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News
Nvidia’s Huang Is Talking Out of Both Sides of His Mouth
1+ week, 1+ day ago (615+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter Nvidia’s Huang Is Talking Out of Both Sides of His Mouth Nvidia claims its business could double without supply constraints while ignoring how its shift from a two-year to a one-year product cadence…...
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…...