by Nicholas Rossolillo | Jul 16, 2024 | AI, Cybersecurity, data center, stocks
Let’s talk about the internet and global IT infrastructure. It’s a complicated mess. The globe is criss-crossed with undersea and subterranean cables, connecting regional and major data center hubs, businesses, and consumers. It’s the bottom right box we illustrate in... 
by Nicholas Rossolillo | May 31, 2024 | AI, data center, Semiconductor Industry, stocks
This post is taken from our show notes. A full list of these are available to our Semiconductor Insider membership via our Ko-Fi shop. Enjoy! Nvidia’s (NASDAQ:NVDA) accelerated computing data center boom has created a stir. More electricity is needed to operate... 
by Nicholas Rossolillo | May 25, 2024 | AI, data center, stocks
We realize that we need to be better about sharing content on our blog. And so, what better place to pick up the slack than with one of our top buys for 2024, PureStorage, which seems to be catching a fresh tailwind as the data center AI market heats up? This post was...