Best Podcast Episodes About Nvidia

“… was using i mean it's from super microsoft co-founder rather not micro strategy super microsoft co-founder smuggling 2.5 billion dollars worth of nvidia chips to china through a middleman and then they were doing like fake paperwork and using a hairdryer to take off the serial numbers and replace them with the model numbers i mean and and then talking about it on social media there was a video going around where he was talking about it any take on the brazen insanity of this jake and people are talking about it in” “… asked chat gpt what's a corny name for an inference thing infranciania it sounds like a spell from harry potter or something so what do we think of the ban i don't know if you saw this uh jake the ban on chips in china and then the micro strategy ceo was using i mean it's from super microsoft co-founder rather not micro strategy super microsoft co-founder smuggling 2.5 billion dollars worth of nvidia chips to china through a middleman and then they were doing like fake paperwork and using a hairdryer to take off the serial numbers and replace them with the model numbers i mean and and then talking about it on social media there was a video going around where he was talking about it any take on the brazen insanity of this jake and people are talking about it in” View more

Ridealong summary

In a shocking turn of events, a Microsoft co-founder was caught smuggling $2.5 billion worth of Nvidia chips to China, using fake paperwork and even a hairdryer to alter serial numbers. This brazen act has sparked discussions about the implications of chip bans and the lengths individuals will go to circumvent them. The audacity of this scheme, shared on social media, highlights the growing tensions in the global tech market.

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This Week in Startups · $2.5B Chip Heist, The Future of American AI, and Purpose-Built Robots | This Week in AI Ep 6 · Mar 25, 2026

“I'm old enough to remember when a trillion dollar market cap was a big deal. And now here we are, AI is booming, and NVIDIA CEO Jensen Huang has kicked off the company's annual GTC conference with a massive prediction that the company will see a trillion dollars in revenue between now and 2027. At every GTC, Jensen's keynote, which is planned but not fully scripted, is the big event. This one was no exception. It was two and a half hours long, totally jam-packed with big announcements. We got confirmation of the new Grok-powered server focused on inference. The new …” “I'm old enough to remember when a trillion dollar market cap was a big deal. And now here we are, AI is booming, and NVIDIA CEO Jensen Huang has kicked off the company's annual GTC conference with a massive prediction that the company will see a trillion dollars in revenue between now and 2027. At every GTC, Jensen's keynote, which is planned but not fully scripted, is the big event. This one was no exception. It was two and a half hours long, totally jam-packed with big announcements. We got confirmation of the new Grok-powered server focused on inference. The new rack-mounted system will combine 256 Grok chips with 72 NVIDIA Rubin GPUs, delivering 35 times the inference efficiency of current generation Blackwell chips, with the system expected to ship in the second half of this year. Jensen also unveiled a new Gen.AI system that can enhance video game graphics on the fly. Called DLSS5, the technology …” View more

Ridealong summary

Nvidia's trillion-dollar revenue projection is a bold signal of unprecedented demand and growth potential, positioning the company alongside giants like Walmart and Amazon.

Nvidia's forecast of a trillion dollars in revenue by 2027 signals unparalleled growth driven by massive demand for AI technologies.

OpenClaw represents a pivotal shift in AI, making agents viable and prompting a new era of digital opportunities, but also raises concerns about security and the fundamental restructuring of software businesses.

OpenClaw represents AI's second moment, making agents viable for business, but raises concerns about security and the fundamental shift in software and digital business operations.

Nvidia's forecast of reaching a trillion dollars in revenue by 2027 signals unprecedented growth driven by massive computing demand, positioning it alongside giants like Walmart and Amazon.

Nvidia's forecast of reaching a trillion dollars in revenue by 2027 signals unparalleled growth driven by soaring demand for AI computing and inference.

OpenClaw represents a transformative shift in AI capabilities, but its broad access to personal data is both useful and terrifying.

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The AI Daily Brief: Artificial Intelligence News and Analysis · The Race to Put AI Agents Everywhere · Mar 17, 2026

“… blackwell in addition to ruben they also teased fineman already even though ruben is months to years away from actually being deployed at scale so nvidia is essentially 18 months give or take a few ahead of what the current reality looks like. And I think this is really important to note, is currently with the bleeding edge of AI, we're running Blackwell right now. And we just started running Blackwell. And Blackwell has about 12 months of improvements to be made before we start to feel the effects of Rubin. By the time we feel the effects of Rubin, which is that 10x performance per watt …” “… it's so exciting because there's such a clear path to going to where i think every ai lab wants to go yes getting to that agi level and beyond and this chart that we're showing on screen here is a beautiful example of this because in addition to blackwell in addition to ruben they also teased fineman already even though ruben is months to years away from actually being deployed at scale so nvidia is essentially 18 months give or take a few ahead of what the current reality looks like. And I think this is really important to note, is currently with the bleeding edge of AI, we're running Blackwell right now. And we just started running Blackwell. And Blackwell has about 12 months of improvements to be made before we start to feel the effects of Rubin. By the time we feel the effects of Rubin, which is that 10x performance per watt improvement, they already have Feynman ready to go and to be deployed into these data centers. And already we have two incremental steps, two exponential steps ahead of where we currently sit. and it's hard to imagine that with the build-out that's happening with the performance per watt increase that we're seeing from all these chipsets that we're not …” View more

Ridealong summary

Nvidia's trillion-dollar revenue projection is grounded in their strategic foresight and readiness to deploy future chip architectures like Feynman, ensuring sustained AI growth.

Nvidia's DLSS 5 technology is a game-changer for graphics, but faces backlash from the gaming community who view it as AI slop rather than a genuine enhancement.

Nvidia's strategic advancements in AI chip technology position it for exponential growth, suggesting that the company's future is already secured through its innovative roadmap.

Nvidia's aggressive roadmap with AI chips like Blackwell, Rubin, and Feynman positions it for exponential growth, making it a frontrunner in the AI sector.

Nvidia's future AI chip architectures are set to drive exponential growth in AI computing, solidifying its dominance and justifying its trillion-dollar valuation.

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Limitless Podcast · NVIDIA GTC: Jensen Huang's 5 Biggest Announcements · Mar 17, 2026

“… of the progress we've seen in 2025 was that supported context sizes are longer. So it really depends, but there are even like open weight LLMs like Nvidia Nemotron that can do up to one million tokens. Of course, it's going to be more expensive. You need more GPU power for that. But I think even like, you know, Chachapiti Online, the version, I think it can do 100,000 to 100,000 tokens. And I think that's about the size. I mean, I might be wrong, but I think it's about the size of one of the Harry Potter books, the first one or something. It's a long context. And so for many people, this is …” “… answer, basically. It's not perfect because you are chunking the document and it's not the full context. You have always little chunks. But one of the I wouldn't say breakthroughs, because it's more like a continuous development, but one of the parts of the progress we've seen in 2025 was that supported context sizes are longer. So it really depends, but there are even like open weight LLMs like Nvidia Nemotron that can do up to one million tokens. Of course, it's going to be more expensive. You need more GPU power for that. But I think even like, you know, Chachapiti Online, the version, I think it can do 100,000 to 100,000 tokens. And I think that's about the size. I mean, I might be wrong, but I think it's about the size of one of the Harry Potter books, the first one or something. It's a long context. And so for many people, this is actually sufficient. So you don't need any specific fancy application around the LLM to process that. You just put it in there. And there is the problem of it's called like the needle in the haystack problem where what people found, though, I mean, there are multiple problems, but there's also something related to attention sinks where the LLM kind of …” View more

Ridealong summary

Using Retrieval Augmented Generation (RAG) can transform how organizations handle proprietary data with LLMs. By chunking documents into manageable pieces and querying them, companies can effectively retrieve relevant information without overwhelming the system. This method not only saves costs but also enhances the accuracy of responses, making it a game-changer for fields like law and healthcare.

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Digital Disruption with Geoff Nielson · LLMs in 2026: What’s Real, What’s Hype, and What’s Coming Next · Feb 23, 2026

“… of Supermicro stock, still risked it all, and now he's facing 30 years in federal prison. That is crazy. who's charged with smuggling billions in NVIDIA servers to China, use Southeast Asian's Shell Company to funnel two and a half billion in servers to Chinese buyers, 500 million worth shipped in just three weeks in spring of 2025. That's a lot. Two and a half billion in servers feels like enough for like a frontier training run. Like that's a big, big, that's a big push. Built thousands of fake dummy servers to fool U.S. compliance auditors, caught on surveillance camera using a hairdryer to …” “… to enforce our export control laws to protect that advantage. So the company, SMIC, Supermicro Computer Inc. They got a co-founder. They caught him red-handed. James Wally, he was arrested today or yesterday. He personally holds half a billion dollars of Supermicro stock, still risked it all, and now he's facing 30 years in federal prison. That is crazy. who's charged with smuggling billions in NVIDIA servers to China, use Southeast Asian's Shell Company to funnel two and a half billion in servers to Chinese buyers, 500 million worth shipped in just three weeks in spring of 2025. That's a lot. Two and a half billion in servers feels like enough for like a frontier training run. Like that's a big, big, that's a big push. Built thousands of fake dummy servers to fool U.S. compliance auditors, caught on surveillance camera using a hairdryer to swap serial number stickers. And so OX Gigi says, this man is a billionaire and was removing labels with a hairdryer personally. You're simply not grinding hard enough. There's always a grind set lesson in any story like this. Let's take this over to LinkedIn. It's also notable because there's the export tax or tip that you're trying to bring chips …” View more

Ridealong summary

A billionaire co-founder of Supermicro faces 30 years in prison for attempting to smuggle $2.5 billion worth of NVIDIA servers to China. He was caught using fake documents and even a hairdryer to swap serial numbers on dummy servers to evade U.S. export laws. This shocking case highlights the lengths individuals will go to for profit, risking everything in the process.

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TBPN · Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN · Mar 21, 2026

“… charles liang of super micro just standing my personal opinion and this this is an opinion but okay my opinion is that there is no way that nvidia couldn't have known this was happening i i just think it's like actually impossible that they were not aware of gpu smuggling but wouldn't they don't these gpus have some mechanism of phoning home oh for sure they can be they can be identified through the internet 100 i mean yeah they they have the firmware has identifying information in it for the gpus you don't need the serial number on the sticker to know what it is you know you don't have …” “… uh serial numbers and the stickers then using a a middle in logistics company to basically repackage and forward them and this story this story's just kind of disappeared already yeah like there is a picture where jensen huang is standing next to co-founder charles liang of super micro just standing my personal opinion and this this is an opinion but okay my opinion is that there is no way that nvidia couldn't have known this was happening i i just think it's like actually impossible that they were not aware of gpu smuggling but wouldn't they don't these gpus have some mechanism of phoning home oh for sure they can be they can be identified through the internet 100 i mean yeah they they have the firmware has identifying information in it for the gpus you don't need the serial number on the sticker to know what it is you know you don't have to physically see it to know what it is and so yeah if this is like connecting to some kind of server somewhere or whatever it may be doing uh if in any way that's linked back to nvidia they would know about it if there's ever a service request i would assume at some point someone figures out and maybe it's a okay we'll kind of you know blind eye …” View more

Ridealong summary

NVIDIA likely knew about the ongoing GPU smuggling operations, raising questions about their corporate oversight. As high-value GPUs were trafficked, the implications for the tech industry and media coverage reveal a troubling narrative of complicity and ignorance. This episode dives into the murky waters of corporate accountability and the hidden dynamics behind data center construction.

