technologyNov 3, 202553:44pending
EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
About this episode
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.
Get every episode summarized
Each time The Circuit publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Circuit
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
The Circuit
Sep 7, 202651:24failed
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
The Circuit
Aug 31, 202653:19pending
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
The Circuit
Aug 23, 202638:48pending
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable...
The Circuit
Aug 17, 202656:11pending