tae kim

Big news. I’m now FULLY independent. First, I’ve started work on my next book. I’m not revealing the topic yet, but I’m INCREDIBLY excited about it. Second, my new Substack “Key Context by Tae Kim” LAUNCHES TODAY at taekim.substack.com. It will cover Nvidia, AI and tech with my trademark tell-it-like-it-is sharp analysis and commentary. I’ll also be at Nvidia’s GTC conference next month delivering exclusive, on-the-ground reporting. For a limited time, there is a GRAND OPENING DEAL: 60% off for the first 2,000 subscribers. After the 2,000 slots are filled, the price will double, so lock in the rate fast. Subscribe here: taekim.substack.com

Scooplet: Nvidia VP of Hyperscale and HPC Ian Buck just told me he expects the more than 1 million Nvidia GPUs to be deployed at AWS number revealed in this week’s new GTC announcement is just from now through 2027.​​​​​​​​​​​​​​​ Wow. I thought it would be multi-year.

"excursion" lol

“I’m not putting troops anywhere,″ Trump said when asked about ground troops in Iran. “If I did, I wouldn’t tell you.” When asked about economic impact, Trump said, “I hate to make this excursion, but we are going to have to do it.” “It will be over soon,” Trump added

War diplomacy through X!

Some early insights from Nvidia GTC week. AI chip demand is EXPLODING (in a positive way) $NVDA

My latest: Nvidia GTC Day Three - Groq Integration and Vera CPU taekim.substack.com/p/nvidia-gtc-d…

The stock market in Korea agrees with me

Woot

This is all incredibly amazing for one month, but could someone do me a solid and give me just one more please 🥹 taekim.substack.com

First step of deescalation! (I hope)

Bill Ackman's MTD and YTD

Online peer pressure is a terrible thing

@ftreric Definitely was that kind of vibe. Innovation above competition

@firstadopter I like it when competitors help each other in order to boost the entire industry!

Bill and Jeff are literally sharing ideas and tips with each other on how to make better future AI chips 🤣

This session was really cool

@TatataToddC I was hoping for better

@firstadopter It's exactly as expected

Crimson Desert reviews are disappointing

Everyday Americans are struggling to make ends meet and they want $200 billion for this war? "The Pentagon has asked the White House to approve a more than $200 billion request to Congress to fund the war in Iran" - WPO

Wow "Inference is the job now. It's easily 90% of power in data centers" - Nvidia’s chief scientist Bill Dally

@Srasgon I keep returning to it and circling but haven't pulled the trigger yet

@firstadopter Did you buy one?

lol