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#705 Companies are Investing $1.5 Trillion in IT/AI Infra in the Next 3-4 Years
Manage episode 514109929 series 3475089
On Episode 705 of The Core Report, financial journalist Govindraj Ethiraj talks to Mario Morales, GVP & General Manager, Semiconductors & Enabling Technologies at IDC.
SHOW NOTES
(00:00) Stories of the Day
(00:41) The Markets Jump
(02:44) Tech Results Are In
(04:34) Semiconductors and AI
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