I called the margin improvement in my last note, and Q3 proved it. Gross margins came in at 10.1% non-GAAP, up 370 bps sequentially. I like the $39B in AI orders. However, what I don't like is the ...
Super Micro Computer secured ~$39B in AI server orders but requires a $7B additional equity raise to fulfill them. The $7B capital raise is expected to immediately dilute shareholders by 23-24%, per ...
Supermicro’s news today can be viewed as both good and bad. A $7 billion capital raise involving stock offerings and equity-linked financing will dilute shareholders, and investors sold the stock off ...
The country wants to become a global leader in brain implants. Strong government support is expected to help accelerate that process. One day last October, sitting in the courtyard of his house in ...
Geometric Deep Learning techniques have become a transformative force in the field of Computer-Aided Design (CAD), and have the potential to revolutionize how designers and engineers approach and ...
Perplexity’s Personal Computer, its answer to OpenClaw and other local AI agents, is now available to all Mac users via its desktop app, the company announced on Thursday. As a reminder, Personal ...
Make sure your people and your technology work well together. by Thomas H. Davenport and Thomas C. Redman When Mars Wrigley decided to digitize its supply chain, it invested in several AI and ...
A U.S. aid worker said that the Afghans, who were evacuated to Qatar, would face a choice between moving to the Democratic Republic of Congo and living under the Taliban. By Megha Rajagopalan Eileen ...
Capita did not take advantage of MyCSP’s 12 years’ experience administering the Civil Service Pension Scheme (CSPS) during its takeover, according to the boss of outgoing firm. In a letter to MPs, ...
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Victim’s attorney claims ChatGPT aided accused Florida State gunman in planning shooting
TALLAHASSEE, Fla. (WCTV) - Attorneys for one of the victims killed on Florida State University’s campus nearly a year ago plan to file a lawsuit against ChatGPT, claiming the suspected gunman had ...
JACKSON, MI – The City of Jackson has launched a planning process to develop its next master plan, inviting residents and business owners to help shape the community’s long-term vision. The ...
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