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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.
22 hrs ago
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Michael Spencer
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Nicolas Baratte - TechStock01
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Nvidia is the Fish that Learned to Drive a Bicycle
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Nvidia's Brutal Start to 2025 Explained
š Unpeeling the orange. Nvidiaās DeepSeek threat has snowballed into larger issues. Government scrutiny and a Singapore probe is one of them.
Mar 11
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Michael Spencer
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Uttam Dey
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Nvidia's Brutal Start to 2025 Explained
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The Q1 AI Capex Roundup: Further Loosening The Purse Strings
Hyperscalers are raising the stakes on their AI capex. DeepSeekās R1 innovation is one more reason why.
Feb 12
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Michael Spencer
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Amrita Roy
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Uttam Dey
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The Q1 AI Capex Roundup: Further Loosening The Purse Strings
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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
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Michael Spencer
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Tobias Mark Jensen
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How Trump, China & Trade Wars Will Affect the Global AI Landscape in 2025
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3
Emerging Architectures in AI
Liquid AI, Inference, Memory, Application layers updates, semiconductor potential. Super Datacenters.
Dec 16, 2024
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Michael Spencer
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Emerging Architectures in AI
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12
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. š
Oct 30, 2024
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Michael Spencer
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Nvidia will Accelerate India's AI Capabilities and Workforce
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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
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Michael Spencer
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Claus Aasholm
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The Semiconductor Supply Chain in Infographics
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State of AI Report 2024 Summary
Part I, Consolidation, emergence and adoption. š
Oct 17, 2024
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Michael Spencer
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State of AI Report 2024 Summary
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4
OpenAI and Generative AI are at a Crossroads
We are at a "large language model bridge of hype" LLMboH - š
Aug 5, 2024
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Michael Spencer
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OpenAI and Generative AI are at a Crossroads
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Nvidia is only one reason for the AI euphoria. FOMO is the other.
Nvidiaās 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
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Michael Spencer
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Amrita Roy
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Nvidia is only one reason for the AI euphoria. FOMO is the other.
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What's all the noise in the AI basement?
š„ Will Nvidia be overtaken by the new AI players?
Jun 4, 2024
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Michael Spencer
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Claus Aasholm
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What's all the noise in the AI basement?
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Nvidia's "Woodstock of AI" Conference GTC 24
What you need to know.
Mar 19, 2024
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Michael Spencer
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Nvidia's "Woodstock of AI" Conference GTC 24
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