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Sharp Tech with Ben Thompson
Teknologi

Nvidia Backlash and the China Conundrum

1 tim 1 min•27 september 2022

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

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Fler avsnitt av Sharp Tech with Ben Thompson

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(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash
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(Preview) Inference in the Agentic Future, xAI Is Two Companies in One, Q&A on Elon’s Lawsuit, Intel, Apple
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(Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices
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(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon
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(Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization
•22 min
(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods
•21 min
(Preview) A Spring Break Mailbag: RIP Sora, Ads and Surplus, F1 Going in Reverse, Elon Inc., Smartphone Parenting, and More
•21 min
(Preview) OpenAI’s Enterprise Pivot, The Rise of Agents and Bubble Counterpoints, Nvidia Changes Its Inference Story
•33 min

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