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

Sharp Tech with Ben Thompson

İçerik Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

2M ago 1:04:05

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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.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Nvidia Unveils Latest Chips at ‘AI Woodstock’ — Wall Street Journal

Nvidia Looks to Extend AI Dominance With New Blackwell Chips — Bloomberg

Nvidia Waves and Moats — Stratechery

Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t — Stratechery Update

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.

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