With Nvidia going nuclear today would just re-up my last piece about how Nvidia has built a stranglehold on ML training with its A100/H100 series and, more importantly, Cuda’s deep connection with PyTorch.
MARKET TRENDS
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Digital Transformation Strategies for Competitive Advantage
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#DigitalTransformation in an uncertain world: 6 strategies to succeed and create competitive advantage https://
bit.ly/3lRFgP6 -
NVIDIA Q1 2024 Earnings Report Analysis
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Link https://
cnbc.com/2023/05/24/nvi
dia-nvda-earnings-report-q1-2024.html
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Nvidia’s Earnings Beat Highlights Market’s AI Misunderstanding
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What’s more mad than a mad good earnings beat by @nvidia is how the Street *still* doesn’t understand AI. Tbh they’re not alone.
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AI Cost Reduction and Scale: Imagining the Future Impact
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hard to imagine how radically different everything is gonna look in 10 years… what happens when these ai's are 10,000 cheaper / smaller?
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Nvidia shares surge twenty-five percent on stronger AI outlook
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Nvidia shocker: shares soar twenty-five percent, as outlook comes up sixty percent higher than expected Who can remember the last time a tech company had this level of upside in its forecast? https://
thetechnologyletter.com/the-posts/nvid
ia-shocker-shares-soar-twenty-five-percent-as-outlook-comes-up-sixty-percent-higher-than-expected
… $NVDA $AMD $INTC #semiconductors #artificialintelligence -
Nvidia’s Data Center Business Dominates Financial Performance Analysis
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You can pretty much ignore the entirety of Nvidia’s fiscal report outside the data center section because that is the only thing that really matters right now
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Snowflake Acquires Neeva to Enhance Generative AI Search
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There it is, Snowflake says it is acquiring Neeva confirming @theinformation report earlier this month https://
snowflake.com/blog/snowflake
-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai/
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Analog Devices Stock Falls Amid China Sales Slowdown
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Analog Devices drops eight percent, but CEO promises a ‘soft landing’ The main culprit is China, where sales deteriorated after a healthy start in February. https://
thetechnologyletter.com/the-posts/anal
og-devices-drops-eight-percent-but-ceo-promises-a-soft-landing
… $ADI #semiconductors #earningsseason #China #automotive #LifeSciences -
Apple Headset Strategy: Merrill Lynch Investment Analysis
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Apple headset: don’t dismiss it, says Merrill Lynch How bad could it be? https://
thetechnologyletter.com/the-posts/appl
e-headset-dont-dismiss-it-says-merrill-lynch
… $AAPL #virtualreality #WWDC