Premium: Cloud AI shifts
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH
With new leadership, the company is looking to revive its entire hardware line — and dig itself out of a giant money hole The post Amazon Still Wants an Alexa in Every Home. Hence, Her M-AI-keover appeared first on The Daily Upside.| The Daily Upside
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
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
