The Impact of the AI Revolution on the Server Manufacturers. With flattish revenue and profits, the Server companies seem to gain little from the AI revolution. We dive into the financial machine room to see what is happening.
Very good, honest piece and reflection on what "strategic research"(!) [Which you do in excellent ways], is all about Claus. I always find excellent insights, and have always preferred the "long game" analysis instead of the typical quarterly research-after-the-fact-"analysis" which is too common.
Very good, honest piece and reflection on what "strategic research"(!) [Which you do in excellent ways], is all about Claus. I always find excellent insights, and have always preferred the "long game" analysis instead of the typical quarterly research-after-the-fact-"analysis" which is too common.