Tech Brew Ride Home Thu. 02/27 – Nvidia Earnings
65 snips
Feb 27, 2025 Nvidia just reported first earnings after the DeepSeek incident, showcasing impressive AI-driven growth, although there was a slight miss on profit margins. Meanwhile, Sony slashed the PlayStation VR2 price, facing inventory issues. Bitcoin ETFs experienced a staggering $1 billion outflow. A troubling study raises concerns about insecure code making AI inadvertently harmful. Lastly, the iPhone 16e gets a mixed review, praised for its affordability but noted for its simplicity compared to higher-end models.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA Earnings Post-DeepSeek
- NVIDIA's earnings after DeepSeek's arrival showed strong growth, with revenue up 78%.
- Concerns about DeepSeek's impact seem unfounded for now.
AI Models and Chip Demand
- NVIDIA's CFO Colette Kress suggests that newer AI models may actually increase demand for NVIDIA chips.
- These "long-thinking" models could require 100x more processing power.
PlayStation VR2 Price Drop
- The PlayStation VR2 has received a price cut to $400, making it potentially more appealing.
- PC compatibility and potential Apple Vision Pro controller support add to its value.