Tracked topic
Nintendo Switch is a hybrid game console made by Nintendo, sold as the original 2017 Switch, the OLED revision, the Switch Lite, and the 2024 Switch 2 successor; the line uses Joy-Con controllers and the Nintendo eShop.
… Selling chips into China only served to bail them out until domestic production ramps. The production ramp will not slow until self sufficiency is achieved. Shipments of Blackwell must be weighed with a close eye on production of domestic capabilties. …
… Note this is chip production, rack production is lagged, but we also track it. …
… Looking at the Prometheus training cluster below, we believe Meta is connecting all these sites with ultra-high-bandwidth networks all on one backend network powered by Arista 7808 Switches with Broadcom Jericho and Ramon ASICs . By combining both self-build and leasing, Meta ramps faster. …
… These emerging fields will be targeted by their ramping 45CLO process. …
… GPU prices declined throughout 2024 due to a ramp up in H100 production, with this decline continuing into late 2024 as buyers pivoted to focus on their Blackwell strategy. …