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Better Offline · NVIDIAdrome with Steve Burke of GamersNexus · Mar 25, 2026

“… can't be $100 forever, and Trump will probably backpedal in the next few weeks ahead of the Trump. So let's recap a few of the key stories around NVIDIA. We just came off of GTC, and there's a lot going on at the company. I mean, it's a huge company. Maybe it'd be good to start with just next generation chips, changes to strategy, what people are actually buying. Maybe that means Grace CPU standalone sales or the development with the Grok partnership. What's sticking out just on the actual AI product side to you that you're most excited about? Well, inference demand is exploding, driven by the …” “with the Iran war. Things will eventually subside. Oil can't be $100 forever, and Trump will probably backpedal in the next few weeks ahead of the Trump. So let's recap a few of the key stories around NVIDIA. We just came off of GTC, and there's a lot going on at the company. I mean, it's a huge company. Maybe it'd be good to start with just next generation chips, changes to strategy, what people are actually buying. Maybe that means Grace CPU standalone sales or the development with the Grok partnership. What's sticking out just on the actual AI product side to you that you're most excited about? Well, inference demand is exploding, driven by the AI agents and coding assistants. I met with Ian Buck, I met with dozens of engineers at Meta, Google, NVIDIA, and all of them are seeing crazy inference demand and AI compute shortages. So across the board, people are in crazy clamoring need for AI. And we're, I mean, yeah, you're seeing that from talking to engineering leaders at big tech …” View more

Ridealong summary

Nvidia is perfectly positioned to capitalize on the exploding demand for AI inference and computing, with strategic moves like acquiring Grok and securing supply agreements ahead of time.

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TBPN · FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race · Mar 30, 2026

“… it opens new horizons, new vistas, new avenues and new opportunities. And no one is experiencing this more. No firm is experiencing this more than NVIDIA. Last year, the CFO said we've got about 500 billion dollars of committed orders. This is effectively promised revenue. It's orders that investors and the markets can see. And it's a really good measure of the health of a company like NVIDIA. The semiconductors are highly cyclical businesses. They're prone to booms and they're prone to busts. And being able to see an order book out like that is a real sign of health. Well, this year we learned …” “… which is what produces manufactured intelligence, that thing that we call artificial intelligence. Well, that's also effectively infinite. And we're experiencing this within exponential view that the more we use, the more we need to use because it opens new horizons, new vistas, new avenues and new opportunities. And no one is experiencing this more. No firm is experiencing this more than NVIDIA. Last year, the CFO said we've got about 500 billion dollars of committed orders. This is effectively promised revenue. It's orders that investors and the markets can see. And it's a really good measure of the health of a company like NVIDIA. The semiconductors are highly cyclical businesses. They're prone to booms and they're prone to busts. And being able to see an order book out like that is a real sign of health. Well, this year we learned at GTC that the scale of the committed orders was now a trillion dollars for Blackwell's, for the new Vera Rubin products, just out through to 2027. And the thing to understand is, yes, NVIDIA maintains a dominant market share, but it's not 100% of the market. There's also competition and supply from Google's TPUs, from Amazon's Tranium, from AMD …” View more

Ridealong summary

The demand for AI and compute is effectively infinite, driving Nvidia's growth and showcasing its market leadership with a trillion dollars in committed orders.

Nvidia's trillion-dollar order book reflects the infinite demand for compute power, underscoring its market health and dominance despite competition.

The shift to reasoning models and increased AI usage is driving a million-fold expansion in compute demand, underscoring Nvidia's critical role in meeting this explosive growth.

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Azeem Azhar's Exponential View · What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget · Mar 25, 2026

“… Bloomberg and software and whether AI will eat software. And I want to talk a bit more about that in respect to what you learned this week at the NVIDIA conference. Before we get into those specific topics, what was it like? Describe the scene. The energy at NVIDIA GTC is very unique and it's kind of electric. It takes over the entire city of San Jose, 30,000 people. I interviewed the mayor of San Jose last year about this. And he was like, the coffee shops make their entire year's rent in the course of a couple days. Of course, that means if you want to get a cup of coffee, you are waiting in …” “… that makes updates around your schedule not in the middle of it. They don't build tech for tech's sake. They build it for you. Find technology for the way you work at dell.com slash xps. Built for you. So before the break we were talking about Bloomberg and software and whether AI will eat software. And I want to talk a bit more about that in respect to what you learned this week at the NVIDIA conference. Before we get into those specific topics, what was it like? Describe the scene. The energy at NVIDIA GTC is very unique and it's kind of electric. It takes over the entire city of San Jose, 30,000 people. I interviewed the mayor of San Jose last year about this. And he was like, the coffee shops make their entire year's rent in the course of a couple days. Of course, that means if you want to get a cup of coffee, you are waiting in line for an hour. You're waiting in line for an hour for everything, to get into panels, to get into buildings, to get coffee, to get a granola bar. You're out there in the wilderness. You have to fight to get a sandwich. The four trillion company doesn't provide any free coffee and sandwiches No I mean it like it wild though I mean it does like …” View more

Ridealong summary

OpenClaw represents a paradigm shift in AI interaction, moving from real-time agent collaboration to asynchronous, autonomous task execution.

OpenClaw represents a paradigm shift in AI interaction, moving from real-time agent prompts to asynchronous, autonomous task execution.

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TechStuff · Is Software Dead? Finance and Tech Bros Clash - The Story · Mar 25, 2026

“… And so we were down, we were down there for a while and, and, uh, we clawed our way back slowly, but we carried CUDA on G-Force. I always say that NVIDIA is the house that G-Force built because it was GeForce that took CUDA out to everybody. Researchers, scientists, they discovered CUDA on GeForce because they were all, you know, many of them were gamers.” “… $8 billion or something, $6-7 billion or something like that. after we launched CUDA, I recognized that it was going to add so much cost, but it was something we believed in. You know, our market cap went down to like one and a half billion dollars. And so we were down, we were down there for a while and, and, uh, we clawed our way back slowly, but we carried CUDA on G-Force. I always say that NVIDIA is the house that G-Force built because it was GeForce that took CUDA out to everybody. Researchers, scientists, they discovered CUDA on GeForce because they were all, you know, many of them were gamers.” View more

Ridealong summary

AI's rapid growth is not hindered by power constraints due to advancements in energy efficiency and extreme co-design, which will continue to drive down token costs.

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Lex Fridman Podcast · #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution · Mar 23, 2026

“So this is leading to a transformation of the AI industry. In fact, NVIDIA CEO Jensen Huang thinks that we're at an inflection point. So let's talk about what this means for the AI economy and why Jensen Huang thinks that the rise of AI agents could add an extra $500 billion to NVIDIA's revenues. So we're starting to see the rise of agentic AI. So let's talk about why investors are paying attention. See, for the last few years, AI has been about training large language models. That required tens of thousands of GPUs. …” “So this is leading to a transformation of the AI industry. In fact, NVIDIA CEO Jensen Huang thinks that we're at an inflection point. So let's talk about what this means for the AI economy and why Jensen Huang thinks that the rise of AI agents could add an extra $500 billion to NVIDIA's revenues. So we're starting to see the rise of agentic AI. So let's talk about why investors are paying attention. See, for the last few years, AI has been about training large language models. That required tens of thousands of GPUs. It consumed enormous amounts of energy. These giant data centers packed with GPUs ran 24-7 for weeks or months at a time to train these models. Companies like OpenAI, Anthropic, Meta, and Google have been spending tens of billions of dollars on training AI models for the last few years. But now the focus is shifting from training AI models to …” View more

Ridealong summary

The rise of AI agents and the shift to inference could significantly boost Nvidia's revenues by $500 billion, as these developments demand more computing power and specialized hardware.

AI agent orchestration could add an extra $500 billion to NVIDIA's revenues, marking a significant shift in the AI economy towards inference over training.

The rise of agentic AI and the shift to inference will exponentially increase demand for compute, potentially adding $500 billion to NVIDIA's revenues.

The rise of agentic AI and the shift to inference will significantly boost Nvidia's revenues, potentially adding $500 billion.

The shift from AI model training to inference is set to significantly boost Nvidia's revenue, with agentic AI driving demand for more computing power and specialized hardware.

The rise of AI agents and the shift to inference will significantly boost Nvidia's revenues, marking a pivotal transformation in the AI industry.

The rise of AI agents and the shift to inference will significantly boost Nvidia's revenues, potentially adding $500 billion, as the demand for compute power and specialized hardware increases.

The shift from AI training to inference is set to significantly boost Nvidia's revenues, with agentic AI driving demand for new types of computing power.

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The Rundown · Deep Dive: Agentic AI and the Next Phase of the AI Boom · Mar 21, 2026

“… Jensen Wang has actually been pretty consistent. He's actually been cautious not to guide too far into the future. Up until just six months ago, NVIDIA was only guiding one quarter at a time. Six months ago, he took a departure to say, you know, I think there's going to be half a trillion dollars of Blackwell and Rubin by the end of 26 or in the next 18 months, which is slightly past 26. And he pointed to that and said, look, here I am. Five months later, I'm telling you that number is too low. I need to take that to a trillion dollars if I extend it to 2027. So he's being thoughtful and he, …” “… people. Elon Musk has a long, illustrious track record of over-promising and compressing timelines, even when he knows it's going to take a lot longer. Even though he usually delivers on the promises eventually, the timeline gets extended a lot. Jensen Wang has actually been pretty consistent. He's actually been cautious not to guide too far into the future. Up until just six months ago, NVIDIA was only guiding one quarter at a time. Six months ago, he took a departure to say, you know, I think there's going to be half a trillion dollars of Blackwell and Rubin by the end of 26 or in the next 18 months, which is slightly past 26. And he pointed to that and said, look, here I am. Five months later, I'm telling you that number is too low. I need to take that to a trillion dollars if I extend it to 2027. So he's being thoughtful and he, at least in the way he's communicated and clarified that statement, feels like he's under promising. He clarified this doesn't include CPUs or the Grok chips or the networking equipment or Ruben Ultra. So he actually said it's more than a trillion. So from his perspective, this is a number that he has high visibility into because he has these orders …” View more

Ridealong summary

Despite NVIDIA's CEO Jensen Huang projecting over $1 trillion in revenue from data centers by 2027, investors remain unconvinced. This skepticism arises from concerns about the market's future growth and the reality of returns on massive investments in data infrastructure. The conflicting signals suggest a cautious outlook on the data center buildout, even as AI promises transformative effects.

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Prof G Markets · Nvidia Says $1T Is Coming — The Market Isn’t Buying It · Mar 18, 2026

“… and yeah yeah yeah yeah um but i don't know tool making is a special special industry. Well, speaking of Dylan Patel, Semi Analysis was featured at NVIDIA GTC. The inference king has been crowned. NVIDIA won a massive belt, and it looks like Jensen's holding it up. He is, in fact, standing in front of an LED wall or projector, but a beautiful thing to see the Semi Analysis logo on the big screen. It's all WWE. The entire world is WWE. NVIDIA Extreme co-design revolutionized token cost. The GBNBL72 is the inference king with 50x higher performance per watt on inference X by semi-analysis. 35x …” “… in an order for a tool or is he going to do terra asml like because there like the supply chain is what 10 000 companies i mean historically they've done they've gone super super early in the supply chain right they've been like you know mining stuff and yeah yeah yeah yeah um but i don't know tool making is a special special industry. Well, speaking of Dylan Patel, Semi Analysis was featured at NVIDIA GTC. The inference king has been crowned. NVIDIA won a massive belt, and it looks like Jensen's holding it up. He is, in fact, standing in front of an LED wall or projector, but a beautiful thing to see the Semi Analysis logo on the big screen. It's all WWE. The entire world is WWE. NVIDIA Extreme co-design revolutionized token cost. The GBNBL72 is the inference king with 50x higher performance per watt on inference X by semi-analysis. 35x lower cost. Very, very exciting. And congrats to Jensen for becoming the inference king and winning the inference max award or inference X as it's now known. Jensen is also confirming what we see in our GPU availability data. There is an epic scramble for compute B200 basically unavailable availability for GH, Grace Hopper, 200, H200, and A100 also …” View more

Ridealong summary

Nvidia's DLSS 5 technology is set to revolutionize visual fidelity in video games, making them more realistic than ever before.

Nvidia's dominance in AI inference is solidified as it achieves unprecedented performance and cost efficiency, underscoring its pivotal role in meeting the surging demand for AI computing.

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TBPN · AI Side Quests, Zaslav's Payday, SF Housing Market is Back | Shyam Sankar, Gili Raanan, Anna Patterson, Jake Loosararian, carried_no_interest · Mar 17, 2026

Ridealong summary

DLSS 4.5 introduces a revolutionary feature that allows gamers to target their monitor's refresh rate for frame generation, enhancing performance consistency. This change addresses a critical flaw in previous versions where frame generation was unpredictable, leading to potential lag. With this update, gamers can finally enjoy smoother gameplay that meets their display's capabilities.

