#NASDAQ:WDC
9 articles with this tag
LLM Query Types Drive GPU Demand
LLM query types dramatically affect GPU demand, memory, and power, highlighting the need for optimized AI infrastructure planning.
AI Opportunities Beyond Mega-Caps: Insights from Parnassus Investments
Lori Keith of Parnassus Investments discusses AI investment opportunities beyond mega-caps, highlighting mid-caps in infrastructure and AI adopters like Robinhood.
Western Digital CEO on AI Storage Demand and HDD Future
Western Digital CEO Irving Tan discusses the critical role of HDDs in AI infrastructure and the company's strategy to meet surging demand through technological innovation.
Western Digital CEO on AI Storage Demand
Western Digital CEO Irving Tan discusses the company's role in AI storage, highlighting demand for high-capacity HDDs and long-term agreements.
Sequoia's New Guard: Founders, AI, and the Future
Alphabet's bond sale, Google's AI shakeup, and Sequoia's strategy dominate Bloomberg Tech's discussion on the AI capital cycle.
WD CEO: AI Demand Drives HDD Relevance
Western Digital CEO Irving Tan discusses the crucial role of HDDs in AI, the company's focus on technological advancements for higher capacity drives, and long-term customer agreements.
LPDDR Shift Redefines AI Data Center Memory
AI inference demands are forcing data centers to adopt mobile LPDDR memory to slash power use and beat thermal limits.
AI Stock Rally Falters Amid SK Hynix Selloff, Apple-OpenAI Lawsuit
SK Hynix shares tumble, Apple sues OpenAI, and FCC Chair Carr discusses space tech and AI on Bloomberg Tech.
Mag 7 Loses Market Swagger as AI Spending Shifts
The 'Magnificent 7' stocks are losing their market luster as AI investment shifts to semiconductor companies driving infrastructure growth.