Topic

NVDA

A collection of 12 issues

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.

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