The Intelligence from The Economist

Block off the old chips? Nvidia’s fraught merger

Aug 3, 2021
Tamsin Booth and Johnny Williams offer fascinating insights into the tech and spiritual landscapes. They discuss Nvidia's ambitious bid to acquire ARM amidst regulatory hurdles that could reshape the semiconductor industry. Booth highlights the impact of GPUs on computing, while Williams explores America's shift toward religious unaffiliation, focusing on the rising number of individuals identifying as 'nothing in particular.' The conversation also celebrates the growing surf culture in China, especially among women, showcasing empowerment through sport.
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INSIGHT

NVIDIA's Rise

  • NVIDIA's chips are ubiquitous, though often unseen.
  • Their market value has exploded, outpacing Intel's, driven by a 15x growth in 5 years.
INSIGHT

NVIDIA's AI Dominance

  • NVIDIA's strength lies in AI, a technology rapidly permeating various sectors.
  • Their bid for Arm aims to solidify this dominance, particularly in enterprise AI adoption.
ANECDOTE

From Gaming to AI

  • NVIDIA's journey began in gaming, aiming to enhance graphics.
  • Their GPUs unexpectedly proved crucial for AI, thanks to Alex Krzyzewski's innovative use in the ImageNet competition.
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