NVIDIA has quite a few moats. 🙂
@scobleizer
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Amazon’s AI Strategy: Partnerships with OpenAI and Meta
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Amazon's moat is it can get a product to your house faster and cheaper than anyone else can. That isn't going away. But, Amazon doesn't have the ability to compete with the big AI companies like OpenAI or Meta. So the partnerships will be interesting. Wish I was a fly on
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Fiber Infrastructure Growth Predicted for AI Computing Future
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Way more fiber, is my prediction. 🙂
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Fiber Remains Fastest Data Transfer Method in Modern Datacenters
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Not possible in today's context. Fiber is still the fastest way of moving bits around a datacenter between hundreds of thousands of machines.
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NVIDIA’s Market Dominance in AI Hardware Lacks Competition
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And, yes, @ValueAnalyst1 I was thinking of you and your short of NVIDIA. There just isn't a competitor even close.
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Mellanox Fiber Infrastructure Powers NVIDIA Datacenters
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I met one of the founders of Mellanox on Saturday night. What is that? They do all the fiber interconnects at NVIDIA in the datacenters. He showed me just how much fiber is in a new NVIDIA datacenter (like what Elon just bought). Insane amount of fiber. There is a
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Robots domestiques et changement des préférences de marque
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Exactly. And Elon has many other advantages too. When a robot gets into your home it will change all your brands.
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Optimus as Poker Dealer: AI Agents in Social Scenarios
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Dominoes? "Hey Optimus can you be the dealer for me and my friends Saturday night when we play poker?" 🙂
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Elon Musk’s Everything App: Transportation and Robotics Integration
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Yes. And X will be there too. @elonmusk was right about the everything app, and is well positioned to deliver, due to his coming transportation as a service and robots. 🙂
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Walmart and Shopify’s AI initiatives under development
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I wonder what @walmart is working on. Just asked a friend there. I hung out with @jsmarr who now works at Shopify on Saturday night. They have massive plans around this too.