Tech Pulse 13 May 2024 · 6 min read A song of ice and fire for tech stocks A mixed outlook for tech, with AI and infrastructure spending benefiting big tech, while overall tech faces challenges from inflation, budget caps and cuts, layoffs. Read more
NVDA 27 Feb 2024 · 11 min read NVIDIA's Strategic Problem Nvidia faces an inevitable strategic dilemma despite its meteoric hardware success. While shifting to services opens new markets, direct competition with hyperscalers brings formidable challenges that threaten its dominance. Read more