Note: NVIDIA AI Grid & Telco Edge Compute Opportunity
Summary
* NVDA's ambitious AI grid project in Japan, backed by
edge compute
Updates: Cloudflare - The Three S-Curves (Pt.3) - NET's Strengths & Challenges In Edge Compute & GenAI
Summary
* In Part 3 we compare NET to its edge compute rivals.
Updates - Cloudflare 4Q22
Summary
* The NET thesis recap >>> further thoughts on them
Updates - Cloudflare 3Q22
Summary
* Despite an overall positive 3Q22, the deceleration in QoQ growth has