Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the ... Read more The post What if OpenAI is Like Enron and Nvidia is Like Cisco appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Google’s marketing strategy secures its dominance and long-term profitability, though the challenge remains to sustain innovation and trust as digital competition and regulatory pressures intensify.| Hivelr
Meeting energy demand without excess carbon emissions may require doing more with what we have.| The Daily Upside
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH
NVIDIA's supply constraints have been easing until it hit some Blackwell delays.| HHHYPERGROWTH