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jakeirving

11 karma · joined July 20, 2020

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Bigtech AI CAPEX spending will reshape future corporate cost structures

twitter.com·1 pts·jakeirving·
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Capex and Opex Supercycles in AI

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Insider view on how AMD lost the GPU oppty

twitter.com·17 pts·jakeirving·
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Capex and Opex supercycles – the dusk of SaaS and the dawn of AI-SaaS

medium.com·7 pts·jakeirving·
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