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($) This Time is NOT like Covid
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Topics: Tariffs • Macro •

($) This Time is NOT like Covid

It's worse...

  • Kevin Xu

    Kevin Xu

    Author and founder of Interconnected. See "About Interconnected" for more information.

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

6 Apr 2025

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Topics: Nvidia• AI• Supply Chain•

NVIDIA: Made in America (by Taiwan)

NVIDIA made a major announcement in its efforts to onshore advanced chip manufacturing to the US this week, by leading (demanding?) its ecosystem of partners to produce its Blackwell products in Texas and Arizona. This move, combined with recent reports that possible export controls

  • Kevin Xu
    Kevin Xu
Kevin Xu 15 Apr 2025
Topics: Cloud War• AI• CoreWeave•

CoreWeave vs Nebius

Training Machine vs In-Production Inference

  • Kevin Xu
    Kevin Xu
Kevin Xu 25 Mar 2025
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