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jakeirving

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Karma
11
Created
July 20, 2020 (5y ago)
Submissions
0
  1. Bigtech AI CAPEX spending will reshape future corporate cost structures (twitter.com)
    1 points 2
  2. Capex and Opex Supercycles in AI (twitter.com)
    1 points 0
  3. Insider view on how AMD lost the GPU oppty (twitter.com)
    17 points 27
  4. Capex and Opex supercycles – the dusk of SaaS and the dawn of AI-SaaS (medium.com)
    7 points 0