Independent thinking for complex markets and current events
The AI hardware market looks competitive, but it isn’t. Nvidia is quietly running the entire game. What seems like a patchwork of chipmakers and cloud providers is really one company controlling the flow of money, production, and deployment. Nvidia invests in OpenAI, which buys chips from AMD. Oracle sells cloud infrastructure powered by Nvidia, and …
Generative AI Traffic Share.. 12 months ago: 1) ChatGPT ➔ 84.7% 2) Gemini ➔ 8.1% 3) Claude ➔ 2.2% 4) Perplexity ➔ 1.6% 5) Copilot ➔ 0.8% 6 months ago: 1) ChatGPT ➔ 79.7% 2) DeepSeek ➔ 9.2% 3) Gemini ➔ 4.9% 4) Perplexity… — The Data of Everything (@TheDataHubX) October 6, 2025 OpenAI’s “nonprofit” …
Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced with classes including "how to become a social media influencer" and "when in doubt, buy …
TL;DR: AMD’s Ryzen 7 9800X3D processor is leading CPU sales in Germany, with AMD’s AM5 and AM4 sockets capturing 92.16% of the market at Mindfactory. Intel’s share is only 7.84%, with its LGA 1851 socket accounting for less than 1% of sales. AMD sold 23,615 units, generating 93.45% of the revenue. AMD’s new Ryzen 7 …
Nvidia and AMD rush to stockpile graphics cards ahead of Trump tariff that could raise prices by 40% A $2,500 RTX 5090? If you’re thinking of buying a next-generation graphics card, you might want to do it sooner rather than later. Nvidia and AMD are reportedly increasing the production and shipping rate of their upcoming …
by Grouchy_Seesaw_ tl:dr – the world is as expected. AMD’s software needs lots of hand holding and support, Nvidia’s runs very well right out of the box. Nvidia maintains performance advantage in nearly every test run. https://semianalysis.com/2024/12/22/mi300x-vs-h100-vs-h200-benchmark-part-1-training/ Key Findings – Comparing on paper FLOP/s and HBM Bandwidth/Capacity is akin to comparing cameras by merely examining megapixel …
by Euro347 To the victor go the spoils and AMD beat Intel, so now its time to reap the rewards of being the biggest in their space. I think Intel will be sold and parts of their business bought out by various companies and the Fab business separated from the chip side of things. Leaving AMD …