researchqf · TEXXR

1) Burry's conclusion is economically wrong. He is technically right in the sense depreciations are incredibly rough accounting estimates (as a side note, this is also true of plenty of fully depreciated plants & fabs out there that are are still in operation and profitable [image]

2025-11-12 View on X

Bloomberg

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt

Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

View original

This is a big give by EU (if true and stands). What did EU get in return?

2025-07-12 View on X

Politico

The European Commission drops plans to impose a digital tax on tech giants in its upcoming 2028-2034 budget proposal, amid ongoing EU-US trade negotiations

After seeing Trump escalate with 🇨🇦 after Carney retaliated against 🇺🇸, it appears our president here in Europe has decided to preemptively surrender. — When will this continent ...

View original

1) @OpenAI slows down because the board both realized they needed @sama back (!) but was unwilling to step down (and this came up all day Sunday - absolve Sam). ROW stays at speed 10. OpenAI slows to 1-2? Everyone but board knows there's only outcome. This will be front run. [image]

2023-11-20 View on X

TechCrunch

Satya Nadella says Sam Altman, Greg Brockman, and OpenAI staff will join Microsoft's new “advanced AI research team” and Microsoft remains committed to OpenAI

Microsoft has hired OpenAI co-founders Sam Altman and Greg Brockman to head up a “new advanced AI research team,” …

View original

1) So I think I more or less understand what new export rules say. 3A090.b applies to data centers. E.g. “Total processing performance” (TPP) of 2400 - 4800 and “performance density” of 1.6 to 5.92. A800 TPP ~ 10,000. Density is ~ 12. Lemme double check and comment later ... [image]

2023-10-18 View on X

Reuters

The US' new 400-page chip export rules show officials are open to chip sector input on ways to keep sending AI chips to China for small and medium-sized uses

While stripping China's access to key U.S. artificial intelligence chips, the Biden administration's sweeping new rules also quietly threw Nvidia …

View original

2) but question is whether $NVDA will have large Chinese market in the gray zone (assuming licenses granted). 2 notes this morning. One says potentially impacts most of NVDA data center sales in China. The other thinks immaterial. Doubt either analyst read new specs carefully. [image]

2023-10-18 View on X

Reuters

The US' new 400-page chip export rules show officials are open to chip sector input on ways to keep sending AI chips to China for small and medium-sized uses

While stripping China's access to key U.S. artificial intelligence chips, the Biden administration's sweeping new rules also quietly threw Nvidia …

View original

Still think this is underestimated - LT strategic importance of AI for governments (and enterprises). Many of these. I'd prefer H100 # not being leaked but there's still plenty of room for alpha beyond ST timeframe H100 specific numbers. Even for $NVDA. https://www.ft.com/... [image]

2023-08-15 View on X

Financial Times

Sources: Saudi Arabia bought 3,000+ Nvidia H100 GPUs and the UAE purchased thousands of Nvidia GPUs; Nvidia expects to ship ~550K H100 GPUs globally in 2023

it's the $40,000 chip that has sparked a frenzied spending spree Rob Thubron / TechSpot : Saudi Arabia and UAE invest in thousands of Nvidia chips, aiming to become global AI power...

View original