Long-term Industry OutlookLong-term outlook on cloud computing remains positive, with more Gen-AI applications moving from proof-of-concept to production and increasing use-cases for AI agents.
New Product DevelopmentCredo announced its new Lark Family of Optical DSPs, which are low-power and offer high speeds, potentially attracting more customers.
Product LaunchThere is potential for significant developments from NVIDIA with the launch of new products and roadmaps in the global AI market.