Dave Vellante
where else to find them
no profile links on file
what they talk about
all 4 in the filters
where they keep going back
no series more than once — all 2 in the filters
on a stage with
- John Furrier3×
- Charlie Kawwasonce
- Stu Minimanonce
all 4 in the filters
who talks about the same things
nobody close enough yet
| title | conference | date |
|---|---|---|
| AnalystANGLE | NVIDIA GTC 2024 | 2024-03-18 |
NVIDIA announces a monolithic Blackwell GPU architecture tied to NVLink/NVSwitch networking, claiming 25,000 engineers and a $10 billion build‑out; packs scale… | ||
| theCUBE Research Mini Pod | NVIDIA GTC 2024 | 2024-03-18 |
Deep analysis of Nvidia GTC focuses on claims and engineering: Blackwell superchip built for generative LLMs with ~208 billion transistors at ~4 GHz and 25,000… | ||
| Broadcom Breakdown | NVIDIA GTC 2024 | 2024-03-18 |
Broadcom lays out a detailed roadmap: 26 businesses, 17 semiconductors and a claim of near-duopoly with NVIDIA for chips that handle both internal connectivity… | ||
| Red Hat Summit Keynote Analysis | Red Hat Summit 2020 Virtual Experience | 2020-04-28 |
IBM pays $34B for Red Hat and claims the deal is free‑cash‑flow accretive in year one and on track for EPS accretion by year two. Red Hat pushes OpenShift (now… | ||
| nothing matches | ||