As before, anything I write regarding the situation in Iran is based on what I believe to be true right now. None of us know how accurate any individual report is. Every party involved has an incentive to shape opinions regardless of what’s really happening on the ground. Again, I’ve seen videos claiming to show … Read more
It was a big week for the tech industry. Nvidia and Meta signed a deal for GPUs and CPUs that caused (valid) concerns about Intel and AMD. Google is making a bid for a share of the AI chip business with its TPUs. And if the future trend for compute goes from training to inference, … Read more
Yesterday, Nvidia $NVDA announced it would develop chips for Meta $META datacenters based on $ARM technology. Some analysts think this is a threat to Intel $INTC and $AMD. That concern is valid. There are a lot of moving parts so let’s go through the details. 1) Intel and AMD produce chips based on the … Read more
