Sharp Tech with Ben Thompson cover image

(Preview) An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy Consumption

Sharp Tech with Ben Thompson

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Apple, Saudi Aramco, Microsoft, Alphabet, Amazon, Petro, China, Tesla and Meta

This is the first time we've done Sharp Tech during the summer. We may switch up our release schedule slightly, but I just appreciate people sort of forbearance as we figure out what works for us. Nvidia's earnings and the ensuing frenzy with the stock has been the biggest story on Wall Street for the past week or so. A new generation of advanced Nvidia chips for AI calculations in data centers is in production and video CEO Jensen Wong said they are significantly increasing their supply to meet surging demand for them. The company forecast a record $11 billion in sales for the current quarter - far above the $7.2 billion Wall Street was expecting.

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