Nvidia
2 teardowns of the decisions behind Nvidia. Covered from both sides — the engineering read and the boardroom read.
Both lenses
Starcloud Built a Data Center in Space. POWER Is Why.
A working AI chip is now training models in low orbit — and the reason why lands on the power grid you depend on. Three stories the press filed separately — an Nvidia accelerator in orbit, a launch giant pitching orbital data centers, a state-run satellite program — share one move underneath.
Nvidia's Consumer PC Pivot Just TOLD on the AI Boom
Nvidia's pivot toward consumer GPUs isn't a strategy expansion. It's a tell. When the company at the center of the AI trade starts hedging into PC gaming, the trade is already changing shape. ▶️ Full episode: https://youtu.be/DPMaXUezIqE 🎯 Want the systems angle? How it's actually built on Stack with Adrian Vance: https://www.youtube.com/playlist?list=PLYM7n3NARD-zDxL4i2Jk0yJTpS776m9Pz 📖 Read the full breakdown: https://compoundtalks.ai/episode/margin-ep01