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...We expect the market for AI servers to grow, on average, 50% CAGR over the next three years, vs. historical growth of the overall server market (5.5% CAGR over the past 17 years), and we expect Super Micro...
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...First up there’s this showing the “gross pledge position” of shares of four Adani companies by company promoters (or insiders)....
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...The pipeline makes economic sense for Uganda and Tanzania, he said, predicting it would ultimately boost the countries’ gross domestic product by 25 and 20 per cent respectively....
...As this underpins sustained wage growth and tax revenues, it feeds us-vs-them politics, making reform harder. The upshot is an erosion in underlying growth....
...Gross hiring dipped below 6M in July as slowing demand reduces firms’ incentives to hire new workers and makes it harder for those employed to switch to better jobs....
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