Tim Culpan

@AMD has also done well. But nowhere near as well as Nvidia. https://t.co/kH8kPBt5L1

Tech The Money: @nvidia tops the growth table among the AI-pilled. That’s not surprising. But that’s not the whole story https://t.co/VNRWdPszZt

Sure, it's not as simple -- don't "at" me -- but that's the basics: Apple wants to connect its MacMinis together better, Nvidia offers a solution. Apple Silicon servers on-prem for internal use is the primary goal -- one it has already implemented. Doing it better is next.

First, Apple has its own chips in its own servers. It's done so for a while. Heck, people are also daisy-chaining Mac Minis together and running them as local AI clusters. That makes working with @nvidia the next obvious choice.

Apple could work with others, and I think it does (I don't have details, only rumors), but Nvidia has NVLink which does a pretty good job. Once you have core compute (CPU/GPU) sorted, and then memory is integrated, the next thing to look at is connections between trays & racks

@vikramskr Time share of an Nvidia GPU

There’s so many “silicon hands” out there who get deeply offended that someone dare even consider anything less than an all-in bullish position on chip stocks. Beware. They’re not investors. They’re not wise owls. They’re punters & speculators, and you’re ruining their grift

Good morning America Just a few hours left. Prices are about to jump 40% to 150% The intro pricing was a thankyou to early supporters of @Culpium Let’s rocket back up the leaderboard and show the value of independent journalism🚀 https://t.co/dWsWDkO57h https://t.co/MHN06L9wKn

For years, Nvidia was using an inaccurate way to measure revenue by geography. I analyzed the data. More than $10 billion of annual China revenue was hidden by this methodology. https://t.co/NRCHI1lG49 https://t.co/urw7uWaK8A

For years, Nvidia was using an inaccurate way to measure revenue by geography. I analyzed the data. More than $10 billion of annual China revenue was hidden by this methodology. https://t.co/NRCHI1lG49 https://t.co/urw7uWaK8A