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Brad & Will Made a Tech Pod. · 330: Our E-Cores Are Better Than Your P-Cores · Mar 15, 2026

“… what the numbers were for a memory at sk hynex and samsung and so forth but um if you look at so think about how the neocloud business works and how NVIDIA works with that or how the RL environment business works and how Anthropic works with that. In both those cases, NVIDIA is purposely trying to fracture the complementary industry to make sure that they have as much leverage as possible. So they're giving, you know, allocation to random neoclouts to make sure that there's not one person that has all the compute. Similarly, Anthropic or OpenAI, when they're working with the data providers, they …” “that um uh or around that area and then i i forget what the numbers were for a memory at sk hynex and samsung and so forth but um if you look at so think about how the neocloud business works and how NVIDIA works with that or how the RL environment business works and how Anthropic works with that. In both those cases, NVIDIA is purposely trying to fracture the complementary industry to make sure that they have as much leverage as possible. So they're giving, you know, allocation to random neoclouts to make sure that there's not one person that has all the compute. Similarly, Anthropic or OpenAI, when they're working with the data providers, they say, no, we're going to just seed a huge industry of these things so that we're not locked into any one supplier for data environments. And I wonder why on the three nanometer process, that's going to be Tranium 3, that's going to be TPU v7, other accelerators potentially. And why is TSMC just giving it all up to NVIDIA rather than, you know, trying …” View more

Ridealong summary

NVIDIA's aggressive supply chain strategy gives it an edge over competitors like Amazon and Google, securing the majority of TSMC's three-nanometer chip production. By committing early and signaling high demand, NVIDIA has positioned itself uniquely in the AI chip market, while rivals face delays and shifting priorities. This strategic maneuvering could redefine market dynamics in the tech industry.

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Dwarkesh Podcast · Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute · Mar 13, 2026

“… That's where I'm wondering, yeah. It's something to try. It's something to try, no doubt. And back to chips. China's ByDance gets access to top NVIDIA AI chips, according to the Washington Street Journal. So they are seeing that ByDance is assembling significant computing power outside of China using these chips. They are supposedly working with the Southeast Asian firm Aulani Cloud and they plan to deploy approximately 500 NVIDIA Blackwell computing systems in Malaysia totaling 36,000 B200 chips. So that's 500 computing systems, presumably meaning racks, that amounts to tens of thousands of …” “… different companies' agentic needs seems like a very much feasible future. Yeah, definitely not questioning the existence of a market, right? I'm just sort of skeptical of their positioning, as you said, to like, are they the ones to capture this? Yeah. That's where I'm wondering, yeah. It's something to try. It's something to try, no doubt. And back to chips. China's ByDance gets access to top NVIDIA AI chips, according to the Washington Street Journal. So they are seeing that ByDance is assembling significant computing power outside of China using these chips. They are supposedly working with the Southeast Asian firm Aulani Cloud and they plan to deploy approximately 500 NVIDIA Blackwell computing systems in Malaysia totaling 36,000 B200 chips. So that's 500 computing systems, presumably meaning racks, that amounts to tens of thousands of actual GPUs. So yeah, it's, I suppose, giving us an indication that the company, ByDance being a massive company that has their products used outside of China, no doubt, is able to make use of these chips in other countries.” View more

Ridealong summary

ByteDance is gaining a significant edge by accessing NVIDIA's top-tier AI chips, enabling them to build impressive computing power outside China. They are collaborating with Aulani Cloud in Malaysia to deploy 500 Blackwell computing systems, totaling 36,000 GPUs. This strategic expansion highlights ByteDance's ambition to enhance its AI capabilities on a global scale.

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Last Week in AI · #238 - GPT 5.4 mini, OpenAI Pivot, Mamba 3, Attention Residuals · Mar 26, 2026

“It is a big week for NVIDIA as their GTC developer conference kicks off in San Jose. CEO Jensen Huang was scheduled to deliver his keynote on Monday morning, so we'll likely know more by the time this episode goes out. In the lead-up to the event, much of the speculation was around a new chip system developed in collaboration with Grok. That is G-R-O-Q, not G-R-O-K. Grok with a Q is the one that is not an Elon Musk company. NVIDIA acquired the chip-making startup in …” “It is a big week for NVIDIA as their GTC developer conference kicks off in San Jose. CEO Jensen Huang was scheduled to deliver his keynote on Monday morning, so we'll likely know more by the time this episode goes out. In the lead-up to the event, much of the speculation was around a new chip system developed in collaboration with Grok. That is G-R-O-Q, not G-R-O-K. Grok with a Q is the one that is not an Elon Musk company. NVIDIA acquired the chip-making startup in December and are expected to announce the first collaborative product this week. The information described the new product as integrating Grok's language processing chips into NVIDIA's rack-scale servers. If that's the case, this will be NVIDIA's first attempt to directly address inference demand. Until now, NVIDIA's chips have been world-leading in AI …” View more

Ridealong summary

NVIDIA is transforming from a chip company into a full-stack AI infrastructure platform, with agent orchestration as a key component of its strategy.

NVIDIA is transforming from a chip company into a full-stack AI infrastructure platform, positioning itself as a leader in AI training, inference, and agent orchestration.

NVIDIA is transitioning from a chip company to a full-stack AI infrastructure platform, integrating Grok's inference chips and expanding its supply chain beyond Taiwan.

NVIDIA is transforming from a chip company into a full-stack AI infrastructure platform, positioning itself as a leader in AI training, inference, and agent orchestration.

NVIDIA is transitioning from a chip company to a full-stack AI infrastructure platform, positioning itself as a leader in AI advancements and infrastructure.

NVIDIA is transforming from a chip company into a full-stack AI infrastructure platform, addressing the rising demand for AI inference with new Grok-integrated products.

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The AI Daily Brief: Artificial Intelligence News and Analysis · A Guy Used AI to Cure His Dog's Cancer* · Mar 16, 2026

“… that we have a new model out there. introducing Nemotron 3 Super, an open hybrid mama transformer. MOE for agentic reasoning. This was announced by NVIDIA. Nemotron 3 Super has 120 billion total parameters with 12 billion active parameters per inference. It has apparently a 1 million token context window, although I do want to mention when we say 1 million token context window, as we have GPU 5.4 and I think Sonnet 4.6. On paper, it's about 1 million in practice as you get into the upper end maybe the model starts being very stupid The model compares favorably to other open source models although …” “I figured with Fro-In projects and open source, we have one story here and it actually is related to tools in that we have a new model out there. introducing Nemotron 3 Super, an open hybrid mama transformer. MOE for agentic reasoning. This was announced by NVIDIA. Nemotron 3 Super has 120 billion total parameters with 12 billion active parameters per inference. It has apparently a 1 million token context window, although I do want to mention when we say 1 million token context window, as we have GPU 5.4 and I think Sonnet 4.6. On paper, it's about 1 million in practice as you get into the upper end maybe the model starts being very stupid The model compares favorably to other open source models although probably not all of them The charts that they provide, just compare it to GPT-OSS 120 and QAN 3.5, 122. So in that size class, it is on the benchmarks doing well, and the throughput is way, way higher. So that's one of the cool things with both an MOE model and a Mamba model.” View more

Ridealong summary

Nvidia's Nemotron 3 Super is a game-changer in AI with its impressive parameters and high throughput, setting a new benchmark for open-source models.

Nvidia's Nemotron 3 Super is a breakthrough in AI with its massive parameter count and impressive throughput, positioning it as a leader in open-source AI models.

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Last Week in AI · #237 - Nemotron 3 Super, xAI reborn, Anthropic Lawsuit, Research!!! · Mar 16, 2026

“… Wow. Wow. Okay, Tyler undefeated. Brutal. I'm a pangram truster. Trust the pangram. Trust the pangram. China's ByteDance got access to the top NVIDIA AI chips. Uh-oh. TikTok parent pushing global expansion plans to tap Blackwell processors that are barred for export to China. They're just flexing on us at this point. How did this leak? Fight Dance is working with a Southeast Asian company called Alani Cloud on plans to use some 500 Blackwell computing systems, totaling around 36,000 B200 chips. Is that a lot of chips? That's not as much as Elon's talking about, and I don't think that's at …” “… is, you know, in the same style. Let me see. How do I scan for AI? I need to create an account. Let's see. Let's see, John. I'm trying. Let's see. Send me the link. Okay, I got it. I got it. What's my role? Okay, it says 100% human written. I got roasted. Wow. Wow. Okay, Tyler undefeated. Brutal. I'm a pangram truster. Trust the pangram. Trust the pangram. China's ByteDance got access to the top NVIDIA AI chips. Uh-oh. TikTok parent pushing global expansion plans to tap Blackwell processors that are barred for export to China. They're just flexing on us at this point. How did this leak? Fight Dance is working with a Southeast Asian company called Alani Cloud on plans to use some 500 Blackwell computing systems, totaling around 36,000 B200 chips. Is that a lot of chips? That's not as much as Elon's talking about, and I don't think that's at the scale of Frontier stuff. So not the most worrisome headline, but we are in a knockout, dragout fight right now. How many B200s would you provision if you were at a frontier lab right now, Tyler? I mean, I have no idea, but in the next paragraph it says, I mean, this is like what a 25x increase” View more

Ridealong summary

ByteDance, the parent company of TikTok, has gained access to top NVIDIA AI chips, raising eyebrows in the tech community. This move is part of their ambitious global expansion plans, collaborating with Alani Cloud to utilize 500 advanced Blackwell computing systems. The implications of this access could shift the balance in the ongoing tech competition, especially concerning AI capabilities.

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TBPN · Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN · Mar 14, 2026

“… hypothetical, Like clearly the markets did react and a lot of names sold off But in a world where you believe that narrative you would think that NVIDIA would be going up But you saying that there are other factors at play that are sort of tamping down the excitement in the market broadly? I mean, there's no doubt. Just like tariffs a year ago, NVIDIA had 30% drawdown when their business was actually flying, the actual funnel of the business. I think the same thing is happening here with the Iran war. Things will eventually subside. Oil can't be a hundred dollars for forever and trump will …” “… in $100 oil, this stuff is unsustainable and probably subside. Okay, so because I like the deep-seek analogy, and I feel like the market half-digested the agentic coding narrative and the Citrini article, whether you thought it went too far or was too hypothetical, Like clearly the markets did react and a lot of names sold off But in a world where you believe that narrative you would think that NVIDIA would be going up But you saying that there are other factors at play that are sort of tamping down the excitement in the market broadly? I mean, there's no doubt. Just like tariffs a year ago, NVIDIA had 30% drawdown when their business was actually flying, the actual funnel of the business. I think the same thing is happening here with the Iran war. Things will eventually subside. Oil can't be a hundred dollars for forever and trump will probably backpedal in the next few weeks ahead of the trump so let's uh let's recap a few of the key stories around nvidia we just came off of gtc and there's a lot going on uh at the company i mean it's a huge company uh maybe it'd be good to start with just uh next generation chips changes to strategy what people are actually buying maybe that means …” View more

Ridealong summary

AI agent orchestration is driving explosive inference demand, with Nvidia strategically positioned to capitalize on this trend by securing supply agreements ahead of time.

Inference demand is exploding, driven by AI agents and coding assistants, highlighting Nvidia's strategic foresight in securing supply agreements ahead of this surge.

