About this episode
To email the show: email@sharptech.fm 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 Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.