Financial Surge and Risks in the NeoCloud Sector

Apple is investing more in Satellite technology, and also acquires Pixelmator. What does this all mean for them? Is the high end Vision Pro getting abandoned? What does it mean that Google Cloud is now growing faster than AWS? And how Coreweave and other “neocloud” startups are financing their crazy growth in a totally new way. Here’s what you missed today in the world of Tech.

Sponsors:

• Miro.com
• MackWeldon.com promocode BRIAN

Links:

• Apple expands iPhone satellite services deal, commits $1.1bn to expand capacity (9to5Mac)
• Apple is acquiring the popular image editing app Pixelmator (The Verge)
• Apple Finally Finds Its Gaming Console With the New Mac Mini (Bloomberg)
• Apple Vision Pro rumored to get M5 in 2025, but lower cost model is delayed (Apple Insider)
• X updates block feature, letting blocked users see your public posts (TechCrunch)
• Google’s cloud outpaces rivals in third quarter as AI battle heats up (CNBC)
• Early Apple M4 Pro and M4 Max benchmarks hint at a massive performance boost (Neowin)
• Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips (Financial Times)

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