Only A Few AI Platforms Can Survive
…But economic pressure always forces a consolidation and a die-off, and only a few – we will not call them the strongest – survive. Sometimes it is the small or the clever is…
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The Twin Engine Strategy That Propels AWS Is Working Well
…If profits get hard enough to come by, Amazon will use AI agents to do opportunistic firing. It is that simple. All we know for sure about modeling the future is that…
AI Will Soon Drive A Third Of TSMC’s Business
…competitive pressure. The company can walk away from business if it chooses (we are not saying that it does, but it can certainly has to focus on the most profitable deals it…
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
…so big, and is therefore not under such pressure to have a history-making, record-breaking initial public offering. Depending on relative profitability – by which I mean the level of losses compared…
Marvell Pivots To AI Silicon, Looks Poised To Profit
Compute Marvell Pivots To AI Silicon, Looks Poised To Profit It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to…