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NVIDIA Announces Cloud-AI Video-Streaming Platform to Better Connect Millions Working and Studying Remotely

NVIDIA Announces Cloud-AI Video-Streaming Platform to Better Connect Millions Working and Studying Remotely
EN
05/10/2020

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Reports on NVIDIA Corporation

Pierre FerraguÊ
  • Pierre FerraguÊ

Oracle: What will life after giant RPOs look like?

Oracle entered a 4.5GW, $300bn, 5-year contract with OpenAI, starting 2027. In our note yesterday, we showed what we know of the deal suggests balanced and straightforward economics, over the life of the contract. Today we extend the analysis: GPUs aren’t scrapped after 5 years, and Oracle may in reality, after these contracts, boost profitability, monetizing fully depreciated assets, much like TSMC at the lagging edge.

NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 250,000 shares at 176.215USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...

Pierre FerraguÊ
  • Pierre FerraguÊ

Nvidia-OpenAI deal magic: cutting the ground from under the ASIC threa...

Just off the press, our immediate reaction to the giant deal Nvidia and OpenAI announced today, summarized on a single slide.

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