(NVDA) NVIDIA's biggest news on their investor call? CPUs. No, not the Nano line. Think like Apple silicon. Faint analyst coverage. Yet this is bigger news than Chinese exports or even Vera Rubin for them. $200B-$1T+ TAM for their taking. Especially if they move to RISC-V in the future.
Jason C Braatz
Applied AI Research · Frontier Models · Novel Problems
I take state-of-the-art neural networks — LLMs, diffusion, KANs, agentic systems — and put them to work on novel business problems. Research-grade rigor, production-ready outcomes. Cloud, edge, or air-gapped.
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HiPEAC has a call for posters; see you in London! https://www.hipeac.net/~jasoncbraatz/#/
A vision-language model fine-tuned on your CAD library and a year of factory-floor footage is a digital-twin starter kit on rails. It catches the gap between as-designed and as-built — the gap that eats manufacturing margin — without instrumenting a single new sensor.