Moonshots with Peter Diamandis

AI This Week: NVIDIA’s Record Revenue, Elon’s Data Centers in Space & Gemini 3’s Insane Performance w/ Salim Ismail, Dave Blundin & Alexander Wissner-Gross | EP #210

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Nov 22, 2025
This week, venture investor Dave Blundin, renowned physicist Dr. Alexander Wissner-Gross, and entrepreneur Salim Ismail dive deep into the rapid advancements in AI and technology. They discuss NVIDIA's monumental $57 billion quarter and its implications for the future of AI compute. The guests unpack Elon Musk's ambitious vision for orbiting data centers and the challenges of cooling technology in space. They also explore the rising AI ambitions of Saudi Arabia and the intense competition in the U.S. for AI infrastructure, highlighting innovations in robotics and energy solutions.
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INSIGHT

NVIDIA As The Compute Currency

  • NVIDIA has become the de facto "central bank" of AI by controlling access to high-performance compute.
  • Their chip improvements let them repeatedly raise prices while customers keep buying due to demand for compute.
INSIGHT

Heterogeneous AI Compute Future

  • The future of AI compute will be heterogeneous with TPUs, ASICs, and other architectures alongside NVIDIA GPUs.
  • Vertically integrated players will design chips, data centers, models and apps tailored to their stacks.
ADVICE

Automate Chip Design With AI

  • Use AI to shorten chip design cycles by automating kernel and architecture optimization.
  • Redesign chips to fit evolving algorithms to gain performance and competitive edge.
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