The Importance of Chips in AI and the Concentration of Chip Production

For this week’s episode, I spoke with Chris Miller, the author of Chip War, about the rise of Nvidia.

While OpenAI gets the lion’s share of the public adulation for the sudden excitement about generative intelligence, Nvidia’s H100 chips are powering much of the generative AI frenzy. Nvidia’s stock has climbed over 200% over the past 12 months. And the company has become a key investor in generative AI startups.

Miller (who comes on the show around the 41-minute mark) talks through Nvidia’s history and the geopolitical war raging over the production of chips.

In the first part of the episode, Cerebral Valley AI Summit co-hosts Max Child, James Wilsterman, and I discuss how big technology companies are working to fend off this new generation of AI startups.

Give it a listen