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The Nexus
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Peter Berezin

Coverage of Peter Berezin in the Nexus archive.

Earliest in view: Jun 26 · 17:12 UTCMost recent: Aug 16 · 08:30 UTC
Co-mentioned in this coverage
Dhaval Joshiperson1Counterpoint at London’s BCA Researchorganization1Paul Burchardperson1SaaSpocalypsetopic1Silvertopic1semiconductorstopic1Fortuneorganization1Amazon Web Servicesorganization1AWSorganization1Micronorganization1SK Hynixorganization1Appleorganization1Xboxorganization1Elon Muskperson1BCA Researchorganization1Amazon EC2 Capacity Blocks for MLtopic1
Recent coverage
  • BUSINESSAug 16 · 08:30 UTCFORTUNE
    There isn’t just one AI bubble, strategist says — there’s a ‘rolling sequence of bubbles’ instead

    Strategist Dhaval Joshi argues that determining if AI is a bubble is the wrong question, stating instead there is a 'rolling sequence of bubbles.' He provided examples showing market cycles in sectors like SaaS (turning boom to bust), silver, and semiconductors, predicting that high margins will crash back to earth as demand and supply equilibrate. Joshi called the current issue more of a 'profit margin bubble' rather than an earnings one.

  • TECHNOLOGYJun 26 · 17:12 UTCBUSINESS INSIDER
    Forget Apple. Amazon just made AI a lot more expensive.

    Amazon Web Services (AWS) is raising key AI cloud prices by 20% due to soaring memory chip costs and strong AI demand. This follows a 15% price increase in January, with memory shortages driving up costs for cloud customers and impacting tech companies like Apple and Xbox.