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Research|OpenAI: What Is OpenAI's $600B Compute Spending? Did They Really Cut the $1.4T Investment Commitment?
The Information’s latest report contains this quote: “But it warned it will burn more than twice as much cash through 2030 than previously predicted, as…
7 hrs ago
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Preview|CRM CY4Q25: Agentforce Remained Slow with Early Sign of Cannibalization
We surveyed 3 CRM experts (2 channel partners, 1 former APAC sales specialist).
22 hrs ago
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Preview|NVDA CY4Q25: Fundamental Strength Meets a "Show-Me" Market
Market Sentiment: Strong Fundamentals vs.
Feb 19
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Review|PANW 2Q26: Organic Revenue Guidance Cut by About 1 Percent Plus Dilution Drove the Stock Down
Key Takeaways
Feb 18
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Deep|LLM: Frontier Compute for AGI in the U.S., Cost-Driven Adoption and Video Platforms in China
AI Is Splitting in Two
Feb 17
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Preview|PANW 2Q26: Channel Checks Suggest Sustained Growth Momentum
Hardware Price Hikes Are a Near-term Headwind, but Mix and AI Could Support the Setup
Feb 16
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Weekly|Bifurcation will Continue, AMAT, APP/U, NET, DDOG, Space Launch Market, ALAB
In our last weekly report, we discussed the structural positioning adjustment among big US tech funds/long-only, from their asset-light holdings in…
Feb 16
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Review|AMAT 4Q25: Strong AI Demand Translating into Equipment Revenue
During the earnings call, Applied Materials provided a robust outlook, projecting that its semiconductor system business will grow by more than 20% in…
Feb 13
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