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Ryan Roslansky Is Leaving After Nearly 18 Years At LinkedIn and Microsoft

1 month 1 week ago
Ryan Roslansky is leaving Microsoft and LinkedIn after nearly 18 years, triggering another leadership shuffle across Office and Teams. "Roslansky, who until recently was the CEO of LinkedIn, was promoted to the head of Office last year and then took control of Microsoft Teams earlier this year," notes The Verge. From the report: "Ryan leaves the organization in a strong position," says Microsoft CEO Satya Nadella in an internal memo. "Over the past year, Ryan's team has done critical work bringing together the product, engineering, and design foundations that have made this next phase possible." Roslansky is leaving a week after Microsoft announced its new Copilot, which the company is positioning as "the OS for work." He's also leaving around a month after calling fully AI-generated documents "a doom loop" for workers. "If we're not careful, we'll end up with a very expensive way to avoid writing and reading in an ocean of sameness, genericness," said Roslansky in his LinkedIn post. Microsoft is now moving the teams behind Office and Microsoft Teams over to Charles Lamanna, as part of the Copilot, Agents, and Platform (CAP) organization. [...] Microsoft's chief design officer, Jon Friedman, is also moving to report to Copilot chief Jacob Andreou. Microsoft appointed Dan Shapero as its LinkedIn CEO earlier this year, and he will continue in this role and report directly to Nadella.

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Micron Projects Tightening RAM Shortages Through 2028 As It Generates Record Profit

1 month 1 week ago
Micron says the global RAM and storage shortage will tighten further through 2027 and 2028, with CEO Sanjay Mehrotra saying the company has already sold most of next year's capacity. "In calendar 2027 as well as 2028, we see demand exceeding supply. In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026. Overall, supply-demand environment is only getting tighter," Mehrotra said. "We do not have line of sight to when supply and demand will return to balance." As a result, the company is forecasting record revenue and an 86.25% gross margin. Tom's Hardware reports: The memory and storage industry is not holding back on increasing production, though, with Micron saying that NAND and DRAM shipments are expected to grow in the low-to-mid 20s percentage range for the next two years. However, it seems that this is not enough to match growing demand, as it expects "the industry to remain supply constrained in both years." Still, it seems that manufacturers are prioritizing HBM demand for AI data centers, with the company expecting shipments of these chips to grow faster than conventional DRAM. Micron and other chip manufacturers are bringing new factories online to increase output, but it's going to take years before they can start producing chips. But even as we're amid an unprecedented multi-year memory chip shortage, Micron also announced record financial guidance. It forecasted a record $61.5 billion FQ1 revenue and a gross margin of 86.25%, implying a gross profit of more than $53 billion. After accounting for an estimated $2.06 billion in operating expenses and a tax rate of around 15.5%, the company said its earnings per share sit at $38.15, plus or minus $1.00, for approximately 1.15 billion shares.

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