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 | Apr 25, 2024 | Fabless Semiconductor Designers, Semiconductor Industry
Rosenblatt Securities analysts “double downgraded” Arista Networks (NYSE:ANET) in April 2024 from a buy with stock price target of $330, to a sell with price target of $210, on rising competition from Nvidia (NASDAQ:NVDA). In the wake of this, there have been some...