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The Circuit
NäringslivTeknologi

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!

54 min•3 november 2025

The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the implications of this fragmentation for Nvidia and its customers, who are increasingly seeking to develop their own custom silicon.

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The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.