Ann: Quarterly Activity and Cashflow Report, page-88

1) The A.I. bubble is bursting as cannot deliver on its promises
2) Nvidia100 H100 accelerators are based on GPU technology and not ideal for NPU.
3) Many competitors have moved into the market that are delivering more efficient and faster Neural network accelerators with superior architectures.
4) Even Intell are adding Neural accelerators onto their chips.
5) Nvidia has a long way to fall, but it has huge cash reserves..They can even afford to build their own foundry.

This was all expected, so where is the market moving to ...NPU accelerator startup's , commodities ,gold ?


If Israel,Iran, Jordan, Lebanon escalates would the middle east light up. Would the price of oil be driven up and if so would SHE gets its act together in time or will this all subside and the price of oil fall.