Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]
Paul Block, co-founder and CEO of DDN, discusses how his company recognized the AI inflection point early on and is now partnering with major...
445 Views
Intel (INTC.US): 3Q25 Results Slightly Beat; Emphasized AI Importance; Seeking New Foundry Clients.
​Intel Corp beat 3Q25 estimates, focusing on AI growth and strategic investments, while its foundry business seeks external customers.
709 Views
From Commodity to Catalyst: Memory as the New Bottleneck
​AI infrastructure is increasingly reliant on NAND flash and HBM, reshaping demand and pricing, with SSD demand booked through 2026 and HDD lead...
550 Views
Nintendo and the Switch 2: An Options Menu
​Nintendo's new console and strong IP ecosystem set the stage for significant growth, backed by strategic expansion and a solid financial position.
657 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...
975 Views