
Michael Acton
@macton93
@FT correspondent in San Francisco, writing about Apple and the chip companies. Reach me at [email protected]
ID: 912265193991888896
25-09-2017 10:39:06
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What Apple stands to lose in landmark Google antitrust verdict - iPhone maker has kept its head down so far, but $20bn a year is on the line if Google is forced to cancel its exclusive default search engine agreement Michael Acton ft.com/content/6ab6ce⦠via @ft



Intel outlines plans to cut more costs and boost its flagging AI chip business. The US Defense Department is also giving it $3bn to make chips for the military, on top of the $19.5bn Intel has already been promised under the chips act Michael Acton ft.com/content/91925f⦠via @ft

Nvidiaās revenue nearly doubles as AI chip demand remains strong. This company is making $35bn of rev & $20bn of net profit per quarter on 75% margins Michael Acton ft.com/content/1465bb⦠via Financial Times

Appleās quiet pivot to India: our deep dive into one of global industry's biggest "China + 1" manoeuvres is today's Financial Times Big Read ft.com/content/d46e0f⦠with Michael Acton via @ft

Big tech is growing confident in their efforts to challenge EU regulations, believing new backing from the Donald Trump administration will allow them to fight what they see as hostile rules on AI and market dominance. With Hannah Murphy Michael Acton ft.com/content/3e75c3ā¦
Former Wall Street rainmaker leads purge of US chips subsidies agency via by ā¦Michael Actonā© āEveryone is very cagey about what Grimes is up to,ā they said. āThis is not a psychologically healthy place to work.ā on.ft.com/43qvZAP

This week Michael Acton from the Financial Times joined me on Behind the Money to discuss the paths $AAPL can take in this new era of tariffs. š§: podfollow.com/behind-the-monā¦


Scoop: Apple aims to source all US iPhones from India in pivot away from China ft.com/content/c2be45⦠via @ft with Michael Acton Kathrin Hille Stephen Morris

Great reportāwith excellent visualsāfrom my Financial Times colleagues including ā¦Michael Actonā© ā¦John Reedā© and @kathrinhille ig.ft.com/us-iphone/
