Results

Insight News
February 17, 2026

Meta to double down on Nvidia's AI stack, including CPUs

Data to Decisions
Meta is betting heavily on Nvidia's CPU, GPU and networking portfolio for its AI infrastructure buildout. The two companies announced a multi-year partnership that spans Nvidia's ...
Larry Dignan
Insight News
January 16, 2026

Meta cuts Horizon Workrooms: So long metaverse meetings

Future of Work
You'll have to remove that Meta Horizons Workroom meeting from your calendar after Feb. 16, 2026. Oh you didn't have one scheduled? Apparently no one else did either. ...
Larry Dignan
Insight News
April 30, 2025

Meta ups its 2025 spending on AI, data centers

Data to Decisions
Meta raised its 2025 capital expenditure outlook to $64 billion to $72 billion to support its AI buildout and quot;expected cost of infrastructure hardware.quot; ...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insight News
December 05, 2023

IBM, Meta form AI Alliance: What can it accomplish?

Data to Decisions
IBM and Meta have formed the AI Alliance with 50 founding members aiming to provide "open and transparent innovation" in artificial intelligence. The catch is that many o...
Larry Dignan
Analyst Blog
July 30, 2023

News Analysis: Q2 2023 MATANA Stocks Still Shine

Data to Decisions
lt;pgt;Three Factors Drive Growth In MATANA Stockslt;brgt; 1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going, 2. Ads Are Back For The Remaining Digital Gian...
R "Ray" Wang
Analyst Blog
May 01, 2023

News Analysis: Big Tech Shows Signs Of Stability

Data to Decisions
lt;pgt;The Q1 Tech Earnings Breathe Life Among The Digital Giants. With just Apple left to report in the tech earnings season, three major trends have emergedlt;/pgt; ...
R "Ray" Wang