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Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (Dwarkesh Patel/Dwarkesh Podcast) from Techmeme RSS feed.
Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (Dwarkesh Patel/Dwarkesh Podcast)
Dwarkesh Patel / Dwarkesh Podcast:
Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more — “If our next several years are a trillion dollars in scale, we have the supply chain to do it”