1. EachPod

Drilling Down On AI

Author
SL Advisors, LLC
Published
Wed 19 Jun 2024
Episode Link
https://sl-advisors.com/drilling-down-on-ai

It says something about one company’s dominance of AI chips when a presentation on power demand growth starts with Nvidia’s revenue forecast. But that’s how John Schultz of the Advanced Data Center Consulting Group opened a recent webinar. Unit volumes can be derived from sales, and the number of chips being bought determines the amount […]

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