LynnComp

3.5K posts

LynnComp

LynnComp

@comp_lynn

PDX 参加日 Haziran 2013
64 フォロー中2.1K フォロワー
LynnComp
LynnComp@comp_lynn·
@PatrickMoorhead @nvidia Could it be an adaptation of QCOM’s pricing strategy for mobile handsets, but in a cloud instance context?
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Patrick Moorhead
Patrick Moorhead@PatrickMoorhead·
The plays @NVIDIA is making in DGX Cloud & Foundations are huge. You are witnessing an amazing strategy game of upper control between CSP/SaaS co & NVIDIA. This is $NVDA's next big play. Timing is optimal to run it. I haven't figured out the play in totality, but I will. Fascinating. #IaaS #SaaS #AI
Patrick Moorhead@PatrickMoorhead

And here we go for the @NVIDIAGTC keynote. Having been pre-briefed, I can tell you that it's everything you'd expect. nvidia.com/gtc/keynote/ #GTC23 $NVDA

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LynnComp
LynnComp@comp_lynn·
Waiting for AMD “together we advance datacenters” to begin…
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LynnComp
LynnComp@comp_lynn·
@PatrickMoorhead It could be worse. You could be from Bills territory in the 90’s….. 😇
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Patrick Moorhead
Patrick Moorhead@PatrickMoorhead·
Cowboys are a hard team to root for. I'm used to NFL anguish given I grew up in Cleveland.
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LynnComp
LynnComp@comp_lynn·
Don’t miss the #EdgeOfWonderful event on June 21 as communication service providers, enterprises, partners, and Intel execs highlight the collaborations and technologies fueling #5G innovation across edge, cloud, core, vRAN, and AI. intel.com/mwc #MWC21 #IAmIntel
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