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NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 350,000 shares at 181.726USD and the significance rating of the trade was 67/100. 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...

Advanced Micro Devices Inc: 1 director

A director at Advanced Micro Devices Inc sold 10,000 shares at 218.770USD and the significance rating of the trade was 69/100. 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 y...

Norfolk Southern Corp: 1 director

A director at Norfolk Southern Corp bought 204 shares at 294.792USD and the significance rating of the trade was 70/100. 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 c...

William Nestuk
  • William Nestuk

PSA Technology: Is Robotics to be Part of the Current Semiconductor Bo...

News that Fanuc (6954 JT) is integrating Nvidia’s (NVDA US) robotic tools into its own software solutions is a reminder that, for all the focus on where large language models like ChatGPT can take us, these solutions remain very much in the virtual realm. The next big breakthrough in AI would come when such models can deliver fully spatially aware, autonomous mobile products, be these self-drive cars or industrial robots, and to do so at a price and quality that is commercially viable. Analysts ...

Pierre FerraguÊ
  • Pierre FerraguÊ

OpenAI Losing the Lead to Google? Implications for Microsoft

The release of Gemini 3 has triggered a wave of strong reception across the industry. Please click the link for our thoughts on what this means for Microsoft.

 PRESS RELEASE

AMD and HPE Expand Collaboration to Advance Open Rack-Scale AI Infrast...

AMD and HPE Expand Collaboration to Advance Open Rack-Scale AI Infrastructure News Highlights HPE will be one of the first OEMs to adopt the AMD “Helios” architecture, an open, full-stack AI platform engineered for large-scale AI workloads.HPE will leverage purpose-built HPE Juniper Networking switches in “Helios” in collaboration with Broadcom, to deliver high-bandwidth, low-latency connectivity across massive AI clusters.AMD and HPE to power “Herder,” supercomputer built on the HPE Cray GX5000 platform with AMD Instinct™ MI430X GPUs and next generation AMD EPYC™ “Venice” CPUs, advancing ...

Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ

TPU v7 vs. Blackwell & Rubin: what we know so far about efficiency.

We published earlier this year an analysis comparing efficiency of GPUs and TPUs. Today, we extend the analysis to TPU v7 (Trillium) and Nvidia Rubin.

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