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Sharp Tech with Ben Thompson
Sharp Tech with Ben Thompson

Nvidia Backlash and the China Conundrum

1 tim 1 min•27 september 2022

Om avsnittet

To email the show: [email protected]

Nvidia in the Valley – Stratechery

An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud – Stratechery Interviews

Ada Lovelace GPUs Shows How Desperate Nvidia Is – SemiAnalysis

Thread of reactions from Tae Kim – Twitter

AI Chips and China, Geopolitical Considerations, Nvidia Consideration – Stratechery Daily Update

Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise — Stratechery Daily Update

Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge - Stratechery Daily Update

US restricts sale of AI training chips to China – The Verge

Apple expands iPhone production in India in shift away from China – Financial Times

Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

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