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From Start-Up Nation to Platform Nation: Israel’s Real Power in the Global Economy
Antisemitic ignoramus Tucker Carlson has been carrying on about how the United States gives so much to Israel and gets so little back. He dismisses it as “a completely insignificant country” with “no resources,” and demands to know, “what are we getting out of this?” In the Free Press, Michael Doran responded ably that crucial […]
Nvidia Entering the Lion’s Den with Groq Megadeal
Nvidia built its dominance in artificial intelligence on training workloads. That dominance is visible not only in GPU shipments and software ecosystems, but in the reconfiguration of the memory supply chain. Memory for training GPUs remains the primary driver of high-bandwidth memory consumption, DRAM wafer allocation, and advanced packaging investment, and it continues to anchor […]
Be Like Russia, Be Like Japan, Be Like China…
About once per generation, American intellectuals lose faith in liberty and urge us to adopt the statism of our rivals. In the 1930s, during the Great Depression, the brainy ones presented the Soviet Union as the last best hope of mankind. Immortalized were the calculated lies of New York Times foreign correspondent Walter Duranty painting […]
Is It Safe to Get Back in the Water?
It was only three years ago that Xi Jinping marched China’s proudest private companies—Alibaba (NYSE: BABA), Tencent (0700.HK), Didi (DIDIY), Meituan (3690.HK), the entire ed-tech industry—to the ideological woodshed. No warning, no due process, no gradual tightening. Just a demonstration of raw political power: the Party reminds you who owns the future. Alibaba’s Ant Group […]
Apple Says “Pat G. Done Good”
My first two reactions to the news that Apple (NASDAQ: AAPL) will likely shift some of the manufacturing for its M-series chips away from Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) and to Intel (NASDAQ: INTC) were (1) skepticism and (2) despair. The skepticism arises because for so many years, manufacturing was Intel’s weak point. […]
Nvidia’s Circular Revenue is Unattractive, and Unimportant
As we have said elsewhere, we don’t buy the “AI bubble” thesis. We especially don’t think of NVDA as being bubble priced. It may still be slightly undervalued. Still, in a recent column, Light Reading’s International Editor, Ian Morris, makes an interesting point about potential circularity in some of NVDA’s revenue. Way back before you […]
Nvidia Reports After Market Close Today Amid an AI Datacenter Boom
All eyes are on Nvidia (NVDA), which reports quarterly results after the market’s close today, Aug. 27. NVDA’s quarterlies have become the most closely watched event in technology: Nvidia serves as the bellwether for the entire artificial intelligence (AI) ecosystem as currently established. When Nvidia reports, investors parse not just revenues and margins but signals […]