NVIDIA

GPUs "Melting" Under Unprofitable Workloads: Why AI Is A Bubble

GPUs "Melting" Under Unprofitable Workloads: Why AI Is A Bubble

Data center GPUs are “melting” under subsidized and unprofitable workloads while circular revenues mask fundamentally unsustainable economics that are increasingly detached from the real world economy. Combined with rising data center related debt, we may now be in the midst of an AI bubble.

Why Estimates For NVIDIA's Q4 Revenue Could Be Dead Wrong: The Case for NVIDIA's Next Blowout Report

Why Estimates For NVIDIA's Q4 Revenue Could Be Dead Wrong: The Case for NVIDIA's Next Blowout Report

Estimating NVIDIA's Q4 2025 revenue from the capex of its four largest customers using linear regression results in an estimated revenue that is significantly higher than Wall Street's expectations.

NVIDIA: No Reason To Panic

NVIDIA: No Reason To Panic

The recent sell-off in NVIDIA shows one thing above all, in my opinion: many of today's investors do not understand the companies they are investing in.

Jevons Paradox: DeepSeek-R1 Will Ultimately Drive Demand for NVIDIA's GPUs

Jevons Paradox: DeepSeek-R1 Will Ultimately Drive Demand for NVIDIA's GPUs

In 1865, William Jevons observed that coal consumption in England was growing exponentially despite increasingly efficient steam engines. Similarly, in the coming years, more efficient AI models like DeepSeek-R1 could drive demand for NVIDIA's GPUs, not reduce it.

DeepSeek-R1 Clearly Outperformed OpenAI's o1 pro mode In My Ant Sim Test

Artificial Intelligence

DeepSeek-R1 Clearly Outperformed OpenAI's o1 pro mode In My Ant Sim Test

I tested DeepSeek-R1 against OpenAI's o1 pro mode by having both program an ant simulation from the same prompt. DeepSeek-R1 generated a far superior simulation. As AI models become increasingly commoditized, I think this shows again that AI is a hardware revolution, not a software revolution.

Portfolio Update: Full Speed Ahead For Another American Century

Portfolio Update: Full Speed Ahead For Another American Century

Since August, the I&F Portfolio is up more than 70% and has outperformed the S&P 500 by 50%, thanks to stellar performances of AppLovin (APP), Rocket Lab (RKLB), Esperion Therapeutics (ESPR), Navitas Semiconductor (NVTS) and Verona Pharma (VRNA), among others.

AI Pioneer Yann LeCun Says AI Is "Dumber Than A Cat" - But Maybe That's Smart Enough

Artificial Intelligence

AI Pioneer Yann LeCun Says AI Is "Dumber Than A Cat" - But Maybe That's Smart Enough

The AI researcher argues that AI is still far below human intelligence, lacking true understanding and creativity, and fooling us by making predictions based on statistical patterns from huge data sets. But isn't that enough for now?

Simulating Ants In Python With OpenAI's o1-preview

Artificial Intelligence

Simulating Ants In Python With OpenAI's o1-preview

I asked OpenAI's latest model o1-preview, released on September 12, to write an ant simulation in Python. The result was amazing.

AI: This "Bubble" Is Stuffed With Money

AI: This "Bubble" Is Stuffed With Money

If there's an inflating AI bubble, it's a bubble stuffed with money. NVIDIA's earnings on August 28th could burst it again and unleash a cash bonanza for investors.

Why The Rumored Delay Of NVIDIA's Blackwell GPUs is Unlikely To Be A Deal Killer

Why The Rumored Delay Of NVIDIA's Blackwell GPUs is Unlikely To Be A Deal Killer

The rumors of a delay and design flaw in the upcoming Blackwell GPUs are unlikely to reveal a relevant problem at NVIDIA.

Choosing Google's TPUs Over NVIDIA's GPUs Is Like Choosing A Zeppellin Over A Jumbo Jet

Choosing Google's TPUs Over NVIDIA's GPUs Is Like Choosing A Zeppellin Over A Jumbo Jet

Are NVIDIA's AI chips still "so good that even when the competitor’s chips are free, it’s not cheap enough", as Jensen Huang said in March? Short answer: In my opinion, yes, they are still "so good".

The End Of Software: An Omni-Purpose AI Application

Artificial Intelligence

The End Of Software: An Omni-Purpose AI Application

The AI revolution is not a software revolution, it is a hardware revolution. With a General-Purpose Application, AI could soon become the only interface between the user and the computer, making other software obsolete and heralding the end of the software era.

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