Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 53 | Founded | 7 years ago | Last Issue | 4 days ago |
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Intel AI Executive on Why the Chipmaker's CPUs Are Well Positioned for Agentic AI
Key Context spoke with Intel VP of AI Products Anil Nanduri on June 1 at the Computex conference in Taiwan to discuss the role of Intel’s CPUs in the agentic AI megatrend.
Here are lightly edited highlights from our conversation with Nandu...
Nvidia Executive Is Bullish on CPO Rollout, Seemingly Refuting SemiAnalysis Narrative
Part of the reason the market is tanking today is that SemiAnalysis sent a report to its institutional clients making a negative call on the CPO (co-packaged optics) rollout, saying delays are highly likely based on their meetings at Comput...
7 Basic Portfolio Management Tips
After a 15-hour flight, I’m excited to be back in the U.S. Expect a flurry of Computex content here in the coming days, including interviews and thought pieces.
The overall takeaway from Computex is that demand for CPUs and HBM memory rema...
I Was Not Bullish Enough on These CPU Stocks
The CPU business is ramping even faster than expected due to the AI agent megatrend.
We’ve been all over the CPU theme, driven by the exploding demand from the agentic AI megatrend. Every AI agent requires CPUs to manage a rising load of s...
Nvidia CEO and Intel CEO Q&As at Computex
First, some quick thoughts. After two days here at Computex, here is my early read after talking with industry sources at the conference.
1. CPU demand trend is off the charts. Off the charts. Based on these conversations, there is no dow...
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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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