FYI - For Your Innovation: Analyzing the Data Center Business with Akram’s Razor (Part 2)
ARK Invest 8/22/19 - Episode Page
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. […]