Hugging Face’s new Reachy Mini doesn’t do much out of the box, and that’s kind of the point.It might be the Seinfeld of AI hardware, but that didn’t stop it from pulling impressive day-one sales.@EquityPod is talking open source bots, LangChain’s $1B pivot, Rivian’s new side hustle, and another weird week for X on today's episode 🤖https://t.co/auEEyzoHDG ...

So, how did Jensen Wong and Nvidia get to where they are now. And what will it take to keep the momentum going. Let's bring in Tay Kim, senior technology writer at Barren and author of The Nvidia Way, a history of the company's unexpected rise to the top of the tech world.And Tay, it's great to have you back. Let's just set the scene here. A lot of people now asking like, come on with this guy, this company, you know, also because Bitcoin's at an all-time high this week, they feel like they're related.And N ...

Core Viewpoint - Super Micro Computer (SMCI) stock has surged over 33% in two trading days due to an analyst upgrade and a $20 billion partnership with DataVolt, but the company faces critical issues with low and declining margins [1][2]. Financial Performance - As of Q3 FY'25, Super Micro's gross margin is 9.6%, down from 11.8% in Q2 FY'25 and 15.5% in Q3 FY'24, while net margins are under 3%, significantly lower than industry peers like HP Enterprise and Nvidia [2]. - Diluted EPS for Super Micro declined to $0.17 in Q3 FY'25, down from $0.51 in the previous quarter and $0.66 a year ago [2]. Revenue Growth vs. Margin Compression - Revenue increased by 19.4% year-over-year last quarter, with projections of over 45% growth this fiscal year and another 35% next year, but low margins may hinder meaningful earnings gains [3]. - If margins remain low, Super Micro risks scaling a low-margin business that could be challenging to manage without creating shareholder value [3]. Technological Advancements - Super Micro has successfully implemented liquid cooling technology at scale, overcoming reliability concerns, which may provide a competitive edge in the AI hardware market despite higher upfront costs and margin pressures [4]. Corporate Governance and Controversies - The company has faced controversies, including allegations of accounting irregularities and scrutiny from short-sellers, which may necessitate cautious investment approaches despite recent improvements in financial filings [5].