Humain tells only half of the story.
Day 2 – Chips that are ready for AI when it comes.
Day 1 – Why the opportunity is worth pursuing
OpenAI becomes an Nvidia shop.
Meta takes a step forward and two back.
What Jensen loses now, he will more than make up in the long run.
A mountain is being made of a molehill
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Intel & Nvidia – Landscape Gardening
Partnership does not materially change the landscape.