Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 70 | Founded | 7 years ago | Last Issue | 3 days ago |
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Nvidia Is Speedrunning the Creation of a Synthetic Hyperscaler
This is a guest post by Clark Tang, a partner at Altimeter, who originally published this piece on his X account.
The reality is what we are seeing unfold is Nvidia speedrunning the creation of a synthetic hyperscaler.
Apologies in advanc...
Nvidia Scores $500 Billion in Financing for Its Customers. That's A Lot.
Six titans of finance will raise money from their clients to support Nvidia's customers.
I have often written about how Nvidia’s ability to use its size and resources to secure supply commitments for sought-after wafers, optical components...
AMD Earnings and SpaceX Call Takeaways
More evidence that the AI trade is booming.
Before I get to AMD’s second quarter, let me say a couple of things about SpaceX.
Policy Change
“The next six to nine months are going to be bigger than anyone believes... It’ll be dramatically better for AI than the last two years in terms of advancements in capabilities.”
“RSI is a lot closer than people think... If RSI actually ha...
The Big Lesson from the Implosion of Leopold Aschenbrenner’s $20 Billion Situational Awareness Hedge Fund
Leo’s fund was up 439% at the end of June. Then it all fell apart.
Those who do not learn from history are doomed to repeat its mistakes.
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Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim. "Key Context" Substack, covering AI, semiconductors and tech. Priors: Barron's, Bloomberg Opinion.
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