The MiniPC Revolution(jadarma.github.io)
140 points by ingve | 185 comments
140 points by ingve | 185 comments
289 points by mxstbr | 252 comments
119 points by qsantos | 50 comments
325 points by jonbaer | 157 comments
Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.
545 points by tolugenius | 385 comments
An Economist briefing arguing that Nvidia acts like a central bank for the AI industry by financing its customers, and asking whether those loans will prove sound.
396 points by todsacerdoti | 330 comments
Blog post on Entropic Thoughts estimating the probability of an Nvidia stock crash, prompted by a question in the 2026 ACX prediction contest.
1030 points by Eric_Gullichsen | 430 comments
Personal essay by Eric Gullichsen, an early NVIDIA technical advisor, explaining how 1993 stock options he was granted may now be worth about a billion dollars.
509 points by ossa-ma | 159 comments
Blog post arguing Nvidia's $20B deal for Groq's assets and hiring of CEO Jonathan Ross exploits an antitrust loophole to avoid merger scrutiny.
834 points by mxstbr | 529 comments
Fly.io blog post reflecting on how the company's bet on offering GPU machines to developers did not pan out as expected.