The AI data center value chain is split into two parts: inside the rack and outside the rack. The key driver for data center investment has been capex spending by the Cloud Service Providers. Capex ...

Fred Laluyaux is CEO of Aera Technology, the AI decision automation company empowering global enterprises to make smarter, faster decisions. As companies evaluate the AI initiatives that will address ...

Forbes contributors publish independent expert analyses and insights. Anjana Susarla is a professor of Responsible AI at the Eli Broad College of Business at Michigan State University. With tech ...

COVID-19 has forced a rethinking of the entire supply chain, including immediate suppliers and tiered networks. Digital capabilities are also accelerating the transformation of supply-chain business ...

In response to an evolving business landscape, 90% of supply chains are currently reorganizing, or plan to do so in the near future, according to Gartner. This represents a major opportunity to ...

This is the second article in a series. The first article can be found here: "Although AI is a Bubble, It’s Still Investible." Generative artificial intelligence (Generative AI) has been in the works ...

Teradyne and Advantest dominate the semiconductor test equipment market with a combined market share of around 95%. I expect both companies to grow in line with the overall semiconductor market (6-8% ...