Readss - Rihard Jarc

Rihard Jarc

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Rihard Jarc

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Rihard Jarc

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

The next tectonic shift in AI: Inference

GenAI: From Breakthroughs to Bottom Lines

AI is Revolutionary, but Investors are Getting Ahead of Themselves

Meta's next growth driver - AI

Alternative data & insights for April - AI cloud workloads, WhatsApp ramp up, Hardware engineers frenzy