If you can't hook 100,000 NVIDIA cards up together (NVIDIA bought the best) you can't put in place any of the other moats.
BIG TECH
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Major NVIDIA Datacenter Purchase with Fiber Infrastructure
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He bought an NVIDIA datacenter with a fuckload of fiber. 🙂
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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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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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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.
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Bluesky vs X: Social platforms for AI content sharing
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Both suck for doing what I do here. No long posts. No videos. No companies (I have 5,800 AI companies here) but Bluesky is the best of the new social nets. About 20% of the 24,000 I'm following have even opened an account, and only about 20% of those have even posted. X is