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Quite a bit of Blackwell product (RTX 50X0 series) volume is well up in the channel. It just started this week. I wonder if this means AI demand...
That would be great. :thumbsup: :D
That was always going to be the case. I mentioned it a couple of times but it seemed to make people furious. They wanted to write their...
For what it's worth, I do not believe nVidia is the future. I'm not predicting they will go out of business tomorrow. I just think they've lost...
This is my queue to hypertrade crypto.
Imagine the job the Tesla board has to do. Elon Musk *is* Tesla. He is the oxygen Tesla breathes. When he does something really, really,...
I'm sure you're right but I wasn't aware. IMO, training data is 85% of AI. If DeepSeek is stealing training data from OpenAI, they have jack...
This is anecdotal and I'm not sure what it means but I think something is afoot.... I've been working on a system that involves a bunch of...
In a surprise to no one with a clue. I believe the most stable currency right now is 2nm wafer starts. That is neither a joke nor hyperbole. I...
Zing! Kudos, W. Gabba, gabba, hey!
It's clear earnings will not be strong across all sectors. Some sectors should be as solid as ever. I look forward to seeing both AMD and nVidia...
Nice articles about tariffs. Presented with a singular PoV but still valid. This bitch is specifically about corporate ignorance. The corporate...
They're extremely creative but not quite creative enough to build our consumerism in places that don't despise us with intent to hurt us....
Rumors out of Intel suggest the next parts out of Intel will be massively delayed, perhaps as much as a year. There are thoughts that Panther...
The Zen 5 refresh is now in question. If it happens, it will almost certainly use Strix chiplets which have advantages over current Zen 5 desktop...
Tesla claims it's in-house 4680 cells are the cheapest per KWh batteries it has available.
Tesla has about 600K orders for the Y Juniper in China. That's total, cimulative, orders. They made some of the old model in early January but...
That's fair. I think a broader view is this game will mostly be over within a year. By then, the bulk or maybe all of the tariffs will be gone...
Maybe it's just as well W is letting his backbone slide, instead of standing knee deep in backed up sewage like we are.
We do not disagree. Very few people are able to think beyond a single variable. That includes people who think they're smart. In fact, it's...
