Chips -- AI -- And All That Jazz -- Updates -- August 10, 2024

Locator: 48378CHIPS.

Nothing really new here, but necessary to update some past posts, emphasize others, post story of the day.

Personal investing: I have never been happier with my portfolio, as I hand it off to my grandchildren. The hand-off is measured, deliberate, and avoids controlling from the grave. Once done, I'm done. Three components:

• energy
• tech
• dividends

So insane: link here.

Peacock: it was amazing the number of streaming options I had each day on my streaming devices, using Amazon's FireStick. Clicking on NBC's Paris coverage seemed to have an almost infinite number of choices. There's no way Peacock could have done that without almost infinite number of CPUs, GPUs, and NPUs. But mostly GPUs. Link here. 

Four major networks:

• NBC: everything seems to be going right -- sports, business, news.
  
• CBS: currently in fourth place? Huge shakeup in "Evening News with ...."
  
• ABC: at least they still have "The View."
  
• FOX: a joke.

AI: 

• two camps
• AI is all hype
• AI is real
• I'm in the second camp

AI servers, link here. 

Story of the day: AWS, Graviton, supercomputer. AWS Graviton wiki. Stand-alone post, perhaps. August 7, 2024. ARM, Fortnite, Beth, Graviton.

TSMC, the chip company that is struggling, link here. 

Pat on the back: I spotted "Graviton" months ago -- see Chips.

Update: add NPUs to discussion.

Reminder: Beth Kindig.

Cisco: laying off thousands. Second round of layoffs. Follows Splunk.

Tech, link here:

Nvidia's performance each full year since going public.