Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI
Sharp Tech with Ben Thompson
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Microsoft's Strategic Move to Secure GPU Access
The chapter explores Microsoft's acquisition of inflection AI and their interesting decision to purchase 22,000 GPUs from NVIDIA, focusing on market dynamics, licensing agreements, and strategic motivations in AI development. It delves into Microsoft's concerns about dependency on external entities for AI advancements and their steps to establish control over GPU resources. The conversation also touches on the complexities of tech acquisitions, investor perspectives, and the dynamics of the tech industry.
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