The Nvidia Patterns

Nvidia's AI Deals of 2025 - Exponential Demand for Compute Rising

Circular investments are't real numbers. They are a form of boosting the demand for compute artificially. The AI boom is getting exaggerated. Nvidia is…

Sep 23 • 

Michael Spencer

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How to make sense of Nvidia's Earnings?

Nvidia is the Gold standard and main beneficiary of the Generative AI bull market. 🧈

Sep 1 • 

Michael Spencer

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March 2025

Start Here: Nvidia Documentary by the Financial Times

Film debut March 13th, 2025: Nvidia's rise in the age of AI | FT Film - Intro to GTC

Mar 14 • 

Michael Spencer

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27:01

Anthropic Raises $3.5 Billion on Claude 3.7 Sonnet Success

A huge Series E. Their total is now $18.2 billion.

Mar 3 • 

Michael Spencer

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February 2025

JD Vance's AI Summit Paris Speech

How does Trump actually view AI in 2025?

Feb 12 • 

Michael Spencer

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What is the AI Energy Score for LLMs? ♻️

Boris, Salesforce and Understanding Energy scores of LLMs and SLMs.

Feb 10 • 

Michael Spencer

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January 2025

François Chollet's New Startup Ndea

An AGI focused AI lab taking some novel approaches. A good or not a good idea? Ndea.

Jan 20 • 

Michael Spencer

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December 2024

Reddit's AI Powered Search and Answers

Hey Everyone,

Dec 11, 2024 • 

Michael Spencer

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October 2024

What is Aya Expanse by Cohere for Al?

Cohere is a Sovereign AI company, here's why.

Oct 25, 2024 • 

Michael Spencer

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September 2024

Hume AI's EVI 2 Launch

Are we ready for emotionally aware Empathetic Voice Interfaces?

Sep 17, 2024 • 

Michael Spencer

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OpenAI's GPT-Next Should come out in the Fall

The Strawberry and Orion model finally have a mini coming.

Sep 4, 2024 • 

Michael Spencer

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August 2024

Moonshot AI Raises $300 Million for a $3.1 Billion Valuation

Six Little Dragons of Generative AI: Moonshot, MiniMax, Zhipu, Baichuan, 01.AI and StepFun

Aug 6, 2024 • 

Michael Spencer

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