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Saturday, October 5, 2024

Clearing Off The Desktop -- Part 1 -- Vanderbilt Beats #1 Alabama -- October 5, 2024

Locator: 48503ARCHIVES.

Tag: Vanderbilt, Alabama.

Holy mackerel:

Partnerships, vs IPOs, mergers, acquisitions. We've talked about this before.

  • Accenture NVIDIA Business Group -- link here.
  • the new group will help clients lay the foundation for agentic AI functionality
  • Accenture's AI Refinery uses the full NVIDIA stack, including:
  • NVIDIA AI Foundry
  • NVIDIA AI Enterprise
  • NVIDIA Omniverse

Nvidia (NVDA): link here.

Intel (INTC) -- Germany

  • commitment to German plant confirmed;
  • BUT two-year delay
  • link here.

Intel (INTC) -- Raptor Lake crashing nightmare is over. Link here. “Intel now confirms.” Deny, deny, deny.

Mideast:

  • Aramco's second bond sale this year; $3 billion this time.
  • raised $6 billion last July.

Mideast:

  • Nasrallah's successor presumed killed in IDF strike; link here.

Foxconn:

  • beats estimates with record third-quarter revenue on AI demand;

Accelerated AI: NPUs. Wiki.

Unimportant, but fun, link here:

EVs:

However, the study points out that there is a problem: today, most OEMs do not make a profit from the sale of EVs. In fact, these vehicles often cost $12,000 more to produce than comparable vehicles powered by internal combustion engines (ICEs) in the small- to midsize car segment and the small-utility-vehicle segment. 
What is more, carmakers often struggle to recoup those costs through pricing alone. The result: apart from a few premium models, OEMs stand to lose money on almost every EV sold, which is clearly unsustainable. [Well, duh.] Rivian lost $32,705 on every vehicle it produced last quarter.

  • How bad is it? Look what Ford is offering, link here. My hunch, the Ford CFO is not happy.

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