Nvidia

How China Built a Parallel AI Chip Universe in 18 Months

The AI arms race is pivoting fast.

Oct 20, 2025 • Michael Spencer and Saipo Zhao

Nvidia's Rise: Have we hit peak AI Summer? ☀️

Is an AI Winter coming? ❄️ Can the economy keep up in an AI-driven bull market alone? The economy shows the high stakes of the AI bubble.

Aug 26, 2025 • Michael Spencer

Deep Dive on Thinky's Seed Round (Part II)

This is a Multimodal Sovereign AI startup. The first of its kind.

Jul 20, 2025 • Michael Spencer

How Thinking Machines Lab just made History

As capex accelerates higher, so does the price of entry. The bar is high for AI talent, and Mira Murati is the honeypot. 🍯

Jul 17, 2025 • Michael Spencer

Nvidia's $4 Trillion AI chip Supremacy

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

Jul 12, 2025 • 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, 2025 • 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, 2025 • Michael Spencer and Uttam Dey

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, 2025 • Michael Spencer, Amrita Roy, and Uttam Dey

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, 2025 • 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 Claus Aasholm

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