Ben Bajarin
@BenBajarin
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CEO and Principal Analyst, @creativestrat | Technology Industry Analysis-Market Intelligence | Technical Analysis | Technologist at Heart | Looking Forward
San Jose, CA
Joined April 2008
LOL it definitely still has a way to go. Still impressive! Long live Leeal Wemory!
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Still so impressed by this. This is from a Gen AI end-user survey we did, and I would not even have thought of visualizing the chart this way. 100% automation data set to slide deck.
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$NVDA earnings gave us a lot to think about...
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One of, not the only, things that peaked my interest during a @qualcomm @Snapdragon technical deep dive was the updated PMIC design of the X2 Elite. For some reason I just love a good PMIC. https://t.co/frMp76Qbmd
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I remember when the iPhone sold 270k units in the first weekend, missing the 350k whisper, and a buy-side investor called to notify me that it was “dead on arrival.” We’re still early in AI.
The bears 🐻cannot see the technology future…we have seen it since covering tech in the 90’s🏆🎯🔥🐂🍿👇
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Via our GPU price tracker across 42 clouds. Price elasticity by $NVDA GPU family. A lot of under the hood interesting analysis in this data set.
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The future is here, it is just not evenly distributed.
After 18 months in stealth, dozens of prototypes, millions of real-home demonstrations, and one final all-nighter, we’re thrilled for you to say hello to Memo
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I mean seriously.... Fed it research I was doing/pulling on liquid cooling market and it made this. The visuals! Still struggling to get it to keep using our company colors..
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CoreWeave's $CRWV CFO Nitin Agrawal provided an interesting datapoint with respect to the ongoing debate around the useful life of a GPU at the Wells Fargo TMT conference early this week. Agrawal noted that their customers (the largest purchasers of GPU compute including
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UBS out with a banger this morning using AI data to combat AI "bubble/no demand" dogma. We just built our own GPU price tracker as well and will keep sharing the data.
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This is the point I was trying to make when I was saying Google has acquired model leadership and doesn’t need the same amount of AI specific capex as others. Mostly thanks to TPUs.
I am publishing my $GOOGL TPU deep dive on Monday. Based on my estimates, if $GOOGL didn't have TPUs, they would spend an additional $30B-$40B in CapEx this year to get a similar amount of compute from $NVDA. Meaning $GOOGL's CapEx for this year would go from the guided $91B to
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Meta is venturing into electricity trading, betting it can accelerate the construction of new US power plants that are vital to its AI ambitions... "Meta says the ability to trade power will give it more flexibility to secure and manage energy and capacity deals. 'For example,
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More ideas continue. Fed NotebookLM the transcript from last week's @T_h_e_Circuit. https://t.co/CQ3dHWZrE2
Ep 144: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds? @benbajarin and @jaygoldberg discuss AMD FA day in depth, some game theory that's postive for AMD, and Neocloud earnings. https://t.co/xBnjv2oBah
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Given the raging debate around power, I thought it'd be interesting to posit the various incentives players have to either promote or dispel the power bottleneck. "Show me the incentives, and I'll show you the behavior" What did I miss or get wrong? Let's hear it!
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Take my money. @mweinbach maybe this solves my cluttered desktop lol.
For 40 years the file browser hasn’t changed. Today, we’re launching with $8 million in seed funding to rebuild the file browser into something more intelligent, searchable, and delightful. The world is in the middle of a data explosion. We’re generating and using more files
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Why are robotics companies obsessed with making nightmare fuel? Only one of these doesn't look like it would kill me in my sleep. You would think 'not looking deadly' would be a top priority for home robots, but apparently not. Great job @sundayrobotics
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Google has model leadership, amongst the best in the industry AI compute infrastructure for their proprietary AI models (TPUs), quality development software with TensorFlow, and they spend the least in capex of AWS and Azure. Incredibly well positioned.
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You know what's cool. The big 3 hyperscalers capex spend is ~30% of their revenues. AKA they don't need any loans.
In other words, NVDA’s growth depends on the credit market’s willingness to keep lending to these four hyperscalers at rates that do not dilute their ROE.
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Absolutely agree with this, and I'd add even since ChatGPT.
Gemini 3 + Nano Banana is the first "oh, sh*t" moment I've had since ChatGPT o3 came out, which felt like a powerful leap forward in capabilities and solutions that can immediately provide value to folks. Super excited to see where it goes.
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