Microsoft Maia 200 and NVIDIA's Pricing Power
Maia 200 shipped in January 2026 with a full published spec. In the two quarters since, NVIDIA's gross margin rose and its data centre re...
· 6 min read
Technology | LedgerTouch Intelligence
Salesforce Margins Rose. AI Gross Margins: 52% Projected.
Salesforce guided FY27 operating margin up to 20.9% GAAP. ICONIQ projects 2026 AI product gross margins at 52% — against Salesforce's own...
· 4 min read
NVIDIA at $75B a Quarter: Who Pays the Depreciation
NVIDIA sold $75.2 billion of data-centre hardware in a single quarter. That figure is the hyperscalers' capital expenditure, and it becom...
· 5 min read
AI Gross Margins: 52% Projected. Software at 80-91%
ICONIQ data put gross margin on AI products at a projected 52% for 2026. Adobe's subscription gross margin is 91.1%. Software has acquire...
· 5 min read
Google Cloud Margin Hits 32.9% as Capex Doubles
Google Cloud's operating margin reached 32.9% in Q1 2026, up from 17.8% a year earlier, while Alphabet's capital spending more than doubl...
· 5 min read
NVIDIA FY2026: $215.9B Revenue, 7.58% Index Weight
NVIDIA's fiscal 2026 revenue was $215.9 billion with $193.7 billion from Data Center. Two customers were 36% of it, and the stock is 7.58...
· 4 min read