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Nvidia in the Valley – Stratechery)
An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud – Stratechery Interviews)
Ada Lovelace GPUs Shows How Desperate Nvidia Is – SemiAnalysis)
Thread of reactions from Tae Kim – Twitter)
AI Chips and China, Geopolitical Considerations, Nvidia Consideration – Stratechery Daily Update)
Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise — Stratechery Daily Update)
Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge - Stratechery Daily Update)
US restricts sale of AI training chips to China – The Verge)
Apple expands iPhone production in India in shift away from China – Financial Times)
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