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News
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…...
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…...