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TBPN · The Lawyer Who Beat Meta and Google, Revisiting The Jetsons, Japan Twitter | Tae Kim, Logan Bartlett, Sam Stephenson, Ben Broca, Brett Adcock, Andrei Serban · Mar 30, 2026

“… 然后会被放在大屏幕上给大家展示对这里其实有个差距就是上周肉的时候 GTC有一个就是负责Startup 或者说这个Kino 这个人联系到我们公关是吧对然后连接到我们说他发现我们的当时排名并没有在前面但是已经超过100tokens每秒所以想看看我们要不要用 NVIDIA提供的一个开源的库来帮我们加速一下它那个榜里面是这样的它是三天的aggregation 就是average一下然后但是有一个tab里面显示是当天的然后我们给他展示一下当天我们那个分数的话已经超过了together 就成为第一了然后他才知道原来你们已经会了而且做的比Tagada更好一点这个是Jermyn 他周一做的演讲他们周六跟你们联系你们试用了之后他们马上就把这个结果给放在了大屏幕上实际上我们是上周二的时候就已经把这个东西已经做出来了然后放上去之后他需要一点点的这个aggregate 才能够把那个最终的这个速度给大家实现出来所以也就相当于在我们没有知道他这个东西的情况下的话就已经把它做出来了对所以他就觉得这个OK 没有用我们的东西你们已经搞出来了因为你们用他们的新的东西可能会速度还会更快一些所以因为Kino这东西是要提前结稿的一般是周五的时候就要结了所以他当时已经很难去帮我们再改掉了但是周一的时候在我们在看那个直播的时候突然发现 …” “这一次的GTC 跟你预想的一样吗你们有没有很意外然后会被放在大屏幕上给大家展示对这里其实有个差距就是上周肉的时候 GTC有一个就是负责Startup 或者说这个Kino 这个人联系到我们公关是吧对然后连接到我们说他发现我们的当时排名并没有在前面但是已经超过100tokens每秒所以想看看我们要不要用 NVIDIA提供的一个开源的库来帮我们加速一下它那个榜里面是这样的它是三天的aggregation 就是average一下然后但是有一个tab里面显示是当天的然后我们给他展示一下当天我们那个分数的话已经超过了together 就成为第一了然后他才知道原来你们已经会了而且做的比Tagada更好一点这个是Jermyn 他周一做的演讲他们周六跟你们联系你们试用了之后他们马上就把这个结果给放在了大屏幕上实际上我们是上周二的时候就已经把这个东西已经做出来了然后放上去之后他需要一点点的这个aggregate 才能够把那个最终的这个速度给大家实现出来所以也就相当于在我们没有知道他这个东西的情况下的话就已经把它做出来了对所以他就觉得这个OK 没有用我们的东西你们已经搞出来了因为你们用他们的新的东西可能会速度还会更快一些所以因为Kino这东西是要提前结稿的一般是周五的时候就要结了所以他当时已经很难去帮我们再改掉了但是周一的时候在我们在看那个直播的时候突然发现把最新的东西给他放进去了没想到NVIDIA的DTC团队这么对就是周六的时候还在那个工作而且这么卷对这么卷估计是在周天的时候把它改掉了我想可能从整个行业的趋势来说的话你们在过去的可能这一年里面你刚刚说反正是Asian快速爆发的一年然后你们看到最大的不一样的变化是什么” View more

Ridealong summary

Eigen AI stunned NVIDIA by achieving over 100 tokens per second, surpassing expectations just before GTC 2026. Their performance was so impressive that NVIDIA showcased it during the keynote, despite the team being unaware of their own breakthrough until the last minute. This highlights the rapid advancements in AI and the competitive nature of the industry.

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What's Next｜科技早知道 · GTC 2026：AI的下一个战场不是模型，而是「推理系统」| S10E04 · Mar 25, 2026

“So to start us off, this week, NVIDIA had its annual developer conference in San Jose. This is like the big event in the AI industry. Some people even call it the Super Bowl of AI. Developers go, CEOs, researchers, wired reporters. And we're all waiting to hear what CEO Jensen Huang is going to tell us about the future of the company. One thing that's interesting about the NVIDIA conference, too, is I feel like so much of it is business facing. Like it's not a lot of stuff that you …” “So to start us off, this week, NVIDIA had its annual developer conference in San Jose. This is like the big event in the AI industry. Some people even call it the Super Bowl of AI. Developers go, CEOs, researchers, wired reporters. And we're all waiting to hear what CEO Jensen Huang is going to tell us about the future of the company. One thing that's interesting about the NVIDIA conference, too, is I feel like so much of it is business facing. Like it's not a lot of stuff that you as an AI consumer or someone who like plays around a cloud wouldn't necessarily connect with. But one thing, with a grain of salt, because this is someone who stands to make this money, but Jensen did say the revenue opportunity for artificial intelligence chips just at NVIDIA might reach at least a trillion dollars through 2027. Pocket change. …” View more

Ridealong summary

AI agent orchestration is more about marketing hype and competitive posturing than immediate technological advancement.

Nvidia's introduction of specialized AI chips marks a pivotal shift from general-purpose GPUs, indicating a trillion-dollar revenue opportunity by 2027.

Nvidia's new AI chips mark a pivotal shift as they introduce specialized hardware for AI, moving beyond general-purpose GPUs and potentially unlocking a trillion-dollar revenue opportunity.

Nvidia's trillion-dollar revenue projection is credible due to its strategic partnerships and the introduction of specialized AI chips, marking a significant evolution from general-purpose GPUs.

Nvidia's AI and robotics advancements are impressive, but the industry's rush to keep up feels more like a marketing scramble than genuine innovation.

Nvidia's AI and robotics advancements are impressive, but the industry's rush to follow trends feels more like a marketing scramble than genuine innovation.

Nvidia's strategic partnerships and new specialized AI chips are set to revolutionize AI computing by making inference quicker and more efficient, marking a significant shift from general-purpose GPUs.

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Uncanny Valley | WIRED · Nvidia’s “Super Bowl of AI”; Tesla Disappoints Fans; Meta’s VR Metaverse Is Over · Mar 19, 2026

“As always, the big news of the day, more news out of NVIDIA GTC. Lots of NVIDIA announcements. The stock is up. It's a $4.44 trillion company. Last time I checked, that is big. Nvidia has been on an absolute tear. And some really promising things with the Grok acquisition already, or like pseudo-acquisition, the deal, the Grok partnership. They're already starting to explain a little bit more about how those two technologies fit together. And there's some good coverage and strategy about that. But the …” “As always, the big news of the day, more news out of NVIDIA GTC. Lots of NVIDIA announcements. The stock is up. It's a $4.44 trillion company. Last time I checked, that is big. Nvidia has been on an absolute tear. And some really promising things with the Grok acquisition already, or like pseudo-acquisition, the deal, the Grok partnership. They're already starting to explain a little bit more about how those two technologies fit together. And there's some good coverage and strategy about that. But the big news out of Nvidia yesterday was that Nvidia says it's restarting production of AI chips for sale in China specifically. So Jensen Wong says the company supply chain is fired up after months of mixed signals from the Chinese market. We've been tracking this for a long time. Of course, chips were banned for sale to China in 2022 by Joe Biden …” View more

Ridealong summary

NVIDIA has announced the restart of AI chip production for sale in China, signaling a shift after previous bans under the Chips Act. This decision comes amid a complex backdrop of geopolitical tensions and economic strategies, as the U.S. aims to maintain its lead in AI technology. The implications of this move could reshape the global chip market and influence U.S.-China relations significantly.

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TBPN · H200s in China, Apple Blocks Vibe Coding, Peptide Debates | Andy Fang, Matt Jayson, Dr. Cameron Sepah, Chris Gadek, Chris Hladczuk, Georgios Konstantopoulos, Matt Huang · Mar 18, 2026

“… That's right, yeah. Yeah, Grok, which was a multi-billion dollar acquisite, acqua hire, really. Grok with a Q. Since we just talked about the Q for NVIDIA. Is a server chip. They licensed the technology. They didn't actually buy the company. designed to make AI servers more cost-efficient for things like AI coding for inference, in effect. And the Grok system will begin shipping in the third quarter of this year, according to Huang. And it's going to be made by Samsung, which was kind of a surprise. I thought that NVIDIA was a big TSMC client. I think they still are. They still are. They just …” “… great extent at this point you can't really torpedo tesla and musk because Because they are in such a bubble. They're self-torpedoing. Yeah, they're in such a bubble that they can torpedo themselves. That's about it. Only they can torpedo themselves. That's right, yeah. Yeah, Grok, which was a multi-billion dollar acquisite, acqua hire, really. Grok with a Q. Since we just talked about the Q for NVIDIA. Is a server chip. They licensed the technology. They didn't actually buy the company. designed to make AI servers more cost-efficient for things like AI coding for inference, in effect. And the Grok system will begin shipping in the third quarter of this year, according to Huang. And it's going to be made by Samsung, which was kind of a surprise. I thought that NVIDIA was a big TSMC client. I think they still are. They still are. They just maxed them out. Yeah. Samsung's going to be making these. It's not a GPU. Grok integrates memory onto the chip. It's really built to do this kind of thing. To speed up this kind of communication. Yeah. Then the other thing they announced, DLSS5, which really I don't think is important. No. It's ugly. But it really made people upset. Certain people who …” View more

Ridealong summary

NVIDIA's new Grok system promises to revolutionize AI servers by integrating memory directly onto the chip, making them more cost-efficient for tasks like AI coding and inference. With auto companies racing to personalize self-driving models, the competition is heating up, putting pressure on Tesla's dominance. This innovation may redefine how we think about AI and its applications in everyday life.

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Intelligent Machines (Audio) · IM 862: Ménage à Claude - AI, Human Agency, and Economic Value · Mar 18, 2026

“… card use deep learning to create textures for you how much of that gets taken away from the original artists yeah that's like the question and nvidia says like it's different in that when it generates these textures and stuff they get rooted to the actual model so it's not like it's generating like the scenes dynamically and changing everything dynamically but and there are some sliders that the the developers are going to be able to use for how much shading they want on certain things how much like light they want on certain things the way that the texture is going to look um but yeah just …” “… were speculating that they down quality like made the quality lower just so it could look like a bigger difference so there was some drama around that the biggest question mark as with most ai features just becomes like if you are letting the graphics card use deep learning to create textures for you how much of that gets taken away from the original artists yeah that's like the question and nvidia says like it's different in that when it generates these textures and stuff they get rooted to the actual model so it's not like it's generating like the scenes dynamically and changing everything dynamically but and there are some sliders that the the developers are going to be able to use for how much shading they want on certain things how much like light they want on certain things the way that the texture is going to look um but yeah just one of those kind of like moral quandaries where everyone's a little bit a little bit weirded out by this i have a maybe a stupid question that's okay i guess if the idea is the this technology and these models are individually on your gpu analyzing the scene and upscaling not upscaling but like doing the improvement to quality yeah does that mean …” View more

Ridealong summary

NVIDIA's DLSS 5 technology is raising eyebrows as it may be altering game visuals in surprising ways. Players are noticing that the upscaled graphics can sometimes look better than the original, leading to speculation that NVIDIA might be intentionally downgrading the original images for dramatic effect. This raises ethical questions about the role of AI in game design and how it affects the work of original artists.

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Waveform: The MKBHD Podcast · Did Anything Change with AirPods Max 2? · Mar 20, 2026

“Yeah, not to mention how much of everyone's retirement accounts NVIDIA actually makes. Holding up the world economy, right? That's the meme. There are good arguments on both sides. One that keeps getting trotted out is, you know, it's important to keep China dependent on the American AI stack, and it's reasonable. The better argument might just be dependent on a functional TSMC fab, But there are benefits to the CUDA ecosystem and to the idea that whatever models get built there will be applicable here. We'll be …” “Yeah, not to mention how much of everyone's retirement accounts NVIDIA actually makes. Holding up the world economy, right? That's the meme. There are good arguments on both sides. One that keeps getting trotted out is, you know, it's important to keep China dependent on the American AI stack, and it's reasonable. The better argument might just be dependent on a functional TSMC fab, But there are benefits to the CUDA ecosystem and to the idea that whatever models get built there will be applicable here. We'll be able to transfer that research and development that happens over there very quickly. The more the economies are interlinked, the less likely there is a conflict. So all of this underscores the importance of TSMC Arizona, Samsung, Intel broadly, as well as startup fab projects like the TerraFab. Well, we're traveling this like long and narrow road, …” View more

Ridealong summary

NVIDIA's decision to restart sales of its advanced H200 chips to China has sparked intense debate over U.S.-China tech relations. While some argue that selling these chips keeps China reliant on American technology, others warn it could undermine domestic innovation. This complex dynamic highlights the delicate balance between economic interdependence and national security.

