Nvidia

Nvidia's $4 Trillion AI chip Supremacy

A look back at Nvidia GTC 2025: The Dawn of Generalist Robotics

Jul 12 •

Michael Spencer

and

Diana Wolf Torres

Nvidia is the Fish that Learned to Drive a Bicycle

Deepdive on Nvidia's value, AMD's latest AI chip and the semiconductor era of AI.

Jun 16 •

Michael Spencer

and

Nicolas Baratte - TechStock01

Nvidia's Brutal Start to 2025 Explained

🍊 Unpeeling the orange. Nvidia’s DeepSeek threat has snowballed into larger issues. Government scrutiny and a Singapore probe is one of them.

Mar 11 •

Michael Spencer

and

The Q1 AI Capex Roundup: Further Loosening The Purse Strings

Hyperscalers are raising the stakes on their AI capex. DeepSeek’s R1 innovation is one more reason why.

Feb 12 •

Michael Spencer

,

, and

How Trump, China & Trade Wars Will Affect the Global AI Landscape in 2025

Making Export controls great again in the age of Protectionism. (MEC-GAP)

Jan 14 •

Michael Spencer

and

Tobias Mark Jensen

Emerging Architectures in AI

Liquid AI, Inference, Memory, Application layers updates, semiconductor potential. Super Datacenters.

Dec 16, 2024 •

Michael Spencer

Nvidia will Accelerate India's AI Capabilities and Workforce

India's youth and AI skills will supercharge its economic growth in the decade ahead 2025 to 2035. 🐘

Oct 30, 2024 •

Michael Spencer

The Semiconductor Supply Chain in Infographics

How to learn about the Semiconductor Industry and its AI aspect via Infographics and expert Newsletters.

Oct 24, 2024 •

Michael Spencer

and

State of AI Report 2024 Summary

Part I, Consolidation, emergence and adoption. 🚀

Oct 17, 2024 •

Michael Spencer

OpenAI and Generative AI are at a Crossroads

We are at a "large language model bridge of hype" LLMboH - 🌉

Aug 5, 2024 •

Michael Spencer

Nvidia is only one reason for the AI euphoria. FOMO is the other.

Nvidia’s path to AI domination has been years in the making. But with the AI investment cycle picking up, do we risk overbuilding?

Jun 10, 2024 •

Michael Spencer

and

What's all the noise in the AI basement?

🔥 Will Nvidia be overtaken by the new AI players?

Jun 4, 2024 •

Michael Spencer

and

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