Differences between Apple’s thinking about the cost and deployment of AI compared to the big tech competitors

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Apple’s new Vision Pro virtual reality headset will be shown at Apple’s Worldwide Developers Conference (WWDC) at the Apple Park campus in Cupertino, California, on June 5, 2023. Josh Adelson AFP | Getty Images Since 2015, Apple has acquired more than two dozen AI companies. They are hardly household names, including Emotient, Laserlike, Drive.ai, AI.Music …

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Missing Nvidia? The fund manager says this under-the-radar network stock is set to boost artificial intelligence

Missing Nvidia?  The fund manager says this under-the-radar network stock is set to boost artificial intelligence

Tech companies, especially those that leverage artificial intelligence, have been in the spotlight this year with investments from the likes of Nvidia, Baidu, and Alibaba. However, one perhaps lesser-known company stands out for portfolio manager Sanjay Iyer: US cloud computing and networking equipment company Arista Networks. “[Arista] Ayer, portfolio manager at US-headquartered WCM Investment Management, …

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