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Analyzing the Data Center Business with Akram’s Razor (Part 2)
Last week was Part 1 of our conversation with Akram’s Razor where he gave his account of how the crypto crash of 2018 impacted Nvidia and AMD. This week, Akram and James go through Nvidia’s data center business in depth and assess the growing competitive landscape for AI accelerators, from cloud and startup companies alike. […]
Nvidia and the Crypto Implosion of 2018 with Akram’s Razor (Part 1)
On the show today we are joined by Seeking Alpha contributor, Akram’s Razor, to bring to you a Nvidia podcast in two parts, focused on the company, semiconductors, and beyond. Akram has published numerous articles on semiconductors, software, and macro. He notably forecasted the global crypto crash of 2018 and its impact on Nvidia, an […]
Accelerator Demand Should Grow Ten-Fold According to Top 500 Supercomputers
One of the most widely debated questions in computing today is: what is the addressable market for accelerators such as GPUs (graphic processing units), FPGAs (field programmable gate arrays), and ASICs (application-specific integrated circuits)? Today accelerators are used selectively in servers to speed up workloads such as artificial intelligence (AI), search, and video transcoding. As Moore’s […]
ARK Disrupt Issue 138: GPUs, Crypto, Fintech, Mobility, and Disease
Please enjoy ARK Disrupt Issue 138. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 132: Chips, Fintech, Batteries, MaaS, & Drug Trials
Please enjoy ARK Disrupt Issue 132. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 128: Supercomputers, Cryptoassets, Batteries, & 3D Printing
Please enjoy ARK Disrupt Issue 128. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
ARK Disrupt Issue 118: Model X Crash, Autonomous Taxis, Chips, Fintech, & CRISPR
Please enjoy ARK Disrupt Issue 118. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
The State of Deep Learning in 2017
In early 2017, ARK published “Deep Learning: An Artificial Intelligence Revolution”. This whitepaper made the case for deep learning as a foundational technology that should transform not only technology companies but every sector of the global economy. Since the paper’s publication, deep learning continues to grow at a rapid pace both in research and in […]
ARK Disrupt Issue 112: Electric Vehicles, GPUs, and CRISPR
Please enjoy ARK Disrupt Issue 112. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]
