First came cloud computing, then came artificial intelligence, both of which required the construction of large data centers. They always required massive storage solutions, which is why artificial intelligence and data centers are said to have saved mechanical hard drive manufacturer Seagate Technology.
Category: Hardware
Western Digital saw 200% annual stock performance,thanks to AI
In the traditional hard disk drive market, the market is highly concentrated between two companies, Western Digital and Seagate Technology, which have strong pricing power.
HPE expertizes on enterprise technology services
HPE was formerly the enterprise product division of HP. In November 2015, it was split from Hewlett-Packard, and the two companies became independent companies. The companies were listed separately.
AI PC is changing the PC supply chain and ecosystem
The artificial intelligence personal computer (AI PC) market will not explode immediately, because for artificial intelligence personal computers to be popularized, hardware, software and various application services must cooperate with each other for this to happen, otherwise it will be in vain.
How does the resurrected Dell make money?
Dell is involved in almost all device products in the electronics industry, personal computers, servers, data storage devices, network switches, mobile phones, software, enterprise information services, printers and computer peripherals.
Artificial intelligence (AI) benefits industries
This article will discuss the industries and manufacturers that have benefited significantly from the trend of generative artificial intelligence (AI) in the past year and a half in the short term.
Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding
Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.
How does BYD make money? Why it beat Tesla? Sweeping the global EV market
Due to geopolitical risks and the United States’ anti-China policy and decoupling from China in various fields, BYD may become another target of embargo, retaliation, or containment by the United States after Huawei.
How does the all-powerful Huawei make money?
No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.
How does Axon, which has the global monopoly on police Taser guns, make money?
Axon monopolies global police Taser guns