NVIDIA Invests $2 Billion In Synopsys. But Why?
They plan to start enabling cloud access for GPU-accelerated engineering solutions. Could this be where that $2 billion finds a home? Is this a new...
319 Views
NVIDIA. Burry's Claims Miss The Forest For The Trees. The Real Issues Are Structural, Not Legal
There are key structural issues surrounding the AI Infrastructure build out (grid, foundry, memory capacity to mention a few). These will drive...
393 Views
Did The Elon & Jensen Clown Show Just Crater The AI Narrative?
At last week's US-Saudi Investment Forum, Elon's inability to clearly articulate the deal he had just signed with the KSA was shocking.
795 Views
Microsoft. Acting Like There's An AI Bubble Without Saying There's An AI Bubble
It could just be me, but I think Mr. Nadella is trying to tell us something about the state of AI. We should probably listen. Let’s see.
586 Views
OpenAI. Is The Narrative Slowly Disintegrating ?
Mr. Altman wants OpenAI to be all things to all people all at once. That's a strategy that rarely ends well. Let's see..
329 Views