Research Note: NVIDIA vs. AMD vs. Intel, Enterprise AI Solution Evaluation Criteria Definitions
Recommended soundtrack: Sweet Home Chicago
Key Issue: What is the difference between inflation in a primary economy and a fiat economy ?
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Research: audio
Key Issue: Can GartnorGroup explain the primary, secondary, tertiary and fiat economies ?
Research: audio
Key Issue: What is the projected evolution of energy requirements and thermal solutions for NVIDIA's post-Blackwell architectures (Rubin, etc.) across major data center deployments through 2031?
Key Issue: What breakthroughs in quantum computing integration with NVIDIA's hardware and software stack are anticipated between 2025-2031 that could reshape AI capabilities?
KeyIssue: How will NVIDIA's relationship with TSMC and potential new fabrication partnerships/technologies impact their architectural roadmap and manufacturing capabilities from 2025-2031?
Research Note: AI Chip Manufacturers vs. NVIDIA (2025-2031)
Research Note: NVIDIA's Emerging Technologies
Research Note: NVIDIA, Strategic Planning Assumptions
Research Note: NVIDIA's Blackwell, Enabling Trillion-Parameter AI for the Global 2000
Research Note: NVIDIA's Graph Processing Revolution, Blackwell's Specialized Units
Key Issue: Are there places to di(c)e fo(u)r ?
Read More15 Year Time Horizon Recommened List
Recommended soundtrack: Maps
Research Note: Sentient, Intelligence Analysis System
Recommended soundtrack: Zero
Key Issue: Will the S&P 500 hit 6300-6500 ?
Recommended soundtrack: Blues by Big Mamma
Research: audio
What is the Federal Reserve’s role ?
What is the forecast for the S&P 500 ?
Research Note: PRISM, Intelligence Collection System
Read MoreKey Issue: Have the dual trends of miniturization and ubiquity made us victims of government sadists ?
Read MoreResearch Note: NVIDIA, Blackwell Architecture
Recommended artist: Chuck Berry
Key Issue: Where did the Zodiac serial killer live ?
Research Note: NVIDIA, Enabling “The Learning Machine"
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