Mar. 2 at 4:06 PM
$NVDA
Following the stunningly great Q conf call and seriously raised outlook &China's big tech names panting to get their H200s asap, there is fun news on deck for NVDA.
Friday they announced they have a "new platform" product to outperform
$GOOGL TPUs -- principally an inference chip, and which also dulls
$AMZN Trainium 3 wind on "cheaper" inference time.
Jensen also has the keynote speech at the annual MS conference on deck, and NVDA is the star player on thre dais for the Synopsis Conference. Then we are just two weeks out from NVDA's annual GTC conference which will include some great news on new products (incl details on the new inference platform -- which illuminates what the 100 or so engineers they hired in 2023 to work on ASIC designs have been doing lolz) and probably a new gaming GPU for desktops after passing on an upgrade last year.
Duvall's classic line in Apocalypse Now rings, to wit, "Some day this war is going to end."
https://www.instagram.com/reels/DVCMXqvjQfR/
