Hello Reader,
Hope you had a great week.
I was at Computex in Taipei earlier this week. This time I had the opportunity to visit Nvidia's GTC, where I had a close-up look at various Vera Rubin systems and spoke with various executives about the road ahead for AI and data centres.
If there's one takeaway it will be how long and hard Nvidia has thought about rolling out AI, not just within the data centre, but on the personal computer as well. And within the data centre itself, Nvidia has also broken things down to first principles in order to implement the highest-performance and most energy-efficient AI possible.
I will have more to share after I review my recordings and organise my thoughts.
In the meantime, we have a bumper edition today, with a series of pieces around Computex and a trio of stories from last week that I didn't manage to send out.
Hope you enjoy the stories.
As usual, you can reach me by replying to this email.
Regards,
Paul Mah
