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
Topic
Networking
A collection of 65 issues
AI Market Risks, Power Chips, and Datacenters in Space
These are interesting times, down here and up there
Nvidia Continues to Excel, But Some Factors are Beyond Its Control
AI needs greater revenue-generating enterprise demand to keep Nvidia's wheel of fortune spinning
With Tech, Past is Always Prologue
It’s different until it isn’t
Oracle Takes a Tumble as Investors Get Jittery About AI Spending
The risks are real; the market is right to price them into calculations
Why It Would be Madness for Google to Compete Directly Against Nvidia
For whom the AI chip tolls
Parsing Arista’s Latest Results and Guidance
It’s all good, but the market is ravenously hungry
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
We’re in a Strange New World
And we haven’t even figured out how to use AI gainfully yet