Results

Insights News
June 5, 2024

Cisco and Nvidia: Networking partners or frenemies?

Tech Optimization
Cisco at its Cisco Live conference outlined a partnership with Nvidia to launch Nexus HyperFabric AI Clusters, a data center networking architecture for generative AI deployments. ...
Larry Dignan
Insights News
May 30, 2024

Nvidia's 10Q filing sets off customer guessing game

Data to Decisions
In a regulatory filing, Nvidia said one direct customer was 13% of revenue in the first quarter and another direct customer was 11% of sales. Two indirect customers were more than ...
Larry Dignan
Insights News
May 20, 2024

Dell Technologies goes all-in on AI factories

Data to Decisions
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts. ...
Larry Dignan
Analyst Blog
May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Insights News
March 20, 2024

.Lumen outlines bringing computer vision headset to blind

Next-Generation Customer Experience
During Nvidia GTC 2024, Cornel Amariei, CEO of .Lumen walked through a headset for the visually impaired that will scale better than a guide dog using sensors and AI technologies t...
Larry Dignan
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insights News
February 18, 2024

Nvidia's uncanny knack for staying ahead

Data to Decisions
Nvidia's ability to stay ahead of the curve is fascinating. Nvidia has dominated generative AI with GPUs that until recently were the only game in town for accelerated computing, b...
Larry Dignan
Insights News
November 13, 2023

Nvidia launches H200 GPU, shipments Q2 2024

Data to Decisions
Nvidia launched its Nvidia H200 GPU, which will offer faster memory and more bandwidth for generative AI workloads. The H200 will ship in the second quarter of 2024. ...
Larry Dignan
Analyst Blog
July 30, 2023

News Analysis: Q2 2023 MATANA Stocks Still Shine

Data to Decisions
lt;pgt;Three Factors Drive Growth In MATANA Stockslt;brgt; 1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going, 2. Ads Are Back For The Remaining Digital Gian...
R "Ray" Wang