In Focus: Equity & Credit Update on AI CapEx
Companies, especially hyperscalers, are expected to increase their CapEx spending by 60 to 70% this year, with estimated growth to reach 1.3 to...
303 Views
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
Discussion on TSMC's PE valuation, margin business, revenue growth, and Capex raise, highlighting concerns about market dynamics and potential...
865 Views
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Overall, Hock Tan's optimistic and detailed presentation on Broadcom's strong quarterly results, future growth prospects, and focus on AI revenue...
228 Views
EP 138: Talking GPU Depreciation, OCP Takeaways
Public cloud infrastructure refreshes involve periodically replacing servers with new CPUs, but the longer economic lifespan of older GPUs like...
1.1k Views
EP 136: WE DON'T HAVE THE POWER!
Overall, hyperscalers like Amazon, Google, Meta, Microsoft, and Oracle provide a wide range of infrastructure and software services for various...
593 Views