Daniel Nishball News Today

With AMD behind in GPU software and the companys data center revenues expected to grow at 30% a year through 2027, the stock already reflects very optimistic assumptions

Clash of the AI Bros Buttons? Pressed. Over the weekend, researchers Dylan Patel and Daniel Nishball, who write a semiconductor blog called SemiAnalysis, published a controversial post declaring that Google's forthcoming, next-gen "foundational" AI model, dubbed Gemini, is about to blow OpenAI's GPT-4 out of the water. According to the blog — brusquely titled "Google […]