tajoh111

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    tajoh111 replied to the thread News Nvidia 4Q23 Results.

    The time for this datacenter boom is likely short and every quarter where AMD doesn't not have amazing revenue is a lost opportunity for...

    Feb 23, 2024
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    tajoh111 replied to the thread News Nvidia 4Q23 Results.

    IF AMD is only ramping up in 2nd of of this year, that's sign of trouble. MI300 was supposed to be a Q1, 2023 product according to...

    Feb 22, 2024
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    tajoh111 replied to the thread News Nvidia 4Q23 Results.

    Impressive beat again. Freakish profits worthy of a company worth a trillion dollars(perhaps not two trillion). What adds to this feat...

    Feb 22, 2024
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    tajoh111 replied to the thread Discussion Nvidia Blackwell in Q4-2024 ?.

    Impossible if they use GDDR7. New memory is expensive when it comes out and when you add in, you want 50% more combined a selling...

    Feb 19, 2024
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    tajoh111 replied to the thread NV Super refresh reviews.

    I don't think any company which is R and D heavy wants to deal with such poor margins for a product and would rather not sell the...

    Feb 4, 2024

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