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Softbank

Note: NVIDIA AI Grid & Telco Edge Compute Opportunity
NVIDIA

Note: NVIDIA AI Grid & Telco Edge Compute Opportunity

Summary * NVDA's ambitious AI grid project in Japan, backed by Softbank, aims to solidify its leadership in edge AI inferencing and infrastructure solutions. * Softbank's historical investments and strategic foresight, particularly in Yahoo Japan, Alibaba, and the iPhone, underscore its potential in leveraging NVDA's AI technologies. * NVDA's AI Aerial RAN solution offers flexibility and adaptability for evolving AI workloads, presenting a significant market opportunity despite challenges in
10 min read 25 Nov 2024
Arm IPO - Tough Situations, Priced To Perfection (Pt.2)
Arm Holdings
21 min read 05 Oct 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.2)

Arm IPO - Tough Situations, Priced To Perfection (Pt.1)
Arm Holdings
13 min read 25 Sep 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.1)

Summary * Under Softbank control, Arm's fundamentals deteriorated dramatically, it didn't catch the AI tailwind, and its growth prospects were hampered. * RISC-V will cap growth but the risk is overhyped. Arm's position in the core mobile market and growing PC/server market is still

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