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from24/7 Wall St.
19 hours agoForget Nvidia: This Stock Will Be More Valuable in Less Than 1 Year
Alphabet's AI integration into cloud services is set to outperform Nvidia in long-term stock value.
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Tech industry
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#cost-efficiency #it-strategy #public-cloud #vendor-lock-in #enterprise-it #cost-management #metaverse #ar
#broadcom
Tech industry
from24/7 Wall St.
3 days agoBroadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility
Broadcom shares rose 6% after announcing long-term AI supply agreements with Google and Anthropic, despite broader tech sector declines.
Tech industry
from24/7 Wall St.
3 days agoBroadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure
Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.
Tech industry
from24/7 Wall St.
1 day agoWilliam O'Neil Reinstates Alphabet With a Buy: Is the Search Giant's Self-Driving Future Finally Getting Its Due?
Alphabet's long-term growth potential is supported by strong performance in AI, cloud services, and autonomous vehicles, leading to a Buy rating from William O'Neil.
fromTheregister
2 days agoWestern Union zaps VMware and moves to Nutanix
Western Union is six months into a migration of 900 to 1,200 applications that run across a 3,900-core server fleet. The decision to move came during a period of re-invention at Western Union, a 175-year-old company that is currently working to become more customer-focused and therefore is open to new suppliers to help reach that goal.
Tech industry
fromTheregister
4 days agoYahoo Japan's consolidating 164 OpenStack clusters into one
"In the legacy cloud, too many custom modifications to OpenStack made upgrades difficult. Flava adopts an architecture that stays aligned with upstream OpenStack. We keep custom patches to a minimum, and when functional changes are needed, we proactively contribute them upstream so they can be merged into the main project."
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Tech industry
fromThe Motley Fool
1 week agoNasdaq Correction: Buy 2 Trillion-Dollar AI Stocks With 50% Upside, According to Wall Street | The Motley Fool
The Nasdaq Composite correction presents buying opportunities, with Meta Platforms and Broadcom seen as undervalued AI stocks with significant upside potential.
fromwww.businessinsider.com
1 week agoJack Dorsey says he wants 6,000 Block employees reporting straight to him
Dorsey outlined a new AI-forward vision for his payments processing company, stating that large language models will switch up the company's org chart. He expressed a desire for a structure where everyone reports to him, aiming for a maximum distance of two to three layers between himself and employees.
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