Автор: Deepwater Asset Management
Загружено: 2025-07-15
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The Nvidia H20 news is a tell for the AI buildout; We’re earlier in it than most think.
Pressure Points: Nvidia Sales to China
Pressure Points: Changes at Apple
Как производятся смартфоны
Beyond Artificial: DDN + NVIDIA on Data Intelligence, Infinia & the Future of AI
Pressure Points: Review of OpenAI's Atlas Browser
«Невозможно заменить Китай»: генеральный директор NVIDIA предупреждает о быстром прогрессе Китая ...
Episode 31: A Conversation with Jensen Huang
Pressure Points: Tesla September Deliveries
NVIDIA CEO Jensen Huang's Vision for the Future
Pressure Points: Tesla Earnings Preview (Oct 22)
Nvidia CEO Jensen Huang on AI, Musk and Trump
How ASML, TSMC And Intel Dominate The Chip Market | CNBC Marathon
David Sacks on Nvidia Chips to China, US Tech Stack
AMD's CEO Wants to Chip Away at Nvidia's Lead | The Circuit with Emily Chang
Nvidia CEO Jensen Huang Interview| Bloomberg Technology Special
Exclusive Interview With Nvidia CEO Jensen Huang (Full Special)
Pressure Points: NHTSA Investigates Tesla's FSD
"The A.I. Trade is Hot:" TSM Earnings Strong, NVDA Restrictions Lift Bullish for Tech
ЛИПСИЦ: ИНТЕРВЬЮ ВАСИЛИЮ ГОЛОВАНОВУ" 08.12.2025
Pressure Points: Google 3Q'25 Earnings