…Expect the coming quarters for AMD to be very positive regarding the server side as it has raised its overall server CPU forecast to $120 billion, while the client side will be…
…Nobody has connected them to the $400 billion AI infrastructure buildout that depends on India remaining stable. That connection is what this piece is about. The $400 billion flowing annually into global…
…To reach that bare minimum of 7 percent, Gartner forecasts that large AI companies would need to earn cumulatively close to $7 trillion in AI-driven revenue through 2029, which is close…
…the Apple Watch make it difficult to forecast future profits with any certainty. Apple has come under consistent pressure from billionaire shareholder Carl Icahn to increase the pace of its stock buyback…
…Oracle also told investors that it expected to spend a total of $50 billion in capital expenditures in 2026, and that it was forecasting $67 billion in revenue. In fiscal 2027, Oracle…
…The fuss began after claims spread that xAI’s Colossus data centre operations could pull in as much as $45 billion across three years by leasing compute power to AI outfits, including…
…The Power and Performance to Meet Research Computing Demands AMD AMD Infinity Guard and Zero Trust Architecture How AMD is Raising the Bar for High-Performance Solutions in the Public Sector AMD…
…to $33.4 billion, in part because of an apparent commitment to spend whatever it takes to secure top talent and AI compute power. (Zuckerberg just upped the company’s forecast for…
…AI agents are forecast to become ubiquitous in the coming years, raising concerns about agentic inequality, and its economic consequences for companies, countries, and people. AI agents are built on top of…
…The way forecasting philosophers see the markets (tools for the greater good) is very different from how the vast majority of the world sees them (a way to bet on sports). “We…