Business
Cisco Beat Earnings and the Stock Tanked Anyway. Blame AI's Memory Problem.
Strong revenue, solid networking growth, and a new AI chip couldn't save Cisco from the one number Wall Street cared about: margins.
Shaw Beckett·
Ai Infrastructure
4 articles
Technology
Meta's Nuclear Power Play: 6.6 Gigawatts to Feed the AI Beast
Meta just signed deals with three nuclear energy companies to power its Prometheus AI supercluster. The numbers are staggering.
Shaw Beckett·
Business
SoftBank's $4 Billion DigitalBridge Bet: Building the Backbone for AI
Masayoshi Son's latest acquisition targets the physical infrastructure AI needs to scale, not the models themselves.
Shaw Beckett·
Technology
IBM Just Made Its Biggest Bet Since Red Hat With $11B Confluent Deal
IBM's acquisition of Confluent signals that the race to own AI's data layer is heating up fast.
Shaw Beckett·