Artificial Intelligence: Another Brick In The (Memory) Wall

If all investors’ eyes are currently focused on increasing microprocessors’ performances and speeds, a bottleneck is nevertheless emerging in AI training. This is called the memory wall, or the growing speed difference between microprocessors and computer memory, hence leaving the processing units idle until the requested/needed data becomes available for computing. The recent explosion of…

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Artificial Intelligence: AI Is A Two-Stage Rocket

Nvidia’s last night earnings report was impressive, to say the least. The company notably guided to a 64% top-line growth in Q2 (53% above consensus!), including c.100% year-on-year growth in its data center segment. This strength should not come as a total surprise given that most companies are currently racing to deploy AI applications and…

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Gaming/Metaverse: New Product Cycle To Provide A Top-Line & Earnings Boost

Newsflow is the video gaming industry is definitely improving after the post-pandemic lull. Nintendo’s latest Zelda set a new record for the series (10 million units sold in 3 days), confirming that consumer spending on well-known franchises remains well oriented and largely unaffected by the macro environment. And importantly, most game publishers are now taking…

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