The semiconductor market is currently a tale of two titans, but one is largely flying under the radar while delivering explosive, calculated growth. NVIDIA, having reached the historic peak of a multi-trillion-dollar valuation, faces the immense pressure of living up […]
NVIDIA just reported financials that showcase stunning growth in the AI space despite earlier concerns that DeepSeek’s emergence represented some kind of existential threat to the company. This position of weakness was never well founded given DeepSeek ran on older
When NVIDIA started showing up in automobiles, I was impressed. I was given an Audi A7 to drive for a week. I was so impressed with the graphics on the dash I eventually bought an Audi e-tron GT with that
How NVIDIA AI Is Changing Driving Read More »
To say that NVIDIA’s recent financial results were impressive would be a huge understatement. I’ve been working as an internal or external analyst for just short of 40 years now, and there are two recurring mistakes that companies make when
NVIDIA’s Success Showcases Tech’s Multiple-Choice and Focus Problem Read More »
While the consumer metaverse has been, outside of gaming, overhyped and damaged by premature efforts to sell Metaverse real estate, the commercial metaverse is in full production and providing benefits now as companies like BMW, working with Siemens, have discovered.
Siggraph and NVIDIA: Preparing for the Metaverse Revolution Read More »
NVIDIA is working on several big, worldwide problems. These projects include efforts to mitigate climate change, improve and expand renewable energy, address current and future pandemics with faster cures, speed up critical drug recovery, and help scientists understand the universe
NVIDIA HPC and the State of Supercomputing’s Advancements to Come Read More »
There were two interesting mergers in play this year with semiconductor companies. The big one was the proposed NVIDIA ARM merger, but also interesting was the AMD Xilinx merger. The NVIDIA ARM merger had no chance of being successful because
AMD vs. NVIDIA and the Advantage of Not Being Considered Big Tech Read More »
One of the ongoing annoyances when buying a new car is that its technology can be as much as ten years old. The out-of-date technology problem is particularly annoying when looking at relatively expensive cars like a Lamborghini or Audi
NVIDIA Addresses a Major Problem with Autonomous Vehicles Car Makers Have Ignored Read More »
One of the most interesting near-term mergers is between NVIDIA and ARM, which has garnered interesting support and some growing resistance. The support primarily is based on the need for ARM to support a parent who wants them and could
The Positives and Negatives of NVIDIA’s ARM Acquisition Read More »
Artificial intelligence (AI) is going through impressively rapid evolution, and some of the results are pretty amazing. For instance, earlier, NVIDIA showcased a technology called GauGAN, which could turn someone like me with no artistic skills into a master artist.
NVIDIA GameGAN Could Be a Code Migration and Clean Room Game Changer Read More »
