An interview with Tae Kim about his new book, The Nvidia Way, and how Jensen Huang built Nvidia to continuously invent the future.
An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
Amazon Earnings, Robotics and Amazon’s Expanding 1P Business
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.
Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.
Google Earnings, YouTube Financials, AI Optimism
Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.
Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
Computex 2024, Is AWS Modular or Integrated?
Computex 2024 feels like a big deal, as AI returns the focus to hardware; then, why I think AWS’s AI efforts are modular, even as its overall cloud is integrated.
AI Integration and Modularization
Breaking down the Big Tech AI landscape through the lens of integration and modularization
Nvidia Earnings, AMD Earnings, Nvidia’s Goldilocks Pitch
Nvidia crushed earnings as expected, but management’s commentary and Nvidia’s actions highlight the extent to which the company depends on being the best, not necessarily on being integrated.