Ncredible Nvidia

Ncredible Nvidia
by Claus Aasholm on 05-24-2024 at 8:00 am

https3A2F2Fsubstack post media.s3.amazonaws.com2Fpublic2Fimages2Fd3f2ef0b a749 4074 a463 c81a9ebf1cd3

This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More


CEO Interview with Clay Johnson of CacheQ Systems

CEO Interview with Clay Johnson of CacheQ Systems
by Daniel Nenni on 04-26-2024 at 6:00 am

Clay Johnson CacheQ CEO

Clay Johnson has decades of executive experience in computing, FPGAs and development flows, including serving as vice president of the Xilinx (now AMD) Spartan Business Unit. He has a vision to enable the next phase of computing.

Tell us about CacheQ.
CacheQ is a little over six years old and we have about 10 people. We focus on application… Read More


Nvidia’s Pegasus Putsch!

Nvidia’s Pegasus Putsch!
by Roger C. Lanctot on 10-29-2017 at 7:00 am

There hasn’t been this much excitement in Munich since the 1920’s. Nvidia’s great pivot was on display at the GPU Technology Conference Munich 2017. Digital dashboards are out and robotaxis are in as Nvidia narrows its focus on the tip of the automotive industry disruption spear.

To be clear, Nvidia is triangulating on the automotive… Read More


AI ASICs Exposed!

AI ASICs Exposed!
by Daniel Nenni on 08-01-2017 at 12:00 pm

Artificial intelligence, or AI is really heating up these days. The technology has been around for decades, but of late it is becoming quite a focus for applications such as data center analytics, autonomous vehicles and augmented reality. Why the rebirth? The trend appears to be driven by two forces – availability of data to train… Read More