Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.
We're in the fourth quarter, so it's time to review our Futuriom 50 choices to see who's still in the running and what's changed.
The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.
The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products.
NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN.
Cisco earnings dropped again, though management is optimistic about AI and security.
The buzz on the street is that Robbins is close to retirement.
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