Kenny Polcari believes that the decline of Nvidia is exaggerated.

Kenny Polcari believes that the decline of Nvidia is exaggerated.

NVIDIA, a company that recently surpassed Microsoft as the most valuable in the world, has experienced a significant market value drop of nearly $430 billion over the last three trades. Despite this decline, Kace Capital Advisors Founder and CEO, Kenny Polcari, believes that the reactions to Nvidia’s current situation are overblown. He advises investors not … Read more

Research Shows Concerns about VMware Customer Exodus after Broadcom Acquisition may be Exaggerated

Research Shows Concerns about VMware Customer Exodus after Broadcom Acquisition may be Exaggerated

A recent study by CloudBolt Software Inc. and Amazon Web Services Inc. suggests that the predicted mass exodus of customers from VMware Inc. to other virtualization providers following Broadcom Inc.’s $61 billion acquisition may be overstated. The study surveyed 300 IT executives responsible for VMware-related purchases and found that while many are concerned about the … Read more

HPE states that the impact of AI on enterprises is not exaggerated.

HPE states that the impact of AI on enterprises is not exaggerated.

At the HPE Discover EMEA event, HPE is focusing on adopting an “AI-native” strategy to remain competitive in the AI market. HPE aims to assist customers in all stages of the AI model lifecycle, leveraging its ownership of Cray to provide necessary supercomputing technology for training large AI models. The company sees AI as the … Read more