Jay Goldberg

Big tech companies are starting to look like IBM in the 1960s

The race to dominate the growing AI market is pushing tech giants to adopt business models reminiscent of IBM (…

3 weeks ago

How Nvidia’s China Struggle Could Hurt Its Competitive Edge

Nvidia's ( NVDA ) China business continues to face geopolitical obstacles, which could pose long-term competitive risks for the AI…

1 month ago