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fwb

12/05/24 6:46 PM

#15328 RE: 4retire #15326

NVDA will SUPPLY the HARDWARE (CHIPS)
The computers will be built by others.
PLTR will be one of the SOFTWARE Companies those Computers will run on that will help the companies using them to improve on efficiency
It's how all these companies will USE these products for their businesses, will be the tell. JMO
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Dallas-Cowboys

12/05/24 7:22 PM

#15329 RE: 4retire #15326

What I could tell you could fit on a postage stamp. It is my understanding that the systems now are hybrid systems and true quantum computing is years away. CUDA-Q is the software of choice. At the UBS conference Colette was asked what they will do with their cash, M&A and future ideas and uses of AI. IMO quantum computing is next
Bullish
Bullish