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Predictions & track record (2)

Awaiting grading Nvidia paid $20 billion for speed. Did free software get there first?By the first half of 2027, check whether Cerebras actually delivers on or above its 2026 core revenue guidance of $855-865 million.
Awaiting grading Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year?Huawei's Ascend 950DT deployment was moved up to August 2026, with DeepSeek V4.2 cited as a potential early adopter. Check by end of October 2026 whether DeepSeek's V4-series actually runs at scale on Huawei chips with published benchmarks signaling a narrowing CUDA gap.

Watch Nvidia paid $20 billion for speed. Did free software get there first? SemiAnalysis · 2026-08-10
Watch Jensen Huang's Letter Backs Open AI Models. Anthropic Didn't Sign It Jensen Huang (@JensenHuang) · 2026-07-24
Bear Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year? Jukan (@jukan05) · 2026-07-23