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TBPN · Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN · Mar 18, 2026

“Let's run through some headlines, starting with Broadcom. Broadcom reported earnings last night, and the company reminded investors that NVIDIA isn't the only chip company making money from the AI boom. Revenues came in at $19.3 billion, which was up 29% year-over-year and beating estimates. Profits did even better, up 33% to $7.3 billion. Broadcom said that its AI-related revenues more than doubled to $8.4 billion, fueled by the demand for custom AI chips and networking equipment used in data centers. But it was Broadcom's guidance what really got Wall Street fired up. Broadcom …” “Let's run through some headlines, starting with Broadcom. Broadcom reported earnings last night, and the company reminded investors that NVIDIA isn't the only chip company making money from the AI boom. Revenues came in at $19.3 billion, which was up 29% year-over-year and beating estimates. Profits did even better, up 33% to $7.3 billion. Broadcom said that its AI-related revenues more than doubled to $8.4 billion, fueled by the demand for custom AI chips and networking equipment used in data centers. But it was Broadcom's guidance what really got Wall Street fired up. Broadcom expects to make $22 billion in revenue this quarter. And the CEO went a step further, saying that Broadcom has a line of sight of AI chip revenue exceeding $100 billion in 2027. That would be just from chips. And it's a sign that Broadcom is gaining ground in a market that was dominated by NVIDIA. You know, Broadcom plays an important role here. They …” View more

Ridealong summary

Broadcom's recent earnings report reveals a staggering $19.3 billion in revenue, fueled by AI chip demand, positioning them as a serious competitor to NVIDIA. With expectations of over $100 billion in AI chip revenue by 2027, Broadcom is capitalizing on custom chip production for major tech companies, while NVIDIA halts H200 chip production due to regulatory issues in China. This shift illustrates the evolving landscape of the AI chip market and Broadcom's rising prominence.

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The Rundown · Broadcom Posts Blowout Earnings, Nvidia Halts H200 Production for China · Mar 05, 2026

“… conversation. If you remember a couple weeks ago we talked about elon discussed this idea of like all of his chips are going to be in space uh nvidia is working on chips in space they have a way to figure that out although he did mention the fact that like they're going to have to figure out how to deal with heating and cooling up there and and elon's idea was always like oh we can just use the coolness of space anyway that's something they're working on but kevin the bigger thing that came out of this i think was this real open claw integration like leaning in oh what's going on what are …” “chips in space, which has been this ongoing conversation. If you remember a couple weeks ago we talked about elon discussed this idea of like all of his chips are going to be in space uh nvidia is working on chips in space they have a way to figure that out although he did mention the fact that like they're going to have to figure out how to deal with heating and cooling up there and and elon's idea was always like oh we can just use the coolness of space anyway that's something they're working on but kevin the bigger thing that came out of this i think was this real open claw integration like leaning in oh what's going on what are you laughing about it no just the reality of what you and I have chosen to discuss each and every week to go, yeah, yeah, the chips in space. Yeah, we're going to launch these space data centers. We're going to cool it with the vastness of the vacuum that is space. And there's no timeline or partners, but we're going to figure it out. But here's the …” View more

Ridealong summary

Nvidia's integration of OpenClaw with Nemotron, dubbed NemoClaw, is a game-changer for SaaS businesses, making enterprise data management more accessible and boosting open-source innovation.

Nvidia's integration of OpenClaw into their platform, dubbed NemoClaw, is a game-changer for SaaS businesses, making enterprise data management more accessible and boosting open-source innovation.

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AI For Humans: Weekly AI News, Tools & Trends · NVIDIA's Jensen Huang Wants It All (GTC 2026) · Mar 17, 2026

“week. Next up, Mira Mirati's Thinking Machines Lab has signed a strategic partnership with NVIDIA. The multi-year partnership will see TML deploy at least one gigawatt of compute powered by NVIDIA's next-generation Verorubin chips. TML said this will support their frontier model training and platforms delivering customizable AI at scale. Alongside the compute build-out, TML said that NVIDIA has made a significant investment in the company, though no dollar amount was disclosed. NVIDIA has, of course, made several similar investments in …” “week. Next up, Mira Mirati's Thinking Machines Lab has signed a strategic partnership with NVIDIA. The multi-year partnership will see TML deploy at least one gigawatt of compute powered by NVIDIA's next-generation Verorubin chips. TML said this will support their frontier model training and platforms delivering customizable AI at scale. Alongside the compute build-out, TML said that NVIDIA has made a significant investment in the company, though no dollar amount was disclosed. NVIDIA has, of course, made several similar investments in Upstart AI Labs, backing Reflection AI, Humans, and as well as Periodic Labs. This deal is somewhat unique, though, involving the build-out of dedicated compute for TML, and at significant scale, one gigawatt is around half of OpenAI's total compute as of the end of last year. At this point, though, it's still far from clear what TML is actually …” View more

Ridealong summary

Mira Mirati's Thinking Machines Lab is partnering with NVIDIA to deploy a staggering one gigawatt of compute power using their next-generation Verorubin chips. This strategic move aims to enhance AI model training and deliver customizable AI solutions at scale, marking a significant leap in their capabilities. With this partnership, TML gains vital resources to potentially reshape the future of AI development.

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The AI Daily Brief: Artificial Intelligence News and Analysis · Why Google Workspace CLI is a Big Deal · Mar 11, 2026

“… presence of humans on the moon. Everything we're doing on Earth, we can reproduce on the moon. I want to ask you about your recent partnership with NVIDIA. Let me see where I had that. It was – I read that you guys are – yeah, so NVIDIA's technology is going to be equipped on your lunar mission, your next lunar mission. Can you talk more about that and what – how this partnership came about and how you plan to maximize it? Yeah, Zade. So what's going on is on our Blue Ghost Mission 2 mission, I mentioned we're going to land on the far side of the moon. We're going to have that orbiting spacecraft …” “… that made us successful on our Blue Ghost Mission One landing, but bigger. And that way we can take even more to the moon, things like power plants and more communication systems, light terrain vehicles, more rovers, cargo for supporting a permanent presence of humans on the moon. Everything we're doing on Earth, we can reproduce on the moon. I want to ask you about your recent partnership with NVIDIA. Let me see where I had that. It was – I read that you guys are – yeah, so NVIDIA's technology is going to be equipped on your lunar mission, your next lunar mission. Can you talk more about that and what – how this partnership came about and how you plan to maximize it? Yeah, Zade. So what's going on is on our Blue Ghost Mission 2 mission, I mentioned we're going to land on the far side of the moon. We're going to have that orbiting spacecraft called ELECTRA, and that's going to provide long-haul communications relay capability. but we also put a camera on that orbiter, and we call that service Ocula. And we're going to be able to sell the data from that sensor commercially, but that sensor also has an NVIDIA Jetson module on it. And so because we have SciTech as a subsidiary now, they …” View more

Ridealong summary

Firefly Aerospace's upcoming lunar mission will utilize NVIDIA's advanced AI technology to enhance data processing and communication on the far side of the moon. This partnership aims to revolutionize how data is collected and transmitted, paving the way for more efficient operations and a permanent human presence on the moon. By integrating AI, Firefly is set to transform lunar exploration and data management.

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The Rundown · Firefly Aerospace CEO on the Race to Monetize the Moon · Apr 26, 2026

“… everyone where they can kind of find you on LinkedIn and then, you know, give the URL. We'll also connect to it in the description. But anywhere in NVIDIA you'd like the guests to check out, whether it's, you know, the developer portal or whatever you'd like. Let everyone know where to find you and what they should be checking out at NVIDIA. feel free to connect on LinkedIn with me. Search by my name. I don't think there are too many profiles by my name. Probably not. Probably not. So that helps. And, you know, some of the discussions that we have had, right, in terms of hardware, in terms of …” “… months now and we're, you know, on the precipice, at least at the time of recording of this launch. So, you know, very excited about what that can do. So, Hamacho, I really appreciate the time. Do me a favor. Let's go ahead and wrap the episode. Tell everyone where they can kind of find you on LinkedIn and then, you know, give the URL. We'll also connect to it in the description. But anywhere in NVIDIA you'd like the guests to check out, whether it's, you know, the developer portal or whatever you'd like. Let everyone know where to find you and what they should be checking out at NVIDIA. feel free to connect on LinkedIn with me. Search by my name. I don't think there are too many profiles by my name. Probably not. Probably not. So that helps. And, you know, some of the discussions that we have had, right, in terms of hardware, in terms of software, in terms of workflows, there are many free tools that NVIDIA makes available. Go to build.nvidia.com. You will see many, you know, free tools that you can download there to play with. Dell Pro Max has a very good collection of resources, use cases, case studies, solution overviews. I think we'll be able to provide those links in this …” View more

Ridealong summary

AI is revolutionizing manufacturing workflows, making processes more efficient than ever before. With tools from NVIDIA and Dell, engineers can now leverage cutting-edge technology to enhance simulations and workflows. This episode wraps up with insights on accessing valuable resources to stay ahead in the industry.

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Reshaping Workflows with Dell Pro Precision and NVIDIA RTX PRO GPUs · How AI and Accelerated Computing Reshape Manufacturing · Apr 09, 2026

“… on the show and talk about networking. That seems like a growing business for a class of companies. The one that I'm particularly interested in is NVIDIA. You guys have a deep partnership with NVIDIA. They just had GTC. Jensen's out there. He's pointing out that their networking business is huge. It's bigger than yours in some ways. Their last fiscal year, $31 billion. I think you guys were at $20 billion in the last quarter. It's billions bigger than yours. Is that a threat to you that NVIDIA is so deep into building up the networking component? Because they're obviously selling the GPUs. …” “… because otherwise I'd be buying merchant silicon like all my competitors and I'd be just like everybody else. That's the biggest thing that's differentiated us in getting us to this point. We have a lot of competitors or would-be competitors come on the show and talk about networking. That seems like a growing business for a class of companies. The one that I'm particularly interested in is NVIDIA. You guys have a deep partnership with NVIDIA. They just had GTC. Jensen's out there. He's pointing out that their networking business is huge. It's bigger than yours in some ways. Their last fiscal year, $31 billion. I think you guys were at $20 billion in the last quarter. It's billions bigger than yours. Is that a threat to you that NVIDIA is so deep into building up the networking component? Because they're obviously selling the GPUs. There's a place they could go, right? They can just expand their footprint. Is that competition? Is that coopetition? It's coopetition. I think in some cases, if you look at the big hyperscalers, they actually build their own integrated architecture using best of breed, whoever they want to use. And they are very good at balancing their spending across …” View more

Ridealong summary

Cisco's unique silicon architecture gives it a competitive edge over NVIDIA in the networking space. This advantage stems from a strategic acquisition in 2016, allowing Cisco to innovate and secure partnerships in an evolving AI-driven market. As companies like NVIDIA expand their networking capabilities, Cisco leverages its long-standing enterprise relationships and security offerings to stay relevant.

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Decoder with Nilay Patel · Cisco CEO Chuck Robbins wants data centers in space · Apr 06, 2026

“… i wasn't as as super into it as the internet got I was too busy watching tennis in Palm Springs. That's a much better use of your time. Yeah, so NVIDIA announced DLSS 5, which is the, quote, fusion of 3D graphics and artificial intelligence. Basically, for quite a few years now, NVIDIA has been using sort of like post-processing run directly on its graphics cards to up-res graphics in different ways. Up until 4, it had been quite, let's say, conservative in its treatment. They put out this video for DLSS 5. And let's just go ahead and say that the response has been quite mixed. Really? Yeah. I …” “… knew i knew i'd trigger that one for you i want to talk about yassifying my video games yes oh man uh did you follow that we're wrapping up there's not much wrapping up about it um but did you follow that whole thing i followed it a bit i will say that i wasn't as as super into it as the internet got I was too busy watching tennis in Palm Springs. That's a much better use of your time. Yeah, so NVIDIA announced DLSS 5, which is the, quote, fusion of 3D graphics and artificial intelligence. Basically, for quite a few years now, NVIDIA has been using sort of like post-processing run directly on its graphics cards to up-res graphics in different ways. Up until 4, it had been quite, let's say, conservative in its treatment. They put out this video for DLSS 5. And let's just go ahead and say that the response has been quite mixed. Really? Yeah. I haven't seen a lot on the other side of this one. Yeah, mixed is the nice thing you say when the word is negative. The video is basically just sort of like before and afters of a line wiping across the screen and you see a normal video game and then the line kind of wipes across. when i say normal video game i mean like it's it's real before and …” View more

Ridealong summary

NVIDIA's latest technology, DLSS 5, is being criticized for giving video game characters an uncanny, overly beautified appearance, reminiscent of social media face filters. While this AI-driven graphics enhancement promises stunning visuals, many gamers are concerned about its impact on character realism. The mixed reactions highlight a growing divide over aesthetics in gaming technology.

