Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
1/6 Driven by surging demand for Nvidia Blackwell-based systems, Taiwan's top six AI server makers' monthly revenue is climbing at an average 39.4% year-on-year clip in 2025, up sharply from 10% last year. $NVDA $TSM #semiconductors
Geoffrey Hinton says LLMs are immortal. Destroy the hardware, save the weights. Rebuild them later, and “the very same being comes back to life.” But humans don't work that way. We're bound to our substrate. Not even Kurzweil gets a backup.
AI compute demand is growing exponentially - more than doubled in two months. Where did the DeepSeek AI chip glut bears go? Weird.
2/ Strong growth in AI usage across our products and platforms: We’re processing 980 trillion+ monthly tokens across our products and APIs (up from 480T at I/O in May) AI Overviews in Search now has 2B+ monthly users across 200 countries/territories and 40 languages 450M…
$GOOG $GOOGL Alphabet CFO guiding for even higher capex going forward: "We now expect to invest approximately $85B in Capex in 2025, up from our previous estimate of $75B. Our updated outlook reflects additional investment in servers, the timing of delivery of servers and an…
AMD CEO Lisa Su said the premium paid for chip production at TSMC Arizona is 5% to 20% versus from Taiwan, Bloomberg reports, adding she sees continued high demand for AI chips from big firms like OpenAI and Elon Musk’s xAI such that “just the accelerator market will be over…
Nvidia H20 chip sales to China will only resume after China starts exporting rare earths (magnets) to the US, said US Commerce Sec. Lutnick on Bloomberg TV (8:40 mark). “We’re trying to make sure that magnets are being delivered to our producers, which was the deal, and these…
Taiwan formed an AI robot alliance with a goal of NT$1 trillion in robot-related production by 2030, media report, adding 6 industry groups came together in the alliance, including the Taiwan Automation Intelligence and Robotics Association, Taipei Computer Association, TEEMA,…
230k GPUs, including 30k GB200s, are operational for training Grok @xAI in a single supercluster called Colossus 1 (inference is done by our cloud providers). At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks. As Jensen…
Nvidia CEO Jensen Huang on Elon Musk and @xAI “Never been done before – xAI did in 19 days what everyone else needs one year to accomplish. That is superhuman – There's only one person in the world who could do that – Elon Musk is singular in his understanding of engineering.”
Rumor: Meta has tapped MediaTek to work on a new 2nm chip named “Arke”, aimed at AI inference, with mass production seen in the 1st half of 2027, media report, citing unnamed industry sources. MediaTek declined to comment. Meta’s “Olympus” chip will be revamped as an AI training…
Beijing has turned to Nvidia CEO Jensen Huang to replace Elon Musk to lobby for China with the Trump Administration, Nikkei reports, as the Trump-Musk relationship has frayed. The report notes Nvidia has a long business relationship in China, but has only recently cultivated…
South Korea semiconductor exports rose 16.5% in the first 20-days of July to US$7.89 billion, while exports of passenger cars rose 3.9% to $3.63 billion, media report, with total exports for the July 1-20 period hitting $36.1 billion, down 2.2% year-on-year. Exports to the US…