Peak Custom?
Have we reached the high water mark of custom silicon? Probably not, but we can probably see it from here.
Category Archives: AI
Nvidia – Eye of the Beholder
How you view Nvidia’s GTC depends a lot on your point of view. Investors were disappointed, the rest of the industry remains somewhere between fear and awe, but as a company they remain in an enviable position.
Nvidia – Everything Old is New Again
Nvidia makes a lot of arguments about the strength of their offerings, but many of those arguments remind of us strongly of past technology cycles.
The CFO Has Entered the Chat
For the moment, Hyperscaler capex plans remain intact, but the teams building those AI data centers all suddenly have the strangest sense that someone is watching them…
Deepsigh
We struggled over the decision to write this piece. On the one hand, Deepseek has gotten everyone’s attention and is definitely important. On the other hand, an awful lot has […]
Quick Thoughts on CES 2025
Consumer electronics makers seem to have taken a step backwards when it comes to AI as they search for useful consumer applications.
Bring Me All The Software
The key message of Nvidia’s CES keynote is “We have a lot more software than everyone else.”
Nvidia Takes a Breath
Nvidia reported earnings yesterday, and they disappointed in so much as a company that has grown like they have sooner or later had to revert to just a good quarter. […]
AMD’s AI Day 2024
AI software is moving so quickly, investors are scouring the world looking for AI beneficiaries. The Bubble Must Eat. So when AMD comes along with ‘just’ good execution it seems to have left some investors hungry for more.
Counting Sheep
By our count, there are 63 AI accelerator start-ups in the US right now. This just does not seem sensible to us.