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
250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story
The increasing power demands of AI models are reshaping the energy landscape, with investments of over $1 trillion per year in the US alone, as...
889 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
EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
Broadcom had a strong quarter, beating revenue and EPS expectations, with CEO Hawk Tan's announcement of a new customer causing the stock to rise...
419 Views
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
Overall, Nvidia is experiencing strong performance in the AI market, particularly in the area of inference, but faces competition and challenges in...
3.6k Views