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Sharp Tech with Ben Thompson
Teknologi

Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI

1 tim 4 min•21 mars 2024
An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemini.

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(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
(Preview) Nerding Out with the Neo, Claude and the Integration Question, The End of Coding Language History
•18 min
(Preview) The Anthropic Mess Continues, Frontier AI and the Uncertain Future of Law, Q&A on Netflix, Dating Apps, F1
•29 min
(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, Actually
•15 min
(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis
•31 min
(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies
•28 min
(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC
•28 min
(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks
•35 min

Sharp Tech with Ben Thompson med Andrew Sharp and Ben Thompson finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.