Look at Apple Vision Pro. It turns the world around you into a computer. Every single piece. That's a Holodeck. It just doesn't do much yet. It will soon.
AI HARDWARE
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Tenstorrent Wormhole Series: Hardware Architecture Analysis
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Community Highlight: Tenstorrent Wormhole Series Part 2, Which disabled rows? @corsix –>
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VC Scouting: Hardware Efficiency and Market Dynamics Reshape Investment
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I don't invest, unfortunately. That requires money and risk taking that I don't have. That said, I'm doing scouting for VC firms looking for interesting things to invest in. That said, when computers get smaller, more efficient, and cheaper, the world won't buy the same number,
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Nvidia Blackwell Delays: Wall Street Reassesses Valuations
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Wall Street’s Best Ideas: Frantic tea leaves of Nvidia Monday saw a scrimmage to figure out what to make of The Information’s report of yet more delays in Nvidia’s Blackwell chips. Sure, estimates could be a bit high at this point, as is the valuation. But the longer trend for
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Infrastructure Fiber Networks Essential for System Connectivity
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Even if that is true you still will need more fiber to connect them all.
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Jensen highlights fiber infrastructure advantage in tech
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No one is close in terms of fiber. But, yeah, and that was the point of Jensen's talk Saturday night.
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NVIDIA’s Fiber Infrastructure: A Key Competitive Moat
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They have many moats, for sure, but fiber is a key one that I didn't think too much of. It enables NVIDIA to deliver all their other moats. 🙂
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NVIDIA SC24 Virtual Special Address Showcases Latest Innovations
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The NVIDIA #SC24 Virtual Special Address has started. Tune in to hear an in-depth overview of our latest innovations.
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Fiber infrastructure critical for distributed AI inferencing in datacenters
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Even in inferencing, though, you need to move hot services to more and more inferencing computers in a datacenter. Fiber.