Not Investment Advice cover image

234: Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation

Not Investment Advice

00:00

Why is Nvidia deploying capital across the chip ecosystem?

Hosts discuss Nvidia’s broader investments (Intel, CoreWeave) and industrial policy implications for chip supply and national interests.

Play episode from 25:53
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app