Nomecks

Since they renamed M362 to Copilot the usage numbers have been off the chart!

It’s the “Magnificent 7”: Alphabet, MS, Amazon, NVIDIA, Tesla, Apple and Meta

If you look at major hardware vendors that support AI like Dell, HPe, NetApp, Cisco, etc. They’ve been more or less flat since August. That also includes NVIDIA. Up and down but not actually blowing up, even though they are all the horsepower behind the cloud/AI. I saw that as the ominous sign that we’ve peaked

Not surprising, the card was filled with… UNCOMPRESSIBLE DATA!