Hardware is beating software in the AI arms race
Hardware names linked to AI such as Micron Technology are outperforming software names such as Snowflake, and that may well continue for much of this year, according to analysts at Stifel & Co. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-13th-arista-and-reddit-topped-a-very-mixed-week
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Hardware Outperforming Software in AI Arms Race
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