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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
... 7:34
Advanced Resilience Practices for the AI Era

The Ravit Show

1+ months ago 7K views

Goen Rangaswami, the VP of marketing at Shift, discusses the company’s approach to enhancing data recovery and resilience in the cloud, emphasizing the necessity of recovery as code in modern infrastructure. Goen explains how automated discovery and dependency mapping are crucial for effective recovery, as organizations need to understand their cloud resources for better protection and resilience. He highlights the importance of conducting numerous tests to achieve resilience, and concludes with insights on how companies should actively reassess and enhance their recovery strategies, particularly using technologies like Cloud Rewind.
04:00 - 04:24

AI is crucial for making recovery systems learn continuously.

Ethical AI frameworks Education
... 8:44
Broadcom Rallies After AI Fuels Stronger-Than-Expected Forecast

Bloomberg Podcasts

1+ months ago 1K views

Broadcom's strong earnings highlight ongoing AI and semiconductor spending, despite mixed results from Nvidia and Marvell. CEO Hock Tan emphasizes continued investment from hyperscale partners in AI chips and infrastructure. The industry does not need saving but shows resilience amid fluctuating expectations. Advances in AI technology, including cost-effective model development, have been showcased, driving infrastructure demands. Apple's significant contributions to Broadcom's revenue remain crucial, with discussions around the company's future performance and the overall market outlook for AI-related spending.
02:04 - 02:12

Infrastructure costs for maintaining AI models highlight industry challenges.

Broadcom 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
... 15:48
Trey Layton, Penguin Solutions | Mastering AI: The New Infrastructure Rules

SiliconANGLE theCUBE

1+ months ago 2K views

Enterprises face challenges in deploying AI due to siloed infrastructures and the need for integrated systems. Achieving peak performance requires environments engineered for parallel processing and optimized workflows while addressing security and operational excellence. The introduction of software tools like Ice Clusterware facilitates automated provisioning and predictive analysis for failures in AI environments, enabling organizations to handle the complexities of large-scale deployments. This context highlights an evolving landscape where traditional IT metrics need reevaluation, focusing on real-time processing and responsiveness to ensure reliability and future-proofing in AI workloads.
04:43 - 04:43

The need for predictive failure analysis in AI systems is crucial.

Penguin Solutions AI cloud services Tech & Hardware
... 43:26
Hack CX: Digital Transformation in the Age of AI, Cloud & Edge with SUSE APAC CTO Vishal Ghariwala

CXposeTech

1+ months ago 3K views

Souza is a prominent German company founded in 1992, primarily known for its flagship product, SUSE Linux Enterprise, the first enterprise Linux distribution. The focus lies on leveraging open-source innovations to enhance enterprise solutions, including providing support and expertise to transform these technologies into practical applications. The mission emphasizes flexibility, security, and the ability to adapt to various customer environments, with key areas of engagement including enterprise Linux, cloud-native solutions, edge computing, and artificial intelligence developments. The speaker highlights the democratization of technology through open source and the importance of customer choice in uncertain times.
40:05 - 41:09

Security and observability are critical in cloud-native and AI applications.

SUSE AI cloud services Tech & Hardware
... 23:49
Introducing Intel Xeon 6 Processors for Leadership AI and Networking Solutions

Intel Newsroom

1+ months ago 4K views

Intel's Xeon 6 processors represent a significant evolution in data center and AI performance. These chips are designed to enhance power efficiency and meet the demands of next-generation workloads, particularly in AI applications. Through advancements such as integrated AI acceleration, the Xeon 6 processors support various workloads with exceptional scalability and flexibility. The company emphasizes its commitment to innovation and partner collaboration in addressing customer needs and evolving market trends, while also projecting substantial performance improvements compared to previous generations and competitors.
08:02 - 08:08

Xeon 6 enables improved TCO and performance for new AI deployments.

Intel AI hardware Tech & Hardware
... 4:3
Vertiv CEO: Infrastructure buildout for AI will continue to increase despite efficiencies

CNBC Television

1+ months ago 6K views

Vertiv CEO Giordano Albertazzi discusses the substantial CapEx expansion in the data center sector, amounting to $310 billion, emphasizing that data centers are essential infrastructure for AI applications. He corrects misconceptions about the company's focus, clarifying that while cooling represents a third of their portfolio, power management and overall data center infrastructure are equally vital. Despite facing lower organic sales expectations, Albertazzi remains confident in their growth trajectory, highlighting strong performance in Q4 and a robust pipeline. Emphasis is placed on the increasing efficiency and adoption of technologies driving demand for data centers.
01:56 - 02:00

Growth trajectory for Vertiv remains strong despite recent sales expectations.

Vertiv AI hardware Tech & Hardware
... 4:3
Vertiv CEO: Infrastructure buildout for AI will continue to increase despite efficiencies

CNBC Television

1+ months ago 6K views

Vertiv CEO Giordano Albertazzi discusses the substantial CapEx expansion in the data center sector, amounting to $310 billion, emphasizing that data centers are essential infrastructure for AI applications. He corrects misconceptions about the company's focus, clarifying that while cooling represents a third of their portfolio, power management and overall data center infrastructure are equally vital. Despite facing lower organic sales expectations, Albertazzi remains confident in their growth trajectory, highlighting strong performance in Q4 and a robust pipeline. Emphasis is placed on the increasing efficiency and adoption of technologies driving demand for data centers.
01:56 - 02:00

Growth trajectory for Vertiv remains strong despite recent sales expectations.

Vertiv AI hardware Tech & Hardware