'Big Short' investor Michael Burry explains why he's betting against Nvidia, not Meta or ...

Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.
diginomica

Who pays for agentic AI? The enterprise budget problem no vendor will address

Data teams, application owners, and IT all want agentic AI. Figuring out who funds it is complex - and the organizational ...
ITWeb on MSN

In search of a clean core

With an imminent end-of-support deadline, SAP would like nothing better than for all its customers to move to S4. And fast.