A hot potato: Nvidia has become the dominant force in the AI hardware industry, and CEO Jensen Huang knows it. The leather jacket-loving boss is so confident in the ability of his products, he says that even if the competitors' chips were free, they would still be a worse option than Nvidia's expensive alternatives.
#TBT You just bought a new CPU and it seems to run cool, so you try a bit of overclocking. The GHz climbs higher. Did you hit the silicon jackpot? You've got yourself a binned chip. But what's that exactly?
The big picture: Apple's M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched three chips all at once. It is only getting harder to compete with them. As with all things Apple, the M3 has been extensively covered in the press, but beyond the performance metrics, a few things stood out for us, and here's our thesis on the overall sector.