John Furrier and Dave Vellante of theCUBE Research talk about Nvidia earnings and its impact on enterprise AI on theCUBE Pod.AI play_arrow

    On theCUBE Pod: Nvidia earnings, hyperscaler bets and Broadcom’s data center role

    Nvidia Corp. is once again setting the tone for the artificial intelligence industry, with the company's earnings highlighting both the insatiable demand for graphics processing units and the growing concentration of power among a handful of hyperscaler cloud providers. Despite geopolitical pressures and emerging rivals, the company’s strong financial performance ...

    BY CHAD WILSON - 2 DAYS AGO

    AI

    On theCUBE Pod: Nvidia earnings, hyperscaler bets and Broadcom’s data center role

    BY CHAD WILSON - 2 DAYS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      AI

      Reframing Jensen’s Law: ‘Buy more, make more’ and AI factory economics

      We believe the industry’s broad interpretation of Jensen’s Law — “Jensen’s Law accelerates Moore’s Law” — understates a fundamental economic reality of artificial intelligence factories. Nvidia Corp. Chief Executive Jensen Huang’s own language and Nvidia’s operating model point to a financial law of motion for AI factories: When power is the binding constraint and ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 5 DAYS AGO

      AI

      Reframing Jensen’s Law: ‘Buy more, make more’ and AI factory economics

      BREAKING ANALYSIS BY DAVE VELLANTE - 5 DAYS AGO

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