AlphaSense

@AlphaSenseInc

Powering the world’s biggest decisions. 7K+ enterprises trust our AI and market intelligence platform to deliver timely insights. (Not investment advice)

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alpha-sense.com

Joined September 2013

Pinned
AlphaSense
@AlphaSenseInc
Jul 30
Our President and CRO Kiva Kolstein wants to see you at #AlphaSummit, October 5-7 at The Glasshouse in New York City. It will feature keynotes from Shaquille O'Neal, Goldman Sachs' George Lee, Accenture's Manish Sharma, Cerebras Systems' Andrew Feldman and senior leaders from
00:00
AlphaSense
@AlphaSenseInc
22h
Interview with a $DELL employee on why the competition between Anthropic and OpenAI looks very different at high token volumes ( $GOOGL, $MSFT ): - The expert explains $DELL was an early adopter of OpenAI in late 2022, initially using it to improve sales forecasting and build
AlphaSense
@AlphaSenseInc
23h
$NVDA and six of Wall Street's largest asset managers are turning AI compute into an investable asset class, and it's designed to extend the AI capex cycle. $500 billion+ of third-party capital. SPVs own the hardware, customers lease compute as OpEx, and NVIDIA may provide up to
AlphaSense
@AlphaSenseInc
Aug 13
$AMAT CEO Gary Dickerson says the fastest-growing parts of the market, leading edge, foundry logic, DRAM, and advanced packaging, represent around 80% of wafer fab equipment spending growth this year with a similar profile expected in 2027. Growth guidance moved from greater than
AlphaSense
@AlphaSenseInc
Aug 13
$AMAT Earnings: - Record revenue $9.12 billion, up 25 percent year over year - GAAP gross margin 50.3 percent and non-GAAP gross margin 50.4 percent - GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively - EPIC Center R&D