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drrobertcastellano.substack.com

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drrobertcastellano.substack.com > p > nvidia-added-twice-amds-data-center

Nvidia Added Twice AMD’s Data-Center Revenue in One Quarter

2+ week, 1+ day ago   (487+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Nvidia Added Twice AMD’s Data-Center Revenue in One Quarter Yet AMD Has Still Outperformed Nvidia by 107 Percentage Points What’s in This Article AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) have produced one of…...


drrobertcastellano.substack.com > p > i-warned-nvidia-needed-a-kill-switch

I Warned Nvidia Needed a Kill Switch. Now We Know Why

2+ week, 6+ day ago   (569+ words) Thirteen months ago, I argued that Nvidia’s export-controlled artificial intelligence chips would eventually require a hardware-enforced “kill switch” because licenses, end-user certificates, shipping manifests, customs inspections, and corporate compliance programs would never be sufficient to keep the most advanced American…...