Peter Berezin

BCA Research estimates that companies may need to generate as much as $10 trillion in combined annual revenue to justify the costly buildout of AI data centers, according to chief global strategist Pe…

Dhaval Joshi, former chief strategist for Counterpoint at BCA Research, argues that AI is not a single bubble but a 'rolling sequence of bubbles' across sectors, with software, silver, and semiconduct…

Amazon Web Services raised prices for EC2 Capacity Blocks for ML by 20% starting in July, the second increase in six months, citing supply and demand for Nvidia GPUs amid a memory crunch. The hike aff…