Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
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.
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.
Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin
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.
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.
Nvidia In the Valley
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 Building the Omniverse Cloud
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 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.
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
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.