Traders Bet Big on Lisa Su: Why This Chip Titan Is Primed to Siphon Nvidia’s Data Center Dominance
I keep hitting the buy button on AMD because Lisa Su has stopped chasing NVIDIA and started co-designing the next phase of AI ...
I have augmented my US equity sector chartbook with two more chartbooks: one with the four major factors - value, momentum & ...
Investors are growing jittery about massive AI spending by the Mag 7 and when these companies will produce a return on that ...
AI data centers are 50x bigger in 4 years—see megawatt/GPU projections and shifting build costs toward chips and memory.
The 10 coolest big data tools of 2026 so far include products from Databricks, Google Cloud, Starburst, Teradata and ...
Some data centers being announced today may take a lot longer to come online than you might expect. Ian shares a chart that ...
Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech ...
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