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Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, discusses the importance of Wednesdayβs earnings from Micron Technologies, tech spending on capex and the AI buildout, and how he views public-private partnerships on AI companies. (Source: Bloomberg)
TechCrunch's StrictlyVC evening in Los Angeles late last week brought together two of the more straight-talking investors working in AI right now. They were as entertaining as they were illuminating.
A running look β in reverse chronological order β at the bigger tech companies that have announced significant layoffs this year with AI as a stated factor.