Neutral
NVDA
4d agoJensen at Computex: Marvell is the next $1T semi company! $AMD today: Hold my beer
View original β
Consultant, Chief Analyst, Influencer. Substack: https://t.co/yEtnDropHp (@MoreThanMoore2x) Youtube: https://t.co/1t9pRrV860 (@TechTechPotato)
Jensen at Computex: Marvell is the next $1T semi company! $AMD today: Hold my beer
View original βJensen at Computex: Marvell is the next $1T semi company! $AMD today: Hold my beer
View original β@insane_analyst Just waiting on NVIDIA to 'invest' in Intel's patents.
View original β@insane_analyst Just waiting on NVIDIA to 'invest' in Intel's patents.
View original β@Vengineer FWIW, all custom HBM4 is putting the mem controller on the base die and using D2D. NVIDIA's version is just their custom D2D interface, just like Broadcom, Marvell, etc.
View original β@Broadcom Tomahawk 6 π₯ π₯ π₯ Absolutely massive https://t.co/oFXLkjprhj
View original βThe biggest package @Broadcom https://t.co/zyqSuajgd4
View original β"The CUDA moat is gone" says @DavidBennett__ , the CEO of a new Japanese neocloud called ai& (aka @aiand_). A chunk of their infrastructure is built on @tenstorrent hardware, one of the largest deployments outside of the USA. https://t.co/Y05xwE14bG https://t.co/4gDKt9Kndg
View original β@djnmrjnvc Where did I say it was nvidia?
View original β@sonnet_xu @AMD @Google Amd has gotten a lot better, ask @AnushElangovan :) They're selling everything they can make to the hyperscalers and others.
View original β
