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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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Elon Musk Denies Reports On Starlink IPO As ‘False’
Elon Musk Denies Reports On Starlink IPO As ‘False’11/15/2023 9:08am. (Benzinga Newswire) SpaceX owner Elon Musk has denied reports that a split-company IPO (first public issue) of his company’s Starlink satellite business is being prepared. What Happened: Musk Says Starlink’s IPO Under Discussion In 2024 “False” Over Bloomberg Report. Citing “people with knowledge of the…
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U.S. Source Inflation Slows
【Bloomberg News Excluding food and energy, the core consumer price index (CPI) rose 0.2% in October from the previous month, below market expectations and previous estimates of 0.3%. Year-over-year, it was 4.0%, slowing from the previous 4.1%. Headline CPI growth was 0.0% month-on-month and 3.2% year-on-year. Excluding housing costs and energy, the rate of increase…
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[Microsoft expected to announce the internalization of AI semiconductors, but announced the internalization of data centers]
[Microsoft expected to announce the internalization of AI semiconductors, but announced the internalization of data centers] Microsoft has developed its own semiconductor technologyIt’s been announced! (Actually, there were three types. We also announced a semiconductor dedicated to network computing called DPU.) Recent data center semiconductors consist largely of CPU+GPU+AI Accelerator+DPU Microsoft has virtually internalized all…