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Nvidia’s fine! Besides, who else is going to power all these new AI models?
- Nvidia reported strong earnings but saw shares decline due to lower gross margin and high expectations.
- Enterprise tech providers like Snowflake, Workday, and Nutanix saw surges, while others like Dell, NetApp, and Salesforce faced challenges.
- Microsoft scrapped data center leases, but investments in AI infrastructure continue with companies like Apple, Alibaba, and Meta.
- AI models continue to advance, with companies like IBM, Amazon, Microsoft, and others introducing new technologies.
- IBM is expanding its AI presence through acquisitions and new Granite AI models.
- Amazon launched Alexa+ with positive reviews, while Dell focuses on helping telecom providers transition to the cloud.
- Concerns arise around DOGE and ransomware, while Quantum Machines receives a significant funding boost.
- MWC is upcoming, with expectations for earnings from companies like Broadcom, Marvell Semi, HPE, and others.
- A diverse range of AI developments, acquisitions, releases, and funding rounds occurred across various companies in the tech industry.
- Cybersecurity updates include ransomware defense advancements, cyberattacks, and new services from companies like Zscaler and Rapid7.
- In tech, quantum chips and innovations, AI assessments, resignations, and regulatory updates were prominent topics this week.
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