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... 8:6
Best AI Stocks: Taiwan Semiconductor vs. Broadcom | TSM Stock vs. AVGO Stock | Semiconductor Stocks

Parkev Tatevosian, CFA

1+ months ago 4K views

Taiwan Semiconductor Manufacturing Company (TSMC) and Broadcom are two semiconductor companies experiencing strong growth due to rising demand for artificial intelligence (AI) technologies. While TSMC has shown stronger revenue growth due to its significant manufacturing capacity and relationships with leading tech companies like NVIDIA and Apple, Broadcom recently bolstered its revenue through its acquisition of VMware. Both companies demonstrate impressive profitability and operational margins, but geopolitical risks related to TSMC may affect its valuation. In terms of investment recommendation, given current valuations and risks, Broadcom is suggested as the better buy.
02:12 - 02:28

Broadcom's VMware acquisition enhances revenue and cross-selling opportunities for AI technologies.

Taiwan Semiconductor AI hardware Finance
... 22:6
Tally’s AI & Fintech Strategy: What’s Next for India’s OG Business Software?

moneycontrol

1+ months ago 17K views

Tally Solutions, established in 1986, has evolved from simple accounting software to a comprehensive business management platform, serving over 2.5 million businesses and 7 million users in India. Tally has navigated regulatory changes and technology shifts, including the recent surge in AI. The executive director, Nupur Goenka, emphasizes the company's commitment to agility, innovation, and connected business ecosystems while addressing challenges presented by AI in terms of data privacy and affordability. Continuous development of solutions like connected compliance and banking aims to enhance user experiences and leverage AI for better service delivery in the SME sector.
05:52 - 07:19

Key challenges for AI in Tally include data privacy and affordability in India.

Tally Solutions Big Data Analytics Finance
... 12:34
This Unknown AI Security Company Is Landing HUGE Government Deals!

Will Rich

1+ months ago 2K views

ctm stock, a small market cap cybersecurity and AI company, is securing significant government contracts, indicating growth potential. Its recent financial performance showed consistent revenue around $11 million per quarter, with a market cap of only $79 million. The lack of hype surrounding the stock suggests a sleeper investment opportunity instead of speculative risks. Their recent contracts further highlight a growing market, especially in AI, with services relating to large data management and machine learning, positioning them for sustained expansion as government spending in this sector likely increases.
09:44 - 09:51

CTM focuses on cybersecurity software development, essential for U.S. government operations.

Cybersecurity Cybersecurity
... 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
... 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