Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales ...
CoStar's strong revenue growth, high customer retention rates, and investments in building a two-sided marketplace raise questions about future...
316 Views
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 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
The article discusses Nvidia's advancements in Nematron models and promotion of open source variants, with mixed opinions on their strategy and...
636 Views
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
Ben discusses statistics related to Meta's deal with Corning for fiber optics, highlighting the massive amount of optical fiber involved Ben...
996 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