GPU

Originally built to draw game graphics. Its design, splitting an image into countless dots and computing them all at once, turned out to fit AI math, making it the core of the data center buildout. Nvidia effectively monopolizes the market, and when AI infrastructure stories say 'chips,' they usually mean GPUs.

Predictions & track record (11)

• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.
• Awaiting grading SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead?To be scored when HBM5 actually ships (industry estimates put this around 2027-2028): whether the 2nm GAA base die reaches mass production and the 50%+ speed target over HBM4E holds up.
• Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data CenterCheck by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating.
• Awaiting grading Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply ChainCheck whether substrate, DDR5 and WF6 prices keep climbing together next quarter, and whether actual AI server shipment delays get reported.
• Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.
• Awaiting grading Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year?Grade around mid-2027 whether Huawei's chip software ecosystem (DeepSeek's compiler and TileLang tooling) has closed the gap with CUDA as Wenfeng predicted, and whether Nvidia's China-exposed growth underperformed as a result.
• Awaiting grading AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into AnthropicCheck around AMD's August 4, 2026 earnings call and through 2027 whether the Anthropic deal (2GW of MI450 chips, up to $5B AMD investment) proceeds on the announced schedule.
• Awaiting grading SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip dealWatch whether Meta reverses the halved-spec decision on its custom AMD MI450 chip, or whether AMD's Meta-specific volume disappoints as SemiAnalysis warns.
• Awaiting grading Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmapCheck by H1 2027 whether TSMC has resolved the soldering issue on 9.5x reticle CoWoS-L packaging, and by 2029 whether Nvidia's Feynman GPU architecture ships on its expected schedule or slips due to packaging constraints.
• Awaiting grading Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4BScore later: does IREN's recurring-revenue run-rate actually reach the $4B+ target it guided to here?
• Awaiting grading SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and AnthropicScore at end of 2026: does Meta actually have more AI compute than OpenAI and Anthropic, as SemiAnalysis projects?

20 related posts

• Watch Why Nvidia is guaranteeing $250 billion of OpenAI's debt: the same reason showed up in the fiber-optic bubble 25 years ago 메르 (ranto28) · 2026-07-28
• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead? Jukan (@jukan05) · 2026-07-27
• Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• Watch Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Serenity (@aleabitoreddit) · 2026-07-26
• Watch Storage's new yardstick for AI data centers: not $/TB, but $/GPU-hour Jukan (@jukan05) · 2026-07-26
• Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25
• Bull Applied Optoelectronics isn't left behind by co-packaged optics, industry insider says pluggable transceivers still have a decade left Serenity (@aleabitoreddit) · 2026-07-24
• Bull Analyst raises AI accelerator market forecast to $1.4 trillion by 2030 as AMD's MI500 adds optical interconnects Jukan (@jukan05) · 2026-07-24
• Watch AMD's Helios networking partners expect the company to adopt co-packaged optics for future AI racks, pushing back on reports of supply chain delays Serenity (@aleabitoreddit) · 2026-07-23
• Bear Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year? Jukan (@jukan05) · 2026-07-23
• Bull AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Bear SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip deal SemiAnalysis · 2026-07-22
• Watch Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmap Jukan (@jukan05) · 2026-07-21
• Bull Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Bull Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4B Serenity (@aleabitoreddit) · 2026-07-20
• Watch CXL bolts on memory like a warehouse. So why did Samsung push production to 2027? 메르 (ranto28) · 2026-07-20
• Bull Serenity smells more AI capex coming, frontier models are out of capacity Serenity (@aleabitoreddit) · 2026-07-19
• A $1B deal that dropped the stock: Nebius and the counterparty question Serenity (@aleabitoreddit) · 2026-07-15
• Bull SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and Anthropic SemiAnalysis · 2026-07-09