Nvidia

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

Nvidia's "Woodstock of AI" Conference GTC 24

What you need to know.

Mar 19, 2024 •

Michael Spencer

The Biggest Week in AI Announcements in 2024, no Ever!

Nvidia's Earnings 💲 signal a new era of accelerationism in AI

Feb 22, 2024 •

Michael Spencer

Nvidia's Market Cap Overtakes Google & Amazon in Early 2024

The way we see Datacenters in the GPU/AI chip era has changed fundamentally.

Feb 16, 2024 •

Michael Spencer

How BigTech Invested in AI Companies in 2023

🦄 BIG TECH INVESTMENTS IN AI COMPANIES: A 2023 OVERVIEW 💸 Nvidia in 🔎 Focus

Jan 11, 2024 •

Michael Spencer

and

Alex Irina Sandu

Nvidia Earnings: The Era of A.I. Chips And Generative A.I. Demand

🚀 Musings on Nvidia's Earnings Beat

Nov 22, 2023 •

Michael Spencer

Nvidia's H200, high-end A.I. Chip Increases its Dominance

One chip to rule the world, "Grace Hopper Superchip" - H200

Nov 15, 2023 •

Michael Spencer

Nvidia Has Doubled Inference Performance with H100 for A.I.

Nvidia's partnership ecosystem is a moat of another kind. Grace Hopper Superchip advantage in-coming.

Sep 13, 2023 •

Michael Spencer

Why Nvidia and not OpenAI is Generative AI's Symbolic Company

Nvidia, Gemini, China and the A.I. Arms race for 🔥 AGI heats up.

Aug 30, 2023 •

Michael Spencer

Nvidia's New A.I. Chip Times the Generative AI Gold Rush

💻 The GH200 changes the trajectory of Generative A.I. adoption in the mid 2020s.

Aug 10, 2023 •

Michael Spencer

A.I. Euphoria Lifts Nvidia's Market Cap Valuation Higher

🏭 Nvidia is a symbol of the A.I. bull market rally of 2023. Well the first half, at least. The Enterprise A.I. Boom is here.

May 25, 2023 •

Michael Spencer

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