Nvidia’s Rubin CPX Announcement Nvidia's extensive chip design and technology expertise, together with volume and early deliver, will likely put significant pressure on AMD, AWS, and Microsoft’s development of specialized chip strategies. OpenAI may be in a stronger position due to its potential for integrating hardware and scalable software, likely focusing on a distributed architecture. Moreover, Nvidia is not done innovating in specialized AI solutions. They handle a large percentage of AI workloads, giving them valuable insights into bottlenecks. Nvidia is a formidable competitor, and likely to maintain it lead for this decade.

My summary of the evening Thanks for letting me know❤️ The first 2025 SF Symphony 2025 concert at the Davies yesterday was unforgettable. The program opened with the world premiere of John Adams’s piano concerto After the Fall, performed by the brilliant Vikingur Ólafsson and commissioned by the San Francisco Symphony. The music was like a complex fine wine, blending contemporary notes with echoes of Bach and Satie’s Gymnopédies. The second half was Carl Orff’s magnificent Carmina burana, contrasting the profane and celestial. O Fortuna’s thunderous drama framed the performance, while the San Francisco Symphony Chorus and the San Francisco Girls Chorus brought immense power to climaxes. It was a genuinely transformative evening and one I unreservedly recommend.

This makes a lot of sense to me. For a reference point, ARM market cap is $123 billion (rounded) and Intel market cap is $81 billion (rounded). It’s amazing how Nvidia abstracted ISA (instruction set architecture) with CUDA. It kills one of the biggest objection for adoption of newer architecture (new way of computing). In a way, it’s a super lean OS. On that note, proximity (and tethering) of a processor to OS is a blessing and a curse. All in all I like your creative idea, @PatrickMoorhead though it’s a trastiz shift! I hope @PGelsinger and team is considering this as one of the options. cc @dvellante @Craw @cloudpundit @dfloyer @furrier

Here's how we see the semiconductor ecosystem growing over the next 5 years. @nvidia projections include more than just chips. @Broadcom is semis only. $900B by 2028 @sarbjeetjohal @furrier @Qualcomm @TWSemicon $AVGO $NVDA = 45% of the market by '28 #thecuberesearch

Part 5 of 5: In my opinion, there is a greater than 30% chance Nvidia will become the world's primary Arm-based AI platform with a significant % of general-purpose Arm-based computing. If this happens, Nvidia could become the largest IT technology company in the next decade.

Part 4 of 5: Nvidia is already safeguarding itself with some edge devices but needs to expand its edge investment strategy.

Part 3 of 5: In my opinion, Nvidia's most significant long-term threat to its platform comes from new, low-cost, high-volume AI technology platforms designed for the consumer edge, enterprise edge, transport, military, and outer space.

Part 2 of 5: In the short term, Nvidia can acquire new technology to protect its enterprise platform.

Part 1 of 5: Nvidia has architected a high-performing & cost-effective AI platform, thanks to its brilliant hardware & software design. This platform has the potential to become the primary AI system for enterprises and could be a significant portion of enterprise IT spend.

2022 total Amazon revenue was 514 billion and AWS was 80 billion. Normal IT spend on such business will be around 3%-4% of revenues (at such scale). If 50% to 60% of that is on AWS, it will be between $8-$10 billion. Hold on, (now that I am thinking), because AWS is all/pure tech business this number may be bigger than $10 billion. So it will be low angle digits in percentage.

Some interesting analysis from @dfloyer wikibon.com/real-time-analyt… deep technical dive for @Oracle practitioners

Apple M2 2/2 Apple is aspiring to be the platform of choice for new developments in gaming, virtual reality, inference, etc. on all personal devices. No competition from Intel

Apple M2. 1/2 Hardware is built to run software. Interesting that Apple chose to invest in GPU & NPU teraflops ( 42%), additional video accelerators, and improving shared memory performance with SRAM & DDR5 DRAM of 100GB/second (47%).

Do you hear that silence? From all the investors who suddenly don't boast about their acumen picking stocks & beating the market? Don't trust the stories of friends consistently beating the market. Those are the planes that made it back. Their current silence is the other ones.

Simple you young entrepreneurs- It’s all about the cash! Rule #1 - don’t run out of cash Rule # 2 - refer to rule #1

I had a collection of core memory, paper tape and punched cards that I took to careers days at local schools and colleges for IBM. We didn’t hire people with computing degrees because what they learnt was already out of date - like the cryptographic market of today!

Had to share my excitement with you. The great snipe chick travels great distances, when grown. That’s my hope for Data Mesh, spread far and wide as t matures. Stay tuned for the early release. #DataMesh

I guess it's like seeding the cloud...once it's populated w/ apps & data it's agile but there's a setup time. Sort of like a caching architecture that has to be "warmed up" - but it's not identical to public cloud pricing...neither is Outposts :-)