Topic
NVIDIA
A collection of 24 issues
Goldman Sachs' Intriguingly Ambiguous Assessment of the GenAI Market
“It is my ambition to say in ten sentences what everyone else says in a book— what everyone else does not say in a book.” – Friedrich Nietzsche
Nietzsche said some batshit-crazy stuff, particularly after he was stricken by syphilis – or was it brain cancer? Regardless of what afflicted Nietzsche, the
Cisco Can't Party Like It’s 1999, but the End is Not Near
An Unconventional Approach to Investing Amid Mega-Cap Market Dominance
Despite Challenges and Executive Departures, Arista Reassures Market with Results and Guidance
AI’s Runaway Capex Raises Questions, Signifies Big Changes Ahead
Alphabet (Google), Microsoft, and Meta were among the companies posting quarterly financial results this week. (Amazon will report next week.) The market responded enthusiastically to results from Google and Microsoft, but Meta’s results aroused ambivalence followed by deep concern.
Beyond the respective revenues and earnings of the technology behemoths
The Datacenter Energy Crunch: More Opportunity Than Threat
Lately, I’ve spent some of my now-copious free time pondering the future of datacenters, suddenly pressured by AI to quicken their evolutionary pace. As you may have heard, AI is notorious for its voracious appetite for energy and its unquenchable thirst for water.
Today’s post is relatively brief,
Energy: Tech Constraint or Accelerant?
The technology industry is insular and self-absorbed. Its denizens and principal players often see themselves as singularly important, the ever-shining sun around which all other businesses and industries revolve.
One could argue that there’s some justification for the tech industry’s bumptiousness. The Magnificent Seven have dominated stock-market gains
The Case Against the Lock-in Fixation
When Momentum Fades and Exhaustion Looms
Momentum always flags and falters eventually. It’s only a question of when it will happen.