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Hacked · Birds of a Feather Panopticon Together · Apr 02, 2026

“… time and so that's kind of going to be this continued supply demand gap that we see in the market i just want to shift to uh some other names here nvidia as an example um which is as i mentioned it's trading at a ford pe that is below the s&p 500 average in fact nvidia's ford pe is now lower than ExxonMobil's Ford PE, which is pretty remarkable. What has changed in terms of the NVIDIA narrative here? Why is it? I mean, this is the AI company, and yet investors are saying we're not so excited. In fact, we're more excited about ExxonMobil. This is a hard question and one that I've been answering …” “… is supply. And supply has a unique constraint that pretty much there's no meaningful blocks of supply that will come online until the second half of next year. that's because the long lead time items of like building a whole clean room takes a long time and so that's kind of going to be this continued supply demand gap that we see in the market i just want to shift to uh some other names here nvidia as an example um which is as i mentioned it's trading at a ford pe that is below the s&p 500 average in fact nvidia's ford pe is now lower than ExxonMobil's Ford PE, which is pretty remarkable. What has changed in terms of the NVIDIA narrative here? Why is it? I mean, this is the AI company, and yet investors are saying we're not so excited. In fact, we're more excited about ExxonMobil. This is a hard question and one that I've been answering to a lot of my clients. It's really hard for us to understand why the big companies trade the way they do. I'm going to actually look to history a little bit and give an example of a company that won so, so stupendously in its market that the earnings multiple collapsed. The company that comes top of mind is Apple. Apple once upon a time in the late …” View more

Ridealong summary

Despite NVIDIA's stock trading below the S&P 500 average, many investors are confused about its value. The company's strong revenue growth and demand for AI technology suggest it could be a good buying opportunity, similar to Apple's past performance. Understanding the dynamics of supply and demand in the chip market is crucial for making informed investment decisions.

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Prof G Markets · Brutal Quarter Ends With a Rally — But Risks Are Rising · Apr 01, 2026

“… But the way that Jensen addressed it really kind of, I think, hit the gamer market in essence. If you look at this now, could attacking gamers hurt NVIDIA in terms of a price long term? So there was a time where there was a distinction made, I think, between sort of gaming, you know, as a brand, right? But for NVIDIA, you know, it is still the premier, let's call it sort of GPU for gamers. But at the same time, you know, we have to remember that when NVIDIA was that brand, it was really the early adopters who are quite fanatical about that type of stuff. Whereas today, you know, a huge number of …” “… of, or he just full on lied. All right. So this is in reference to the animation. I don't know if you saw some of the videos that were out there where it made it, you know, kind of showed the before and after of the function. I mean, it's fantastic. But the way that Jensen addressed it really kind of, I think, hit the gamer market in essence. If you look at this now, could attacking gamers hurt NVIDIA in terms of a price long term? So there was a time where there was a distinction made, I think, between sort of gaming, you know, as a brand, right? But for NVIDIA, you know, it is still the premier, let's call it sort of GPU for gamers. But at the same time, you know, we have to remember that when NVIDIA was that brand, it was really the early adopters who are quite fanatical about that type of stuff. Whereas today, you know, a huge number of gamers don't really care like they don't really like they probably have don't haven't they probably haven't even watched that clip right don't okay all right the other thing also is that um despite the fact that he made a you know um a boo-boo shall we say jensen's just a really nice guy right and so from his image standpoint you know he has a lot …” View more

Ridealong summary

NVIDIA's CEO Jensen Huang may have misrepresented the technology behind DLSS5, leading to a potential backlash from gamers. While Huang claims generative control at the geometry level, NVIDIA's Jacob Freeman contradicts this, stating it relies on analyzing a single frame. This discrepancy raises questions about Huang's credibility, but his positive reputation might mitigate any negative impact on NVIDIA's long-term success.

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The Paul Barron Crypto Show · Crypto EXODUS🔥Iran War Pushes Billions Toward Asia 🚨Yat Siu INTERVIEW🚀Animoca Brands · Mar 26, 2026

“… You cannot put a water-cooling tower on the roof of a passenger sedan. That is exactly where the battle shrinks down to fit inside vehicles. NVIDIA's DriveThor delivers 2,000 teraflops using a custom 4-nanometer process. Okay. This single chip is powerful enough to run the entire vehicle stack, including all the autonomous driving functions and the dashboard infotainment. Brands like Mercedes and BYD are already adopting it. Hold on. Explain what a nanometer process actually means in this context and what a teraflop does for the driver sitting behind the wheel. Sure. Nanometers measure the …” “… the complex fluid plumbing before you even pour the concrete. So if these massive liquid-cooled data centers are hitting their physical limits just to run artificial intelligence, how do you put that same kind of brain into a car driving down the highway? You cannot put a water-cooling tower on the roof of a passenger sedan. That is exactly where the battle shrinks down to fit inside vehicles. NVIDIA's DriveThor delivers 2,000 teraflops using a custom 4-nanometer process. Okay. This single chip is powerful enough to run the entire vehicle stack, including all the autonomous driving functions and the dashboard infotainment. Brands like Mercedes and BYD are already adopting it. Hold on. Explain what a nanometer process actually means in this context and what a teraflop does for the driver sitting behind the wheel. Sure. Nanometers measure the size of the microscopic transistors carved into the chip. The smaller the number, the more switches you can pack onto the silicon. Think of it like shrinking the width of the roads in a city so you can build more highways in the same amount of space. Exactly. Electrons travel faster and less power is wasted as heat. A four nanometer process is …” View more

Ridealong summary

NVIDIA's DriveThor chip delivers an astonishing 2,000 teraflops, outpacing Tesla's outdated hardware. With a 4-nanometer process, it packs incredible power into vehicles while Tesla relies on older technology. This stark contrast highlights the challenge Tesla faces in the race for advanced automotive AI.

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Elon Musk Podcast · Musk's $25 Billion Custom AI Chip Factory · Mar 22, 2026

“that NVIDIA could see a trillion dollars in sales by 2027. Lastly today, speaking of that big prediction from Jensen about revenue, Amazon CEO Andy Jassy also sees AI doubling revenue for AWS. According to Reuters sources, Jassy shared the lofty projection with staff at a recent all-hands. He said that over the long term, AI could boost annual sales for AWS to $600 billion, double his prior estimate. Jesse said, I've been thinking for the last number of …” “that NVIDIA could see a trillion dollars in sales by 2027. Lastly today, speaking of that big prediction from Jensen about revenue, Amazon CEO Andy Jassy also sees AI doubling revenue for AWS. According to Reuters sources, Jassy shared the lofty projection with staff at a recent all-hands. He said that over the long term, AI could boost annual sales for AWS to $600 billion, double his prior estimate. Jesse said, I've been thinking for the last number of years that AWS, call it 10 years from now, could be a $300 billion annual revenue run rate business. I think what's happening in AI that AWS has a chance to be at least double that. AWS most recently booked $128 billion in sales for 2025, 19% growth from the prior year. And while the numbers that he's throwing around seem big, the prediction might …” View more

Ridealong summary

Amazon CEO Andy Jassy predicts that AI will double AWS's revenue to $600 billion by 2036, significantly surpassing previous estimates. This projection suggests a major shift in the hyperscale cloud market, as AI's growth may reprice the entire cloud landscape upward. Analysts believe this positions Amazon as a key beneficiary in the ongoing AI revolution without having to create the models themselves.

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The AI Daily Brief: Artificial Intelligence News and Analysis · How to Use Agent Skills · Mar 18, 2026

“Because when you look at the AI revolution, of course, NVIDIA, Microsoft, you have the semi-placed, you have software. But I think Palantir is going to – when we look out in the next few years, they are going to be one of the clear standouts in terms of this fourth industrial revolution. What advice do you have for investors who are seeing geopolitical tensions rise, war? There's chaos in the markets. Things are jumping up and down. How do you keep a cool head right now? I mean, look, in 25 years doing …” “Because when you look at the AI revolution, of course, NVIDIA, Microsoft, you have the semi-placed, you have software. But I think Palantir is going to – when we look out in the next few years, they are going to be one of the clear standouts in terms of this fourth industrial revolution. What advice do you have for investors who are seeing geopolitical tensions rise, war? There's chaos in the markets. Things are jumping up and down. How do you keep a cool head right now? I mean, look, in 25 years doing this, it's like if you sold because of geopolitical in terms of those issues, that was the wrong move the last few decades. And I think it's one where you take a step back. We are in a fourth industrial revolution. I think tech stocks ultimately make new all-time highs this year. But you have to navigate the volatility and the white knuckles. The …” View more

Ridealong summary

Nvidia is positioned as a leader in the AI revolution, with its chips being crucial for the future of autonomous technology and physical AI, alongside Tesla.

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TBPN · Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey · Mar 12, 2026

“… story about how I got the experience and informed what we needed for Dynamo. we needed for Dynamo. At one point, there's a website called build.nvidia.com. And also for us, inference.nvidia.com. That is allows people to try models. It gives an API service. You can call the model with like a REST API and you get a response. I ran the model site for that. And it was at one point the largest inference deployment and still may actually be the largest inference deployment in NVIDIA. I've since like handed that off to some people and they're doing wonderful. This is an extremely under known or less …” “Actually, there's a funny story about how I got the experience and informed what we needed for Dynamo. we needed for Dynamo. At one point, there's a website called build.nvidia.com. And also for us, inference.nvidia.com. That is allows people to try models. It gives an API service. You can call the model with like a REST API and you get a response. I ran the model site for that. And it was at one point the largest inference deployment and still may actually be the largest inference deployment in NVIDIA. I've since like handed that off to some people and they're doing wonderful. This is an extremely under known or less known resource. Build.nvidia.com. You can get any of these open source models and it's rate limited, but it's free. So it's perfect for hackers to say. And, and, and the SLA on getting models, day zero models up is like a day. Yeah. Like they're, they're incredibly good at like figuring out the right way to host the model together. up there as …” View more

Ridealong summary

NVIDIA's build.nvidia.com is a treasure trove for hackers, providing free access to the largest inference deployment in the company. The platform allows users to experiment with cutting-edge models almost instantly, showcasing NVIDIA's commitment to making AI accessible. This resource, originally managed by a multi-organizational team, continues to evolve and support innovation in AI development.

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Latent Space: The AI Engineer Podcast · NVIDIA's AI Engineers: Agent Inference at Planetary Scale and "Speed of Light" — Nader Khalil (Brev), Kyle Kranen (Dynamo) · Mar 10, 2026

“… here's why it's interesting kind of um pre-brief yeah for tech press i mean this is this is this is really the era of the like very fast ramp on nvidia dominance right like yeah like t like my memory is you know tnt and tnt2 were a pretty big deal they were the first like real credible threat to 3dfx then geforce 256 was like you know hardware tnl that was a huge deal and then nothing used hardware tnl i was gonna say that was a huge deal we need to get to that because that's mentioned in multiple places in this issue that like hey hardware tnl was supposed to be a huge deal and then no …” “… for the cover story. This was before they really did like press days. This was this was this was I want to say the GeForce three or the GeForce four was the first time they did a. here's what we've done in this inside this chip here's how it works here's why it's interesting kind of um pre-brief yeah for tech press i mean this is this is this is really the era of the like very fast ramp on nvidia dominance right like yeah like t like my memory is you know tnt and tnt2 were a pretty big deal they were the first like real credible threat to 3dfx then geforce 256 was like you know hardware tnl that was a huge deal and then nothing used hardware tnl i was gonna say that was a huge deal we need to get to that because that's mentioned in multiple places in this issue that like hey hardware tnl was supposed to be a huge deal and then no developer used it but but but then it was you know obviously the the the combination of pixel shaders on pc and the way doom 3 looked and then also as mentioned multiple times and here a version of the geforce 3 showing up in the xbox is probably yeah that was probably like the two prongs uh kind of attack that really made like the style of pixel shader …” View more

Ridealong summary

3Dfx's shutdown marked a turning point in graphics history, paving the way for NVIDIA's dominance. Before their demise, they were developing a revolutionary programmable shader card, Rampage, which could have changed the game. This shift also led to the evolution of shader models, complicating game development for years to come.

