Tae Kim

Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD.

And you're still bearish?

Kevin Warsh on the importance of stable prices:

"Somehow, after the great inflation that served many of us well [wealthly owners of financial assets] and did great harm to our fellow citizens, barely a peep" from politicians.

NVIDIA CEO Jensen Huang: "The entire supply chain is challenging this year because demand is so much more. The supply has been growing 100% every year, but supply's demand is going faster than that. And so, we're gonna have a very good year." $NVDA

Wow. China is dumping insanely cheap bubble tea and flooding the U.S. with delicious, affordable ice cream now. The key stronghold Time Square has fallen. Our trade defenses are crumbling!

Welp, at least on a day like today you can see what the podshops are long and short as they degross after the risk managers tap their shoulders.

YouTube video by Associated Press Davos LIVE: Canadian PM Mark Carney speaks at World Economic Forum

A Churchillian speech.

“The middle powers must act together because if we’re not at the table, we’re on the menu” - Canadian Prime Minister Mark Carney www.youtube.com/watch?v=dE98...

Christopher Hohn had a good year. www.barrons.com/articles/chr...

Former CEO of Amazon Worldwide Consumer just vibecoded a custom CRM for his company over the weekend. Well, alrighty then.

YouTube video by The Korea Society The Nvidia Way: Jensen Huang and the Making of a Tech Giant with Tae Kim

My @koreasociety talk on my book THE NVIDIA WAY is here: youtu.be/M2-HOntE_V4?...

Former Google CEO Eric Schmidt on why AI is "not a bubble. If anything it is underhyped"

Oh no. It has gotten so bad that even Paul Krugman is opining on GPUs and TPUs. No Paul, the G in GPUs isn't for general.

I stay with iPhone because the messaging app just works and I’ve had transmission reliability problems with Android text messaging apps.

I’m confused though how @MKBHD and Jensen use Android as their primary phones.​​​​​​​​​​​​​​​​

He liked the book. It's a history of Nvidia.

Whether the stock is undervalued or overvalued is a different discussion.

Thanks to everyone who came to my book talk and signing at @koreasociety yesterday. I had a great time meeting you all. Video coming soon!

Nvidia AI server maker Foxconn's monthly revenue growth accelerates. Foxconn cites AI server momentum. I've been pounding the table on the Nvidia NVL72 AI server supercycle.

"AI server rack shipments continue to ramp up .. The visibility for the fourth quarter is better than last month"

"Tae wrote The Nvidia Way and it is excellent." - Michael Burry, whose prescient bet against subprime mortgages was depicted in the film The Big Short

YouTube video by CNBC International Live AI is not a dot-com replay, says 'The Nvidia Way' author

I went on @CNBCi Squawk Box Asia earlier this week to talk about why AI adoption is accelerating, AI bubble fears, circularity worries and the incredible data center buildout. Thanks to @cherykang for having me on www.youtube.com/watch?v=nq9Q...

Michael Burry just said my book THE NVIDIA WAY is "excellent"

"The problem is this. We're at the beginning of this technology buildout. I'm improving the performance by a factor of 10 times each year, but demand is going up by a factor of 10,000, a million times each year. AI is getting more compute intensive, adoption is going way up." - Jensen Huang

"The best of days are ahead of us. I don't have to work." "This is the one decade I will not miss" "I don't want to miss that. This is the best of times." - Jensen Huang at CSIS

F1 was a pretty good movie. 8/10

Sucker Punch is the best there is at game openings. They nailed the intro to Ghost of Yōtei with its epic and cinematic samurai and western vibes just like Tsushima. I can’t wait to play the rest of the game.​​​​​​​​​​​​​​​​

New world!

The market is incredibly myopic. Just wait until the frontier AI startups do real model training runs on the latest NVL72 supercluster datacenters that have going live in recent weeks. This isn’t rocket science. Use your brain and some critical thinking skills.

This rules. You go Sling. Great for watching football games on Sunday.

I walked into a FedEx to send out a book and a lady saw the cover and snickered, “Nvidia. Ha!” and walked out.

What part of the cycle is this?

Now that it’s obvious Call of Duty Black Ops 7 is a complete and utter disaster doing untold damage to the franchise, we can stand in awe of how Bobby Kotick perfectly timed the sale of Activision Blizzard right when the COD commercially peaked.​​​​​​​​​​​​​​​​

Life hack. Find a restaurant with a Yelp rating of 4.5 or higher and at least 100 reviews.

Then ask ChatGPT what are the best dishes at the restaurant.

Guaranteed incredible dining experience!​​​​​​​​​​​​​​​​

While we wait for the CoreWeave call, have you guys seen the Salaryman Tokyo YouTube channel and its critique of corporate drone capitalism working man culture. But then his channel got so popular he is now doing brand deals and hawking T-shirt merch. That made me laugh.​​​​​​​​​​​​​​​​

We can't quickly end the shutdown because of shutdown-related flight delays? Are you kidding me?

Axios: "Lawmakers are on a 36-hour notice to return, but [Speaker] Johnson on Monday morning urged his members to get back to DC as soon as possible, citing widespread flight delays."