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 Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
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An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.
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Nvidia GTC, DGX Cloud, Nvidia’s Partners
The most interesting announcement at Nvidia’s GTC conference was DGX Cloud, which represents a big shift in the value chain for Nvidia
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An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI
An interview with Daniel Gross and Nat Friedman about ChatGPT and the near-term future of AI, Apple’s huge opportunity, the importance of bias, and the GPU paradox.
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An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
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Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions
More AI developments, first in terms of iPhone apps and Stable Diffusion, and the Apple Silicon optimizations. Then, open questions about the AI market going forward.
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China Chip Ban Clarifications; Nvidia’s A800; China, Intel, and Tower
The clarifications of the China Chip Ban were in-line with expectations, and Nvidia’s workaround is similarly unsurprising. China’s means of retaliation, though, may hit Intel.