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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Nvidia at Computex, Nvidia’s Roadmap, Horizontal Nvidia
Nvidia’s keynote was notable for how different it was than GTC in March. It was more like the Nvidia of old, and that misses the mark of how the company has won.
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Computex 2024, Is AWS Modular or Integrated?
Computex 2024 feels like a big deal, as AI returns the focus to hardware; then, why I think AWS’s AI efforts are modular, even as its overall cloud is integrated.
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Nvidia Earnings, AMD Earnings, Nvidia’s Goldilocks Pitch
Nvidia crushed earnings as expected, but management’s commentary and Nvidia’s actions highlight the extent to which the company depends on being the best, not necessarily on being integrated.
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Nvidia Waves and Moats
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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An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.
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AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
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.