Readss - Rihard Jarc

Rihard Jarc

-

Rihard Jarc

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Rihard Jarc

Amazon Trainium: Scaling AI Without Breaking the Bank

The chip made for the AI inference era – the Google TPU

Q3 earnings: Google's AI muscle, Meta Goes All in, Microsoft shows its cards

Q3 2025 Channel checks & other alternative data: AWS, Azure, GCP, Meta, OpenAI, Anthropic

Too Much AI, Too Soon

AI compute: Nvidia’s Grip and AMD’s Chance

Meta’s AI Ambitions: What’s Really Going On

July monthly alternative data report: NVDA, AMD, ASICs, AWS, GCP, Azure

OpenAI has started to form a "moat"

Monthly alternative data report: OpenAI, Google, Meta, Nvidia, Amazon, Microsoft Anthropic

TSMC - the leading edge semiconductor monopoly

Google is doing better than expected & why investors are getting overly pessimistic

DeepSeek and the ramification on the AI industry: winners and losers?

How Snap Holds the Keys to Its Own Future

The AI nuclear renaissance - SMRs role

Google's Sum-of-Parts Analysis: Why a Breakup Shouldn't Alarm Shareholders

Nvidia's earnings and the LLM scaling laws slowdown?

The hyperscaler - LLM provider relationships are starting to heat up

Inside the AI Chip Market: NVIDIA, TSMC, Custom ASICs

The future of consumer devices - AI assistants