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VMware Raises Broadcom’s Software Profile, but Chips Remain Core Business
Scott Bickley, advisory practice lead, comments on Broadcom's strategy for VMware, noting the company's focus on hardware and cloud integration in virtualization software. As Broadcom pushes further into the cloud space, Bickley emphasizes the importance of addressing potential challenges associa...
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Ilya Sutskever’s Safe Superintelligence Inc. Lands $1B Investment
Research Director Andrew Sharp discusses Ilya Sutskever’s new venture, Safe Superintelligence Inc., which recently secured a $1 billion investment. The company is focused on developing advanced AI systems with a strong emphasis on safety and governance. This significant funding round highlights t...
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Here’s Why Nvidia’s Aggressive Sales Tactics Are in the DOJ’s Crosshairs
Scott Bickley, principal research director, discusses Nvidia's aggressive sales tactics and the Department of Justice's investigation into the company. Bickley highlights concerns about Nvidia's dominance in the AI hardware market and its potentially anti-competitive practices, which have prompte...
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Anthropic Makes Play for Business Customers
Bill Wong, AI research fellow, discusses Anthropic's strategic pivot toward targeting business customers for its AI offerings. This move positions Anthropic as a competitor in the enterprise AI space, which is becoming increasingly crowded with other major players like OpenAI and Google. Wong emp...
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Huawei’s Challenge to Nvidia’s AI Dominance Weakened by Software Issues
Thomas Randall, director of AI market research, shares his insights on the recent analysis of Huawei’s 910C AI chip, labeling the reported issues as unsurprising. The analyst emphasizes that Huawei has been dealing with challenges in the AI hardware sector, which include sanctions and supply chai...
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Tech Firms Inch Closer to Users with AI Wearables
Thomas Randall, director of AI market research, discusses how tech firms are moving closer to integrating AI wearables into everyday life, focusing on the innovative applications these devices could bring. AI wearables are poised to revolutionize how users interact with technology, with advanceme...
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OpenAI is No Longer Alone at the Top: The Competitive Landscape in 2024
Bill Wong, AI Research Fellow, discusses the evolving competitive landscape of AI in 2024. He highlights that OpenAI is no longer the only major player, as several other companies are now rising to challenge its dominance. Wong emphasizes how competition is driving innovation in the AI space, wit...
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At Klarna, AI Is Helping Reduce Payroll in a Big Way
Terra Higginson, principal research director, provides insights on Klarna's use of AI to significantly reduce payroll expenses. She discusses how AI tools are being leveraged to automate tasks, streamline operations, and optimize workforce management, leading to cost savings. Higginson emphasizes...
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Google Ireland Bid to Build New Data Center Rejected
Jeremy Roberts, senior research director, comments on Google's failed attempt to build a new data center in Ireland. The proposal was rejected due to environmental concerns, specifically related to power usage and potential impacts on local infrastructure. Roberts highlights the increasing scruti...
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