Dave Altavilla offers commentary on Nvidia's (NVDA) earnings minutes following the report. He says the company's record quarter shows that Nvidia is "powering" the AI trade on all fronts and helps ease fears of massive CapEx spending in hyperscalers like Amazon (AMZN), Microsoft (MSFT), and Meta Platforms (META). Dave also explains why he doesn't see margin compression in the cards for Nvidia.

Demand still far outstrips supply" when it comes to Nvidia's (NVDA) data center growth, says Dave Altavilla. He expects that trend to continue as the Mag 7 giant sets its sights on margin expansion through its Blackwell and Blackwell Ultra sales. Dave adds that the A.I. will only grow, giving AMD Inc. (AMD) a chance to capture Nvidia's customers it can't take due to supply constraints. Tom White offers an example options trade for Nvidia.

With its new Maverick-2 accelerator, built on what the company calls an Intelligent Compute Architecture, NextSilicon is betting on a long-pursued but rarely realized approach to accelerating HPC and data center workloads, known as dataflow computing. A dataflow architecture is designed such that the data itself, not instruction sequences, drives computation. The company believes it’s finally solved the twin barriers that kept dataflow architectures confined to research labs: programmability and practicality.

In the world of high-tech electronics, timing is everything—literally. Long-standing precision timing solutions company, SiTime Corp, is aiming to reset the clock, so to speak, on how resonators are designed and deployed. The company’s newly announced Titan platform introduces a family of MEMS-based resonators that are markedly smaller, more resilient, and more easily integrated than traditional quartz designs.

AMD Ryzen 9 9955HX3D Competitive Analysis: Gaming Performance With Fire Range HX3D Laptops

In a head-to-head battle of AI accelerators, the results are in — and Axelera AI didn’t just win, it ran laps around the competition.

Nvidia has been working on a set of performance testing tools, called DGX Cloud Benchmark Recipes, that are designed to help organizations evaluate how their hardware and cloud infrastructure perform when running the most advanced AI models available today. Our team at HotTech had a chance to kick the tires on a few of these recipes recently, and found the data they can capture to be extremely insightful.

Dave Altavilla says the train won't slow down "anytime soon" with demand outstripping supply. Near-double earnings on the quarter and exponential data center growth still take a backseat as clients await Nvidia's (NVDA) Blackwell chip set to ramp-up even more in 2025…

It turns out that virtually all of the major players in the space turned to multi-die systems, which have supplanted large monolithic chips for many applications. For the uninitiated, multi-die systems are essentially chips that feature multiple silicon dies, often dubbed chiplets, integrated into a single package.

An ergonomic workspace is vital for comfort and long-term employee health. A poorly optimized setup can result in increased fatigue, loss of focus, or even potential injuries. A worker’s comfort and ergonomic needs, however, can vary over time, often as frequently as multiple times a day for different activities. As such, it is important for elements such as the keyboard, mouse, monitor(s), and chair to be as adjustable as possible.