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Dell technologies: not convinced of $2b a.i. server backlog
We're initiating Dell Technologies Inc. with a hold rating. While we expect Dell to experience PC share gains as the market recovers in 2024, we're le...
October 11, 2023, 12:41 pm
Birlasoft sharpens focus on genai for growth
Pune-based IT services firm Birlasoft is aiming to become a billion-dollar company with a renewed emphasis on … AI Studio with ...
October 8, 2023, 9:44 pm
Amazon and microsoft's cloud dominance referred for uk competition probe
Ofcom is concerned that so-called "hyperscalers" like Amazon Web Services and Microsoft Azure are limit...
October 5, 2023, 1:56 am
Aligned data centers expands north american footprint with new hyperscale campus in northeast ohio
PERKINS TOWNSHIP, Ohio, Sept. 25, 2023 (GLOBE NEWSWIRE) — Aligned Data Centers, a leading technology infrastructure company offering innovative, sus...
September 25, 2023, 8:35 pm
Nvidia corporation (nvda) bank of america securities global a.i. conference 2023 (transcript)
NVIDIA Corporation (NASDAQ:NVDA ) Bank Of America Securities Global A.I. Conference 2023 September 11, 2023 12:00 PM ET Company Participants Ian Buck ...
September 11, 2023, 5:53 pm
Broadcom: silicon to software
hyperscale spending on generative artificial intelligence is driving significant growth in the technolo...
September 5, 2023, 3:17 pm
Why to buy nvidia even after 220% ytd jump? etfs in focus
The NVIDIA NVDA stock is a blockbuster this year as it has skyrocketed 220.4% courtesy of high hopes from artificial intelligence (AI). A surge in
August 29, 2023, 9:01 am
Chindata group to release second quarter 2023 financial results and host a conference call on august 31, 2023
BEIJING, July 28, 2023 (GLOBE NEWSWIRE) -- Chindata Group Holdings Limited (“Chindata Group” or the “Company”) (Nasdaq: CD), a leading carrier...
July 28, 2023, 6:30 am
Caution! the ai hype cycle will leave meta stock investors disappointed.
Meta Platforms (NASDAQ: META ) has been the hottest of the “Cloud Czars” in 2023, with its stock up 125%. The other Czars, who among them own the...
June 15, 2023, 8:11 am
Nvidia corporation (nvda) rosenblatt's annual technology summit - the age of ai scaling (part i) conference (transcript)
NVIDIA Corporation (NASDAQ:NVDA ) Rosenblatt's Annual Technology Summit - The age of AI scaling (Part I) Conference Call June 7, 2023 12:00 PM ET Comp...
June 7, 2023, 4:50 pm
Generative ai could sustain arista networks' 31% annual stock growth
Arista — whose stock rose by 24% between May 24 and pre-market trading on May 30 — sells such switches to ...
June 1, 2023, 10:06 am
A.i. is a massive opportunity for cloud providers, says oppenheimer's tim horan
Tim Horan, Cloud and Communications Analyst at Oppenheimer, joins 'The Exchange' to discuss A.I. winners & losers, A.I. arms suppliers to invest in, a...
May 19, 2023, 2:15 pm
Chindata group to release first quarter 2023 financial results and host a conference call on may 31, 2023
BEIJING, May 08, 2023 (GLOBE NEWSWIRE) -- Chindata Group Holdings Limited (“Chindata Group” or the “Company”) (Nasdaq: CD), a leading carrier-...
May 8, 2023, 6:30 am
Chindata group announces time change for fourth quarter 2022 conference call
BEIJING, March 08, 2023 (GLOBE NEWSWIRE) -- Chindata Group Holdings Limited (“Chindata Group” or the “Company”) (Nasdaq: CD), a leading carrie...
March 8, 2023, 5:00 am
Cadence (cdns) unveils 13 new verification ip offerings
Cadence (CDNS) announces the launch of 13 new VIPs which supports multiple application areas, including hypers...
February 20, 2023, 9:02 am
Akamai: now facing amazon and microsoft, but in a differentiated way
Widely known for its CDN, Akamai has embarked on a business transformation process that will see it compete with ...
February 20, 2023, 1:56 am
Datadog: near-term uncertainty in the long-term winner creates perfect buying opportunity
hyperscalers are seeing decelerating growth and weakening demand as cloud migration slows and customers...
February 9, 2023, 11:13 am
Aligned data centers expands into pacific northwest with new hillsboro campus to support hyperscale & large enterprise demand
HILLSBORO, Ore., Jan. 10, 2023 (GLOBE NEWSWIRE) — Aligned Data Centers, a leading technology infrastructure company offering innovative, sustainable...
January 10, 2023, 1:35 pm
Broadcom: backbone of the tech industry is undervalued
Broadcom is a leading electronics company which provides pioneering Wi-Fi solutions and AI friendly chipsets for consumers and data center cloud ...
December 12, 2022, 8:34 am
We're seeing a lot of momentum from the hyperscalers, says mongodb ceo
Dev Ittycheria, MongoDB CEO, joins 'TechCheck' to discuss the difference between the company's second and third quarters, what's driving some of the c...
December 7, 2022, 12:00 pm