More on AWS:reInvent, as the day’s second keynote focused primarily on AI. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider.
An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.
An interview with Gregory Allen about the updated China chip ban and how Washington’s thinking has evolved over the last year, both because of China’s response and because of AI.
Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.
An interview with Doug O’Laughlin and Dylan Patel about Google, Nvidia, AWS, ASICS, AMD, and the current status of AI.
Google’s Cloud Next event was highlighted by a Google-Nvidia partnership that appeared to Nvidia’s chip dominance in training; GCP gains, but Nvidia’s DGX Cloud is the biggest winner.
ChatGPT has an enterprise offering, continuing its coopetition with Microsoft. Then, an overview of Nvidia’s competitors.
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 demand that only GPUs can fulfill.
An interview with Daniel Gross and Nat Friedman about the AI hype cycle, what products are working, the current state of ChatGPT, the data constraint, and Nvidia.
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.