Advice for AI Infrastructure Vendors (Especially Startups)
Customers represent risks, too
Topic
Cisco Systems
A collection of 32 issues
Market Reaction to Cisco’s Results Highlights Need for Greater Reporting Transparency
Obscurity doesn’t serve anyone
History Rhymes Again: Rise of Open-Source AI Models Incites Vitriol
The Ball(mer) is in play
Tales from the Melt-Up in the AI Time Machine
Foxconn goes from iPhones to AI gear; Cisco goes into retro 1999 party mode while reducing headcount
Technologies Change, but Market Behavior is Remarkably Consistent
AI is in the spotlight, but human psychology determines market cycles
Ethernet Strikes Again
A comforting constant in an ever-changing world
Cisco’s Quantum Networking Strategy Takes Shape
Threading the needle will take a sharp eye and a steady hand
At Struggling and Thriving Companies Alike, Employees are Getting the Chop
It Wasn’t Always So
Don’t Blame Nvidia for this China Crisis
Stuck in the Middle, Getting a Kicking from Both Sides
Addressing Big Questions: Is the AI Market a Bubble About to Burst?
It's Probably Not a Full-Fledged Bubble, but Here's How You'll Be Able Tell