173: GreyBeards Year End 2025 podcast copertina

173: GreyBeards Year End 2025 podcast

173: GreyBeards Year End 2025 podcast

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Once again in 2025, AI was all the news. We are seeing some cracks in the NVIDIA moat but it's early yet. Broadcom VMware moves and DRAM sky-high pricing sort of round out the year for us. Listen to our YE podcast to learn more.
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