On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts analyze earnings from companies like Cisco, Lenovo, and Applied Materials, offering insights on market trends and industry shifts. Throughout the episode, they blend technical analysis with personal anecdotes, creating a dynamic and engaging discussion. The post The Six Five Pod | EP 272: The Great T...| Moor Insights & Strategy
CoreWeave saw high Q2 revenue growth from massive AI infrastructure demand. But the stock has slid in part due to losses and capex spending.| RCR Wireless News
Today: Why CoreWeave just shelled out $9 billion in stock for Core Scientific, Ingram Micro begins to recover from a holiday weekend ransomware attack, and the latest funding rounds in enterprise tech.| Runtime
Today: CoreWeave's Chen Goldberg explains how the company has worked to promise its customers a more efficient AI infrastructure service, CoreWeave's biggest benefactor keeps raking in the cash, and the latest enterprise moves.| Runtime
To stimulate private sector investment and boost collaboration between government and industry, the U.K. will also AI growth zones| RCR Wireless News
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Denial and delusion is…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. I made a third appearance on the Telco20 podcast to discuss…| Platformonomics