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37% made & designed in the US 25 years ago included the world’s fastest & most cost-effective chips. Today, the US 12% share is lower-quality & lower-function design at uncompetitive prices. Improved design, fabrication, & volume are required. No US company can succeed alone.

Matt Baker Sarbjeet Johal Dell EMC I guess it's like seeding the cloud...once it's populated w/ apps & data it's agile but there's a setup time. Sort of like a caching architecture that has to be "warmed up" - but it's not identical to public cloud pricing...neither is Outposts :-)

Had to share my excitement with you. The great snipe chick travels great distances, when grown. That’s my hope for Data Mesh, spread far and wide as t matures. Stay tuned for the early release. #DataMesh

I had a collection of core memory, paper tape and punched cards that I took to careers days at local schools and colleges for IBM. We didn’t hire people with computing degrees because what they learnt was already out of date - like the cryptographic market of today!

Sarbjeet Johal Massachusetts Institute of Technology (MIT) Dr Efi Pylarinou John Furrier Dion Hinchcliffe Tim Crawford Crawford Del Prete Fintechwali Sharena Rice, PhD Eric Kavanagh on #DMRadio Simple you young entrepreneurs- It’s all about the cash! Rule #1 - don’t run out of cash Rule # 2 - refer to rule #1

Do you hear that silence? From all the investors who suddenly don't boast about their acumen picking stocks & beating the market? Don't trust the stories of friends consistently beating the market. Those are the planes that made it back. Their current silence is the other ones.

Apple M2. 1/2 Hardware is built to run software. Interesting that Apple chose to invest in GPU & NPU teraflops (+42%), additional video accelerators, and improving shared memory performance with SRAM & DDR5 DRAM of 100GB/second (47%).

Apple M2 2/2 Apple is aspiring to be the platform of choice for new developments in gaming, virtual reality, inference, etc. on all personal devices. No competition from Intel

Some interesting analysis from David Floyer wikibon.com/real-time-anal… deep technical dive for Oracle practitioners

Dave Vellante 2022 total Amazon revenue was 514 billion and AWS was 80 billion. Normal IT spend on such business will be around 3%-4% of revenues (at such scale). If 50% to 60% of that is on AWS, it will be between $8-$10 billion. Hold on, (now that I am thinking), because AWS is all/pure

Part 1 of 5: Nvidia has architected a high-performing & cost-effective AI platform, thanks to its brilliant hardware & software design. This platform has the potential to become the primary AI system for enterprises and could be a significant portion of enterprise IT spend.

Part 2 of 5: In the short term, Nvidia can acquire new technology to protect its enterprise platform.

Part 3 of 5: In my opinion, Nvidia's most significant long-term threat to its platform comes from new, low-cost, high-volume AI technology platforms designed for the consumer edge, enterprise edge, transport, military, and outer space.

Part 4 of 5: Nvidia is already safeguarding itself with some edge devices but needs to expand its edge investment strategy.

Part 5 of 5: In my opinion, there is a greater than 30% chance Nvidia will become the world's primary Arm-based AI platform with a significant % of general-purpose Arm-based computing. If this happens, Nvidia could become the largest IT technology company in the next decade.

Here's how we see the semiconductor ecosystem growing over the next 5 years. NVIDIA projections include more than just chips. Broadcom is semis only. $900B+ by 2028 Sarbjeet Johal John Furrier Qualcomm TSMC $AVGO $NVDA = 45% of the market by '28 #thecuberesearch

Patrick Moorhead This makes a lot of sense to me. For a reference point, ARM market cap is $123 billion (rounded) and Intel market cap is $81 billion (rounded). It’s amazing how Nvidia abstracted ISA (instruction set architecture) with CUDA. It kills one of the biggest objection for adoption of

My summary of the evening Thanks for letting me know❤️ The first 2025 SF Symphony 2025 concert at the Davies yesterday was unforgettable. The program opened with the world premiere of John Adams’s piano concerto After the Fall, performed by the brilliant Vikingur Ólafsson and