Enterprise articles

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Tech executives are suffering from "AI psychosis," says Box CEO

Your CEO is vibe-coding prototypes and calling it an AI strategy
TL;DR: A growing backlash against the forced adoption of AI is building across the industry, but enterprise executives remain as bullish as ever on the LLM-driven future. According to at least one prominent tech leader, that enthusiasm may signal how out of touch those at the top have become.
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AI infrastructure boom pushes AMD, Intel and Arm to new valuation heights

Nvidia still dominates, but AI demand is lifting the rest of the chip market
Bottom line: Demand for AI infrastructure has been reshaping how investors value chipmakers, and recent results from key suppliers have strengthened the view that compute-intensive workloads will continue to grow. The effect has been evident with CPU vendors as of late. AMD's stock traded at $278 on Thursday, putting its market value at about $454 billion. Intel's rally from early March pushed the stock toward $68 and lifted its market cap to just under $340 billion. Arm's shares, meanwhile, traded close to $165, valuing the company at roughly $174 billion.