I wanted to convey my thoughts on AI and datacenters and then finally the power necessary to power these systems in one condensed post. This is a difficult task because the vast majority of the facts I know are stuck in my head, placed there by countless hours of listening to conference calls and reading […]
If you’re reading this now $BTC is teetering and on the verge of cresting above $100,000 for the first time. I have long since attempted to rationalize prices and simply accept them as a reality foisted upon me by the result of money and emotions converging in the market. Some people I know justify their […]
Here is the raw data for what can only be described as an expected spectacular quarter. NVIDIA prelim Q3 $0.81 vs $0.75 FactSet Consensus; revs $35.08 bln vs $33.15 bln FactSet Consensus NVIDIA sees Q4 revs $36.75-38.25 bln vs $37.09 bln FactSet Consensus And here is a snippet I took from the conference call, with […]
