Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Cross Asset Strategy

<ul><li>Webinar with former Prada board member discussing luxury landscape and investor trends</li><li>Nvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market caution</li><li>Dior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for success</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Webinar with former Prada board member discussing luxury landscape and investor trendsNvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market cautionDior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

Private Capital Markets

DataDirect Networks / Private Capital Markets

<ul><li>Paul Block, co-founder and CEO of DDN, discusses how his company recognized the AI inflection point early on and is now partnering with major players like Nvidia, Google, and Blackstone.</li><li>DDN specializes in providing data storage and access for AI infrastructure, working closely with Nvidia to deliver high performance and low latency solutions for customers.</li><li>While historically seen as competitors, DDN now collaborates with hyperscalers like Google and Microsoft to provide specialized systems for large-scale AI workloads, offering better performance and cost efficiency.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paul Block, co-founder and CEO of DDN, discusses how his company recognized the AI inflection point early on and is now partnering with major players like Nvidia, Google, and Blackstone.DDN specializes in providing data storage and access for AI infrastructure, working closely with Nvidia to deliver high performance and low latency solutions for customers.While historically seen as competitors, DDN now collaborates with hyperscalers like Google and Microsoft to provide specialized systems for large-scale AI workloads, offering better performance and cost efficiency.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Companies in the public cloud are refreshing their server infrastructure every four to five years, but may accelerate this cycle due to the performance benefits of new CPUs and GPUs.</li><li>Despite advances in technology, older GPUs are still being used and making money for data centers, leading to questions about the economic lifespan of GPU systems.</li><li>Hyperscalers have adjusted their accounting policies to depreciate server hardware over longer periods, potentially impacting depreciation expenses.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Companies in the public cloud are refreshing their server infrastructure every four to five years, but may accelerate this cycle due to the performance benefits of new CPUs and GPUs.Despite advances in technology, older GPUs are still being used and making money for data centers, leading to questions about the economic lifespan of GPU systems.Hyperscalers have adjusted their accounting policies to depreciate server hardware over longer periods, potentially impacting depreciation expenses.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 138: Talking GPU Depreciation, OCP Takeaways

<ul><li>Discussion on NEO clouds and AI infrastructure landlords</li><li>Differentiation between hyperscalers and Neo clouds in terms of business models and focus on AI workloads</li><li>Consideration of critical software in DevOps and AI API software as a factor in defining a hyperscaler's offerings and differentiation from Neo clouds</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on NEO clouds and AI infrastructure landlordsDifferentiation between hyperscalers and Neo clouds in terms of business models and focus on AI workloadsConsideration of critical software in DevOps and AI API software as a factor in defining a hyperscaler's offerings and differentiation from Neo cloudsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Weekly podcast series by SemiWiki.com, SemiWiki.com

SemiWiki.com

Weekly podcast series by SemiWiki.com

Semiconductor Insiders: A weekly podcast series by SemiWiki.com, the open forum for semiconductor professionals.

<ul><li>RISC-V allows for design and implementation locally, compliant to global standards, with specifications available under Creative Commons and no licensing fees</li><li>RISC-V's customizable architecture, with a small core base ISA and various extensions, enables workload optimized silicon for different applications such as AI, ML, and vector processing</li><li>Recent highlights include the availability of the RBA23 profile specification for high-performing application processors, Nvidia's adoption of RISC-V for CUDA porting, and Infineon's announcement of an all RISC-V automotive microcontroller roadmap, showcasing the growing momentum of RISC-V across various industries.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

RISC-V allows for design and implementation locally, compliant to global standards, with specifications available under Creative Commons and no licensing feesRISC-V's customizable architecture, with a small core base ISA and various extensions, enables workload optimized silicon for different applications such as AI, ML, and vector processingRecent highlights include the availability of the RBA23 profile specification for high-performing application processors, Nvidia's adoption of RISC-V for CUDA porting, and Infineon's announcement of an all RISC-V automotive microcontroller roadmap, showcasing the growing momentum of RISC-V across various industries.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP309: The State of RISC-V and the Upcoming RISC-V Summit with Andrea Gallo

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]

Paul Block, co-founder and CEO of DDN, discusses how his company recognized the AI inflection point early on and is now partnering with major...

Web3 Breakdowns

EP 138: Talking GPU Depreciation, OCP Takeaways

Public cloud infrastructure refreshes involve periodically replacing servers with new CPUs, but the longer economic lifespan of older GPUs like...

The Circuit

EP 136: WE DON'T HAVE THE POWER!

Overall, hyperscalers like Amazon, Google, Meta, Microsoft, and Oracle provide a wide range of infrastructure and software services for various...

The Circuit

Podcast EP309: The State of RISC-V and the Upcoming RISC-V Summit with Andrea Gallo

RISC V is a customizable and globally recognized architecture used by companies like Nvidia, with ongoing development and expansion in various...

SemiWiki.com

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Global markets experience volatility as luxury landscape evolves, Nasdaq sells off, Bitcoin drops, and US job market shows mixed results.

The Synopsis

Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]

Paul Block, co-founder and CEO of DDN, discusses how his company recognized the AI inflection point early on and is now partnering with major...

Web3 Breakdowns

EP 138: Talking GPU Depreciation, OCP Takeaways

Public cloud infrastructure refreshes involve periodically replacing servers with new CPUs, but the longer economic lifespan of older GPUs like...

The Circuit

EP 136: WE DON'T HAVE THE POWER!

Overall, hyperscalers like Amazon, Google, Meta, Microsoft, and Oracle provide a wide range of infrastructure and software services for various...

The Circuit

Podcast EP309: The State of RISC-V and the Upcoming RISC-V Summit with Andrea Gallo

RISC V is a customizable and globally recognized architecture used by companies like Nvidia, with ongoing development and expansion in various...

SemiWiki.com