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Brad & Will Made a Tech Pod. · 329: A Plaid Decade · Mar 08, 2026

“And so the foundation labs are losing money. NVIDIA's profit margin went from like 30% to 60% gross margins. It's borne out in market caps. So NVIDIA added $3.2 trillion in market cap from when Daniel wrote this piece. And I remember listening to him on Stratechery talk to Ben Thompson alongside Nat Friedman and say, yeah, based on ChatGPT, NVIDIA seems sort of undervalued. And I was like, oh, well, if they're saying it on Ben Thompson's Stratechery podcast, it's obviously priced in. Everyone …” “And so the foundation labs are losing money. NVIDIA's profit margin went from like 30% to 60% gross margins. It's borne out in market caps. So NVIDIA added $3.2 trillion in market cap from when Daniel wrote this piece. And I remember listening to him on Stratechery talk to Ben Thompson alongside Nat Friedman and say, yeah, based on ChatGPT, NVIDIA seems sort of undervalued. And I was like, oh, well, if they're saying it on Ben Thompson's Stratechery podcast, it's obviously priced in. Everyone knows this. And I was wildly wrong. Never doubt yourself. What's interesting is that the rest of the platforms did not see 3x gains. They did not add $3 trillion in value. Microsoft, from January 2024 to today, is only up 4%. Amazon's up 30%. And then you do have OpenAI, Anthropic, XAI in the private markets. The gains there, they've been huge and …” View more

Ridealong summary

AI investment is concentrated in a few major players like NVIDIA and OpenAI, but the returns are uneven, with NVIDIA thriving while Microsoft's AI investments have yet to pay off.

The massive investments in AI startups are reshaping the venture capital landscape, but the returns for major players like Microsoft are not as impressive as expected, contrasting with NVIDIA's explosive growth.

NVIDIA's massive market gains highlight its dominance in AI hardware, while Microsoft's heavy AI investments have yet to yield significant stock returns.

Nvidia's dominance in the AI sector is unmatched, with massive revenue growth and market cap gains, making it the clear winner in the tech industry's 'picks and shovels' trade.

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TBPN · Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN · Mar 06, 2026

“… clearly accrued to the infrastructure layer. So that means chips, packaging, power, etc. And this is the situational awareness trade by and large NVIDIA basically captures and did for a while more than 100 of the profits from the AI boom because so many of the other companies in the AI space were losing money And so the foundation labs are losing money. NVIDIA's profit margin went from like 30% to 60% gross margins. And it's borne out in market cap. So NVIDIA added $3.2 trillion in market cap from when Daniel wrote this piece. And I remember listening to him on Stratechery talk to Ben Thompson …” “… a whole piece about how brands are important. We'll cover that tomorrow. But he compares it to the quartz crisis in the watch world and has a bunch of thoughts about value in the post-AGI era. But just looking back in the last two years, value has clearly accrued to the infrastructure layer. So that means chips, packaging, power, etc. And this is the situational awareness trade by and large NVIDIA basically captures and did for a while more than 100 of the profits from the AI boom because so many of the other companies in the AI space were losing money And so the foundation labs are losing money. NVIDIA's profit margin went from like 30% to 60% gross margins. And it's borne out in market cap. So NVIDIA added $3.2 trillion in market cap from when Daniel wrote this piece. And I remember listening to him on Stratechery talk to Ben Thompson alongside Nat Friedman and say, yeah, based on Chachibiti, NVIDIA seems sort of undervalued. And I was like, oh, well, if they're saying it on Ben Thompson's Stratechery podcast, it's obviously priced in. Everyone knows this. And I was wildly wrong. Never doubt yourself. But what's interesting is that the rest of the platforms did not see 3x gains. …” View more

Ridealong summary

AI investment is heavily skewed towards infrastructure giants like NVIDIA, overshadowing the massive funding rounds of companies like OpenAI.

Nvidia's dominance in the AI infrastructure layer has led to unprecedented market cap growth, showcasing its strategic advantage over other tech giants like Microsoft.

The AI boom has disproportionately benefited infrastructure companies like NVIDIA, while other tech giants like Microsoft see minimal stock gains despite massive AI investments.

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TBPN · Daniel Gross’s AGI Trades, SpaceX’s $1.75T IPO, Google Silences Sweeney | Mark Gurman, Dan Primack, Cameron McCord, Max Haot, Christian Howell · Mar 05, 2026

“… I've got to ask my new best friend, Claude Opus. I'm like, good for you, bro, I guess. So the other, I didn't even put this in the rundown, but Nvidia, Jensen Wong said, they're going to invest the 30 million in open AI, but he said that's probably it for both open AI and anthropic. And what he hid behind was, Because they're likely to do IPOs. Yes. So that becomes another interesting wrinkle in this, is they're both headed that way, I think. But I think that open AIs just got delayed. Yeah, I think you're right. And Amthropix might have just gotten accelerated. Yes. Sentiment, you know, the …” “I literally just got a text five minutes ago. It was talking about some sort of camera that he wants to buy. He's like, I've got to ask my new best friend, Claude Opus. I'm like, good for you, bro, I guess. So the other, I didn't even put this in the rundown, but Nvidia, Jensen Wong said, they're going to invest the 30 million in open AI, but he said that's probably it for both open AI and anthropic. And what he hid behind was, Because they're likely to do IPOs. Yes. So that becomes another interesting wrinkle in this, is they're both headed that way, I think. But I think that open AIs just got delayed. Yeah, I think you're right. And Amthropix might have just gotten accelerated. Yes. Sentiment, you know, the markets are based on sentiment, you know, in addition to earnings. But really, the sentiment and the sentiment on both of these companies just shifted so dramatically, you know, in the last 70 or the 72 hours over the weekend that it really changes the it changes the game, at least in the short term. But longer term, these are both going to be …” View more

Ridealong summary

Nvidia's Jensen Huang hints that OpenAI and Anthropic are on the fast track to IPOs, with sentiment shifting dramatically in just 72 hours. As both companies gear up to become industry giants, they may soon rival tech titans like Apple and Microsoft. Meanwhile, Google is still in the game with promising developments of its own.

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Intelligent Machines (Audio) · IM 860: You Gotta Get Computer - Claude Surges to No. 1 · Mar 04, 2026

“First, we will tell you about NVIDIA earnings. They crushed. Highly anticipated as always. NVIDIA is permanently holding up the US economy, continues to hold up the US economy, the global markets, but it's sold off even though they blew out earnings and it was a very good quarter. So earnings dropped yesterday after we got off the phone with Doug O'Loughlin from Semi Analysis. Semi Analysis did have some good breakdowns here, But the top line, revenue came in at $68.1 billion, up …” “First, we will tell you about NVIDIA earnings. They crushed. Highly anticipated as always. NVIDIA is permanently holding up the US economy, continues to hold up the US economy, the global markets, but it's sold off even though they blew out earnings and it was a very good quarter. So earnings dropped yesterday after we got off the phone with Doug O'Loughlin from Semi Analysis. Semi Analysis did have some good breakdowns here, But the top line, revenue came in at $68.1 billion, up 73% year over year and 20% quarter on quarter. And this beat consensus estimates by nearly 3%. The stock price popped around 3% immediately, but then sold off 5% at the market open this morning, making it the stock's worst day since last April. They're now just a tiny, tiny $4.5 trillion company. April was DeepSeek? Last April? Last April was …” View more

Ridealong summary

Nvidia's growth is promising, but potential energy bottlenecks could limit the impact of their record-breaking earnings and forecasts.

Nvidia's earnings are impressive, but the market's reaction highlights skepticism about sustaining demand for cutting-edge AI models despite the hype.

Nvidia's growth faces potential energy bottlenecks despite its technological advancements and revenue projections.

Nvidia faces potential energy bottlenecks despite high demand for AI chips, but solutions like nuclear power could mitigate these challenges.

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TBPN · Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN · Feb 27, 2026

“… any CPUs there. Intel is actually the real winner, I think, because essentially like TSMC is locked up. Everyone's fighting for space at TSMC. Like NVIDIA has the most, um, all the co-authors accounted for all of N3's accounted for all of N2's accounted for. Essentially they're completely sold out. They're going to invest a lot more, but like, you know, get in line. It's another year. Um, so whatever is leftover kind of goes to the other foundries. And that's really two companies. That's Intel and that's Samsung. I think Samsung right now probably makes way more money if they spend it all on …” “… to CPUs, is that an important factor or is there more fab capacity across global foundries, Intel, Samsung to sort of meet that CPU shortage? So global foundries is nothing. Nothing. Um, they don't have a leading edge chip. Uh, so they will not have any CPUs there. Intel is actually the real winner, I think, because essentially like TSMC is locked up. Everyone's fighting for space at TSMC. Like NVIDIA has the most, um, all the co-authors accounted for all of N3's accounted for all of N2's accounted for. Essentially they're completely sold out. They're going to invest a lot more, but like, you know, get in line. It's another year. Um, so whatever is leftover kind of goes to the other foundries. And that's really two companies. That's Intel and that's Samsung. I think Samsung right now probably makes way more money if they spend it all on memory. So Intel really is the swing provider of CPUs in the world. And that's like kind of amazing. Like I'm kind of my, my belief in a sweet karmic Intel victory is all the CPUs that can't be made at TSMC because the accelerators are being made instead go back to Intel and they just make them, but they don't design them. Yep. Uh, make them, but don't …” View more

Ridealong summary

Intel is emerging as the 'swing provider' of CPUs as TSMC faces a severe bottleneck, leaving NVIDIA and others scrambling for manufacturing space. With TSMC fully booked, Intel might capitalize on the shortage and become a key player in the CPU market. This shift could reshape the competitive landscape in the semiconductor industry.

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TBPN · Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe · Feb 25, 2026

“… blah, blah. But like the thing that I think that still shocks me all the time is the magnitude of how right we are. You know, like we like, oh, NVIDIA was good, right? NVIDIA is pretty good. And then it's like, you know, NVIDIA is now the most valuable company in the world. And I think if you had me read that and like, truly, hey, I wrote that. I believed it. I still wouldn't have put that together or like I wouldn't have believed it. If you this is one of many pieces at the time. Exactly. Yeah. Yeah. Like there's so many things like what else are you writing at the time? Right. That don't …” “… have a little bit more of a financial background, but always around him. And it was just like. You know, he's the only one guy who like cared to the same level. So, yeah, this the thing that's crazy is like we called it. We were right. Blah, blah, blah, blah, blah. But like the thing that I think that still shocks me all the time is the magnitude of how right we are. You know, like we like, oh, NVIDIA was good, right? NVIDIA is pretty good. And then it's like, you know, NVIDIA is now the most valuable company in the world. And I think if you had me read that and like, truly, hey, I wrote that. I believed it. I still wouldn't have put that together or like I wouldn't have believed it. If you this is one of many pieces at the time. Exactly. Yeah. Yeah. Like there's so many things like what else are you writing at the time? Right. That don't work out. You know? Yeah. Yeah. We can look we can look back. But I I'm pretty happy with my long term track record. I really am. But yeah, I'm just really surprised the magnitude of how everything happened. Like, it's crazy to me that like coalesce is like a not a household term, but like relatively well known. It was like an exotic technology. And …” View more

Ridealong summary

NVIDIA skyrocketed to become the most valuable company in the world, surprising even its biggest advocates. Early supporters recognized the potential of technology trends, particularly in chips, and made bold career decisions based on that conviction. This journey illustrates the importance of trend-watching and going all in on emerging waves of innovation.

