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October 17, 2023
Forecast for data-center server growth exceeds any that occurred during the rise of the internet, so while long-term is positive, risk of overbuilding is high.
October 15, 2023
New AI investments threaten the “year of efficiency” margin improvements that Meta Platforms and other tech firms have touted for much of the last year.
October 13, 2023
New AI technologies count speaking time and interruptions; saying ‘absolutely’ eight times is too much
October 13, 2023
The Biden administration may close a loophole to deny Chinese companies from buying American-made AI chips through overseas subsidiaries, according to a new...
October 13, 2023
New AI investments threaten the “year of efficiency” margin improvements that Meta Platforms and other tech firms have touted for much of the last year.
October 13, 2023
Cloud computing and AI spending are among the factors that will power Big Tech earnings, says Dan Ives at Wedbush
October 13, 2023
AI bots join discussions to take notes; they also point out that we interrupt and hog the discussion
October 13, 2023
Stock’s run has outpaced Microsoft, Google and other major software names as new AI tools have revived growth prospects
October 13, 2023
BofA Global Research analyst Vivek Arya reiterated his "Top Pick" Buy rating for the stock and reaffirmed his target of $650 for the price.
October 12, 2023
While most computer-chip makers over the past decades have touted the benefits of an ever-shrinking product, a well-funded Silicon Valley company has built...