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.
Tag Archives: Nvidia
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.
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 […]
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.
How to Build in a Server in 100 Easy Steps
A couple people recently asked us about the logic behind AMD’s proposed acquisition of ZT Systems. Yesterday we wrote about the growing complexities of installing AI clusters. Since these two […]
GPUs are Finicky
Configuring GPU data centers is proving to be a headache.
Data Center Wallet Share Update Q2
Nvidia reported earnings yesterday. We do not need to recap those since we imagine all of you were attending watch parties for the event. But we do want to update […]
AMD acquires ZT ?!?
The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the price AMD will get when they spin off ZT’s manufacturing unit.