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... 10:52
Revealed: Alex Koyfman's "$4 AI Firm" That Will Gain 96,000%

Dylan Rieger

1+ months ago 2K views

Alex Kman argues that a small tech firm has developed a breakthrough technology aimed at revolutionizing AI data centers, potentially leading to a stock increase of over 96,000%. Despite Kman's past recommendations showing mixed results, he indicates that this company, focusing on improving transceiver efficiency, is crucial due to the demands modern AI workloads place on infrastructure. The video reveals the identity of this company as Poet Technologies, which utilizes photonics to enhance data transmission speeds while reducing costs. Investors are cautioned about speculative nature and volatility associated with this stock.
04:52 - 04:59

Poet Technologies aims to make transceivers more efficient and cheaper.

Finance
... 6:14
AI Needs More Power, Cerebras CEO Says

Bloomberg Technology

1+ months ago 1K views

Concerns about an electricity state of emergency arise due to underinvestment in infrastructure, particularly in power for data centers. Despite advancements in energy efficiency, high power demand persists, driving costs significantly. The company is meeting growing demand through innovative chip design, allowing for reduced energy use while supporting major clients. Strategic partnerships aid in tackling infrastructure challenges, but regulatory uncertainties may limit sales in various markets. The focus remains on technological innovation to mitigate costs and enhance service delivery as the industry gears up for expansion amidst these constraints.
02:09 - 02:16

High demand for low power inference models is experienced amid energy challenges.

Cerebras AI hardware Tech & Hardware
... 4:3
Huawei FTTO Powers Wi-Fi 7, AI and DCI Technologies and Devices

Huawei

1+ months ago 618K views

Innovations at MWC 2025 showcase Huawei's advancements in network technology, focusing on FTTO 2.0 and its capabilities. Key highlights include the integration of Wi-Fi 7 for enhanced 10G campus networks that utilize optical fiber for superior performance. Huawei's deployment of over 10,000 real-world installations emphasizes the market traction of FTTO 2.0, especially in industries like hospitality and education. The presentation also introduces the lossless DCI solution on the OSN 9800 K12 platform, enhancing AI model training capabilities through robust, reliable infrastructure.
Huawei AI hardware Tech & Hardware
... 13:23
Is Broadcom About to Destroy Nvidia's AI Dominance?

Couch Investor

1+ months ago 6K views

Broadcom's recent quarterly report showed significant earnings growth and guidance improvements, resulting in the stock price rising after hours. The report indicated a market cap nearing $1 trillion, highlighting Broadcom's financial resilience despite a broader market pullback affecting the semiconductor industry, which has seen significant corrections. The focus was placed on robust growth in AI and infrastructure software, with predictions of continued strength in AI semiconductor revenue, marking Broadcom’s positioning against competitors, particularly Nvidia. The CEO discussed strategic partnerships with major tech companies to develop custom silicon for future AI applications.
Broadcom AI hardware Tech & Hardware
... 8:
Dickens: AVGO "Mag 8" Company in "Early Days" of A.I.

Schwab Network

1+ months ago 3K views

Broadcom shows strong fundamentals with solid exposure to key markets, particularly in AI. The company is executing well on product innovation and adapting to shifts in demand. Despite market volatility, expectations lean towards a positive earnings report. Broadcom's integration into AI-centric growth paths, especially with partnerships in hyperscale technology, highlights its potential for growth despite macroeconomic pressures. The discussion addresses concerns over timing with earnings and comparisons to industry peers while emphasizing AI's increasing importance in various tech areas.
Broadcom AI hardware Finance
... 11:13
Intel NEX SVP & GM Discusses vRAN Evolution & the Rise of AI in Telecom from MWC - Six Five Media

Six Five Media

1+ months ago 2K views

Intel has significantly impacted the Telecom industry through innovations like virtualized networks. The Zeon 6 CPUs, featuring enhanced AI capabilities, double the capacity while cutting power consumption by 70%. This transformative technology enables the integration of AI workloads within existing infrastructure, facilitating the deployment of software-defined networks. Customers are eager to modernize their operations, focusing on monetizing network investments in a rapidly changing landscape, particularly driven by AI advancements. The industry is shifting towards cloud-native architectures to ensure scalability and flexibility, transforming how networks are designed and operated.
Intel AI Trends Tech & Hardware
... 6:16
The Future of Telecom: AI, Cloud, and Customer-Centric Networks

Fierce Network TV

1+ months ago 1K views

Carriers must adapt to the evolving landscape of Cloud Communications by enhancing user experiences to bridge the gap created by previous investments in network infrastructure. The focus should be on integrating AI functionalities to improve operational efficiencies and deliver innovative user solutions. Emphasizing the importance of AI-driven features, such as real-time translations and improved service delivery, highlights the necessity for telecoms to revolutionize traditional voice services. Understanding this shift is vital for monetizing next-generation services, particularly in the 5G era, where user demands outpace available solutions.
04:05 - 04:51

AI will enable telecoms to achieve better network resiliency and customer satisfaction.

AI cloud services Tech & Hardware
... 4:33
VIAVI on AI, Digital Twins, and the Future of Network Automation

Fierce Network TV

1+ months ago 2K views

The transition from telco to techco focuses on reducing friction in business operations through digitization and automation. This evolution emphasizes the importance of AI in network operations centers, driving efficiency and modern infrastructure management. The concept of 'dark knock' involves operating networks autonomously, requiring a deep understanding of operational intent. Lab as a service facilitates automated testing and operational continuity, ensuring issues can be addressed without compromising live networks. Digital twins are utilized for predictive analytics and operational planning, supporting the integration of AI in managing networks effectively.
03:58 - 04:21

Testing and validating AI functions have become critical for improving AI network management.

VIAVI Big Data Analytics Tech & Hardware
... 4:33
VIAVI on AI, Digital Twins, and the Future of Network Automation

Fierce Network TV

1+ months ago 2K views

The transition from telco to techco focuses on reducing friction in business operations through digitization and automation. This evolution emphasizes the importance of AI in network operations centers, driving efficiency and modern infrastructure management. The concept of 'dark knock' involves operating networks autonomously, requiring a deep understanding of operational intent. Lab as a service facilitates automated testing and operational continuity, ensuring issues can be addressed without compromising live networks. Digital twins are utilized for predictive analytics and operational planning, supporting the integration of AI in managing networks effectively.
03:58 - 04:21

Testing and validating AI functions have become critical for improving AI network management.

VIAVI Big Data Analytics Tech & Hardware