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AI: Weekly Summary. RTZ #562
AI: Weekly Summary. RTZ #562
Michael Parekh AI: Reset to Zero
Amazon AWS announces host of AI products & partners: Amazon AWS had a packed array of AI announcements at its re:Invent conference, with upgraded AI GPU ‘Trainium’ chips, to ‘supersized’ AI data centers, and new Nova LLM AI models. As well as a host of...
2 days ago
4 MIN READ
AI: Government Shifts in AI and Tech orders. RTZ #561
AI: Government Shifts in AI and Tech orders. RTZ #561
Michael Parekh AI: Reset to Zero
I talked about coming tech and AI changes with the new administration and congress in January next month. The conventional wisdom is that AI and tech will get freer rein, especially on the crypto side with the SEC and other appointments. Also expected are...
3 days ago
4 MIN READ
AI: Apple does AI at its own pace. RTZ #560
AI: Apple does AI at its own pace. RTZ #560
Michael Parekh AI: Reset to Zero
I’ve been clear about my conviction that Apple is very well positioned for the long-term in this AI Tech Wave. Apple Intelligence and all. From its ‘inside out’ AI for the masses strategy across its unique global hardware and software ecosystem. Impacting...
4 days ago
4 MIN READ
AI: Rise of the AI data center 'Neoclouds'. RTZ #558
AI: Rise of the AI data center 'Neoclouds'. RTZ #558
Michael Parekh AI: Reset to Zero
With a potential trillion dollar plus remaking of AI driven data centers in this AI Tech Wave, it’s inevitable that a new cluster of companies are emerging. They’re building furiously behind the core cloud services providers (CSPs) like Amazon AWS,...
6 days ago
9 MIN READ
AI: SK Hynix ready for its AI close-up. RTZ #557
AI: SK Hynix ready for its AI close-up. RTZ #557
Michael Parekh AI: Reset to Zero
At this point in the AI Tech Wave, we understand that AI GPUs from Nvidia, AI semi fabs from Taiwan Semiconductor (TSMC), trillions in AI data centers, multi-Gigawatts of Power for said data centers, and tons of related infrastructure for all of the above...
1 week ago
5 MIN READ
AI: Energy seeing early AI efficiences. RTZ #556
AI: Energy seeing early AI efficiences. RTZ #556
Michael Parekh AI: Reset to Zero
The Bigger Picture, December 1, 2024 Investors have an eagle eye out on how long before we see returns in this AI Tech Wave, on the billions and trillions being expended on AI Data Center capex. WIth Nvidia being head of the line in the AI Gold Rush....
1 week ago
8 MIN READ
AI: Weekly Summary. RTZ #555
AI: Weekly Summary. RTZ #555
Michael Parekh AI: Reset to Zero
Nvidia’s top customers on AI GPU plans: The efforts by Nvidia‘s top customers like Amazon, Google, Microsoft and others to ramp up their own AI GPU chips continue to ramp up. Even though it means billions expended over years to even get on a ramp...
1 week ago
4 MIN READ
AI: Nvidia vs its Top Customers for AI GPUs. RTZ #554
AI: Nvidia vs its Top Customers for AI GPUs. RTZ #554
Michael Parekh AI: Reset to Zero
One of the most asked questions I get on Nvidia this AI Tech Wave, is that almost half of their total revenues, are from their top five customers all investing billions to build their own AI GPU chips. And of course hoping to replace Nvidia’s $30,000+...
1 week ago
7 MIN READ