AI ECO AN Andrea Isoni · Technology Hits What is the real addressable market for Chinese models in the West? Beyond the POCs. Chinese open-weight models are, on pure benchmark performance per dollar, remarkable. DeepSeek, Qwen and others have proven that “powerful…
AI ECO AN Andrea Isoni · DataDrivenInvestor Why Nvidia Is Entering the CPU Market A few days ago, Nvidia announced that it will start producing the RTX Spark CPU, which is claimed to be 1.8x better than the latest Intel…
AI ECO AN Andrea Isoni · Predict AI-Fueled Data Center Growth… What Could Go Wrong? I was planning this post for some time, but then Nvidia announced its new CPU RTX Spark, which encouraged me to publish it now.
