Monday, November 29, 2010

Who Wins in Tablet Business?


Apple, Google, Motorola, Samsung and HTC could be early winners as tablets start to cannibalize the PC market, some might argue.

Dell, Hewlett-Packard and Acer could be losers, some think.

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Off-Balance-Sheet Financing is an Infrastructure Staple

The AI infrastructure boom has changed the nature of hyperscaler financial commitments. Traditionally, investors focused on on-balance-sheet...