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  1. B

    Nvidia's Jensen Huang states we are going through two fundamental changes in Compute - Do you agree?

    During last nights conference call for Q4 earnings Jensen stated that there were two fundamental changes in compute. Obviously one of those changes was Generative AI but his second pivotal change, according to Jensen, was that compute has now moved from General to Accelerated computing...
  2. B

    Is Nvidia in trouble

    Couple question for the community: #1 I'm sure many of you saw that the Biden Administration confirmed their expansion of export restrictions. https://www.reuters.com/technology/biden-cut-china-off-more-nvidia-chips-expand-curbs-more-countries-2023-10-17/ Given that NVDA worked around the...
  3. B

    TSMC to boost ties with Memory Vendors - Good news for MU? Good news or Intel?

    Digitimes reports that TSMC needs to up their game in packaging and is looking towards memory vendors as a...source of inspiration. https://www.digitimes.com/news/a20220601PD215.html?mod=2 I'm not sure I see this as any kind of event for NAND memory producers but I'm curious what the take is...
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