TokenPost·
Gerstner Says AI Investment Case Depends on Earnings as Wafer, Power Limit Capacity Growth
He cited wafer output and power availability as supply constraints and put a $180 billion year-end revenue threshold on three AI-related companies.
More news
- TokenPostEther Liquidations Reach $16.16 Million in One Hour, Led by Longs
- TokenPostBinance Coin (BNB) Trades Below Two Daily Simple Moving Averages
- TokenPostCrypto Liquidations Hit $45.62 Million in One Hour as Longs Dominate
- TokenPostOppenheimer Forecasts Atlassian Q1 Revenue $68 Million Above Outlook
- TokenPost88% of Financial Institutions Have Budgeted for Digital-Asset Infrastructure
- Bitcoin.com NewsSouth Africa Backtracks on Controversial Crypto Rules After Backlash