… The good news, if you want to global economy to somehow hold itself together, is that it looks like demand is well exceeding supply, and the gargantuan AI projects that have been outlined are still moving ahead. …
… How do you do this efficiently.” And current geopolitics made this even more pressing said Datta. “There are supply chain challenges. Things are changing in real time, right? By and large, I think people's plans don't change as fast. So, there will be supply chain shocks that I expect. …
…Speaking to journalists at its NEXT conference in Chicago, Ramaswami said that the firm had held an investor day alongside the customer event, where it told Wall Street that assuming some geopolitical…