Exploration of Nvidia's rise and Intel's shift to contract manufacturing in the chip industry, with a focus on AI chips. Intel securing Microsoft as a customer for tailored chips underscores the crucial role of AI in data center operations.
After smashing earnings once again, Nvidia rocketed up 15% and now has a bigger market cap than Meta, Amazon, and Alphabet. NLW explores the implications of Nvidia's success for the rest of the AI space. Also, Google turns off AI image generation following intense online criticism.
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