The key slide in the Nvidia roadshow that is getting people worked up. Wall Street’s Best Ideas: Nvidia’s Huang hypes the inference curve Nvidia’s Jensen Huang has been selling people on the “scaling” of inference although but you should mind the hyperbole, software’s “new
@tiernanraytech
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AMD Progresses Against Nvidia in AI Competition
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AMD’s still chasing Nvidia, but there’s progress Advanced Micro Devices missed the one thing at its AI event that traders were looking for, a new financial number for AI sales, and it still has an uphill battle against Nvidia. All things considered, that’s not really a bad place
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Tesla’s Optimus robots criticized for underwhelming taxi demonstration
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Mixed responses for Tesla’s taxi: impressive or ‘toothless’ Optimus robots danced in a glass-enclosed gazebo, as embarrassing as someone’s clunky friends at a wedding reception. @Tesla $TSLA
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Ceva CEO on Chip IP Solutions for Complex Engineering
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Please enjoy my chat with Amir Panush, CEO of a most interesting chip intellectual property company. Ceva’s CEO: An intellectual property business banking on the rising complexity of the chip world Chip makers are strapped for engineers to build ever-more-complex parts. Ceva
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AI Winter Risk and Enterprise AI Agent Opportunities
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Wall Street’s Best Ideas: An AI crash? A noted MIT professor says artificial intelligence is headed for the dreaded “AI winter,” but he’s probably missing something important, Salesforce has a chance to boost its financials with “AI agents,” Absci has the big data that counts,
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Micron Technology Surges on Server Demand and Chip Constraints
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Micron trounces the skeptics Micron Technology’s upbeat remarks about rising server computer demand and constraints on “bit shipments” has the bulls cheering. It may be that worries about over-supply will linger simply because you can’t decisively refute very broad speculation.
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Gil Shwed Steps Down as Check Point CEO After 30 Years
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This week’s podcast is a special edition, an interview with the legendary Gil Shwed of Check Point Software Technologies. Gil Shwed, legendary founder of cyber-security firm Check Point Software Technologies, and CEO for over thirty years, talks about why he’s passing the baton
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Dell versus Super Micro: AI Server Market Competition Analysis
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Wall Street’s Best Ideas: Dell versus Super Micro versus Hewlett in AI Dell and Hewlett Packard Enterprise have very good resources to make servers for the AI battle, but both must withstand the low-margin economics that Super Micro has been driving, while tiny Innodata has what
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Oracle promises accelerating growth through 2029 amid stock surge
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Oracle: Enough in the trunk to keep the shares rising? Oracle dazzled analysts on Thursday with a promise of accelerating revenue growth through 2029. Will it be enough to keep the stock gaining after a fifty-four percent rise this year? https://
thetechnologyletter.com/the-posts/orac
le-enough-in-the-trunk-to-keep-the-shares-rising
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MKS Instruments Chip Equipment Stock Amid AI Server Profitability Debate
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Wall Street’s Best Ideas: Doesn’t hurt to be early with this chip equipment stock MKS Instruments is coming out of a long slowdown in the chip equipment market but it’s better to be early than left behind, Dell’s ability to make a profit off of AI servers is questioned, and