Topic

NVDA

A collection of 4 issues

The limits to our imagined vision of the future

A programming note: I hope to publish my Deep Dive on Booking Holdings tomorrow. Since this is my first year of publishing daily at MBI Deep Dives, I am still thinking about some vacation policy. I will let you know once I finalize something, but for now, I would like

Less is more?

Just yesterday, I was wondering about the profound impact “the cat paper” had on so many companies and wrote “Perhaps someone is going to publish a paper today or in a couple of years that may fundamentally alter the tech landscape 5-10 years from now. This makes analyzing some of

Nvidia and OpenAI's Gambit

A programming note: I will publish my Deep Dive on ASML tomorrow. As a reminder, I only send one email per day; therefore, on the day I publish my Deep Dive on a company, I won’t publish anything else. Early this year, I remember looking at Nvidia’s consensus

The ROI Question

A friend recently DM-ed me to highlight one of the quotes from Nvidia’s CFO in their recent earnings: "New NVFP4 4-bit precision and NVLink 72 on the GB300 platform delivers a 50x increase in energy efficiency per token compared to Hopper, enabling companies to monetize their compute at