Notes on Musk’s latest Twitter about-face, then Meta open-sources an AI library that is a big threat to Nvidia. Plus, another example of a failed paid product from an ad-supported company.
OpenAI opened up DALL-E 2 to everyone; the biggest driver was probably competition from open alternatives, .which highlight the extent to which OpenAI’s promises of openness have always been relative.
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.
An interview with Nvidia CEO Jensen Huang about his GTC keynote, the Ada Lovelace GPU, the companies shift into cloud services, its challenging last few quarters, President Biden’s China ban, and more.
Shopify kind-of sort-of bans “Buy With Prime”, while Meta changes its e-commerce focus on Instagram. Plus, why the China ban is bad for Nvidia’s CUDA moat.
Nvidia and AMD graphics chips are barred from sale in China, signaling a permanent shift in the U.S.’s approach to selling tech to China
Nvidia’s earnings were even worse than their warning, but the data center business suggests there is room for optimism.
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act, plus Nvidia’s perfect storm, the importance of software versus chip design, and why Goldberg is so optimistic about ARM in the data center.
Nvidia released an earnings warning that was bad on the surface and even worse in the details; one of the reasons to be bearish is the Ethereum Merge.
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.