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☆ A 'clash of titans' developing in chip industry: The Futurum Group
  + stars: | 2024-08-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA 'clash of titans' developing in chip industry: The Futurum GroupDave Nicholson of The Futurum Group is optimistic about AMD, and believes it is well positioned to be a good alternative to NVIDIA at a componentry level.
Persons: Dave Nicholson Organizations: AMD, NVIDIA
☆ Longtime Broadcom watcher says the company is primed to catch the AI wave
  + stars: | 2024-06-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLongtime Broadcom watcher says the company is primed to catch the AI waveDave Nicholson of The Futurum Group sees Broadcom as a critical player in the AI ecosystem, which will benefit from its positioning in network building capabilities.
Persons: Dave Nicholson Organizations: Broadcom
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