Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
For Mark Zuckerberg, the decision by Meta Platforms – and way back when it was still known as Facebook – to open much of its technology – including server and storage designs, datacenter designs, and most recently its Llama AI large language models – came about because the company often found itself trailing competitors when it came to deploying advanced technologies. …
Unless you were born sometime during World War II, you have never seen anything like this before from a computing system manufacturer. …
If large language models are the foundation of a new programming model, as Nvidia and many others believe it is, then the hybrid CPU-GPU compute engine is the new general purpose computing platform. …
In a decade and a half, Nvidia has come a long way from its early days as a provider of graphics chips for personal computers and other consumer devices. …
The deal for Nvidia to acquire Mellanox, which was announced last March for $6.9 billion, has finally passed muster with all of the regulatory bodies of the world and closed today. …
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