Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World
Sharp Tech with Ben Thompson
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NVIDIA's Earnings and Strategic Challenges
This chapter explores NVIDIA's latest earnings report, revealing record sales but also concerns about future revenue amidst a potential plateau in AI chip demand. It discusses the company's strategic partnerships, particularly with major tech firms, and the complexities of navigating U.S. export regulations while exploring sales to China. The conversation highlights the critical balance NVIDIA must maintain between supply constraints, geopolitical tensions, and competition in the semiconductor landscape.
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