A prominent tech strategist challenges Michael Burry’s warning that hyperscalers are committing a “modern era fraud” by extending chip depreciation…
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A leading voice in the technology advisory space says one semiconductor company’s latest move sends a strong signal about its…
A top tech strategist is pointing investors toward a stock that has been red-hot as of late, which he says…
The CEO of a tech advisory firm is warning that artificial intelligence will drive a sweeping consolidation in the software…
Talk of an AI bubble may be overstated, according to a leading technology research firm that sees data center demand…