New Amazon Chips Are Coming – Are They “Nvidia Killers?”

An office of a semiconductor design engineer

Amazon (AMZN) exceeded expectations in Q2 2024. It once again proved that after amassing all that revenue last decade, it can still be a winning stock by now shifting to profit margin growth. Oh… and revenue growth wasn’t all that bad either. Even so, the stock got hammered by the July / August stock market […]

Intel’s (INTC Stock) Meltdown Culminates In Corporate Gaslighting

Once again, it brings us no pleasure to discuss the steady meltdown of Intel’s (INTC) business. But this go around, it was especially egregious, and CEO Pat Gelsinger and the management team gaslit shareholders – and the world – as it maintains its recent actions are somehow all part of the planned bigger picture. Two […]

AMD AI Is Not the Same As Nvidia AI, and That’s OK For Chip Stock Investors

photo of turned on laptop computer

Lot’s of wild volatility in July, and it’s continued in August. Chip stocks got hit especially hard, some of them even after posting solid earnings. And so we’re going to revamp our thesis that we started on Advanced Micro Devices (AMD) late last year: AMD AI is never going to create an “Nvidia moment,” but […]

The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia

robot pointing on a wall

Chatter about the “AI bubble” continues, and what it all means for Nvidia’s (NVDA) meteoric rise to one of the world’s most valuable and important companies. Meanwhile, Alphabet (GOOGL/GOOG) – a top Nvidia customer – just had its Q2 2024 financial update. AI made a nearly every-other-sentence appearance on the earnings conference call. There’s serious […]

Don’t Think About Investing In Cloudflare Until You Know About This Data Center Stock

When Computers Were Human

Let’s talk about the internet and global IT infrastructure. It’s a complicated mess. The globe is criss-crossed with undersea and subterranean cables, connecting regional and major data center hubs, businesses, and consumers. It’s the bottom right box we illustrate in our Semiconductor Industry Flow chart, the behind-the-scenes network that powers all the devices we rely […]

Nvidia AI Data Centers Need New Power and Cooling Equipment From This 1 Hot Stock

eight electrical metric meters

This post is taken from our show notes. A full list of these are available to our Semiconductor Insider membership via our Ko-Fi shop. Enjoy! Nvidia‘s (NASDAQ:NVDA) accelerated computing data center boom has created a stir. More electricity is needed to operate these supercomputers, and new ways of cooling the chips and hardware down too. […]