Introduction

The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be more selective. Nvidia beat its top line whisper number by more than $300M and the company’s value is rapidly approaching one trillion dollars. Marvell narrowly beat expectations this week but cited future bandwidth demand driven by AI and the stock was up more than 20% on Friday. Broadcom was up nearly 10% on sympathy with the realization that connect-centricity beyond the CPU is what the company does really well. Meanwhile, other players like Snowflake, which also narrowly beat earnings Wednesday and touted AI as a future tailwind, got hammered as customers dial down cloud consumption. 

In this Breaking Analysis we look at the infrastructure of AI examining the action at the silicon layer specifically around Nvidia’s momentum. Since much of AI is about data, we’ll also look at the spending data on two top data platforms, Snowflake and Databricks to see what the survey data says and examine the future of real time data and automation as a catalyst for massive productivity growth in the economy. 

To do so we have a special Breaking Analysis panel with John Furrier and David Floyer. 

How Nvidia plans to own the data center

https://wikibon.com/breaking-analysis-how-nvidia-plans-to-own-the-datacenter-with-ai/

 What Pat Gelsinger has to do to save Intel

https://wikibon.com/breaking-analysis-pat-gelsinger-must-channel-andy-grove-recreate-intel/

Nvidia earnings: 

https://siliconangle.com/2023/05/24/nvidias-stock-soars-strong-sales-forecast-amid-surging-demand-ai-chips/

Snowflake earnings & Neeva acquisition

https://siliconangle.com/2023/05/24/snowflakes-stock-falls-guidance-miss-confirms-plans-acquire-neeva/

Databricks faces key strategic decisions…

https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/