CES 26. NVIDIA Reboots Its AD Stack With Alpamayo But Mercedes-Benz Stays Stumm. Hang On A Momenta!
Mercedes-Benz has a new ADAS partner, China's Momenta. They are jointly developing an ADAS system for the Chinese market plus a luxury robotaxi...
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NVIDIA's Shocking $20 Billion Volte-Face On ASIC For Inference
Whatever lies behind the deal, NVIDIA has surgically removed a potential threat from their inference wheelhouse. How they integrate LPUs without...
304 Views
Micron's Monster Quarter Triggers Santa Claus Rally For Beleaguered AI Names
Memory demand far exceeds available supply right now and prices are soaring. That's a situation that's not going to change any time soon. Yikes!
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Fermi America's Unfathomable Progress
On December 12, Fermi issued a SEC filing clarifying that no money had been drawn down and the the prospective tenant had terminated their...
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Alphabet. More Of The AI, Less Of The Drama
DeepMind is Alphabet's dark horse. AlphaFold is one of the most significant AI-related accomplishments ever. What will they turn their attention to...
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