Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
Dwarkesh Podcast
1 DAYS AGO
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

Dwarkesh Podcast
1 DAYS AGO
Unprocessed episode, you can be the first!
Shownote
Shownote
I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just become a hyperscaler, how it makes its investments, and mu...
Highlights
Highlights
Chapters
Chapters
Transcript
Transcript