Reporter · Big Tech, Markets & Money

Sam Whitaker

Reads 10-Ks and earnings transcripts so you don't have to.

Sam covers the public-company side of the technology industry: earnings, M&A, segment economics, and the strategic moves that show up first in financial filings.

Articles by Sam Whitaker

Anthropic's Annual Revenue Just Passed OpenAI's
Markets & Money

Anthropic's Annual Revenue Just Passed OpenAI's

Anthropic's $30B ARR just passed OpenAI's $24B for the first time, after growing roughly 6× in 18 months against OpenAI's 2×.
Nvidia Has Quietly Become a $40 Billion Strategic Investor
Big Tech

Nvidia Has Quietly Become a $40 Billion Strategic Investor

Nvidia is up to $40B in strategic equity bets across its supply chain and customers in 2026, about half a year of free cash flow. The photonics names show where it expects the next bottleneck.
Big Tech's Q1 Split the Magnificent Seven Down the Middle
Big Tech

Big Tech's Q1 Split the Magnificent Seven Down the Middle

Microsoft, Amazon, and Alphabet beat. Meta tumbled 8%. The dividing line was who is getting paid for the AI capex and who is still funding it.