Source item
Open original source ↗Merry Christmas, present for yall
Shortest post we've done in like months, but information dense
Challenges the BS narrative around inference
Covers some major supply chain shifts
Also Meta helped me make toy Jensen into Santa Huang, and the memes flow through out.
Do you think Jensen says Merry Christmas, Merry xmas, or Happy Holidays internally today?
https://t.co/nE3Bw7EeOn
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Segment 1 · characters 0–265 · Original segment ↗
Segment 2 · characters 267–380 · Original segment ↗
Quoted context
These are the quoted author’s words.
Nvidia’s Christmas Present: GB300 & B300 Reasoning Inference Amazon, Microsoft Orders Memory, Supply Chain, Blackwell Delays, GB300 BOM, Nvidia Gross Margin, ConnectX-8, VRMs, Micron, Samsung, SK Hynix, Wistron, FII Foxconn, Aspeed, Axiado https://t.co/YiMlqKqTLb
SemiAnalysis_ ↗