Nvidia – SemiAnalysis

Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0

June 11, 2021June 11, 2021 Dylan Patel 0 Comments Barefoot, Barefoot Tofino, Co-packaged Optics, ICF, IDM 2.0, Intel, Intel Custom Foundry, Nvidia, Optical Trancievers, Photonic Engine, Silicon Photonics, TensTorrent, Tofinio 2, Wormhole

Intel is struggling against TSMC, AMD, Apple, Nvidia, Amazon, etc.
They have a potential ace which would allow them to remain at the heart of datacenter and force industry dependency.
Co-packaged silicon photonics is Intel’s Trojan Horse into the foundry business!

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Nvidia is Raking in the Money, but are Earnings Inflated?

May 27, 2021May 27, 2021 Dylan Patel 0 Comments AI, CMP, Crypto Currency, Crypto Mining, Datacenter, Gaming, GPU, LHR, Mining, Nvidia

Nvidia has beat earnings expectations yet again on the backs of datacenter and gaming lines. They crushed investors expectations with healthy growth in every sector, but a deeper look reveals some potential concerns.

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Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem

August 21, 2020April 6, 2021 Dylan Patel 7 Comments Arm, Data center, Nvidia, Softbank

Over time, Jensen Huang will muscle out other Arm vendors supplementing them with Nvidia’s in-house designs. The open Arm ecosystem will be hijacked, and be replaced with a closed off ecosystem rivaling or exceeding that of Intel and AMD.