Tag #Ai Infrastructure

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abcnews.go.com

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Jan 14, 16:13

Biden to sign executive order boosting U.S. AI infrastructure

President Biden will sign an executive order directing the Department of Defense and Department of Energy to lease federal sites for private sector AI infrastructure development, prioritizing clean energy and minimizing costs to American families, to bolster U.S. national security and economic compe...

Biden to sign executive order boosting U.S. AI infrastructure

President Biden will sign an executive order directing the Department of Defense and Department of Energy to lease federal sites for private sector AI infrastructure development, prioritizing clean energy and minimizing costs to American families, to bolster U.S. national security and economic compe...

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Industry, Innovation, and Infrastructure

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How will the executive order's focus on clean energy and minimizing costs to families affect its implementation and long-term sustainability?

This executive order addresses critical national security concerns by establishing domestic AI infrastructure, preventing reliance on foreign countries for powerful AI tools and mitigating the risk of adversaries accessing these systems. By leveraging federal sites and promoting clean energy, the initiative aims to bolster U.S. economic competitiveness in the AI sector.

cnbc.com

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Dec 28, 07:05

Goldman Sachs bullish on AI infrastructure stocks for 2025

Goldman Sachs predicts robust demand for AI data center equipment and a PC market recovery in 2025, recommending stocks like Dell, Arista Networks, and IT distributors Ingram Micro and TD Synnex based on this positive outlook.

Goldman Sachs bullish on AI infrastructure stocks for 2025

Goldman Sachs predicts robust demand for AI data center equipment and a PC market recovery in 2025, recommending stocks like Dell, Arista Networks, and IT distributors Ingram Micro and TD Synnex based on this positive outlook.

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How does Goldman Sachs's projection of a PC market recovery in 2025 impact its investment recommendations?

Goldman Sachs's positive outlook on AI infrastructure is based on continued momentum in underlying demand. The firm specifically highlights the benefits for companies with early market share leadership in AI servers and switching, such as ANET and DELL. The prediction of a PC market recovery in 2025 is linked to an aging PC installed base and the end of Windows 10 support, creating demand for AI-capable PCs.

Showing 25 to 26 of 26 results