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Latent Space: The AI Engineer Podcast · Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis · Feb 24, 2026

“… you're gonna win like, okay Well, it is funny though because he has been slowly walking back their comments to open a yeah Like at first it was like Nvidia is investing a hundred billion dollars in open AI and then throughout these on the street in Taiwan Interviews, it's been like we never actually signed a piece of paper We just said that, you know, we're a number of years. We might invest up to a hundred billion dollars money isn't real I mean the money in my bank account is real, of course But like your money isn't real and then randomly Oracle put out a tweet that was like We are committed to …” “… oh, he's avoiding it He knows the answer is bad or B Do you'd like try to answer because you think you have a good answer and suddenly seven more people with like a Point People are gonna sprint up to you like my life savings are in this tell me why you're gonna win like, okay Well, it is funny though because he has been slowly walking back their comments to open a yeah Like at first it was like Nvidia is investing a hundred billion dollars in open AI and then throughout these on the street in Taiwan Interviews, it's been like we never actually signed a piece of paper We just said that, you know, we're a number of years. We might invest up to a hundred billion dollars money isn't real I mean the money in my bank account is real, of course But like your money isn't real and then randomly Oracle put out a tweet that was like We are committed to our investments and it's like nobody asked you. Yeah another authoritative news Yeah, mmm, that's right ring” View more

Ridealong summary

Nvidia's ambitious claim of potentially 100x revenue growth raises eyebrows, especially as they struggle to clarify their current profitability. Amidst street interviews in Taiwan, CEO Jensen Huang's shifting statements about a $100 billion investment reveal uncertainty and skepticism about their future. This situation highlights the tension between bold promises and the reality of their operational challenges.

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Waveform: The MKBHD Podcast · Does Marques Hate OnePlus? · Feb 13, 2026

“… money building out data centers and OpenAI doesn't have the money to pay for those data centers, that means OpenAI doesn't have the money to pay NVIDIA for the next X number of Blackwell processors or whichever one comes next. What happens to not only the valuation of NVIDIA, but the entire market index if the growth rate at NVIDIA slopes and people have to start reducing estimates? We're used to these guys coming out like, yeah, we beat revenue from last year by 100 percent. We beat revenue by last year by 90 percent. And we're raising estimates where your numbers are too low. We're raising …” “… like that spike in the yields on that that's spiking pretty high, almost at dot com levels as well, which is would not be good. So I agree with you. And I actually think the problem is worse. And here's why. If Oracle has problems because they spent money building out data centers and OpenAI doesn't have the money to pay for those data centers, that means OpenAI doesn't have the money to pay NVIDIA for the next X number of Blackwell processors or whichever one comes next. What happens to not only the valuation of NVIDIA, but the entire market index if the growth rate at NVIDIA slopes and people have to start reducing estimates? We're used to these guys coming out like, yeah, we beat revenue from last year by 100 percent. We beat revenue by last year by 90 percent. And we're raising estimates where your numbers are too low. We're raising guidance. And that's why NVIDIA has such an incredible market, Kevin, to their credit. You know, they build incredible product and they've identified a segment of the market where there's a ton of growth and they are the unquestioned leader. It's an amazing company. But if all of a sudden they get on a conference call and they say, you know, our …” View more

Ridealong summary

If Oracle's financial struggles worsen, it could trigger a chain reaction that impacts tech giants like NVIDIA, Microsoft, and Google. As Oracle's investments in data centers falter, NVIDIA's growth may slow, leading to lowered market expectations across the tech sector. This could result in a significant market downturn, affecting not just Oracle but the entire technology industry.

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TFTC: A Bitcoin Podcast · #715: $1.5 Trillion in AI Promises With No Business Plan with Gary Brode · Feb 11, 2026

“NVIDIA finds itself in the legal spotlight as it refutes allegations of using pirated books to train its artificial intelligence models. In a recent motion filed in a federal court in California, NVIDIA is pushing back, arguing that claims of copyright infringement tied to their supposed contact with the Shadow Library, Anna's archive, are unfounded. Picture this. You're in a courtroom, and NVIDIA is standing firm against accusations that its …” “NVIDIA finds itself in the legal spotlight as it refutes allegations of using pirated books to train its artificial intelligence models. In a recent motion filed in a federal court in California, NVIDIA is pushing back, arguing that claims of copyright infringement tied to their supposed contact with the Shadow Library, Anna's archive, are unfounded. Picture this. You're in a courtroom, and NVIDIA is standing firm against accusations that its artificial intelligence models were trained using copyrighted materials from Shadow Libraries. The Nazemian v. NVIDIA case, originally filed in 2024, hinges on these claims, with plaintiffs arguing that NVIDIA accessed and used books from Anna's archive without permission. So why does this matter? Well, NVIDIA is a major player in the artificial …” View more

Ridealong summary

NVIDIA is fighting allegations of copyright infringement in a legal case that could reshape AI training data practices. The company argues that accusations of using pirated books from Shadow Libraries lack concrete evidence and that mere discussions about potential sources don't equate to actual infringement. This case's outcome, set for April 2026, could set a crucial precedent for the industry.

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The AI News Daily Brief · NY's AI Regulation, Nvidia's Legal Case, and Crypto.com's AI.com Acquisition · Feb 09, 2026

“… and Met with $19.37 billion. The common mantra is that these companies are spending all this money on GPUs, but that doesn't really match up with Nvidia's revenues. Nvidia's last quarterly earnings said that four direct customers made up more than 10% of revenue, 22%, 15%, 13%, and 11%, representing no more than $12.54 billion out of $57 billion of revenue. And as you look back through earlier quarters, you see the discrepancies grow. Where exactly is this money going? In Microsoft's latest earnings, first quarter fiscal year 2026, it said that $19.39 billion went to additions to property and …” “… of various hyperscalers as an example. According to its latest quarterly filings, Microsoft spent $34.9 billion on capital expenditures, the most of any of the big four hyperscalers, followed by Amazon with $34.2 billion, Google with $24 billion, and Met with $19.37 billion. The common mantra is that these companies are spending all this money on GPUs, but that doesn't really match up with Nvidia's revenues. Nvidia's last quarterly earnings said that four direct customers made up more than 10% of revenue, 22%, 15%, 13%, and 11%, representing no more than $12.54 billion out of $57 billion of revenue. And as you look back through earlier quarters, you see the discrepancies grow. Where exactly is this money going? In Microsoft's latest earnings, first quarter fiscal year 2026, it said that $19.39 billion went to additions to property and equipment, with roughly half of its total CapEx spend on short-lived assets, primarily GPUs and CPUs. A quarter back, additions to property and equipment was $16.74 billion, with roughly half of that spent on long-lived assets that will support monetization over the next 15 years and beyond. What does that mean? Who fucking knows? I looked. I went …” View more

Ridealong summary

The podcast segment critically examines the massive capital expenditures of hyperscalers, questioning the transparency and accountability of their spending, particularly in relation to AI investments and data centers.

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Better Offline · The Enshittifinancial Crisis: Part One · Jan 20, 2026

“… infrastructure a chance to fill a backlog and to give the next generation. There are rumors that they may revive old hardware. There's a rumor that NVIDIA's RTX 3060, which is a two, three-year-old GPU, may be back in market soon because it's using older, slower RAM, too. So it's not using the newest, fastest stuff. Is it a less powerful GPU? Way less powerful. But it's also like. It's like two generations back. It is a sign that you have to bring back the past because the present is unaffordable and you cannot make it. So I don't know. That's never happened before. Yeah, I've never heard of …” “… lust because there is no sustainable future doing this. And this was also inevitable. And I think it's scary. So they're just, I mean, so then is the, you know, if we, if ideally what delays on the products that are the most RAM intensive to give infrastructure a chance to fill a backlog and to give the next generation. There are rumors that they may revive old hardware. There's a rumor that NVIDIA's RTX 3060, which is a two, three-year-old GPU, may be back in market soon because it's using older, slower RAM, too. So it's not using the newest, fastest stuff. Is it a less powerful GPU? Way less powerful. But it's also like. It's like two generations back. It is a sign that you have to bring back the past because the present is unaffordable and you cannot make it. So I don't know. That's never happened before. Yeah, I've never heard of that. We don't know if this is true, but this is the rumor that's out there. I thought that was confirmed. I'm glad you said it was a rumor. Yeah. So I, okay. As my responsibility as a layperson, I then think about how do normal people experience this? Because normal people have heard AI a million times. We've heard RAM is getting more expensive. But …” View more

Ridealong summary

NVIDIA is rumored to be reviving its RTX 3060 GPU, a two to three-year-old model, in response to skyrocketing RAM prices that are making new tech unaffordable. This unprecedented move signals a significant shift in the gaming GPU market, as consumers face increasing costs and limited options. The tech industry may need to confront its growth obsession, as the current landscape becomes unsustainable for average users.

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Better Offline · CES 2026: Part Six (Thursday) · Jan 08, 2026

“… dorky robot inside, this thing called the Omniverse. The Omniverse, by the way, and Ed is just looking at me, just like, oh god. The Omniverse is NVIDIA's little simulation space for robots. Imagination station. Yes. And yet, they spent half the thing talking about, as David put it, the things that would be nice if they existed. Yeah, there was a lot of stuff that, if it was real,” “… the keynote, don't expect that. Do not expect that at all, because Jensen Huang did not actually announce anything new. Six new chips, a Vera Rubin GPU. Every single thing he announced today was either three or six months old. Even the video of the dorky robot inside, this thing called the Omniverse. The Omniverse, by the way, and Ed is just looking at me, just like, oh god. The Omniverse is NVIDIA's little simulation space for robots. Imagination station. Yes. And yet, they spent half the thing talking about, as David put it, the things that would be nice if they existed. Yeah, there was a lot of stuff that, if it was real,” View more

Ridealong summary

The CES 2024 keynote by NVIDIA's Jensen Huang left attendees bored and frustrated, as he announced nothing new despite showcasing six new chips and a simulation space called the Omniverse. The presentation was filled with concepts that seemed more like wishful thinking than reality, leading to a lackluster experience for those hoping for groundbreaking news. Join us for a week of lively discussions and insights from the Las Vegas tech extravaganza.

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Better Offline · CES 2026: Part One (Monday) · Jan 06, 2026

“… that metaphor. Yeah, I thought that was good. That was from our guest, Jeff Atwood. Well, good, I'm glad to see that you're using it. By the way, NVIDIA's results have just come in. Oh, how are they? They have blown past Wall Street's forecasts. Shares are up now 3%. For the period ending January 25th, they earned $1.62 per share, revenue soared, get ready for this, revenue up 73% year over year, $68 billion. Data center revenue coming in at $62 billion, estimates were 60. Automotive revenue, 604 million. Professional visualization revenue, I don't even know what that is, rose 74% year over …” “Paris, pearls over sand. Pearls over sand. Yeah, I like that metaphor. Yeah, I thought that was good. That was from our guest, Jeff Atwood. Well, good, I'm glad to see that you're using it. By the way, NVIDIA's results have just come in. Oh, how are they? They have blown past Wall Street's forecasts. Shares are up now 3%. For the period ending January 25th, they earned $1.62 per share, revenue soared, get ready for this, revenue up 73% year over year, $68 billion. Data center revenue coming in at $62 billion, estimates were 60. Automotive revenue, 604 million. Professional visualization revenue, I don't even know what that is, rose 74% year over year.” View more

Ridealong summary

Nvidia's record-breaking earnings and revenue growth highlight its dominant position in the AI and data center markets, with significant upside potential despite market concerns over valuations.

Nvidia's exceptional financial performance underscores the relentless demand for its chips, indicating a robust future for AI-driven technologies.

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Intelligent Machines (Audio) · IM 859: What's Behind the Fox? - Tech's Gilded Age · Feb 25, 2026

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