Cisco - $CSCO

HPE's traditional server orders rose 70% as AI inference took hold, says its CFO

8 takeaways: a $1.2B Vultr order for AMD's Helios rack, a switch with 1,700 copper cables, a $3.5B inference deal, and why she says AI adoption is in…

Oct 1 • Scuttlebutt

Kopernik CIO on Ukraine land: "80 to 90% discounts to what you would find in the Midwest"

14 calls: Why today's US market looks like 1972, why Korean phone companies at a third of book beat Verizon, and how Kopernik bought Chinese nuclear…

Sep 26 • Scuttlebutt

Hyperscaler returns may fall below their cost of capital by mid-2027, says Jim Chanos

14 arguments: why he calls AI data centers an equipment leasing business, how Cisco's orders collapsed in 2001, and why he would short Nvidia's…

Sep 26 • Scuttlebutt

Amit Daryanani: token costs are pushing AI workloads back onto company hardware

5 takeaways: Why Dell's storage line accelerated to 26% growth, the arithmetic moving workloads off frontier models, and why Apple now trades as a…

Sep 2 • Scuttlebutt

Ben Horowitz: Why a16z is raising a fund for chips and power, how $3 billion and a cluster now beats hiring 100,000 engineers, and why GPUs…

Why a chip built for a single model now pencils out, hyperscaler capex heading toward a trillion dollars next year, and why only 2% of US electricians…

Aug 29 • Scuttlebutt

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