Sharp Tech with Ben Thompson Nvidia Backlash and the China Conundrum
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Nvidia in the Valley – Stratechery
An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud – Stratechery Interviews
Ada Lovelace GPUs Shows How Desperate Nvidia Is – SemiAnalysis
Thread of reactions from Tae Kim – Twitter
AI Chips and China, Geopolitical Considerations, Nvidia Consideration – Stratechery Daily Update
Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise — Stratechery Daily Update
Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge - Stratechery Daily Update
US restricts sale of AI training chips to China – The Verge
Apple expands iPhone production in India in shift away from China – Financial Times
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