Data center provider Equinix ‘selling an AI pipe dream’

Charles J. Meyers, president and CEO of Equinix, poses in his office in Redwood City, Calif., Dec. 18, 2018. Nhat V. Meyer | Bay Digital First Media | The Mercury News via Getty Images Hindenburg Research on Wednesday took aim at Equinix, the $80 billion data center provider, and accused the company’s management of selling … Read more

Parker Harris prepared Salesforce for AI. Now he’s focused on Slack

Parker Harris, a co-founder of Salesforce, speaks during a keynote at the company’s Dreamforce conference in San Francisco on Sept. 12, 2023. Marlena Sloss | Bloomberg | Getty Images Each year, Salesforce updates its V2MOM, a planning document laying out vision, values, methods, obstacles and measures. CEO Marc Benioff has said it’s “been used to … Read more

One tiny country drove 15% of Nvidia’s revenue – here’s why it needs so many chips

Microchip and Nvidia logo displayed on a phone screen are seen in this multiple exposure illustration photo taken in Krakow, Poland on April 10, 2023. (Photo by Jakub Porzycki/NurPhoto via Getty Images) Nurphoto | Nurphoto | Getty Images As Nvidia posted stellar third-quarter results last week, industry observers pointed out that a substantial amount of the … Read more