AI compute is entering the political-theater era. Every day you see people who can’t tell a TPU from a GPU confidently predicting the fall of NVIDIA. Welcome to the era where AI hardware is argued like elections.
Another classic case of outsiders saying “TPU ≈ GPU.” If you can’t tell a matrix-math ASIC from a general-purpose parallel processor, you probably shouldn’t be analyzing AI infrastructure. Stay in your comfort zone.
Nvidia says its GPUs are a 'generation ahead' of Google's AI chips so about 3-6 months?
Many people think Google’s rise means NVIDIA must fall — that’s the wrong mental model. AI isn’t a chip race but an ecosystem race. Google has a great full-stack, but NVIDIA remains the only general AI platform — the one that runs every model, everywhere. Platforms don’t die…
We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater…
Funny how markets think Google’s rise means NVIDIA must fall. The future of AI hardware won’t be winner-take-all. We’re heading toward a three-stack world: Nvidia, $NVDA, the universal compute platform Google, $GOOGL, the fully integrated stack, and hyperscalers building their…
The story of the day: Alphabet, $GOOGL, is now up another +4% and Nvidia, $NVDA, is down -4% on concerns over increased competition. This comes after reports that Meta is considering using Google’s AI chips over Nvidia’s. So, is this really that bad for Nvidia? The reality is…
Comparing NVIDIA to Enron is the funniest joke of the year
Volkswagen adopting Chinese technology for global markets is not a bad idea. It’s the smartest move they can make. China’s EV supply chain is 3–5 years ahead in intelligence and cost efficiency. If VW wants to stay competitive, partnering with Chinese suppliers is the only…
It‘s becoming increasingly clear that Volkswagen‘s „In China, for China“ is morphing more and more into „in China, for Europe“ given cost advantages of producing EVs in China and limited appetite of Chinese consumers for VW EVs.
Big companies often mistake visibility for value. The people who talk the most rise the fastest, the people who build the most often stay invisible. That’s not a talent problem. It’s a system design problem.
Sergey used Gemini in a surprisingly creative way. He asked it inside an internal Google chat, “who should be promoted in this chat space?” AI picked up a young woman engineer who is not vocal, and she was promoted. AI can reveal value that human systems overlook. AI can help…
The more complex the technology, the more you need to lower the user’s learning cost. That’s how real dependency and ecosystem lock-in are created. NVIDIA’s AI platform is the perfect example of this.
A tragic accident recently occurred involving a Huawei-backed AITO M7 in China. A pedestrian carrying a long tree branch suddenly made a lateral intrusion into the lane. The drive-assited system recognized the danger too late — AEB did activate, but the reaction window was too…
OpenAI risks becoming the new Netscape — if Google bundles Gemini 3 with others.
Elon says AI5 is taping out in few months.
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