“Nvidia's demand for the DRAM chips has gone up about 30-fold over the last four years ... the price of chips is up seven-fold”
CR
Cameron Robertson
Equity Mates Investing Podcast ·
This Week in Tech (Audio) · Spicy Hinges - Apple's 1st Foldable, GM Forward 2026, & PHP Vulnerabilities
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consolidate 50-100 electronic control units into a single computer powered by an NVIDIA Thor chip for higher-end vehicles
2028 (planned rollout)
“Nvidia's demand for the DRAM chips has gone up about 30-fold over the last four years ... the price of chips is up seven-fold”
“Powered by NVIDIA Hyperion... paired with NVIDIA Halos... Type one software passed 150,000 tests over tens of thousands of hours.”
“Your microservices need to be independently deployable. The unit of deployment, unit of change needs to be a single microservice boundary”
“We have embedded auditors with a lot of access and power ... they can look into how much the company is spending on compute versus human labor versus data”
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