Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?(tomtunguz.com)

188 points by miltava 1 year ago | 167 comments

AMD Ryzen 8000 Strix Point APUs Utilize 12-Core Zen 5 and Zen 5C Hybrid Config(wccftech.com)

28 points by eulid55 3 years ago | 8 comments

Nvidia discloses $21B stake in SpaceX at end of second quarter(cnbc.com)

16 points by johnbarron 2 months ago | 6 comments

H100 GPUs Set Standard for Gen AI in Debut MLPerf Benchmark(blogs.nvidia.com)

137 points by Anon84 3 years ago | 62 comments

Time to build a GPU OS? Here is the first step(notion.so)

38 points by Jrxing 1 year ago | 5 comments

Nvidia and Salesforce double down on AI startup Cohere in $450M round(finance.yahoo.com)

23 points by iam_a_user 2 years ago | 17 comments

Nvidia is the central bank of AI(economist.com)

545 points by tolugenius 1 month ago | 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.

Nvidia's $20B antitrust loophole(ossa-ma.github.io)

509 points by ossa-ma 10 months ago | 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.

Nvidia buys $5B in Intel(tomshardware.com)

935 points by stycznik 1 year ago | 569 comments

Tom's Hardware report on Nvidia buying $5 billion in Intel stock and the two jointly developing x86 RTX SoCs for PCs and custom data center x86 CPUs.

Nvidia's Risky Business(stratechery.com)

325 points by jonbaer 2 months ago | 157 comments

Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.

The impact of competition and DeepSeek on Nvidia(youtubetranscriptoptimizer.com)

596 points by eigenvalue 1 year ago | 419 comments

Jeffrey Emanuel's long blog essay arguing the short case for Nvidia stock, citing competition from custom chips and efficiency gains like DeepSeek.

Nvidia to join Dow Jones Industrial Average, replacing Intel(cnbc.com)

347 points by koolba 2 years ago | 191 comments

CNBC news article reporting that Nvidia will replace Intel in the Dow Jones Industrial Average, reflecting shifts in the semiconductor industry.