Compute

TSMC Is Running Ahead Of Forecasts On AI Growth

The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. But the company is not talking specifically about by how much and if the long-range picture out through 2029 has changed all that much. As Europe

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AI

Dell Says It Can Finally Make Some Big Money On GenAI

It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. It is quite another thing when public companies start putting stakes in the ground because they face consequences if their auguries turn out to be