Mandeep Singh sees cloud providers as big beneficiaries in the AI boom while SaaS, IT and business services will feel pressure.
Posts published in “Chips”
BofA analyst Vivek Arya says the bigger competitive risk is to AI model companies rather than AI infrastructure stocks.
Peter DeSantis says the next phase of AI will depend on cheaper, faster and more energy efficient infrastructure.
Capital.com analyst Daniela Hathorn says the SpaceX, OpenAI and Anthropic IPOs could reshape capital markets.
Nvidia CEO Jensen Huang unveils RTX Spark, which turns PCs into local AI supercomputers - even without going to the cloud.
Elon Musk gets a billion shares if a million people move to Mars, among other incentives.