NVIDIA keynote disappointing; ARM laptop chip delayed 6-8 months with hardware maturity issues; product restrictions signal immature hardware.
No AI datacenter announcements; ARM transition will not work; 6-8 month delays; video output broken due to interference; manufacturers told not to run benchmarks
F TIER KEYNOTEMAX: Jensen ComputeX presentation was one of the worst keynotes he has done. He announced nothing new on the AI datacenter side, and he only announced Windows on NVIDIA ARM CPU which the transition will not go work unlike Apple transition from x86 to M1 ARM. The NVIDIA laptop chip is already delayed by 6 to 8 months from its original expected launch window. During development, the high-speed connection between the Nvidia and MediaTek parts caused so much interference that the video output was completely broken, Laptop makers are reportedly being told definitely not let anyone turn them on or run benchmarks. That screams "immature hardware."
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -0.7% | -0.8% |
| 1 week | -7.0% | -4.5% |
| 1 month | -11.9% | -10.3% |
| 3 months | — | — |
| 6 months | — | — |