2025

NTT Data and Google Cloud launch joint AI initiative

Movistar Chile's assets estimated at US$1.4 billion with US$1.02 billion debt

Hondutel receives equipment to build 4 data centers

Amazon, Google Cloud, Azure capture bulk of increased cloud services spending

AT&T warns it will decline 5G auction due to high spectrum costs