Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 7 years ago | Last Issue | 6 days ago |
| Active | |||||
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taekim.substack.comLatest Issues
An Interview with NVIDIA CFO Colette Kress: $1 Trillion Shareholder Return Is on the 'Horizon'
Colette Kress. Source: NVIDIA
NVIDIA is firing on all cylinders.
The chipmaker just reported its third consecutive quarter of accelerating revenue growth, which is unprecedented at its revenue scale.
For its April quarter, NVIDIA posted...
Nvidia Q1 Earnings Preview: Shareholder Returns
Five important things to watch.
Source: Nvidia. Vera Rubin AI Factory
Qualcomm Is the Problem Child of the Current Chip Rally
The company is selling the dream that it will become a major player in data center AI chips, from AI accelerators to CPUs.
Chip stocks are having a historic run. Since the beginning of April, the semiconductor index is up nearly 60%.
AMD Stock Soars 15% After Q1 Earnings. CEO Doubles CPU Outlook on Agentic AI
Dr. Lisa Su nearly doubled AMD's long term annual growth outlook for CPUs.
The outlook for the CPU agentic AI trend just got a turbo boost.
Jensen Huang: Your Ambition Is ‘Not High Enough’
Tae’s Key Takeaways
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Jensen says GPU consumption is going ‘through the roof’ with the rise of agentic AI the last several months.
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Profit margins at AI native companies are inflecting higher, he says.
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GPUs that are four to five...
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Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim. "Key Context" Substack, covering Nvidia, AI and tech. Priors: Barron's, Bloomberg Opinion.
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