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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (217207)	10/18/2025 7:06:29 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217543

re <<Nvidia’s centrality in the AI stack>> ... my conclusion, GetMoreGold ... do enough to move the dial Q: quick question, is AI stack's centrality NVDA or electricity ? Q: and, is AI diffusion / adoption more important than AI chip speed Q: Is NVDA the accidental first mover that started as a profferer of gaming graphics card, chanced into crypto mining bubble, and now makes presence in AI stack, but actually is on the wrong track? Meaning, is NVDA's products Betamax, VCD, DVD, and BlueRay, whilst true AI-enabler to rapid diffusion is streaming? If So, what is the streaming analogue / equivalent to NVDA in the AI hardware eco system ? Q: Please do as you suggested per above follow-ups, (1) Identify the 'streaming analogue' in the AI hardware ecosystem that facilitates rapid diffusion (2) Detail the specific strategic missteps NVDA is making that position it as the 'Betamax' of AI hardware, and (3) Compare the long-term prospects of NVDA with other key AI chip players like ARM, Qualcomm, and Apple, and TSMC vs SMIC, and BABA vs AMZN, and oh, Huawei / DeepSeek vs OpenAI / MSFT Q: Provide a strategic outlook on the 'Empire vs. Foundation' analogy for TSMC vs. SMIC and Huawei/DeepSeek vs. OpenAI/MSFT. Q: Please (1) Provide a detailed analysis of the Taiwan Strait scenarios and their potential impact on the TSMC vs SMIC dynamic, (2) Explain the rationale behind the predicted '15% Empire vs 85% Foundation' market bifurcation for AI models and its implications, and (3) Elaborate on the 'Endgame scenarios' for the hardware and software bifurcation, including the likelihood of peaceful coexistence vs total decoupling. Voice file. Tia, J Q: Please do as you suggested per above follow-ups, (1) Identify the 'streaming analogue' in the AI hardware ecosystem that facilitates rapid diffusion (2) Detail the specific strategic missteps NVDA is making that position it as the 'Betamax' of AI hardware, and (3) Compare the long-term prospects of NVDA with other key AI chip players like ARM, Qualcomm, and Apple, and TSMC vs SMIC, and BABA vs AMZN, and oh, Huawei / DeepSeek vs OpenAI / MSFT TJ: happy to post 'propaganda' to you should you wish, but below bottom line should suffice Q: Provide a strategic outlook on the 'Empire vs. Foundation' analogy for TSMC vs. SMIC and Huawei/DeepSeek vs. OpenAI/MSFT. ... more propaganda Q: Please (1) Provide a detailed analysis of the Taiwan Strait scenarios and their potential impact on the TSMC vs SMIC dynamic, (2) Explain the rationale behind the predicted '15% Empire vs 85% Foundation' market bifurcation for AI models and its implications, and (3) Elaborate on the 'Endgame scenarios' for the hardware and software bifurcation, including the likelihood of peaceful coexistence vs total decoupling. Voice file. Tia, J ... much more propaganda