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Bloomberg Businessweek Weekend - August 30th, 2024
Bloomberg Businessweek
Nvidia and the Future of AI-Centric Computing
24min Snip
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This chapter explores Nvidia's earnings report, highlighting production challenges related to their Blackwell chips and their implications for future revenue amid strong AI demand. It discusses the rise of sovereign AI initiatives in various nations and the growing need for improved energy efficiency in AI technologies, including innovations in cooling systems. The chapter also covers Dell's strategic restructuring towards AI products, the evolving role of Chief AI Officers, and the competitive landscape for AI infrastructure providers.
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