Latest episode of Bg2 Pod.
video
Brad and Jenses discuss:
- The Year in AI Recap
- OpenAI Stargate & Nvidia Investment
- Nvidia Accelerated Compute TAM
- $NVDA ROI – Glut or Bubble?
- Roundtripping Claims
- Annual Release Cadence & Extreme Co-design
- Future of ASICs & Economics
- Nvidia's Competitive Moat
- Elon, X.ai & Colossus 2
- Sovereign AI & Global Buildout
- The AI Administration
- Chinese AI Chips & NVIDIA's Role
- The Future Ahead
#AI #innovationcommunity
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Todor Kostov
Director
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