From $NVDA to Janet Yellen, from $AAPL to Jerome Powell, from $SMCI to Gary Gensler, from Joe Biden to the #BLS, from Rishi Sunak to $HSBC, from Christine Lagarde to #GermanRealEstate, from the #BOJ to $GOOG and on and on. What do all those I mentioned have in common? They…
Tag:#AI
NVIDIA, ITS RECYCLED “#AI REVOLUTION” AND THE DARK SIDE OF IT KEPT AWAY FROM THE PUBLIC
NVIDIA convinced everyone that we are just at the beginning of the #AI revolution and its GPUs will sell like hot cakes. Yes, we are at the beginning of the #AI revolution. However, NVIDIA isn’t going to be part of it as much as they (desperately) want people to believe,…
Is ARM The Canary In The $NVDA Coal Mine?
Newspapers have been cheering up the “deal” this week where Softbank managed Vision Fund successfully sold ARM 25% it owned to… Softbank. In September 2020, $NVDA agreed to buy the whole ARM from Softbank at a $40bn valuation paying in cash and shares (NVIDIA), but it preferred to lose $1.25bn…