AI is coming. Ready or not. This explores the glass half full. By a seasoned Tech Explorer.
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The Bigger Picture, December 1, 2024
1. Nvidia’s top customers on AI GPU plans: The efforts by Nvidia's top customers like Amazon, Google, Microsoft and others to ramp up their own AI GPU chips continue to ramp up. Even though it means billions expended over years to even get ...
One of the most asked questions I get on Nvidia this AI Tech Wave, is that almost half of their total revenues, are from their top five customers all investing billions to build their own AI GPU chips. And of course hoping to replace Nvidia...
Today of course is Thanksgiving, and I wish you all the best enjoyment of this Holiday with your family and friends. And I’m thankful you’re taking the time to peruse my 553rd post. My daily AI obsessions with the AI Tech Wave chart below. ...
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The writers behind this newsletter.
-Long-term Tech Investor/Entrepreneur/Advisor. Private to Public. -Focused on AI. Software ate the World (@pmarca was right) and now it’s “AI Eats Software”. -AI Optimist. -@mparekh on Twitter.
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