Economist Podcasts cover image

Block off the old chips? Nvidia’s fraught merger

Economist Podcasts

00:00

NVIDIA's AI Revolution and Arm Acquisition

This chapter explores NVIDIA's evolution from a gaming company to a leader in artificial intelligence through its proposed $40 billion acquisition of Arm. It discusses the implications of accelerated computing and the competitive landscape, highlighting the regulatory skepticism around the deal and the challenges from emerging AI startups and traditional chipmakers. The chapter emphasizes the transformative impact of GPUs and CUDA technology across industries, predicting shifts in server spending and market dynamics as AI continues to shape the future.

Transcript
Play full episode

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