$NVIDIA(NVDA)$ Merry Christmas

Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, and backplane issues, that hasn’t stopped Nvidia from continuing their relentless march.

They are bringing to market a brand-new GPU only 6 months after GB200 & B200, titled GB300 & B300. While on the surface it sounds incremental, there’s a lot more than meets the eye.

The changes are especially important because they include a huge boost to reasoning model training performance. There is a special Christmas present from Nvidia to all the hyperscalers, especially Amazon, certain players in the supply chain, memory vendors, and their investors. The entire supply chain is reorganizing and shifting with the move to B300, bringing many winners presents, but also some losers get coal.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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While on the surface it sounds incremental, there’s a lot more than meets the eye.The changes are especially important because they include a huge boost to reasoning model training performance. There is a special Christmas present from Nvidia to all the hyperscalers, especially Amazon, certain players in the supply chain, memory vendors, and their investors. The entire supply chain is reorganizing and shifting with the move to B300, bringing many winners presents, but also some losers get coal.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <v-v data-views=\"1\"></v-v>Merry Christmas has come thanks to Santa Huang. 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