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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More on the China Chip Ban, The AI Focus, Apple and YMTC
More on the China chip ban, including the AI motivation, and how China might interpret things differently. Plus, Apple gets a reminder that there are more considerations than costs.
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The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not
The Biden administration released wide-ranging limits on the exports of chips and chip-making technology to China; it is a position that makes logical sense, even as it makes the status quo more fragile.
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DALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats
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.
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Shopify vs. Buy With Prime, Instagram Shopping, CUDA and China
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.
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AI Chips and China, Geopolitical Considerations, Nvidia Considerations
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
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Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise
Nvidia’s earnings were even worse than their warning, but the data center business suggests there is room for optimism.
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An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act
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.