Analyzing NVIDIA's H100 Production and AI's Impact on Big Tech

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more. Enjoy another episode of Bg2.

Timestamps:

(0:00) Introduction

(3:14) Earnings / Inflation / Rates

(10:16) Impact of AI on Google / Meta

(32:47) Why not also MSFT/Apple/Amazon?

(57:06) Chips, Fabs, Future Compute Needs

Available on Apple, Spotify, www.linktr.ee/bg2pod

Follow:

Brad Gerstner @altcap https://twitter.com/altcap

Bill Gurley @gurley https://twitter.com/bgurley

BG2 Pod @bg2pod https://twitter.com/BG2Pod

Shownotes:

TSMC founder Morris Chang on the evolution of the semiconductor industry

https://youtu.be/r_8XClnnvIk?si=rAylAfxpJa0kHiNv

#BillGurley #BradGerstner #BG2Pod