Locator: 49300DISCLAIMER.
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Disclaimer
Brief
Reminder
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- 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 something appears wrong, it probably is. Feel free to fact check everything.
- 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.
- Many posts are not proofread for several days after they've been posted.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- And Oracle.
- Longer version here.
At 7:30 a.m. CT:
From the blog, two days ago:
SK Hynix: Nvidia supplier. By the way, Trump is making his Asian swing. Jensen Huang after his keynote speech at a tech meeting in Washington, DC, flew immediately to "Korea" where Trump had also visited on his Asian swing. Now why would Jensen Huang fly to Korea just as Trump was also visiting?
Today, link here -- Samsung to build an "AI megafactory -- starting with 50,000 Nvidia GPUs.
Korean semiconductor giant Samsung said Thursday that it plans to buy and deploy a cluster of 50,000 Nvidia graphics processing units to improve its chip manufacturing for mobile devices and robots.
The 50,000 Nvidia GPUs will be used to create a facility Samsung is calling an “AI Megafactory.” Samsung didn’t provide details about when the facility would be built.
It’s the latest splashy partnership for Nvidia, whose chips remain essential for building and deploying advanced artificial intelligence.
