Nothing on Nvidia’s call Wednesday addressed the persistent concerns about how it is using its financial power to shape the AI industry. As long as results are phenomenal, which they are, it’s easy to kick that can down the road…
Nvidia’s stunning forecast
Nvidia’s report
The one thing that gives the bulls on SpaceX pause is Musk’s vision for the company to be the fourth big cellular operator in the U.S. Covering seven million “dead spots” around the world is not exactly proof they can overnight deliver reliable service to hundreds of millions
It was great to catch up with Paddy Srinivasan, CEO of DigitalOcean, last week. The quarterly report was excellent, but more interesting to me than the stand-out metrics is the way to deal with uncertainty in a time of tremendous froth. I found particularly interesting
Between Intel and AMD, I continue to favor AMD. Two great companies, but AMD is the one more in control of its destiny versus Intel, which is a bit in the clutches of Nvidia and SpaceX. Software names showed signs of life this week, including Shopify and Dynatrace and
