The Data Center Is Going to Be Superimportant

Welcome to episode 16 of This Week in the Metaverse, our weekly show in which Yon and a guest co-host provide commentary on three metaverse-related news items.

Joining Yon today as guest co-host is Mario Stefanidis, Vice President of Research at Roundhill Investments, a thematic ETF sponsor who’s behind the Metaverse ETF alongside Ball Metaverse Research Partners. Mario is responsible for Roundhill’s research activities within the digital media and entertainment sector and serving on the firm's investment committee, helping oversee Roundhill's investment activities across all sponsored ETFs and other vehicles.

Our three topics for the past week:

First, Jensen Huang, CEO of Nvidia, was interviewed by Dean Takahashi from VentureBeat (who was a guest on our podcast a few months ago). What really captured our attention is Huang’s bullishness on the industrial metaverse and the prospect of Nvidia’s Omniverse to play a key role in realizing that vision.

Then, we talk about the changes at Snap who’s shutting down Snap Originals, an in-house production studio of scripted and documentary-style programming and double down on its core priorities, including augmented reality.

And we finish with more news from Meta Platforms, as Meta’s VP of Horizon is leaving the company, adding more uncertainty on where its metaverse project is heading.