NVDA -- More -- August 23, 2023

Locator: 45468TECH.

Chips, semiconductor: link here.

• Home page for tech: link here.
• The cloud: link here.  
• Streaming: link here. Streaming wars.
• Spatial computing: link here.

Sound bite: whatever the AI sector ultimately is -- billions or trillions? Nvidia will own 80% and no one is even close to cutting into that for several years. Not even close. Some people are suggesting $600 billion for the hardware alone. 

This caught a lot of folks off-guard. From the blog yesterday: 

One might want to look at this again:

July 28, 2023: update -- wiki will update this chart within six months -- INTC getting a lot of press right now, but INTC can only do much through cost-cutting and resting on laurels. The cloud-- where INTC seems to be concentrating right now (Ericsson, 5G) -- has a lot of players: GOOG, AMAZON, AAPL, MSFT, just to name a few . Meanwhile, INTC struggles 10nm chips while AAPL has moved on to 2nm.

Next closest: AMD.

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.  

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

We haven't even talked "stock split" yet.

This reminds me a lot of AAPL some twenty years ago. 

And, speaking of AAPL, Tim Cook will not mention: headsets; gaming; artificial intelligence.