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Episode 110: NVIDIA's Identity Crisis

The Circuit

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Navigating NVIDIA's Innovation Stagnation

In this chapter, the speaker reflects on their disillusionment following an NVIDIA keynote event, critiquing the perceived lack of innovation in their AI technologies. The discussion highlights recent market pressures and a shift in NVIDIA's identity from a visionary leader to a more defensive stance. It emphasizes the challenges in clearly communicating the company's evolving role in the tech ecosystem amidst a backdrop of competitive AI development.

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