Note: Regarding this morning’s volatility, I don’t see any specific news driving the selloff. Long-time readers know the drill. Stocks don’t go up every day. For big returns, you have to be able to stomach big moves in both directions. Alwa...

13 days ago

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An Interview with CoreWeave Executives: AI Demand Seems to 'Intensify' Every Day

Key Context spoke with CoreWeave co-founder Brannin McBee and VP of Corporate Development Nick Robbins to discuss the state of AI demand.

CoreWeave is regarded as the innovative early market leader of the neocloud sector.

19 days ago

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Why the RTX Spark Shows NVIDIA's Genius

RTX Spark is a new chip designed by NVIDIA in partnership with MediaTek that will power a new line of Windows PCs from nearly every major PC maker.

Credit: Me

20 days ago

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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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