The Rise of NVIDIA GPUs

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NVIDIA is the market leader. It makes a huge percentage of the world's GPUs. And it really can't make them fast enough to keep up with demand. There's this new chip, the H100, which costs like $40,000 for just one graphics processor. AI companies are buying thousands of these things to put into their data centers.

A few days after a lawyer used ChatGPT to write a brief filled with made-up cases, a group of A.I. experts released a letter warning of the “risk of extinction” from the technology. But will A.I. ever be good enough to pose such a threat?

Then, FAANG is now MAAAN, with the addition of Nvidia. Here’s how the GPU company became a trillion-dollar behemoth.

Plus: Kevin, Casey and the New York Times tech reporter Kate Conger answer Hard Questions from listeners.

Today’s Guest:

Kate Conger is a technology reporter in the San Francisco bureau of The New York Times.

Additional Reading:

A lawyer used ChatGPT the same week that A.I. leaders released a 22-word statement about the existential risk A.I. poses to humanity.
The chip company Nvidia hit a $1 trillion market cap, powered by A.I. demand.
The podcast “Acquired” did a two-part series on the history of Nvidia.

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