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Re: SiliconValleyExec post# 10008

Thursday, 05/23/2024 1:40:08 PM

Thursday, May 23, 2024 1:40:08 PM

Post# of 10275
Hmmmm

We know. Nvidia is up 400% from its low! Good for them. SEV is on life support.

Can you explain that.

EV motors are getting re-engineered with AI. So can ACC. Are you not paying attention? The boys at Mellanox surely are. What do we not know. I think we are on the "outs" with NVDA. Why wouldn't Mellanox AI ACC chips. It's what they do ffs.

Perhaps we are waiting for amd, supermicro, intel, and the rest to catch up.

The future is AI modelling. Did you not get the memo? Hopefully Sprctra7 put down their slide ruler and has an AI model agent to keep them competitive.

BTW, do you not think Blackwell was created via AI model for 700+% improvement in 12 months? Destroying Moore's Law? You don't sound like much of an exec.
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