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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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...
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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...
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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.
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