The following list includes ratings changes and financial information for wireless companies announced this week by investment-banking and financial-services firms.
Handset and infrastructure vendors
–Oppenheimer increased its estimates on Research In Motion after the company reported results in line with its pre-announcement. The new estimates are EPS of $3.42 on revenues of $11.01 billion for 2009, up from $3.31 on revenues of $10.29 billion. For 2010, estimates increase to $3.58 on revenues of $14.83 billion from $3.44 on $11.92 billion in revenues.
–RBC Capital Markets cut its price target on Ericsson to $9 from $10 to reflect handset forecast reductions at Sony Ericsson.
Financial ratings wrap-up: RIM and Ericsson
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What infra upgrades are needed to handle AI energy spikes?
AI infra brief: Power struggles behind AI growth
The IEA report predicts that AI processing in the U.S. will need more electricity than all heavy industries combined, such as steel, cement and chemicals
Energy demand for AI data centers in the U.S. is expected to grow about 50 gigawatt each year for the coming years, according to Aman Khan, CEO of International Business Consultants
AI infra brief: Power struggles behind AI growth
The IEA report predicts that AI processing in the U.S. will need more electricity than all heavy industries combined, such as steel, cement and chemicals
Energy demand for AI data centers in the U.S. is expected to grow about 50 gigawatt each year for the coming years, according to Aman Khan, CEO of International Business Consultants