• Home
  • About Risky Finance
  • Nick Dunbar
    • The Devil’s Derivatives
    • Inventing Money
    • About Nick Dunbar
  • Follow us
subscribe
Login
Menu
  • Visualisation tools
    • Currencies
    • Corporate bonds
    • UK Local government
    • Asset Management
    • Sovereign
    • Banking
    • Sovereign (old version)
    • Equities
    • Inflation
  • Articles
    • Pensions
    • Banks
    • Credit
    • Technology
    • Economics
    • Municipal Finance
    • Funds
  • Reviews & research
    • Book Reviews
Homesemiconductors

How generative AI made Nvidia a giant of the S&P 500

5 May 2023Risk Commentary, TechnologyAI, artificial intelligence, equities, Google, Microsoft, Nvidia, OpenAI, semiconductorsNick Dunbar

11 years ago, Geoff Hinton and two grad students used a pair of GPU chips to win an image classification contest. Now these chips are powering the generative AI boom and have doubled Nvidia’s market cap.

Continue reading..

ARM and the UK stock market’s addiction to foreign capital

6 February 2023Risk Commentary, TechnologyARM Holdings, equities, regulation, semiconductorsNick Dunbar

The UK government is desperate for Softbank-owned ARM Holdings to have a UK listing. But reversing the long-term trend toward foreign ownership of UK assets requires a rethink of the regulatory and tax obstacles to UK share ownership

Continue reading..

Join our mailing list

  • Recent Articles
  • Recent Charts
  • The Fed's Basel Endgame a...
    The Federal Reserve is proposing to end its long f...
  • Equity financing risks gl...
    At first glance, the $388m of fines imposed last m...
  • Charting China’s real e...
    Our corporate bond tool shows that dollar-denomina...
  • The mountain range and th...
    Is there another book left to be written about AI...
  • EU bank corporate loan exposure by country
  • Interest rate benchmark rigging fines & prosecutions
  • Quarterly R&D expense for companies with AI activity
  • Central bank bond holdings as a percentage of outstanding debt
  • Most Viewed
  • Most Commented
  • The last rites of BP’s pension fund

  • Banks can’t hide from the pain of underwater bond investments

  • Disruptive Business Models, Uber and Plane Crashes

  • BNP Paribas piles on the senior tranches

  • The Rise of Carry

  • How JP Morgan broke the repo market
  • How Covid-19 infected the corporate bond market
  • Deutsche Bank and the Big Short
  • Giants of the S&P500
  • Nature Bites Back In New, Messy World of Derivatives

  • Contact
  • Help
  • Contribute
  • Terms & Conditions

Copyright © 2023, Risky Finance . All rights reserved.