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AI/ML

Premium: NVIDIA's waves

The waves of product releases from here, and a bit more on Blackwell delays.

NVDA
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

27 Aug 2024 • 15 min read

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Earnings

Premium: NVIDIA Q225 Earnings

Hopper will continue to grow in 2H, and Blackwell will come on strong in Q4.

AI/ML NVDA
  • muji
    muji
muji 29 Aug 2024 • 19 min read
AI/ML

Premium: NVIDIA's woes

NVIDIA's supply constraints have been easing until it hit some Blackwell delays.

NVDA AMZN GOOG MSFT
  • muji
    muji
muji 23 Aug 2024 • 17 min read
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