#cloud-backlog

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#ai-infrastructure #gpu-supply-chain #supermicro-smci #sap #economic-uncertainty #revenue-report #tariffs
Artificial intelligence
from24/7 Wall St.
2 hours ago

700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026

AI-driven cloud demand has created a multi-hundred-billion-dollar pipeline fueling GPU shipments, data-center builds, and suppliers like Supermicro, Arista, and TSMC.
fromTheregister
3 months ago

SAP warns of 'extended approvals' for customer spending

Christian Klein noted that in a few individual industries affected by uncertainty, extended approval workflows are evident, particularly in the US public sector and among manufacturers impacted by tariffs.
Digital life
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