Saturday, March 25, 2023

An interview with Nvidia CEO Jensen Huang about AI's iPhone moment, DGX Cloud service, export controls, Nvidia's position in the stack in an LLM world, and more (Stratechery)

Stratechery:
An interview with Nvidia CEO Jensen Huang about AI's iPhone moment, DGX Cloud service, export controls, Nvidia's position in the stack in an LLM world, and more  —  I first spoke with Nvidia founder and CEO Jensen Huang after last March's GTC conference, and again after last fall's GTC …



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...