Nvidia
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Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.
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Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of…
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Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
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Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
Google’s deal with SpaceX, and Broadcom’s earnings, both seem bullish for Nvidia. Then, what I’m looking for at WWDC.
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The Nvidia AI PC, Project Solara, Microsoft AI
The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling.
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
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The Inference Shift
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won’t matter when humans aren’t involved.
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TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC’s earnings suggest that the company’s leadership is not truly bought into the AI growth story.
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Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers.