@ctindale · Long NVDA · The Analysts

NVIDIA’s announcements, read together, suggest a different future than has been sketched so far The hardware clues. Co-packaged optics moves the light conversion inside the switch package optical ports drop from 30 watts to 9. Datacenter-scale tech, now cheap enough on prem

The All-In Podcast@theallinpod

J-Cal: Nvidia is taking the gloves off with its open source model. They will own the whole stack. “You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you. Now, why has Nvidia and Jensen downplayed

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Since the call—

#20 of 176 rankedThe analyst's rank today

High · 0.98Confidence

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