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I think the future direction that Nvidia suggests is the time for all companies to follow.
What does Nvidia Asia tour mean?I think the future direction that Nvidia suggests is the time for all companies to follow. It seems that the competition is going to be the fiercest here. AMD seems to have a clear business direction… There are a lot of great companies out there.Has your supercomputer arrived yet?The CEO,…
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Three chilling gaps from people in their 30s
Three chilling gaps from people in their 30s People who’ve been preparing for the pastThere is a gap with those who do not have assets. People with assets know the prices of nearby apartments, their spending habits, hobbies, people they meet, etcEverything is different. Even if I meet my old friendThere’s no overlap. There’s a…
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[NVIDIA 3Q Performance Announcement]
[NVIDIA 3Q Performance Announcement] According to foreign companies’ current 4Q sales estimates, many comments say it is conservative even if it is set at $18B, which is a higher Street Consensus than Sell-Side. The market’s base scenario seems to be that this guidance will exceed the consensus estimate. In the end, I think we should…
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NVIDIA Demand Reduction Factors / It feels like competition between NVIDIA and Microsoft is intensifying. These two companies are amazing… Samsung Electronics has to compete in the midst of this
[MSFT’s own network chip will be released next week] NVIDIA Demand Reduction Factors / It feels like competition between NVIDIA and Microsoft is intensifying. These two companies are amazing… Samsung Electronics has to compete in the midst of this Microsoft is currently building the largest infrastructure ever seen by mankind. It may seem exaggerated, but…
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Navia stock forecast, and more gap will happen quickly
Navia stock forecast, and more gap will happen quickly[Nvidia’s new H200, H200 and H20 chips can be more advantageous in the AI semiconductor competition Why did Nvidia have left memory from H100? Why are you going to increase memory now? In the end, the memory project, which has been developed by the competition system, and…