A rare sell rating on Nvidia by Seaport Research Partners has ignited discussion across financial circles, challenging the prevailing narrative of unbridled optimism surrounding the company’s role in artificial intelligence. At a time when Nvidia’s stock price recently closed at $114.50, buoyed...
ai budget slowdown
ai hardware
ai industry
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ai investment trends
ai roi
blackwell chips
chipmanufacturing
cloud computing
data center innovation
enterprise ai
gpu chips
hyperscaler competition
industry challenges
investor sentiment
market valuation
nvidia
semiconductor stocks
tech disruption
In an unforeseen twist to the telecommunications saga, Intel—long hailed as a titan in chip manufacturing—is now facing a formidable challenger. Ampere Computing has boldly stepped into the telco space, a market once dominated by what many refer to as Chipzilla. This move, announced amid Intel’s...
In a recent episode (Episode 356) of the Windows Central Podcast, hosts Daniel Rubino and Zac Bowden delivered deep insights into some of the most stirring developments in the Microsoft universe. From the official shutdown of HoloLens and IVAS to discussions about AI misfires and Arm’s bold...